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 27, 2023
Q2 2023
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-4.6K- 2.99% |
$248K - $255K
|
149K
$8.84M
|
|
|
Aug 01, 2023
Q2 2023
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-4.66K- 11.87% |
$251K - $258K
|
34.6K
$2.05M
|
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-5.57K- 28.21% |
$300K - $309K
|
14.2K
$838K
|
|
|
Aug 14, 2023
Q2 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-5.7K- 66.4% |
$307K - $316K
|
2.89K
$171K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-5.77K- 22.51% |
$311K - $319K
|
19.9K
$1.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-6.14K- 0.4% |
$331K - $340K
|
1.53M
$90.3M
|
|
|
Jul 11, 2023
Q2 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-6.42K- 24.35% |
$346K - $356K
|
20K
$1.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-6.46K- 67.46% |
$348K - $358K
|
3.11K
$184K
|
|
|
Jul 13, 2023
Q2 2023
|
Iam Advisory, LLC
|
SELL
|
- |
-7.11K- 65.2% |
$383K - $394K
|
3.79K
$224K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-7.27K- 4.34% |
$392K - $403K
|
160K
$9.49M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-7.45K- 7.75% |
$401K - $413K
|
88.7K
$5.25M
|
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-7.66K- 9.63% |
$412K - $424K
|
71.8K
$4.25M
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-7.94K- 68.64% |
$427K - $440K
|
3.63K
$215K
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-9.1K- 5.07% |
$490K - $504K
|
170K
$10.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-9.59K- 12.23% |
$516K - $531K
|
68.8K
$4.07M
|
|
|
Aug 07, 2023
Q2 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-9.59K- 12.33% |
$516K - $531K
|
68.2K
$4.03M
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-11.6K- 52.82% |
$622K - $640K
|
10.3K
$611K
|
|
|
Aug 08, 2023
Q2 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-12.1K- 1.17% |
$651K - $669K
|
1.02M
$60.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-13.1K- 2.83% |
$706K - $726K
|
450K
$26.6M
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-13.6K- 16.1% |
$732K - $753K
|
70.9K
$4.19M
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-15K- 69.75% |
$809K - $832K
|
6.51K
$385K
|
|
|
Aug 08, 2023
Q2 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-15.5K- 1.7% |
$835K - $859K
|
895K
$53M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-19.5K- 4.61% |
$1.05M - $1.08M
|
402K
$23.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-20K- 36.87% |
$1.08M - $1.11M
|
34.3K
$2.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-20.7K- 16.29% |
$1.11M - $1.15M
|
106K
$6.29M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-22.7K- 3.94% |
$1.22M - $1.26M
|
554K
$32.8M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-24.7K- 27.5% |
$1.33M - $1.37M
|
65.1K
$3.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-26.5K- 81.78% |
$1.43M - $1.47M
|
5.9K
$349K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-27.3K- 8.87% |
$1.47M - $1.51M
|
281K
$16.6M
|
|
|
Aug 15, 2023
Q2 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-29.4K- 29.05% |
$1.58M - $1.63M
|
71.7K
$4.24M
|
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-30.7K- 37.46% |
$1.65M - $1.7M
|
51.2K
$3.03M
|
|
|
Jul 26, 2023
Q2 2023
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-35.5K- 41.96% |
$1.91M - $1.97M
|
49.1K
$2.9M
|
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-37.2K- 14.56% |
$2M - $2.06M
|
218K
$12.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-37.5K- 49.75% |
$2.02M - $2.08M
|
37.9K
$2.24M
|
|
|
Aug 04, 2023
Q2 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-39.2K- 12.16% |
$2.11M - $2.17M
|
283K
$16.7M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-41.9K- 19.75% |
$2.26M - $2.32M
|
170K
$10.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-50K- 11.76% |
$2.69M - $2.77M
|
375K
$22.2M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-50.1K- 0.81% |
$2.7M - $2.78M
|
6.15M
$364M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-52.1K- 46.42% |
$2.81M - $2.89M
|
60.1K
$3.56M
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-53K- 15.54% |
$2.85M - $2.94M
|
288K
$17.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-55.4K- 41.12% |
$2.98M - $3.07M
|
79.3K
$4.69M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-59.8K- 48.36% |
$3.22M - $3.31M
|
63.9K
$3.78M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-65.6K- 55.29% |
$3.53M - $3.64M
|
53.1K
$3.14M
|
|
|
Jul 10, 2023
Q2 2023
|
Peak Financial Advisors LLC
|
SELL
|
- |
-66.9K- 75.38% |
$3.6M - $3.7M
|
21.8K
$1.29M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-69.8K- 63.86% |
$3.76M - $3.87M
|
39.5K
$2.34M
|
|
|
Aug 03, 2023
Q2 2023
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-80.4K- 42.21% |
$4.33M - $4.45M
|
110K
$6.51M
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-81.6K- 42.55% |
$4.4M - $4.52M
|
110K
$6.52M
|
|
|
Aug 11, 2023
Q2 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-85.9K- 9.39% |
$4.63M - $4.76M
|
829K
$49M
|
|
|
Aug 08, 2023
Q2 2023
|
Copperwynd Financial, LLC
|
SELL
|
- |
-120K- 96.23% |
$6.45M - $6.64M
|
4.7K
$278K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-130K- 21.83% |
$7M - $7.2M
|
465K
$27.5M
|