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 17, 2023 Q2 2023
Sns Financial Group, LLC

BUY
 -
289
+ 4.88%
$15.6K - $16K
6.21K $374K
Aug 16, 2023 Q2 2023
Resources Management Corp

West Hartford, CT
BUY
 -
285
+ 438.46%
$15.3K - $15.8K
350 $21.1K
Aug 10, 2023 Q2 2023
Endowment Wealth Management, Inc.

Appleton, WI
BUY
 -
281
+ 3.6%
$15.1K - $15.6K
8.09K $487K
Aug 09, 2023 Q2 2023
Running Point Capital Advisors, LLC

BUY
 -
276
New
$14.9K - $15.3K
276 $16.6K
Aug 11, 2023 Q2 2023
Meeder Advisory Services, Inc.

Dublin, OH
BUY
 -
257
+ 0.52%
$13.8K - $14.2K
49.8K $3M
Aug 03, 2023 Q2 2023
Larson Financial Group LLC

BUY
 -
235
+ 13.28%
$12.7K - $13K
2K $121K
Aug 08, 2023 Q2 2023
Resolute Wealth Strategies, LLC

Jackson, MS
BUY
 -
231
+ 0.97%
$12.4K - $12.8K
23.9K $1.44M
Jul 13, 2023 Q2 2023
Sugarloaf Wealth Management, LLC

BUY
 -
230
+ 5.02%
$12.4K - $12.7K
4.81K $289K
Aug 14, 2023 Q2 2023
Wealth Dimensions Group, Ltd.

BUY
 -
213
+ 0.9%
$11.5K - $11.8K
24K $1.44M
Jul 10, 2023 Q2 2023
Versant Capital Management, Inc

BUY
 -
204
New
$11K - $11.3K
204 $12.3K
Aug 08, 2023 Q2 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
190
+ 19.0%
$10.2K - $10.5K
1.19K $71.6K
Feb 02, 2024 Q2 2023
Lji Wealth Management, LLC

Indianapolis, IN
BUY
 -
179
+ 1.7%
$9.64K - $9.92K
10.7K $644K
Jul 25, 2023 Q2 2023
Richard W. Paul & Associates, LLC

Novi, MI
BUY
 -
163
+ 0.54%
$8.78K - $9.03K
30.3K $1.82M
Aug 08, 2023 Q2 2023
Nvwm, LLC

BUY
 -
157
+ 1.13%
$8.45K - $8.7K
14K $844K
Aug 14, 2023 Q2 2023
Highlander Capital Management, LLC

Short Hills, NJ
BUY
 -
150
+ 1.31%
$8.08K - $8.31K
11.6K $698K
Jul 07, 2023 Q2 2023
First Community Trust Na

BUY
 -
146
New
$7.86K - $8.09K
146 $8.78K
Jul 27, 2023 Q2 2023
Washington Trust CO

BUY
 -
144
New
$7.75K - $7.98K
144 $8.66K
Jul 12, 2023 Q2 2023
Hubbell Strickland Wealth Management, LLC

BUY
 -
143
+ 2.57%
$7.7K - $7.92K
5.71K $343K
Aug 09, 2023 Q2 2023
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
140
New
$7.54K - $7.76K
140 $8.42K
Aug 14, 2023 Q2 2023
Bos Asset Management, LLC

Springfield, IL
BUY
 -
137
+ 2.82%
$7.38K - $7.59K
5K $301K
Jul 26, 2023 Q2 2023
National Bank Of Canada

BUY
 -
135
+ 24.55%
$7.27K - $7.48K
685 $41.2K
Aug 10, 2023 Q2 2023
Tag Stone Capital, Inc.

BUY
 -
126
+ 2.29%
$6.79K - $6.98K
5.64K $339K
Aug 02, 2023 Q2 2023
Black Diamond Financial, LLC

BUY
 -
125
+ 2.28%
$6.73K - $6.93K
5.61K $338K
Aug 08, 2023 Q2 2023
Glassman Wealth Services

BUY
 -
119
New
$6.41K - $6.59K
119 $7.16K
Aug 01, 2023 Q2 2023
Community Bank, N.A.

BUY
 -
105
+ 0.05%
$5.65K - $5.82K
210K $12.6M
Aug 14, 2023 Q2 2023
Front Row Advisors LLC

Tiburon, CA
BUY
 -
100
+ 35.09%
$5.39K - $5.54K
385 $23.2K
Aug 11, 2023 Q2 2023
Walled Lake Planning & Wealth Management, LLC

Winnetka, IL
BUY
 -
99
+ 1.23%
$5.33K - $5.48K
8.15K $490K
Aug 11, 2023 Q2 2023
Security Financial Services, Inc.

BUY
 -
98
+ 2.48%
$5.28K - $5.43K
4.05K $243K
Aug 09, 2023 Q2 2023
Moors & Cabot, Inc.

Boston, MA
BUY
 -
91
+ 0.11%
$4.9K - $5.04K
84.4K $5.08M
Aug 07, 2023 Q2 2023
Jfs Wealth Advisors, LLC

BUY
 -
78
+ 2.16%
$4.2K - $4.32K
3.69K $222K
Jul 18, 2023 Q2 2023
Arcus Capital Partners, LLC

BUY
 -
73
+ 0.25%
$3.93K - $4.04K
29.3K $1.76M
Jul 11, 2023 Q2 2023
Quad Cities Investment Group, LLC

Davenport, IA
BUY
 -
62
+ 1.66%
$3.34K - $3.43K
3.8K $229K
Jul 17, 2023 Q2 2023
Bridge Advisory, LLC

BUY
 -
59
+ 0.15%
$3.18K - $3.27K
38.8K $2.33M
Jul 18, 2023 Q2 2023
Hutchens & Kramer Investment Management Group, LLC

Carmel, IN
BUY
 -
55
+ 0.91%
$2.96K - $3.05K
6.11K $368K
Aug 11, 2023 Q2 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
48
+ 0.12%
$2.58K - $2.66K
40.1K $2.41M
Jul 28, 2023 Q2 2023
Key F Inancial Inc

BUY
 -
42
+ 0.56%
$2.26K - $2.33K
7.59K $456K
Aug 11, 2023 Q2 2023
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
40
+ 7.35%
$2.15K - $2.22K
584 $35.1K
Jul 21, 2023 Q2 2023
Private Ocean, LLC

BUY
 -
36
New
$1.94K - $1.99K
36 $2.17K
Aug 10, 2023 Q2 2023
Truvestments Capital LLC

Sarasota, FL
BUY
 -
35
+ 194.44%
$1.88K - $1.94K
53 $3.19K
Jul 13, 2023 Q2 2023
Macroview Investment Management LLC

BUY
 -
29
+ 15.51%
$1.56K - $1.61K
216 $13K
Aug 02, 2023 Q2 2023
Paragon Financial Partners, Inc.

Woodland Hills, CA
BUY
 -
28
+ 0.24%
$1.51K - $1.55K
11.5K $692K
Jul 20, 2023 Q2 2023
Atticus Wealth Management, LLC

BUY
 -
26
+ 2.29%
$1.4K - $1.44K
1.16K $69.9K
Aug 11, 2023 Q2 2023
Meeder Asset Management Inc

BUY
 -
25
+ 0.27%
$1.35K - $1.39K
9.32K $560K
Aug 09, 2023 Q2 2023
Montag A & Associates Inc

Atlanta, GA
BUY
 -
21
+ 0.38%
$1.13K - $1.16K
5.61K $337K
Jul 06, 2023 Q2 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
20
+ 2.31%
$1.08K - $1.11K
885 $53.2K
Jul 25, 2023 Q2 2023
Albion Financial Group

BUY
 -
8
New
$431 - $443
8 $481
Aug 04, 2023 Q2 2023
Main Street Financial Solutions, LLC

BUY
 -
7
+ 0.19%
$377 - $388
3.71K $223K
Jul 21, 2023 Q2 2023
Rba Wealth Management, LLC

BUY
 -
6
+ 0.11%
$323 - $332
5.35K $322K
Aug 01, 2023 Q2 2023
Kistler Tiffany Companies, LLC

Berwyn, PA
BUY
 -
5
+ 0.27%
$269 - $277
1.82K $110K

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