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
Aug 07, 2023 Q2 2023
Ellis Investment Partners, LLC

BUY
 -
8K
+ 7.82%
$431K - $443K
110K $6.64M
Jul 14, 2023 Q2 2023
Carr Financial Group Corp

Worcester, MA
BUY
 -
7.97K
+ 3.9%
$429K - $441K
212K $12.8M
Jul 19, 2023 Q2 2023
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
7.93K
+ 59.49%
$427K - $439K
21.3K $1.28M
Jul 24, 2023 Q2 2023
Baron Silver Stevens Financial Advisors, LLC

BUY
 -
7.91K
+ 33.03%
$426K - $438K
31.8K $1.92M
Aug 01, 2023 Q2 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
7.9K
+ 96.57%
$425K - $438K
16.1K $967K
Sep 13, 2023 Q2 2023
Ims Capital Management

BUY
 -
7.81K
New
$421K - $433K
7.81K $470K
Aug 23, 2023 Q2 2023
Wolverine Trading, LLC

Chicago, IL
BUY
 -
7.76K
+ 141.15%
$418K - $430K
13.3K $798K
Aug 14, 2023 Q2 2023
Bridgewealth Advisory Group, LLC

Fresno, CA
BUY
 -
7.7K
+ 71.89%
$415K - $427K
18.4K $1.11M
Aug 08, 2023 Q2 2023
Kestra Private Wealth Services, LLC

BUY
 -
7.7K
+ 10.69%
$415K - $427K
79.8K $4.8M
Jul 31, 2023 Q2 2023
Black Diamond Wealth Management Inc.

BUY
 -
7.65K
+ 68.76%
$412K - $424K
18.8K $1.13M
Aug 11, 2023 Q2 2023
Heritage Trust CO

Oklahoma City, OK
BUY
 -
7.57K
+ 9.64%
$408K - $420K
86.2K $5.18M
Aug 02, 2023 Q2 2023
Executive Wealth Management, LLC

BUY
 -
7.52K
+ 18.07%
$405K - $417K
49.1K $2.96M
Aug 03, 2023 Q2 2023
Scotia Capital Inc.

BUY
 -
7.52K
+ 5.39%
$405K - $417K
147K $8.84M
Jul 13, 2023 Q2 2023
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
BUY
 -
7.51K
+ 50.73%
$404K - $416K
22.3K $1.34M
Aug 09, 2023 Q2 2023
Cannell & Co.

New York, NY
BUY
 -
7.5K
New
$404K - $416K
7.5K $451K
Aug 03, 2023 Q2 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
7.47K
+ 58.34%
$402K - $414K
20.3K $1.22M
Jul 21, 2023 Q2 2023
Creative Planning

Overland Park, KS
BUY
 -
7.47K
+ 9.58%
$402K - $414K
85.4K $5.14M
Aug 14, 2023 Q2 2023
Banco Btg Pactual S.A.

Rio De Janeiro, D5
BUY
 -
7.46K
New
$402K - $413K
7.46K $449K
Jul 25, 2023 Q2 2023
Prosperity Consulting Group, LLC

BUY
 -
7.39K
+ 12.41%
$398K - $410K
67K $4.03M
Jul 10, 2023 Q2 2023
Smith Anglin Financial, LLC

BUY
 -
7.39K
New
$398K - $410K
7.39K $445K
Aug 11, 2023 Q2 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
7.28K
+ 21.73%
$392K - $403K
40.7K $2.45M
Jul 26, 2023 Q2 2023
Arkadios Wealth Advisors

BUY
 -
7.27K
+ 67.68%
$392K - $403K
18K $1.08M
Aug 04, 2023 Q2 2023
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
7.2K
+ 24.74%
$388K - $399K
36.3K $2.18M
Aug 11, 2023 Q2 2023
Beta Wealth Group, Inc.

BUY
 -
7.09K
+ 6.24%
$382K - $393K
121K $7.27M
Jul 24, 2023 Q2 2023
Breakwater Capital Group

Paramus, NJ
BUY
 -
7.04K
New
$379K - $390K
7.04K $423K
Aug 07, 2023 Q2 2023
Betterment LLC

New York, NY
BUY
 -
6.94K
New
$374K - $384K
6.94K $417K
Jul 28, 2023 Q2 2023
Financial Management Network Inc

BUY
 -
6.89K
+ 106.95%
$371K - $382K
13.3K $802K
Aug 11, 2023 Q2 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
6.84K
New
$368K - $379K
6.84K $411K
Jul 31, 2023 Q2 2023
Lowery Thomas, LLC

San Francisco, CA
BUY
 -
6.81K
+ 17.74%
$367K - $377K
45.2K $2.72M
Jul 19, 2023 Q2 2023
Kennedy Investment Group

West Depford, NJ
BUY
 -
6.7K
+ 13.25%
$361K - $371K
57.3K $3.45M
Aug 03, 2023 Q2 2023
Private Wealth Partners, LLC

BUY
 -
6.58K
+ 32.26%
$354K - $365K
27K $1.62M
Aug 11, 2023 Q2 2023
Atlantic Private Wealth, LLC

BUY
 -
6.54K
New
$352K - $362K
6.54K $394K
Jul 24, 2023 Q2 2023
Strong Box Wealth, LLC

BUY
 -
6.52K
+ 4.85%
$351K - $361K
141K $8.48M
Aug 10, 2023 Q2 2023
D.A. Davidson & Co.

BUY
 -
6.5K
+ 22.31%
$350K - $360K
35.6K $2.14M
Jul 20, 2023 Q2 2023
Global Retirement Partners, LLC

BUY
 -
6.38K
+ 488.0%
$344K - $354K
7.69K $463K
Jul 17, 2023 Q2 2023
Hixon Zuercher, LLC

BUY
 -
6.37K
New
$343K - $353K
6.37K $383K
Aug 14, 2023 Q2 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
6.28K
+ 30.81%
$338K - $348K
26.6K $1.6M
Jul 13, 2023 Q2 2023
Hudson Capital Management LLC

BUY
 -
6.18K
+ 3.06%
$333K - $342K
208K $12.5M
Aug 08, 2023 Q2 2023
Focused Wealth Management, Inc

BUY
 -
6.17K
+ 32.68%
$332K - $342K
25K $1.51M
Jul 28, 2023 Q2 2023
Cpa Asset Management LLC

West Palm Beach, FL
BUY
 -
6.17K
New
$332K - $342K
6.17K $371K
Jul 14, 2023 Q2 2023
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
6.16K
+ 9.98%
$332K - $341K
67.8K $4.08M
Jul 27, 2023 Q2 2023
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
BUY
 -
6.12K
+ 73.33%
$330K - $339K
14.5K $871K
Aug 07, 2023 Q2 2023
Core First Bank & Trust

Topeka, KS
BUY
 -
6.09K
+ 44.44%
$328K - $337K
19.8K $1.19M
Aug 03, 2023 Q2 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
6.04K
+ 61.0%
$325K - $335K
15.9K $959K
Aug 14, 2023 Q2 2023
Cadence Bank

Tupelo, MS
BUY
 -
6K
+ 43.75%
$323K - $332K
19.7K $1.19M
Nov 20, 2023 Q2 2023
Revisor Wealth Management LLC

Akron, OH
BUY
 -
6K
New
$323K - $332K
6K $361K
Aug 15, 2023 Q2 2023
Sky View Investment Advisors, LLC

Shrewsbury, NJ
BUY
 -
5.91K
New
$318K - $328K
5.91K $356K
Sep 01, 2023 Q2 2023
Corrigan Financial, Inc.

Middletown, RI
BUY
 -
5.88K
+ 1.34%
$317K - $326K
444K $26.7M
Jul 20, 2023 Q2 2023
Round Rock Advisors, LLC

BUY
 -
5.87K
+ 13.88%
$316K - $325K
48.2K $2.9M

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