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 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
18.9KNew |
$1.02M - $1.05M
|
18.9K
$1.15M
|
|
|
Jul 17, 2023
Q2 2023
|
Reitz Capital Advisors LLC
|
BUY
|
- |
18.8K+ 10.39% |
$1.01M - $1.04M
|
200K
$12.1M
|
|
|
Jul 11, 2023
Q2 2023
|
Guardian Financial Partners, LLC
|
BUY
|
- |
18.5K+ 50.1% |
$997K - $1.03M
|
55.5K
$3.37M
|
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
18.1KNew |
$975K - $1M
|
18.1K
$1.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
18.1K+ 17.14% |
$972K - $1M
|
123K
$7.49M
|
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
18KNew |
$971K - $999K
|
18K
$1.09M
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
17.9K+ 5.41% |
$963K - $991K
|
349K
$21.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
17.8KNew |
$959K - $987K
|
17.8K
$1.08M
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
17.8KNew |
$957K - $985K
|
17.8K
$1.08M
|
|
|
Jul 21, 2023
Q2 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
17.5K+ 5.2% |
$944K - $972K
|
355K
$21.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
17.5KNew |
$942K - $970K
|
17.5K
$1.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
17.5KNew |
$942K - $969K
|
17.5K
$1.06M
|
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
17.1K+ 41.52% |
$919K - $945K
|
58.1K
$3.53M
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
17K+ 2427.07% |
$917K - $944K
|
17.7K
$1.08M
|
|
|
Aug 09, 2023
Q2 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
16.9KNew |
$910K - $937K
|
16.9K
$1.03M
|
|
|
Jul 24, 2023
Q2 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
16.9K+ 54.04% |
$909K - $935K
|
48.1K
$2.92M
|
|
|
Jul 17, 2023
Q2 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
16.9K+ 20.78% |
$907K - $934K
|
97.9K
$5.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
16.8K+ 90.64% |
$905K - $931K
|
35.3K
$2.14M
|
|
|
Jul 07, 2023
Q2 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
16.7KNew |
$901K - $927K
|
16.7K
$1.02M
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
16.7K+ 9.77% |
$901K - $927K
|
188K
$11.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
16.5KNew |
$888K - $913K
|
16.5K
$1M
|
|
|
Jul 21, 2023
Q2 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
16.5K+ 43.68% |
$886K - $912K
|
54.1K
$3.29M
|
|
|
Jul 14, 2023
Q2 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
16.2K+ 78.0% |
$875K - $900K
|
37.1K
$2.25M
|
|
|
Jul 13, 2023
Q2 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
16KNew |
$862K - $887K
|
16K
$971K
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
15.7K+ 37.83% |
$844K - $869K
|
57.1K
$3.47M
|
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
15.2K+ 16.57% |
$817K - $841K
|
107K
$6.48M
|
|
|
Aug 11, 2023
Q2 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
15.2K+ 16.1% |
$816K - $840K
|
109K
$6.63M
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
15.2KNew |
$816K - $840K
|
15.2K
$920K
|
|
|
Jul 17, 2023
Q2 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
15.1KNew |
$815K - $838K
|
15.1K
$918K
|
|
|
Aug 07, 2023
Q2 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
14.9KNew |
$804K - $827K
|
14.9K
$906K
|
|
|
Jul 21, 2023
Q2 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
14.9K+ 11.85% |
$802K - $825K
|
141K
$8.53M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
14.6K+ 11.66% |
$786K - $808K
|
140K
$8.48M
|
|
|
Jul 24, 2023
Q2 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
14.6K+ 17.81% |
$785K - $808K
|
96.5K
$5.85M
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
14.4K+ 40.36% |
$777K - $800K
|
50.2K
$3.05M
|
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
14.4K+ 90.37% |
$777K - $799K
|
30.4K
$1.84M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
14.4KNew |
$775K - $797K
|
14.4K
$873K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
14.4K+ 7.59% |
$774K - $796K
|
204K
$12.4M
|
|
|
Jul 27, 2023
Q2 2023
|
Leverty Financial Group, LLC
|
BUY
|
- |
14.2K+ 4.73% |
$764K - $786K
|
314K
$19M
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
14KNew |
$753K - $775K
|
14K
$848K
|
|
|
Jul 14, 2023
Q2 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
13.8K+ 9.62% |
$744K - $766K
|
157K
$9.56M
|
|
|
Sep 05, 2023
Q2 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
13.8K+ 12.12% |
$742K - $763K
|
127K
$7.73M
|
|
|
Aug 09, 2023
Q2 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
13.6K+ 2.27% |
$733K - $754K
|
614K
$37.3M
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
13.6K+ 65.01% |
$731K - $752K
|
34.5K
$2.09M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13.4K+ 240.9% |
$723K - $744K
|
19K
$1.15M
|
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
BUY
|
- |
13.4K+ 17.69% |
$722K - $742K
|
89.2K
$5.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
13KNew |
$700K - $720K
|
13K
$789K
|
|
|
Aug 04, 2023
Q2 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
12.9K+ 87.05% |
$694K - $714K
|
27.7K
$1.68M
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
12.9K+ 8.72% |
$693K - $712K
|
160K
$9.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
12.8K+ 24.5% |
$688K - $708K
|
64.9K
$3.94M
|
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
12.8K+ 13.4% |
$687K - $707K
|
108K
$6.56M
|