Purchases and Sales Made in Q2 2023 in J P Morgan Exchange Traded Fd (JEPI)
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 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-951- 18.51% |
$51.2K - $52.7K
|
4.19K
$252K
|
|
|
Jul 19, 2023
Q2 2023
|
Grant
|
SELL
|
- |
-952- 0.9% |
$51.3K - $52.7K
|
105K
$6.32M
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-956- 4.89% |
$51.5K - $53K
|
18.6K
$1.12M
|
|
|
Aug 03, 2023
Q2 2023
|
Emfo, LLC
|
SELL
|
- |
-1K- 6.9% |
$53.9K - $55.4K
|
13.5K
$812K
|
|
|
Aug 10, 2023
Q2 2023
|
Seaview Investment Managers LLC
|
SELL
|
- |
-1.19K- 20.91% |
$64.3K - $66.1K
|
4.52K
$272K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.25K- 13.95% |
$67.4K - $69.4K
|
7.72K
$465K
|
|
|
Aug 09, 2023
Q2 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-1.26K- 2.45% |
$67.6K - $69.6K
|
50K
$3.01M
|
|
|
Aug 04, 2023
Q2 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-1.3K- 26.72% |
$70K - $72K
|
3.57K
$215K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-1.58K- 0.48% |
$84.8K - $87.3K
|
323K
$19.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.68K- 21.02% |
$90.4K - $93K
|
6.3K
$379K
|
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-1.68K- 15.46% |
$90.5K - $93.1K
|
9.19K
$553K
|
|
|
Jul 26, 2023
Q2 2023
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-1.7K- 0.89% |
$91.3K - $94K
|
190K
$11.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-1.78K- 1.66% |
$95.8K - $98.6K
|
105K
$6.34M
|
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.78K- 12.59% |
$95.9K - $98.7K
|
12.4K
$744K
|
|
|
Jul 31, 2023
Q2 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-1.8K- 42.76% |
$96.9K - $99.7K
|
2.41K
$145K
|
|
|
Jul 28, 2023
Q2 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-1.8K- 7.4% |
$96.9K - $99.7K
|
22.5K
$1.35M
|
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-2.14K- 2.37% |
$115K - $119K
|
88.3K
$5.31M
|
|
|
Jul 31, 2023
Q2 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-2.15K- 4.92% |
$116K - $119K
|
41.5K
$2.5M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.15K- 97.29% |
$116K - $119K
|
60
$3.61K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.25K- 3.29% |
$121K - $125K
|
66.1K
$3.97M
|
|
|
Jul 31, 2023
Q2 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-2.37K- 4.69% |
$128K - $131K
|
48.2K
$2.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-2.42K- 5.69% |
$130K - $134K
|
40.1K
$2.41M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.66K- 12.86% |
$143K - $147K
|
18K
$1.08M
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-2.88K- 17.42% |
$155K - $160K
|
13.7K
$822K
|
|
|
Jul 14, 2023
Q2 2023
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-2.97K- 1.56% |
$160K - $164K
|
187K
$11.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Advisor Resource Council
|
SELL
|
- |
-3K- 23.43% |
$161K - $166K
|
9.79K
$589K
|
|
|
Aug 09, 2023
Q2 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-3.09K- 5.58% |
$166K - $171K
|
52.3K
$3.14M
|
|
|
Jul 24, 2023
Q2 2023
|
Financial Services Advisory Inc
|
SELL
|
- |
-3.21K- 0.77% |
$173K - $178K
|
413K
$24.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Coulter & Justus Financial Services, LLC
|
SELL
|
- |
-3.25K- 9.19% |
$175K - $180K
|
32.1K
$1.93M
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-3.25K- 31.34% |
$175K - $180K
|
7.11K
$428K
|
|
|
Aug 10, 2023
Q2 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-3.32K- 8.99% |
$179K - $184K
|
33.7K
$2.02M
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.5K- 55.12% |
$188K - $194K
|
2.85K
$171K
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-3.65K- 0.63% |
$196K - $202K
|
572K
$34.4M
|
|
|
Jul 11, 2023
Q2 2023
|
Life Pro Asset Management
|
SELL
|
- |
-3.8K- 31.34% |
$205K - $211K
|
8.33K
$501K
|
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-3.83K- 7.25% |
$206K - $212K
|
49.1K
$2.95M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.96K- 9.73% |
$213K - $219K
|
36.7K
$2.21M
|
|
|
Jul 19, 2023
Q2 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-4.04K- 13.78% |
$218K - $224K
|
25.3K
$1.52M
|
|
|
Aug 02, 2023
Q2 2023
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-4.08K- 0.69% |
$220K - $226K
|
587K
$35.3M
|
|
|
Jul 06, 2023
Q2 2023
|
Prentice Wealth Management LLC
|
SELL
|
- |
-4.1K- 3.42% |
$221K - $227K
|
116K
$6.97M
|
|
|
Aug 09, 2023
Q2 2023
|
Beck Bode, LLC
|
SELL
|
- |
-4.26K- 6.86% |
$230K - $236K
|
57.9K
$3.49M
|
|
|
Jul 20, 2023
Q2 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-4.34K- 17.42% |
$233K - $240K
|
20.5K
$1.24M
|
|
|
Jan 16, 2024
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-4.37K- 52.42% |
$235K - $242K
|
3.96K
$238K
|
|
|
Aug 18, 2023
Q2 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-4.45K- 31.4% |
$240K - $247K
|
9.73K
$585K
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-4.53K- 8.53% |
$244K - $251K
|
48.6K
$2.92M
|
|
|
Jul 27, 2023
Q2 2023
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-4.6K- 2.99% |
$248K - $255K
|
149K
$8.99M
|
|
|
Aug 01, 2023
Q2 2023
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-4.66K- 11.87% |
$251K - $258K
|
34.6K
$2.08M
|
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-5.57K- 28.21% |
$300K - $309K
|
14.2K
$852K
|
|
|
Aug 14, 2023
Q2 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-5.7K- 66.4% |
$307K - $316K
|
2.89K
$174K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-5.77K- 22.51% |
$311K - $319K
|
19.9K
$1.19M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-6.14K- 0.4% |
$331K - $340K
|
1.53M
$91.8M
|