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 |
|---|---|---|---|---|---|---|---|
|
Dec 08, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.88K+ 28.75% |
$171K - $180K
|
12.9K
$775K
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2.87KNew |
$171K - $180K
|
2.87K
$173K
|
|
|
Nov 12, 2021
Q3 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
2.83K+ 52.98% |
$169K - $177K
|
8.17K
$491K
|
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.79K+ 54.04% |
$166K - $175K
|
7.95K
$478K
|
|
|
Nov 02, 2021
Q3 2021
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
2.52K+ 57.6% |
$150K - $158K
|
6.9K
$415K
|
|
|
Nov 12, 2021
Q3 2021
|
Beta Wealth Group, Inc.
|
BUY
|
- |
2.35K+ 2.69% |
$140K - $147K
|
89.8K
$5.4M
|
|
|
Nov 04, 2021
Q3 2021
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
2.26KNew |
$135K - $142K
|
2.26K
$136K
|
|
|
Nov 09, 2021
Q3 2021
|
Nelson Capital Management, LLC
|
BUY
|
- |
2.21K+ 8.23% |
$132K - $138K
|
29K
$1.75M
|
|
|
Nov 15, 2021
Q3 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.81KNew |
$108K - $114K
|
1.81K
$109K
|
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.79KNew |
$107K - $112K
|
1.79K
$108K
|
|
|
Oct 21, 2021
Q3 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.73KNew |
$103K - $108K
|
1.73K
$104K
|
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.59KNew |
$94.5K - $99.3K
|
1.59K
$95.4K
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
1.53KNew |
$90.9K - $95.5K
|
1.53K
$91.7K
|
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
BUY
|
- |
1.5KNew |
$89.4K - $93.9K
|
1.5K
$90.2K
|
|
|
Oct 19, 2021
Q3 2021
|
Seelaus Asset Management LLC
|
BUY
|
- |
1.4K+ 26.32% |
$83.5K - $87.7K
|
6.72K
$404K
|
|
|
Nov 08, 2021
Q3 2021
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
1.28K+ 34.46% |
$76K - $79.9K
|
4.98K
$299K
|
|
|
Oct 28, 2021
Q3 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.23K+ 25.92% |
$73.4K - $77.1K
|
5.98K
$360K
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
1.08K+ 0.96% |
$64.3K - $67.6K
|
114K
$6.85M
|
|
|
Oct 18, 2021
Q3 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
1.08KNew |
$64.3K - $67.5K
|
1.08K
$64.9K
|
|
|
Nov 09, 2021
Q3 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
1.01K+ 21.57% |
$59.9K - $62.9K
|
5.67K
$341K
|
|
|
Oct 22, 2021
Q3 2021
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
1K+ 10.72% |
$59.6K - $62.6K
|
10.3K
$621K
|
|
|
Nov 08, 2021
Q3 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
988+ 1.64% |
$58.9K - $61.9K
|
61.4K
$3.69M
|
|
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
970New |
$57.8K - $60.8K
|
970
$58.4K
|
|
|
Oct 22, 2021
Q3 2021
|
Optimum Investment Advisors
|
BUY
|
- |
900New |
$53.6K - $56.4K
|
900
$54.1K
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
874+ 291.33% |
$52.1K - $54.7K
|
1.17K
$70.6K
|
|
|
Nov 10, 2021
Q3 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
780New |
$46.5K - $48.9K
|
780
$46.9K
|
|
|
Oct 05, 2021
Q3 2021
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
628New |
$37.4K - $39.3K
|
628
$37.8K
|
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
520+ 12.53% |
$31K - $32.6K
|
4.67K
$281K
|
|
|
Nov 08, 2021
Q3 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
509+ 120.9% |
$30.3K - $31.9K
|
930
$55.9K
|
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
454+ 7.82% |
$27.1K - $28.4K
|
6.26K
$376K
|
|
|
Nov 12, 2021
Q3 2021
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
430New |
$25.6K - $26.9K
|
430
$25.9K
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
422+ 216.41% |
$25.2K - $26.4K
|
617
$37.1K
|
|
|
Oct 12, 2021
Q3 2021
|
Founders Capital Management
|
BUY
|
- |
402New |
$24K - $25.2K
|
402
$24.2K
|
|
|
Oct 22, 2021
Q3 2021
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
400+ 7.84% |
$23.8K - $25.1K
|
5.5K
$331K
|
|
|
Oct 26, 2021
Q3 2021
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
392New |
$23.4K - $24.6K
|
392
$23.6K
|
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
388+ 2.37% |
$23.1K - $24.3K
|
16.7K
$1.01M
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
373New |
$22.2K - $23.4K
|
373
$22.4K
|
|
|
Oct 13, 2021
Q3 2021
|
Mjp Associates Inc
|
BUY
|
- |
373+ 2.75% |
$22.2K - $23.4K
|
13.9K
$838K
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
320New |
$19.1K - $20K
|
320
$19.3K
|
|
|
Oct 19, 2021
Q3 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
300New |
$17.9K - $18.8K
|
300
$18K
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
235New |
$14K - $14.7K
|
235
$14.1K
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
200New |
$11.9K - $12.5K
|
200
$12K
|
|
|
Oct 19, 2021
Q3 2021
|
Cambridge Advisors Inc.
|
BUY
|
- |
171+ 0.9% |
$10.2K - $10.7K
|
19.2K
$1.15M
|
|
|
Nov 14, 2024
Q3 2021
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
163+ 4.01% |
$9.72K - $10.2K
|
4.23K
$254K
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
160New |
$9.54K - $10K
|
160
$9.63K
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
116New |
$6.91K - $7.27K
|
116
$6.98K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
112New |
$6.68K - $7.01K
|
112
$6.74K
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
90New |
$5.36K - $5.64K
|
90
$5.41K
|
|
|
Nov 10, 2021
Q3 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
69New |
$4.11K - $4.32K
|
69
$4.15K
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
59+ 1.61% |
$3.52K - $3.7K
|
3.71K
$223K
|