Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
13.8MNew |
$825M - $867M
|
13.8M
$840M
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.24M+ 62192.3% |
$74.1M - $77.9M
|
1.25M
$75.6M
|
|
Nov 02, 2021
Q3 2021
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
938K+ 167.28% |
$55.9M - $58.7M
|
1.5M
$90.9M
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
813K+ 1730663.88% |
$48.5M - $50.9M
|
813K
$49.4M
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
BUY
|
- |
675KNew |
$40.2M - $42.3M
|
675K
$41M
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
500K+ 318.11% |
$29.8M - $31.3M
|
658K
$39.9M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
465K+ 189.4% |
$27.7M - $29.1M
|
710K
$43.1M
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
399K+ 163.36% |
$23.8M - $25M
|
644K
$39.1M
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
385K+ 103.89% |
$23M - $24.1M
|
756K
$45.9M
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
276K+ 805.89% |
$16.5M - $17.3M
|
310K
$18.8M
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
219K+ 58.83% |
$13.1M - $13.7M
|
592K
$35.9M
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
202K+ 764.95% |
$12.1M - $12.7M
|
229K
$13.9M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
198K+ 483.69% |
$11.8M - $12.4M
|
239K
$14.5M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
186K+ 106.81% |
$11.1M - $11.6M
|
359K
$21.8M
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
167K+ 381.24% |
$9.93M - $10.4M
|
210K
$12.8M
|
|
Oct 06, 2021
Q3 2021
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
164KNew |
$9.78M - $10.3M
|
164K
$9.96M
|
|
Nov 15, 2021
Q3 2021
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
157KNew |
$9.33M - $9.8M
|
157K
$9.5M
|
|
Oct 27, 2021
Q3 2021
|
Grant
|
BUY
|
- |
121K+ 620.61% |
$7.23M - $7.59M
|
141K
$8.54M
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
120K+ 71.25% |
$7.13M - $7.49M
|
287K
$17.4M
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
109K+ 4320.97% |
$6.47M - $6.8M
|
111K
$6.74M
|
|
Nov 16, 2021
Q3 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
92.4K+ 9.24% |
$5.51M - $5.79M
|
1.09M
$66.3M
|
|
Nov 15, 2021
Q3 2021
|
Derbend Asset Management
|
BUY
|
- |
89.1KNew |
$5.31M - $5.58M
|
89.1K
$5.41M
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
79.3KNew |
$4.72M - $4.96M
|
79.3K
$4.81M
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
59.2K+ 282.36% |
$3.53M - $3.71M
|
80.2K
$4.86M
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
52.6K+ 4496.75% |
$3.14M - $3.3M
|
53.8K
$3.26M
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
52.5K+ 811.71% |
$3.13M - $3.29M
|
59K
$3.58M
|
|
Oct 26, 2021
Q3 2021
|
Advisory Resource Group
|
BUY
|
- |
45.4K+ 30.29% |
$2.71M - $2.84M
|
195K
$11.8M
|
|
Nov 12, 2021
Q3 2021
|
Means Investment Co., Inc.
|
BUY
|
- |
45.2K+ 1212.36% |
$2.7M - $2.83M
|
49K
$2.97M
|
|
Nov 12, 2021
Q3 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
44.5K+ 152.27% |
$2.65M - $2.79M
|
73.8K
$4.48M
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
39.1KNew |
$2.33M - $2.45M
|
39.1K
$2.37M
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
38.3K+ 97.85% |
$2.28M - $2.4M
|
77.5K
$4.7M
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
36.8K+ 87.79% |
$2.19M - $2.31M
|
78.7K
$4.78M
|
|
Nov 16, 2021
Q3 2021
|
Requisite Capital Management, LLC
|
BUY
|
- |
36.7K+ 5.52% |
$2.18M - $2.3M
|
701K
$42.5M
|
|
Nov 01, 2021
Q3 2021
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
36K+ 368.14% |
$2.15M - $2.26M
|
45.8K
$2.78M
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
35.9K+ 25.62% |
$2.14M - $2.25M
|
176K
$10.7M
|
|
Oct 22, 2021
Q3 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
35.5K+ 60.92% |
$2.12M - $2.22M
|
93.8K
$5.69M
|
|
Nov 02, 2021
Q3 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
35.4K+ 1036.48% |
$2.11M - $2.22M
|
38.8K
$2.36M
|
|
Nov 15, 2021
Q3 2021
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
34.1K+ 282.1% |
$2.03M - $2.13M
|
46.1K
$2.8M
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
34.1K+ 282.09% |
$2.03M - $2.13M
|
46.1K
$2.8M
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
BUY
|
- |
33.7KNew |
$2.01M - $2.11M
|
33.7K
$2.05M
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
32.9K+ 223.5% |
$1.96M - $2.06M
|
47.7K
$2.89M
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
30.6KNew |
$1.82M - $1.92M
|
30.6K
$1.86M
|
|
Nov 15, 2021
Q3 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
30.3KNew |
$1.81M - $1.9M
|
30.3K
$1.84M
|
|
Jan 28, 2022
Q3 2021
|
Newport Capital Group, LLC
|
BUY
|
- |
30KNew |
$1.79M - $1.88M
|
30K
$1.82M
|
|
Nov 02, 2021
Q3 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
30KNew |
$1.79M - $1.88M
|
30K
$1.82M
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
29.3K+ 165.91% |
$1.75M - $1.84M
|
47K
$2.85M
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
BUY
|
- |
29.2K+ 204.16% |
$1.74M - $1.83M
|
43.5K
$2.64M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
28.9K+ 128.97% |
$1.73M - $1.81M
|
51.4K
$3.12M
|
|
Oct 21, 2021
Q3 2021
|
Hudson Capital Management LLC
|
BUY
|
- |
27.8KNew |
$1.66M - $1.74M
|
27.8K
$1.69M
|
|
Nov 12, 2021
Q3 2021
|
Gables Capital Management Inc.
|
BUY
|
- |
27.8KNew |
$1.66M - $1.74M
|
27.8K
$1.69M
|