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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2021
Q3 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
27.4K+ 117.23% |
$1.63M - $1.71M
|
50.7K
$3.08M
|
|
|
Nov 12, 2021
Q3 2021
|
Strong Box Wealth, LLC
|
BUY
|
- |
26KNew |
$1.55M - $1.63M
|
26K
$1.58M
|
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
23.2KNew |
$1.39M - $1.46M
|
23.2K
$1.41M
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
22.7KNew |
$1.35M - $1.42M
|
22.7K
$1.38M
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
21.2KNew |
$1.27M - $1.33M
|
21.2K
$1.29M
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
21K+ 156.6% |
$1.25M - $1.31M
|
34.4K
$2.09M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
19.9K+ 173.5% |
$1.19M - $1.25M
|
31.3K
$1.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
19.8K+ 68.49% |
$1.18M - $1.24M
|
48.8K
$2.96M
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
19.1KNew |
$1.14M - $1.2M
|
19.1K
$1.16M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
18.7K+ 62.91% |
$1.12M - $1.17M
|
48.5K
$2.94M
|
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
17KNew |
$1.01M - $1.07M
|
17K
$1.03M
|
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
16.7K+ 360.42% |
$997K - $1.05M
|
21.4K
$1.3M
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
16.7K+ 28.59% |
$993K - $1.04M
|
74.9K
$4.55M
|
|
|
Nov 05, 2021
Q3 2021
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
15.9K+ 213.37% |
$950K - $998K
|
23.4K
$1.42M
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
15.5K+ 42.08% |
$924K - $971K
|
52.4K
$3.18M
|
|
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
14.1K+ 334.71% |
$838K - $880K
|
18.3K
$1.11M
|
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
13.9KNew |
$830K - $872K
|
13.9K
$845K
|
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
13.5KNew |
$804K - $845K
|
13.5K
$818K
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
13.4K+ 341.79% |
$798K - $838K
|
17.3K
$1.05M
|
|
|
Nov 09, 2021
Q3 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
13.4K+ 9.64% |
$797K - $838K
|
152K
$9.23M
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
13.2K+ 57.88% |
$789K - $829K
|
36.1K
$2.19M
|
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
13.1KNew |
$781K - $821K
|
13.1K
$795K
|
|
|
Oct 14, 2021
Q3 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
13.1KNew |
$781K - $820K
|
13.1K
$795K
|
|
|
Oct 13, 2021
Q3 2021
|
Bruderman Asset Management, LLC
Locust Valley, NY |
BUY
|
- |
12.5KNew |
$742K - $780K
|
12.5K
$756K
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
12.4KNew |
$742K - $779K
|
12.4K
$755K
|
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
11.8K+ 227.79% |
$703K - $739K
|
17K
$1.03M
|
|
|
Nov 03, 2021
Q3 2021
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
11.7KNew |
$698K - $734K
|
11.7K
$711K
|
|
|
Oct 07, 2021
Q3 2021
|
Lake Street Financial LLC
|
BUY
|
- |
11.4K+ 37.0% |
$680K - $714K
|
42.2K
$2.56M
|
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
BUY
|
- |
11.1KNew |
$662K - $695K
|
11.1K
$674K
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
11K+ 296.68% |
$655K - $688K
|
14.7K
$891K
|
|
|
Oct 14, 2021
Q3 2021
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
10.8KNew |
$645K - $677K
|
10.8K
$656K
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
10KNew |
$598K - $628K
|
10K
$609K
|
|
|
Oct 28, 2021
Q3 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.86K+ 40.58% |
$588K - $618K
|
34.2K
$2.07M
|
|
|
Nov 15, 2021
Q3 2021
|
3 Edge Asset Management, LP
|
BUY
|
- |
9.71KNew |
$579K - $608K
|
9.71K
$589K
|
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
9.6KNew |
$572K - $601K
|
9.6K
$582K
|
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
9.47KNew |
$564K - $593K
|
9.47K
$574K
|
|
|
Oct 06, 2021
Q3 2021
|
Cooper Financial Group
|
BUY
|
- |
9.39KNew |
$560K - $588K
|
9.39K
$570K
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
9.36KNew |
$558K - $586K
|
9.36K
$568K
|
|
|
Oct 20, 2021
Q3 2021
|
Detalus Advisors, LLC
|
BUY
|
- |
9.18K+ 26.67% |
$547K - $575K
|
43.6K
$2.65M
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
9.13K+ 253.96% |
$544K - $572K
|
12.7K
$772K
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
8.93KNew |
$532K - $559K
|
8.93K
$542K
|
|
|
Nov 05, 2021
Q3 2021
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
8.92KNew |
$532K - $559K
|
8.92K
$541K
|
|
|
Oct 28, 2021
Q3 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
8.81K+ 127.96% |
$525K - $552K
|
15.7K
$952K
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8.78K+ 46.34% |
$523K - $550K
|
27.7K
$1.68M
|
|
|
Oct 05, 2021
Q3 2021
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
8.29KNew |
$494K - $519K
|
8.29K
$503K
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
8.1KNew |
$483K - $507K
|
8.1K
$492K
|
|
|
Oct 12, 2021
Q3 2021
|
First Premier Bank
|
BUY
|
- |
7.9K+ 263.33% |
$471K - $495K
|
10.9K
$661K
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
7.6K+ 100.05% |
$453K - $476K
|
15.2K
$922K
|
|
|
Nov 15, 2021
Q3 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
7.35K+ 206.55% |
$438K - $460K
|
10.9K
$662K
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7.14K+ 53.8% |
$425K - $447K
|
20.4K
$1.24M
|