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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2023
Q2 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
4.74K+ 12.89% |
$255K - $263K
|
41.5K
$2.46M
|
|
|
Jul 14, 2023
Q2 2023
|
Capital Planning LLC
|
BUY
|
- |
4.68KNew |
$252K - $259K
|
4.68K
$277K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
4.63K+ 362.03% |
$250K - $257K
|
5.91K
$350K
|
|
|
Jul 17, 2023
Q2 2023
|
Claybrook Capital, LLC
|
BUY
|
- |
4.58KNew |
$247K - $254K
|
4.58K
$271K
|
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
4.51KNew |
$243K - $250K
|
4.51K
$267K
|
|
|
Jul 27, 2023
Q2 2023
|
Capital City Trust CO
|
BUY
|
- |
4.47KNew |
$241K - $248K
|
4.47K
$265K
|
|
|
Jul 28, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
4.45KNew |
$239K - $246K
|
4.45K
$263K
|
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
BUY
|
- |
4.45K+ 21.69% |
$239K - $246K
|
24.9K
$1.48M
|
|
|
Nov 13, 2023
Q2 2023
|
Easterly Investment Partners LLC
|
BUY
|
- |
4.44KNew |
$239K - $246K
|
4.44K
$263K
|
|
|
Jul 06, 2023
Q2 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
4.44K+ 0.84% |
$239K - $246K
|
530K
$31.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
4.43KNew |
$238K - $245K
|
4.43K
$262K
|
|
|
Jul 10, 2023
Q2 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
4.41K+ 26.65% |
$238K - $244K
|
21K
$1.24M
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
4.41K+ 7.18% |
$238K - $244K
|
65.8K
$3.9M
|
|
|
Jul 24, 2023
Q2 2023
|
Coho Partners, Ltd.
|
BUY
|
- |
4.39KNew |
$236K - $243K
|
4.39K
$260K
|
|
|
Jul 26, 2023
Q2 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
4.32KNew |
$233K - $239K
|
4.32K
$256K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.32KNew |
$233K - $239K
|
4.32K
$255K
|
|
|
Jul 13, 2023
Q2 2023
|
Fluent Financial, LLC
|
BUY
|
- |
4.31KNew |
$232K - $239K
|
4.31K
$255K
|
|
|
Aug 07, 2023
Q2 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
4.3K+ 0.56% |
$231K - $238K
|
775K
$45.8M
|
|
|
Jul 28, 2023
Q2 2023
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
4.27K+ 3.6% |
$230K - $236K
|
123K
$7.28M
|
|
|
Aug 09, 2023
Q2 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
4.26KNew |
$229K - $236K
|
4.26K
$252K
|
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
4.26KNew |
$229K - $236K
|
4.26K
$252K
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
4.21K+ 76.21% |
$226K - $233K
|
9.72K
$575K
|
|
|
Jul 26, 2023
Q2 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
4.16K+ 9.57% |
$224K - $231K
|
47.7K
$2.82M
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
4.14K+ 84.86% |
$223K - $229K
|
9.01K
$533K
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.99KNew |
$215K - $221K
|
3.99K
$236K
|
|
|
Oct 19, 2023
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
3.96KNew |
$213K - $220K
|
3.96K
$235K
|
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
3.94KNew |
$212K - $218K
|
3.94K
$233K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3.88K+ 233.72% |
$209K - $215K
|
5.53K
$327K
|
|
|
Jul 07, 2023
Q2 2023
|
Somerset Trust CO
|
BUY
|
- |
3.81K+ 28.97% |
$205K - $211K
|
17K
$1M
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
3.81K+ 7.66% |
$205K - $211K
|
53.5K
$3.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
3.81KNew |
$205K - $211K
|
3.81K
$225K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.81K+ 7.36% |
$205K - $211K
|
55.5K
$3.28M
|
|
|
Jul 14, 2023
Q2 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
3.8KNew |
$204K - $210K
|
3.8K
$225K
|
|
|
Jul 05, 2023
Q2 2023
|
Marotta Asset Management
|
BUY
|
- |
3.77KNew |
$203K - $209K
|
3.77K
$223K
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
3.75K+ 49.22% |
$202K - $208K
|
11.4K
$673K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
3.75K+ 107.2% |
$202K - $208K
|
7.25K
$429K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.73K+ 13.99% |
$201K - $207K
|
30.4K
$1.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
3.73K+ 1.93% |
$201K - $206K
|
197K
$11.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.72KNew |
$200K - $206K
|
3.72K
$220K
|
|
|
Aug 14, 2023
Q2 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
3.72KNew |
$200K - $206K
|
3.72K
$220K
|
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
3.68KNew |
$198K - $204K
|
3.68K
$218K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.67K+ 9.94% |
$198K - $204K
|
40.7K
$2.41M
|
|
|
Nov 19, 2024
Q2 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
3.65KNew |
$197K - $202K
|
3.65K
$216K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.64KNew |
$196K - $201K
|
3.64K
$215K
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.63KNew |
$195K - $201K
|
3.63K
$215K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.6K+ 5.74% |
$194K - $200K
|
66.4K
$3.93M
|
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
3.58KNew |
$193K - $198K
|
3.58K
$212K
|
|
|
Jul 11, 2023
Q2 2023
|
Advisory Resource Group
|
BUY
|
- |
3.55K+ 1.95% |
$191K - $197K
|
186K
$11M
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
3.48K+ 39.04% |
$188K - $193K
|
12.4K
$734K
|
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
3.47K+ 5.3% |
$187K - $192K
|
69K
$4.08M
|