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 28, 2023 Q2 2023
Clarity Wealth Advisors, LLC

BUY
 -
12.6K
+ 41.78%
$678K - $697K
42.7K $2.59M
Jul 25, 2023 Q2 2023
Cambridge Trust CO

Boston, MA
BUY
 -
12.3K
+ 1.59%
$663K - $682K
787K $47.7M
Jul 12, 2023 Q2 2023
Independent Wealth Network Inc.

BUY
 -
11.7K
+ 24.02%
$631K - $649K
60.5K $3.67M
Aug 11, 2023 Q2 2023
Northern Trust Corp

Chicago, IL
BUY
 -
11.7K
+ 159.13%
$631K - $649K
19.1K $1.16M
Jul 11, 2023 Q2 2023
Curran Financial Partners, LLC

BUY
 -
11.7K
+ 6.77%
$628K - $646K
184K $11.2M
Aug 10, 2023 Q2 2023
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
BUY
 -
11.5K
+ 13.3%
$621K - $639K
98.2K $5.96M
Aug 09, 2023 Q2 2023
Souders Financial Advisors

BUY
 -
11.5K
New
$620K - $637K
11.5K $698K
Aug 11, 2023 Q2 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
11.5K
+ 23.04%
$618K - $636K
61.3K $3.72M
Jul 19, 2023 Q2 2023
Foundations Investment Advisors, LLC

BUY
 -
11.4K
+ 176.39%
$614K - $632K
17.9K $1.08M
Aug 11, 2023 Q2 2023
Cibc World Market Inc.

Toronto, A6
BUY
 -
11.3K
+ 12.08%
$611K - $628K
105K $6.38M
Jul 28, 2023 Q2 2023
Crewe Advisors LLC

BUY
 -
11.1K
+ 122.74%
$598K - $615K
20.2K $1.22M
Aug 03, 2023 Q2 2023
Dynamic Advisor Solutions LLC

BUY
 -
11K
+ 5.37%
$591K - $608K
215K $13.1M
Jul 14, 2023 Q2 2023
Patten & Patten Inc

BUY
 -
10.9K
+ 3.36%
$588K - $605K
336K $20.4M
Aug 14, 2023 Q2 2023
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
10.9K
+ 218.42%
$588K - $605K
15.9K $966K
Jul 17, 2023 Q2 2023
Kcs Wealth Advisory

BUY
 -
10.7K
New
$578K - $595K
10.7K $651K
Aug 01, 2023 Q2 2023
Semus Wealth Partners LLC

Boca Raton, FL
BUY
 -
10.4K
+ 23.09%
$560K - $577K
55.5K $3.37M
Jul 21, 2023 Q2 2023
Johnson Bixby & Associates, LLC

BUY
 -
10.3K
+ 2.84%
$557K - $573K
375K $22.8M
Jul 25, 2023 Q2 2023
Mcia Inc

BUY
 -
10.3K
+ 158.43%
$555K - $571K
16.8K $1.02M
Aug 10, 2023 Q2 2023
Wintrust Investments LLC

Chicago, IL
BUY
 -
10.2K
New
$552K - $567K
10.2K $621K
Aug 14, 2023 Q2 2023
Hamilton Wealth, LLC

BUY
 -
10.2K
New
$548K - $564K
10.2K $618K
Jul 24, 2023 Q2 2023
Vontobel Holding Ltd.

BUY
 -
10.1K
New
$546K - $562K
10.1K $615K
Dec 14, 2023 Q2 2023
State Farm Mutual Automobile Insurance CO

Bloomington, IL
BUY
 -
10K
New
$539K - $554K
10K $607K
Jul 18, 2023 Q2 2023
Security National Bank

BUY
 -
9.95K
New
$536K - $551K
9.95K $604K
Jul 10, 2023 Q2 2023
Thomasville National Bank

BUY
 -
9.9K
+ 14.66%
$533K - $548K
77.4K $4.7M
Aug 11, 2023 Q2 2023
Sfmg, LLC

BUY
 -
9.89K
+ 6.11%
$533K - $548K
172K $10.4M
Aug 11, 2023 Q2 2023
Wick Capital Partners, LLC

Wayne, PA
BUY
 -
9.82K
+ 8.17%
$529K - $544K
130K $7.89M
Jul 31, 2023 Q2 2023
True Wealth Advisors, LLC

BUY
 -
9.8K
+ 12.84%
$528K - $543K
86.1K $5.23M
Jul 13, 2023 Q2 2023
Mayflower Financial Advisors, LLC

BUY
 -
9.77K
New
$526K - $541K
9.77K $593K
Jul 11, 2023 Q2 2023
Scott Capital Advisors, LLC

BUY
 -
9.64K
+ 104.41%
$519K - $534K
18.9K $1.14M
Aug 14, 2023 Q2 2023
Wealthsource Partners, LLC

BUY
 -
9.61K
New
$518K - $533K
9.61K $583K
Aug 02, 2023 Q2 2023
Lee Financial Group Hawaii, Inc.

Honolulu, HI
BUY
 -
9.59K
+ 41.34%
$516K - $531K
32.8K $1.99M
Aug 14, 2023 Q2 2023
Ncm Capital Management, LLC

Ramsey, NJ
BUY
 -
9.59K
+ 9.45%
$516K - $531K
111K $6.73M
Jul 21, 2023 Q2 2023
1900 Wealth Management LLC

BUY
 -
9.56K
New
$515K - $530K
9.56K $580K
Aug 02, 2023 Q2 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
9.32K
+ 18.6%
$502K - $516K
59.4K $3.61M
Jul 17, 2023 Q2 2023
Mbl Wealth, LLC

Charlotte, NC
BUY
 -
9.29K
+ 7.54%
$500K - $514K
132K $8.03M
Aug 10, 2023 Q2 2023
Belmont Capital, LLC

BUY
 -
9.23K
New
$497K - $511K
9.23K $560K
Aug 07, 2023 Q2 2023
Curtis Advisory Group, LLC

Santa Barbara, CA
BUY
 -
9.07K
+ 6.42%
$488K - $502K
150K $9.13M
Jul 17, 2023 Q2 2023
Dubuque Bank & Trust CO

BUY
 -
8.97K
+ 3.32%
$483K - $497K
279K $16.9M
Aug 15, 2023 Q2 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
8.91K
+ 38.5%
$480K - $494K
32.1K $1.94M
Jul 21, 2023 Q2 2023
Purus Wealth Management, LLC

BUY
 -
8.91K
+ 49.02%
$480K - $493K
27.1K $1.64M
Aug 10, 2023 Q2 2023
Pinnacle Wealth Management, LLC

BUY
 -
8.76K
+ 6.28%
$472K - $485K
148K $8.99M
Aug 11, 2023 Q2 2023
L & S Advisors Inc

Los Angeles, CA
BUY
 -
8.7K
New
$468K - $482K
8.7K $528K
Jul 13, 2023 Q2 2023
Family Investment Center, Inc.

Saint Joseph, MO
BUY
 -
8.63K
New
$465K - $478K
8.63K $524K
Aug 15, 2023 Q2 2023
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
8.49K
+ 64.73%
$457K - $470K
21.6K $1.31M
Aug 02, 2023 Q2 2023
Bank Of Montreal

Toronto, A6
BUY
 -
8.47K
+ 229.88%
$456K - $469K
12.2K $738K
Jul 24, 2023 Q2 2023
Dfpg Investments, LLC

BUY
 -
8.47K
New
$456K - $469K
8.47K $514K
Aug 11, 2023 Q2 2023
Hrt Financial LP

New York, NY
BUY
 -
8.33K
New
$449K - $462K
8.33K $506K
Jul 24, 2023 Q2 2023
Marion Wealth Management

BUY
 -
8.29K
New
$446K - $459K
8.29K $503K
Aug 16, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
8.25K
+ 5.43%
$444K - $457K
160K $9.71M

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