Purchases and Sales Made in Q3 2021 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 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
Haverford Trust CO

Radnor, PA
BUY
 -
7.09K
+ 57.8%
$423K - $444K
19.4K $1.16M
Nov 15, 2021 Q3 2021
Harbour Investments, Inc.

Madison, WI
BUY
 -
6.69K
+ 16725.0%
$399K - $419K
6.73K $405K
Nov 12, 2021 Q3 2021
F3 Logic, LLC

BUY
 -
6.54K
New
$390K - $409K
6.54K $393K
Nov 12, 2021 Q3 2021
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
6.5K
+ 287.91%
$388K - $407K
8.76K $527K
Nov 01, 2021 Q3 2021
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
6.39K
New
$381K - $400K
6.39K $384K
Nov 17, 2021 Q3 2021
Colony Group LLC

Boston, MA
BUY
 -
6.3K
New
$375K - $394K
6.3K $379K
Oct 06, 2021 Q3 2021
Ifp Advisors, Inc

BUY
 -
6.2K
+ 1240.2%
$370K - $388K
6.7K $403K
Nov 08, 2021 Q3 2021
Marcum Wealth, LLC

BUY
 -
6.16K
+ 118.61%
$367K - $386K
11.4K $683K
Oct 27, 2021 Q3 2021
Investment Advisory Services Inc

The Woodlands, TX
BUY
 -
6.14K
New
$366K - $385K
6.14K $370K
Nov 04, 2021 Q3 2021
Regions Financial Corp

BUY
 -
6.13K
New
$365K - $384K
6.13K $368K
Nov 04, 2021 Q3 2021
Independent Wealth Network Inc.

BUY
 -
5.61K
New
$334K - $351K
5.61K $337K
Oct 29, 2021 Q3 2021
Wealth Management Partners, LLC

BUY
 -
5.6K
New
$334K - $350K
5.6K $337K
Nov 03, 2021 Q3 2021
Nvwm, LLC

BUY
 -
5.49K
New
$327K - $344K
5.49K $330K
Nov 12, 2021 Q3 2021
Castle Rock Wealth Management, LLC

BUY
 -
5.46K
+ 9.24%
$326K - $342K
64.6K $3.88M
Nov 10, 2021 Q3 2021
Avidian Wealth Solutions, LLC

BUY
 -
5.4K
+ 100.0%
$322K - $338K
10.8K $650K
Nov 23, 2021 Q3 2021
Cambridge Trust CO

Boston, MA
BUY
 -
5.39K
New
$321K - $337K
5.39K $324K
Nov 12, 2021 Q3 2021
Blair William & CO

Chicago, IL
BUY
 -
5.38K
+ 524.59%
$321K - $337K
6.4K $385K
Nov 15, 2021 Q3 2021
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
5.36K
+ 17.67%
$319K - $336K
35.7K $2.15M
Nov 15, 2021 Q3 2021
Mutual Advisors, LLC

Casper, WY
BUY
 -
5.34K
New
$318K - $334K
5.34K $321K
Nov 15, 2021 Q3 2021
Sand Hill Global Advisors, LLC

Palo Alto, CA
BUY
 -
5.19K
New
$310K - $325K
5.19K $312K
Nov 15, 2021 Q3 2021
Tiemann Investment Advisors, LLC

Menlo Park, CA
BUY
 -
5.13K
New
$306K - $321K
5.13K $308K
Nov 09, 2021 Q3 2021
55 I, LLC

Boston, MA
BUY
 -
4.96K
+ 41.63%
$295K - $310K
16.9K $1.01M
Oct 28, 2021 Q3 2021
M&T Bank Corp

BUY
 -
4.92K
New
$293K - $308K
4.92K $296K
Nov 09, 2021 Q3 2021
Indie Asset Partners, LLC

Carmel, IN
BUY
 -
4.7K
+ 80.69%
$280K - $294K
10.5K $633K
Oct 25, 2021 Q3 2021
Krilogy Financial LLC

BUY
 -
4.7K
+ 102.85%
$280K - $294K
9.27K $557K
Oct 14, 2021 Q3 2021
Iam Advisory, LLC

BUY
 -
4.65K
New
$277K - $291K
4.65K $280K
Nov 12, 2021 Q3 2021
Laurel Wealth Advisors, Inc.

Solana Beach, CA
BUY
 -
4.51K
+ 29.93%
$269K - $283K
19.6K $1.18M
Nov 15, 2021 Q3 2021
Steel Peak Wealth Management LLC

BUY
 -
4.47K
+ 20.73%
$266K - $280K
26K $1.57M
Oct 26, 2021 Q3 2021
Emfo, LLC

BUY
 -
4.45K
+ 8900.0%
$265K - $279K
4.5K $271K
Oct 08, 2021 Q3 2021
Hbw Advisory Services LLC

BUY
 -
4.26K
New
$254K - $267K
4.26K $256K
Oct 20, 2021 Q3 2021
Tranquility Partners, LLC

BUY
 -
4.16K
+ 80.9%
$248K - $261K
9.31K $560K
Oct 08, 2021 Q3 2021
Modus Advisors, LLC

BUY
 -
4.12K
+ 88.44%
$245K - $258K
8.77K $528K
Nov 15, 2021 Q3 2021
Mml Investors Services, LLC

Springfield, MA
BUY
 -
4.01K
+ 11.71%
$239K - $251K
38.3K $2.3M
Nov 02, 2021 Q3 2021
Baker Tilly Wealth Management, LLC

BUY
 -
4K
New
$238K - $251K
4K $241K
Nov 10, 2021 Q3 2021
Essex Financial Services, Inc.

BUY
 -
3.91K
New
$233K - $245K
3.91K $235K
Oct 15, 2021 Q3 2021
Fortem Financial Group, LLC

BUY
 -
3.82K
New
$227K - $239K
3.82K $230K
Nov 12, 2021 Q3 2021
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
3.8K
New
$227K - $238K
3.8K $229K
Oct 21, 2021 Q3 2021
Avantax Advisory Services, Inc.

BUY
 -
3.78K
New
$225K - $237K
3.78K $227K
Oct 25, 2021 Q3 2021
Meridian Financial Partners LLC

BUY
 -
3.56K
New
$212K - $223K
3.56K $214K
Nov 05, 2021 Q3 2021
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
3.5K
New
$209K - $219K
3.5K $210K
Oct 12, 2021 Q3 2021
Kmg Fiduciary Partners, LLC

BUY
 -
3.47K
New
$207K - $217K
3.47K $209K
Nov 15, 2021 Q3 2021
First Foundation Advisors

Irvine, CA
BUY
 -
3.44K
+ 72.6%
$205K - $215K
8.18K $492K
Oct 29, 2021 Q3 2021
Bridge Advisory, LLC

BUY
 -
3.39K
+ 20.62%
$202K - $212K
19.8K $1.19M
Oct 28, 2021 Q3 2021
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
3.38K
+ 20.74%
$201K - $212K
19.7K $1.18M
Oct 22, 2021 Q3 2021
Outlook Wealth Advisors, LLC

BUY
 -
3.26K
+ 27.71%
$194K - $204K
15K $904K
Oct 21, 2021 Q3 2021
Ellis Investment Partners, LLC

BUY
 -
3.16K
+ 16.62%
$188K - $198K
22.1K $1.33M
Nov 09, 2021 Q3 2021
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
2.96K
+ 20.75%
$177K - $186K
17.2K $1.04M
Nov 05, 2021 Q3 2021
Advisory Services Network, LLC

BUY
 -
2.94K
+ 405.52%
$175K - $184K
3.67K $220K
Nov 09, 2021 Q3 2021
Peregrine Asset Advisers, Inc.

Portland, OR
BUY
 -
2.94K
+ 5.1%
$175K - $184K
60.5K $3.64M

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