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 13, 2023 Q2 2023
Aprio Wealth Management, LLC

BUY
 -
51.4K
+ 360.92%
$2.77M - $2.85M
65.7K $3.95M
Aug 14, 2023 Q2 2023
Steward Partners Investment Advisory, LLC

BUY
 -
51.3K
+ 13.91%
$2.76M - $2.84M
420K $25.3M
Aug 10, 2023 Q2 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
51K
+ 15.29%
$2.74M - $2.82M
384K $23.1M
Jul 11, 2023 Q2 2023
Atlantic Union Bankshares Corp

BUY
 -
50.7K
+ 7.63%
$2.73M - $2.81M
715K $43M
Jul 20, 2023 Q2 2023
Davenport & CO LLC

BUY
 -
47.8K
+ 52.94%
$2.57M - $2.65M
138K $8.3M
Jul 21, 2023 Q2 2023
Graypoint LLC

BUY
 -
47.3K
+ 11.66%
$2.54M - $2.62M
452K $27.2M
Aug 07, 2023 Q2 2023
Wealthfront Advisers LLC

BUY
 -
46.9K
+ 50.58%
$2.52M - $2.6M
139K $8.39M
Aug 04, 2023 Q2 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
46K
+ 66.07%
$2.48M - $2.55M
116K $6.96M
Jul 26, 2023 Q2 2023
Pinnacle Associates LTD

BUY
 -
45.2K
+ 8.55%
$2.43M - $2.5M
574K $34.5M
Aug 11, 2023 Q2 2023
La Salle St. Investment Advisors, LLC

Elmhurst, IL
BUY
 -
44.2K
+ 76.71%
$2.38M - $2.45M
102K $6.13M
Jul 11, 2023 Q2 2023
Selective Wealth Management, Inc.

BUY
 -
43.5K
+ 160.98%
$2.34M - $2.41M
70.6K $4.25M
Jul 20, 2023 Q2 2023
Cornerstone Advisory, LLC

BUY
 -
43.5K
+ 2.9%
$2.34M - $2.41M
1.54M $92.8M
Aug 14, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
42.9K
+ 39.33%
$2.31M - $2.37M
152K $9.13M
Aug 04, 2023 Q2 2023
Ifp Advisors, Inc

BUY
 -
42.5K
+ 32.54%
$2.29M - $2.35M
173K $10.4M
Jul 17, 2023 Q2 2023
F Dx Advisors, Inc.

BUY
 -
41.4K
+ 34.7%
$2.23M - $2.29M
161K $9.66M
Aug 03, 2023 Q2 2023
Element Pointe Advisors, LLC

Miami, FL
BUY
 -
40.1K
+ 13.24%
$2.16M - $2.22M
343K $20.6M
Aug 04, 2023 Q2 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
38.2K
+ 22.91%
$2.06M - $2.12M
205K $12.3M
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
37.7K
+ 50.36%
$2.03M - $2.09M
113K $6.78M
Aug 02, 2023 Q2 2023
Howard Capital Management Inc.

BUY
 -
37.6K
+ 64.77%
$2.03M - $2.08M
95.7K $5.76M
Aug 07, 2023 Q2 2023
Concord Wealth Partners

BUY
 -
37.4K
+ 538.6%
$2.01M - $2.07M
44.3K $2.66M
Aug 14, 2023 Q2 2023
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
37.1K
+ 16.5%
$2M - $2.06M
262K $15.8M
Jul 19, 2023 Q2 2023
Cic Wealth, LLC

Rockville, MD
BUY
 -
37K
+ 131.23%
$1.99M - $2.05M
65.2K $3.92M
Dec 20, 2023 Q2 2023
Moss Adams Wealth Advisors LLC

Seattle, WA
BUY
 -
36.9K
+ 4.2%
$1.98M - $2.04M
914K $55M
Jul 13, 2023 Q2 2023
Ivc Wealth Advisors LLC

BUY
 -
36.6K
+ 43.63%
$1.97M - $2.03M
121K $7.25M
Aug 11, 2023 Q2 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
35.9K
+ 34.67%
$1.93M - $1.99M
139K $8.39M
Aug 11, 2023 Q2 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
35.7K
+ 78.84%
$1.92M - $1.98M
81K $4.87M
Aug 14, 2023 Q2 2023
Cerity Partners LLC

New York, NY
BUY
 -
35.5K
+ 246.41%
$1.91M - $1.97M
49.9K $3M
Aug 09, 2023 Q2 2023
Advisory Services Network, LLC

BUY
 -
35.3K
+ 21.84%
$1.9M - $1.96M
197K $11.9M
Aug 07, 2023 Q2 2023
Vestmark Advisory Solutions, Inc.

BUY
 -
34.6K
+ 44.11%
$1.86M - $1.92M
113K $6.8M
Aug 04, 2023 Q2 2023
Sandy Spring Bank

BUY
 -
34.1K
+ 13.52%
$1.83M - $1.89M
286K $17.2M
Aug 03, 2023 Q2 2023
Cwm, LLC

BUY
 -
33.8K
+ 427.53%
$1.82M - $1.87M
41.7K $2.51M
Aug 03, 2023 Q2 2023
Triumph Capital Management

BUY
 -
32.6K
+ 143.41%
$1.76M - $1.81M
55.4K $3.33M
Aug 02, 2023 Q2 2023
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
32.6K
+ 12.29%
$1.75M - $1.8M
298K $17.9M
Aug 08, 2023 Q2 2023
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
32.3K
+ 6.64%
$1.74M - $1.79M
519K $31.2M
Aug 23, 2023 Q2 2023
Dunhill Financial, LLC

London, X0
BUY
 -
32.1K
New
$1.73M - $1.78M
32.1K $1.93M
Jul 25, 2023 Q2 2023
Silverlake Wealth Management LLC

Williston, VT
BUY
 -
32K
+ 114.11%
$1.72M - $1.77M
60K $3.61M
Aug 14, 2023 Q2 2023
Wedbush Securities Inc

BUY
 -
31.5K
+ 27.76%
$1.7M - $1.75M
145K $8.73M
Aug 11, 2023 Q2 2023
Aptus Capital Advisors, LLC

BUY
 -
30.6K
+ 4.73%
$1.65M - $1.7M
678K $40.8M
Aug 14, 2023 Q2 2023
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
30.4K
+ 7.65%
$1.63M - $1.68M
427K $25.7M
Aug 09, 2023 Q2 2023
Spire Wealth Management

BUY
 -
30.3K
+ 16.06%
$1.63M - $1.68M
219K $13.2M
Aug 14, 2023 Q2 2023
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
30.1K
+ 112.91%
$1.62M - $1.67M
56.7K $3.41M
Jul 10, 2023 Q2 2023
Mechanics Bank Trust Department

BUY
 -
30K
+ 18.61%
$1.62M - $1.66M
191K $11.5M
Jul 26, 2023 Q2 2023
Seven Bridge Financial Group, LLC

BUY
 -
29.8K
+ 138.54%
$1.61M - $1.65M
51.4K $3.09M
Jul 24, 2023 Q2 2023
Newport Capital Group, LLC

BUY
 -
29.7K
New
$1.6M - $1.65M
29.7K $1.79M
Aug 11, 2023 Q2 2023
Accuvest Global Advisors

Provo, UT
BUY
 -
28.1K
+ 54.07%
$1.52M - $1.56M
80.2K $4.82M
Jul 19, 2023 Q2 2023
Gill Capital Partners, LLC

Denver, CO
BUY
 -
28K
New
$1.51M - $1.55M
28K $1.68M
Jul 31, 2023 Q2 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
27.9K
+ 8.75%
$1.5M - $1.54M
347K $20.9M
Jul 27, 2023 Q2 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
27.4K
+ 6.15%
$1.48M - $1.52M
473K $28.5M
Aug 11, 2023 Q2 2023
Eaton Financial Holdings Company, LLC

Coral Springs, FL
BUY
 -
27.4K
+ 5.48%
$1.47M - $1.52M
527K $31.7M

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