Purchases and Sales Made in Q2 2023 in J P Morgan Exchange Traded Fd (JEPI)

JEPI Quotes by TradingView

This table provides information about the institutional ownership of J P Morgan Exchange Traded Fd (JEPI) during Q2 2023. The information is specifically focused on institutions that hold shares of J P MORGAN EXCHANGE-TRADED FD .

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Jul 14, 2023 Q2 2023
Harbor Investment Advisory, LLC

BUY
 -
897
+ 2.29%
$48.3K - $49.7K
40.1K $2.41M
Jul 25, 2023 Q2 2023
Institute For Wealth Management, Llc.

BUY
 -
895
+ 3.84%
$48.2K - $49.6K
24.2K $1.46M
Jul 06, 2023 Q2 2023
Madden Securities Corp

BUY
 -
884
+ 0.43%
$47.6K - $49K
209K $12.5M
Aug 09, 2023 Q2 2023
Nwam LLC

Mercer Island, WA
BUY
 -
883
+ 22.24%
$47.5K - $48.9K
4.85K $292K
Aug 08, 2023 Q2 2023
Claro Advisors LLC

Boston, MA
BUY
 -
874
+ 2.01%
$47.1K - $48.4K
44.4K $2.67M
Aug 02, 2023 Q2 2023
Columbia Advisory Partners LLC

BUY
 -
874
+ 9.23%
$47.1K - $48.4K
10.3K $622K
Aug 14, 2023 Q2 2023
Matrix Private Capital Group LLC

New York, NY
BUY
 -
844
New
$45.4K - $46.8K
844 $50.8K
Aug 08, 2024 Q2 2023
Abound Wealth Management

Franklin, TN
BUY
 -
841
New
$45.3K - $46.6K
841 $50.6K
Aug 06, 2024 Q2 2023
Hantz Financial Services, Inc.

BUY
 -
826
+ 82600.0%
$44.5K - $45.8K
827 $49.8K
Nov 13, 2023 Q2 2023
Townsquare Capital LLC

BUY
 -
768
+ 7.05%
$41.4K - $42.5K
11.7K $702K
Aug 09, 2023 Q2 2023
Ipg Investment Advisors LLC

San Diego, CA
BUY
 -
750
+ 13.88%
$40.4K - $41.6K
6.16K $370K
Aug 11, 2023 Q2 2023
Assetmark, Inc

BUY
 -
741
+ 18.62%
$39.9K - $41.1K
4.72K $284K
Aug 30, 2023 Q2 2023
Aifg Consultants Ltd.

Halfmoon, NY
BUY
 -
740
+ 0.4%
$39.8K - $41K
186K $11.2M
Aug 03, 2023 Q2 2023
Wealth Spring Partners, LLC

Long Beach, CA
BUY
 -
726
+ 8.42%
$39.1K - $40.2K
9.34K $562K
Jul 17, 2023 Q2 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
701
+ 4.94%
$37.7K - $38.8K
14.9K $896K
Aug 14, 2023 Q2 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
694
+ 2.29%
$37.4K - $38.4K
31K $1.87M
Jul 10, 2023 Q2 2023
Trust CO

BUY
 -
688
+ 6.43%
$37K - $38.1K
11.4K $685K
Jul 12, 2023 Q2 2023
Herbst Group, LLC

Westport, CT
BUY
 -
685
+ 2.15%
$36.9K - $37.9K
32.6K $1.96M
Aug 14, 2023 Q2 2023
Fortis Capital Advisors, LLC

Reno, NV
BUY
 -
668
+ 14.52%
$36K - $37K
5.27K $317K
Aug 15, 2023 Q2 2023
Retirement Group, LLC

BUY
 -
646
+ 40.58%
$34.8K - $35.8K
2.24K $135K
Aug 08, 2023 Q2 2023
Essex Financial Services, Inc.

BUY
 -
630
+ 0.79%
$33.9K - $34.9K
80.8K $4.86M
Aug 10, 2023 Q2 2023
Fortress Wealth Group, LLC

Orlando, FL
BUY
 -
626
+ 0.45%
$33.7K - $34.7K
141K $8.46M
Jul 19, 2023 Q2 2023
Cascade Investment Group, Inc.

Colorado Springs, CO
BUY
 -
592
+ 1.83%
$31.9K - $32.8K
32.9K $1.98M
Jul 31, 2023 Q2 2023
Requisite Capital Management, LLC

BUY
 -
576
+ 0.03%
$31K - $31.9K
2.06M $124M
Aug 15, 2023 Q2 2023
Colony Group LLC

Boston, MA
BUY
 -
571
+ 5.92%
$30.7K - $31.6K
10.2K $615K
Aug 21, 2023 Q2 2023
Asset Dedication, LLC

BUY
 -
566
+ 283.0%
$30.5K - $31.4K
766 $46.1K
Jul 14, 2023 Q2 2023
Cherry Creek Investment Advisors, Inc.

BUY
 -
552
+ 1.35%
$29.7K - $30.6K
41.6K $2.5M
Aug 08, 2023 Q2 2023
All Square Wealth Management LLC

Albany, NY
BUY
 -
550
+ 3.69%
$29.6K - $30.5K
15.5K $930K
Jul 31, 2023 Q2 2023
Courier Capital LLC

BUY
 -
541
+ 6.75%
$29.1K - $30K
8.55K $515K
Jul 12, 2023 Q2 2023
Howard Financial Services, Ltd.

BUY
 -
511
+ 2.47%
$27.5K - $28.3K
21.2K $1.28M
Jul 31, 2023 Q2 2023
Opus Capital Group, LLC

BUY
 -
509
+ 3.25%
$27.4K - $28.2K
16.2K $973K
Aug 08, 2023 Q2 2023
Financial Gravity Asset Management, Inc.

BUY
 -
500
New
$26.9K - $27.7K
500 $30.1K
Aug 14, 2023 Q2 2023
Manchester Capital Management LLC

Manchester, VT
BUY
 -
495
New
$26.7K - $27.4K
495 $29.8K
Jul 05, 2023 Q2 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
474
+ 6.52%
$25.5K - $26.3K
7.74K $466K
Aug 08, 2023 Q2 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
465
+ 10.64%
$25K - $25.8K
4.84K $291K
Jul 19, 2023 Q2 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
453
New
$24.4K - $25.1K
453 $27.3K
Aug 14, 2023 Q2 2023
Perritt Capital Management Inc

Chicago, IL
BUY
 -
450
New
$24.2K - $24.9K
450 $27.1K
Jul 24, 2023 Q2 2023
Total Clarity Wealth Management, Inc.

BUY
 -
445
+ 4.02%
$24K - $24.7K
11.5K $693K
Jul 24, 2023 Q2 2023
Alliance Wealth Advisors, LLC

BUY
 -
426
+ 3.27%
$22.9K - $23.6K
13.4K $808K
Aug 11, 2023 Q2 2023
Four Thought Financial Partners, LLC

Venice, FL
BUY
 -
400
+ 1.43%
$21.5K - $22.2K
28.3K $1.7M
Aug 23, 2023 Q2 2023
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
400
+ 44.44%
$21.5K - $22.2K
1.3K $78.2K
Aug 08, 2023 Q2 2023
Biechele Royce Advisors

BUY
 -
350
+ 3.91%
$18.8K - $19.4K
9.31K $560K
Jul 24, 2023 Q2 2023
Global Trust Asset Management, LLC

BUY
 -
330
+ 154.93%
$17.8K - $18.3K
543 $32.7K
Jul 12, 2023 Q2 2023
Ewg Elevate Inc.

BUY
 -
327
+ 0.61%
$17.6K - $18.1K
54K $3.25M
Aug 14, 2023 Q2 2023
Apexium Financial, LP

BUY
 -
321
+ 1.04%
$17.3K - $17.8K
31K $1.87M
Aug 14, 2023 Q2 2023
Jefferies Financial Group Inc.

New York, NY
BUY
 -
321
+ 0.53%
$17.3K - $17.8K
60.4K $3.63M
Jul 17, 2023 Q2 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
320
New
$17.2K - $17.7K
320 $19.3K
Jul 31, 2023 Q2 2023
Valley National Advisers Inc

BUY
 -
310
+ 46.55%
$16.7K - $17.2K
976 $58.7K
Aug 09, 2023 Q2 2023
Morris Financial Concepts, Inc.

BUY
 -
290
New
$15.6K - $16.1K
290 $17.4K

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