Purchases and Sales Made in Q3 2022 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 2022. 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 14, 2022 Q3 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
4.09M
+ 40.08%
$209M - $236M
14.3M $836M
Nov 14, 2022 Q3 2022
Jpmorgan Chase & CO

New York, NY
BUY
 -
3.53M
+ 22.41%
$181M - $204M
19.3M $1.13B
Nov 14, 2022 Q3 2022
Morgan Stanley

New York, NY
BUY
 -
3.34M
+ 25.17%
$171M - $193M
16.6M $972M
Nov 14, 2022 Q3 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
2.77M
+ 62.04%
$142M - $160M
7.22M $422M
Nov 14, 2022 Q3 2022
Franklin Resources Inc

San Mateo, CA
BUY
 -
1.53M
+ 871533.5%
$78.6M - $88.7M
1.53M $89.7M
Nov 10, 2022 Q3 2022
Ubs Group Ag

BUY
 -
1.07M
+ 7085.58%
$54.6M - $61.7M
1.08M $63.2M
Nov 14, 2022 Q3 2022
Cibc Private Wealth Group, LLC

BUY
 -
1.06M
New
$54.3M - $61.3M
1.06M $62M
Mar 23, 2023 Q3 2022
Prostatis Group LLC

Hanover, MD
BUY
 -
812K
New
$41.6M - $47M
812K $47.5M
Nov 14, 2022 Q3 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
699K
+ 34.83%
$35.8M - $40.4M
2.71M $158M
Nov 14, 2022 Q3 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
591K
+ 149.45%
$30.3M - $34.2M
986K $57.6M
Oct 18, 2022 Q3 2022
Allworth Financial LP

BUY
 -
552K
+ 128946.03%
$28.3M - $31.9M
552K $32.3M
Nov 10, 2022 Q3 2022
Pacific Center For Financial Services

San Ramon, CA
BUY
 -
437K
+ 4802.64%
$22.4M - $25.3M
446K $26.1M
Nov 14, 2022 Q3 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
432K
+ 16.24%
$22.2M - $25M
3.1M $181M
Oct 31, 2022 Q3 2022
Pinnacle Associates LTD

BUY
 -
424K
+ 1782.67%
$21.7M - $24.5M
448K $26.2M
Oct 12, 2022 Q3 2022
Johnson Bixby & Associates, LLC

BUY
 -
344K
New
$17.6M - $19.9M
344K $20.1M
Nov 14, 2022 Q3 2022
Commonwealth Equity Services, LLC

BUY
 -
305K
+ 51.47%
$15.6M - $17.6M
896K $52.4M
Nov 14, 2022 Q3 2022
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
287K
New
$14.7M - $16.6M
287K $16.8M
Oct 21, 2022 Q3 2022
Royal Harbor Partners, LLC

BUY
 -
275K
New
$14.1M - $15.9M
275K $16.1M
Nov 14, 2022 Q3 2022
Financial Architects, Inc

Marlton, NJ
BUY
 -
274K
New
$14M - $15.9M
274K $16M
Oct 26, 2022 Q3 2022
Southern Farm Bureau Life Insurance

BUY
 -
273K
New
$14M - $15.8M
273K $16M
Nov 14, 2022 Q3 2022
Pfs Investments Inc.

Duluth, GA
BUY
 -
265K
+ 42.37%
$13.6M - $15.3M
891K $52.1M
Nov 14, 2022 Q3 2022
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
263K
+ 874.06%
$13.5M - $15.2M
293K $17.1M
Nov 01, 2022 Q3 2022
Kestra Advisory Services, LLC

BUY
 -
259K
+ 117.58%
$13.3M - $15M
480K $28.1M
Nov 14, 2022 Q3 2022
Requisite Capital Management, LLC

BUY
 -
245K
+ 13.79%
$12.5M - $14.1M
2.02M $118M
Oct 18, 2022 Q3 2022
Compass Ion Advisors, LLC

BUY
 -
244K
+ 30.48%
$12.5M - $14.1M
1.04M $61.1M
Nov 09, 2022 Q3 2022
Toronto Dominion Bank

Toronto, Ontario, A6
BUY
 -
240K
+ 240.0%
$12.3M - $13.9M
340K $19.9M
Oct 17, 2022 Q3 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
238K
+ 17.64%
$12.2M - $13.8M
1.59M $92.9M
Nov 09, 2022 Q3 2022
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
236K
+ 3115.78%
$12.1M - $13.7M
244K $14.3M
Oct 26, 2022 Q3 2022
Bouchey Financial Group LTD

BUY
 -
232K
+ 119.5%
$11.9M - $13.4M
425K $24.9M
Nov 15, 2022 Q3 2022
Coastal Bridge Advisors, LLC

BUY
 -
210K
+ 669.87%
$10.7M - $12.1M
241K $14.1M
Nov 14, 2022 Q3 2022
Northwestern Mutual Wealth Management CO

BUY
 -
207K
+ 97.17%
$10.6M - $12M
420K $24.6M
Oct 13, 2022 Q3 2022
Bouvel Investment Partners, LLC

BUY
 -
190K
New
$9.75M - $11M
190K $11.1M
Nov 03, 2022 Q3 2022
Childress Capital Advisors, LLC

Houston, TX
BUY
 -
181K
New
$9.26M - $10.5M
181K $10.6M
Nov 02, 2022 Q3 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
171K
+ 94.02%
$8.75M - $9.87M
352K $20.6M
Nov 14, 2022 Q3 2022
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
167K
+ 64.74%
$8.57M - $9.67M
426K $24.9M
Nov 03, 2022 Q3 2022
Mutual Advisors, LLC

Casper, WY
BUY
 -
158K
+ 527.96%
$8.1M - $9.14M
188K $11M
Oct 13, 2022 Q3 2022
D'Orazio & Associates, Inc.

Falls Church, VA
BUY
 -
155K
+ 58.82%
$7.94M - $8.97M
419K $24.5M
Nov 07, 2022 Q3 2022
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
153K
+ 293.32%
$7.81M - $8.82M
205K $12M
Nov 14, 2022 Q3 2022
Advisory Services Network, LLC

BUY
 -
151K
+ 826.26%
$7.74M - $8.73M
169K $9.9M
Oct 05, 2022 Q3 2022
Capital Investment Advisors, LLC

BUY
 -
150K
+ 57.06%
$7.66M - $8.65M
412K $24.1M
Nov 10, 2022 Q3 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
146K
+ 792.91%
$7.45M - $8.42M
164K $9.58M
Oct 24, 2022 Q3 2022
Pinnacle Wealth Management, LLC

BUY
 -
143K
New
$7.3M - $8.24M
143K $8.34M
Oct 26, 2022 Q3 2022
Cornerstone Advisory, LLC

BUY
 -
140K
+ 13.04%
$7.16M - $8.08M
1.21M $70.8M
Oct 31, 2022 Q3 2022
Graypoint LLC

BUY
 -
132K
New
$6.76M - $7.63M
132K $7.72M
Nov 10, 2022 Q3 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
125K
+ 38.89%
$6.41M - $7.24M
447K $26.1M
Oct 12, 2022 Q3 2022
Trinity Legacy Partners, LLC

BUY
 -
123K
New
$6.33M - $7.14M
123K $7.22M
Nov 10, 2022 Q3 2022
Cetera Advisors LLC

Denver, CO
BUY
 -
120K
+ 35.23%
$6.17M - $6.96M
462K $27M
Oct 27, 2022 Q3 2022
Reitz Capital Advisors LLC

BUY
 -
120K
+ 562.71%
$6.15M - $6.94M
141K $8.27M
Dec 12, 2022 Q3 2022
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
118K
New
$6.05M - $6.83M
118K $6.9M

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