Purchases and Sales Made in Q3 2022 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 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 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-1.87K- 12.48% |
$95.9K - $108K
|
13.1K
$797K
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
SELL
|
- |
-1.95K- 1.59% |
$99.9K - $113K
|
121K
$7.33M
|
|
|
Nov 03, 2022
Q3 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-2.21K- 11.65% |
$113K - $128K
|
16.8K
$1.02M
|
|
|
Oct 31, 2022
Q3 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-2.93K- 17.49% |
$150K - $169K
|
13.8K
$838K
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.32K- 6.29% |
$170K - $192K
|
49.5K
$3M
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.88K- 1.15% |
$199K - $224K
|
334K
$20.2M
|
|
|
Oct 27, 2022
Q3 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-4.22K- 34.46% |
$216K - $244K
|
8.02K
$487K
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.4K- 9.09% |
$225K - $254K
|
44K
$2.67M
|
|
|
Oct 21, 2022
Q3 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-4.76K- 14.2% |
$244K - $275K
|
28.7K
$1.74M
|
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-4.88K- 49.62% |
$250K - $282K
|
4.96K
$301K
|
|
|
Oct 18, 2022
Q3 2022
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-5.11K- 3.11% |
$262K - $296K
|
159K
$9.66M
|
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-5.22K- 13.8% |
$267K - $302K
|
32.6K
$1.98M
|
|
|
Nov 09, 2022
Q3 2022
|
Allen Capital Group, LLC
|
SELL
|
- |
-5.54K- 3.71% |
$284K - $320K
|
144K
$8.72M
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.85K- 16.23% |
$300K - $338K
|
30.2K
$1.83M
|
|
|
Oct 26, 2022
Q3 2022
|
F3 Logic, LLC
|
SELL
|
- |
-6.03K- 44.54% |
$309K - $349K
|
7.51K
$456K
|
|
|
Nov 14, 2022
Q3 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-6.74K- 31.97% |
$345K - $390K
|
14.3K
$871K
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-7K- 54.05% |
$359K - $405K
|
5.95K
$361K
|
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-7.6K- 17.14% |
$389K - $439K
|
36.7K
$2.23M
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-8.37K- 71.23% |
$429K - $484K
|
3.38K
$205K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-9.84K- 7.88% |
$504K - $569K
|
115K
$6.98M
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
SELL
|
- |
-10.1K- 1.23% |
$518K - $584K
|
815K
$49.4M
|
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-12.6K- 53.22% |
$644K - $727K
|
11.1K
$671K
|
|
|
Nov 14, 2022
Q3 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-12.9K- 40.81% |
$663K - $749K
|
18.8K
$1.14M
|
|
|
Nov 02, 2022
Q3 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-14.1K- 5.28% |
$721K - $814K
|
252K
$15.3M
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-15K- 77.41% |
$771K - $870K
|
4.39K
$266K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-17.2K- 22.95% |
$879K - $992K
|
57.6K
$3.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-20.3K- 19.61% |
$1.04M - $1.18M
|
83.3K
$5.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-35.1K- 8.82% |
$1.8M - $2.03M
|
363K
$22M
|
|
|
Nov 10, 2022
Q3 2022
|
Executive Wealth Management, LLC
|
SELL
|
- |
-35.4K- 94.66% |
$1.81M - $2.05M
|
2K
$121K
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-38.7K- 90.71% |
$1.98M - $2.24M
|
3.96K
$240K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-38.7K- 56.21% |
$1.98M - $2.24M
|
30.2K
$1.83M
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-55K- 40.23% |
$2.82M - $3.18M
|
81.7K
$4.96M
|
|
|
Oct 11, 2022
Q3 2022
|
Advisory Resource Group
|
SELL
|
- |
-59.2K- 24.98% |
$3.03M - $3.43M
|
178K
$10.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-61K- 53.18% |
$3.12M - $3.53M
|
53.7K
$3.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-67.9K- 62.54% |
$3.48M - $3.93M
|
40.6K
$2.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-71.7K- 77.1% |
$3.67M - $4.14M
|
21.3K
$1.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-95.6K- 26.17% |
$4.9M - $5.53M
|
270K
$16.4M
|
|
|
Nov 08, 2022
Q3 2022
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-166K- 17.12% |
$8.48M - $9.58M
|
802K
$48.6M
|
|
|
Nov 09, 2022
Q3 2022
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-219K- 37.6% |
$11.2M - $12.7M
|
364K
$22.1M
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-232K- 63.96% |
$11.9M - $13.4M
|
131K
$7.93M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-823K- 29.66% |
$42.2M - $47.6M
|
1.95M
$118M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-853K- 53.61% |
$43.7M - $49.3M
|
738K
$44.8M
|
|
|
Mar 28, 2023
Q3 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-1.02M- 98.45% |
$52.3M - $59M
|
16K
$971K
|
|
|
Nov 10, 2022
Q3 2022
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-2.94M- 76.2% |
$151M - $170M
|
918K
$55.7M
|