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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
27.2K+ 17.28% |
$1.47M - $1.51M
|
185K
$11.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
26.8K+ 73.93% |
$1.44M - $1.49M
|
63.1K
$3.8M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
26.7K+ 5.66% |
$1.44M - $1.48M
|
499K
$30M
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
26.4K+ 21.32% |
$1.42M - $1.46M
|
150K
$9.05M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
25.6K+ 53.56% |
$1.38M - $1.42M
|
73.4K
$4.42M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
25.6K+ 53.56% |
$1.38M - $1.42M
|
73.4K
$4.42M
|
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
25.5K+ 514.65% |
$1.38M - $1.42M
|
30.5K
$1.84M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
25.5K+ 6.68% |
$1.38M - $1.41M
|
408K
$24.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
25.4K+ 24.83% |
$1.37M - $1.41M
|
128K
$7.68M
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
25.4K+ 32.67% |
$1.37M - $1.41M
|
103K
$6.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
25.2K+ 50.09% |
$1.36M - $1.4M
|
75.5K
$4.54M
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
25KNew |
$1.35M - $1.39M
|
25K
$1.51M
|
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
25K+ 7.14% |
$1.35M - $1.39M
|
375K
$22.6M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
24.9K+ 694.24% |
$1.34M - $1.38M
|
28.5K
$1.72M
|
|
|
Jul 11, 2023
Q2 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
24.9KNew |
$1.34M - $1.38M
|
24.9K
$1.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
24.7K+ 17.42% |
$1.33M - $1.37M
|
167K
$10M
|
|
|
Jul 13, 2023
Q2 2023
|
Chronos Wealth Management, LLC
|
BUY
|
- |
24.6KNew |
$1.33M - $1.37M
|
24.6K
$1.48M
|
|
|
Jul 11, 2023
Q2 2023
|
Mjp Associates Inc
|
BUY
|
- |
24.3K+ 8.6% |
$1.31M - $1.34M
|
306K
$18.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
24.2K+ 5.12% |
$1.3M - $1.34M
|
497K
$29.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
23.3K+ 79.08% |
$1.26M - $1.29M
|
52.8K
$3.18M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
23.3K+ 15.89% |
$1.25M - $1.29M
|
170K
$10.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
23.3K+ 36.53% |
$1.25M - $1.29M
|
87K
$5.23M
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
BUY
|
- |
23K+ 11.29% |
$1.24M - $1.28M
|
227K
$13.7M
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
22.9K+ 25.98% |
$1.23M - $1.27M
|
111K
$6.68M
|
|
|
Aug 08, 2023
Q2 2023
|
Fagan Associates, Inc.
|
BUY
|
- |
22.9K+ 20.63% |
$1.23M - $1.27M
|
134K
$8.05M
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
22.8K+ 120.97% |
$1.23M - $1.26M
|
41.6K
$2.5M
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
22.7K+ 111.49% |
$1.22M - $1.26M
|
43K
$2.59M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
22.6K+ 6.8% |
$1.21M - $1.25M
|
354K
$21.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
22.3K+ 14.42% |
$1.2M - $1.24M
|
177K
$10.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
22.1K+ 380.4% |
$1.19M - $1.23M
|
28K
$1.68M
|
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
22.1K+ 11.03% |
$1.19M - $1.22M
|
222K
$13.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
21.8K+ 55.98% |
$1.18M - $1.21M
|
60.9K
$3.66M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
21.8K+ 56.77% |
$1.17M - $1.21M
|
60.2K
$3.62M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
21.7K+ 101.56% |
$1.17M - $1.2M
|
43K
$2.59M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
21.6K+ 23.42% |
$1.17M - $1.2M
|
114K
$6.86M
|
|
|
Aug 03, 2023
Q2 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
21K+ 49.8% |
$1.13M - $1.17M
|
63.3K
$3.81M
|
|
|
Jul 27, 2023
Q2 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
21K+ 238.95% |
$1.13M - $1.17M
|
29.8K
$1.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
20.9K+ 74.15% |
$1.13M - $1.16M
|
49.1K
$2.95M
|
|
|
Jul 10, 2023
Q2 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
20.8K+ 14.54% |
$1.12M - $1.15M
|
164K
$9.84M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
20.4K+ 20.65% |
$1.1M - $1.13M
|
119K
$7.18M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
19.9K+ 65.02% |
$1.07M - $1.1M
|
50.6K
$3.04M
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
19.8K+ 315.52% |
$1.07M - $1.1M
|
26.1K
$1.57M
|
|
|
Jul 28, 2023
Q2 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
19.8K+ 92.03% |
$1.07M - $1.1M
|
41.3K
$2.48M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
19.7K+ 11.41% |
$1.06M - $1.09M
|
193K
$11.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
19.5K+ 233.82% |
$1.05M - $1.08M
|
27.8K
$1.67M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
19.4K+ 1.35% |
$1.04M - $1.07M
|
1.45M
$87.4M
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
19.3K+ 4.45% |
$1.04M - $1.07M
|
452K
$27.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
19.1KNew |
$1.03M - $1.06M
|
19.1K
$1.15M
|
|
|
Jul 21, 2023
Q2 2023
|
Hedeker Wealth, LLC
|
BUY
|
- |
18.9K+ 15.63% |
$1.02M - $1.05M
|
140K
$8.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
18.9K+ 5.27% |
$1.02M - $1.05M
|
378K
$22.7M
|