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
Wick Capital Partners, LLC

Wayne, PA
BUY
 -
114K
+ 145.0%
$5.82M - $6.57M
192K $11.2M
Nov 16, 2022 Q3 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
109K
+ 41.87%
$5.56M - $6.28M
368K $21.5M
Nov 14, 2022 Q3 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
BUY
 -
108K
+ 79.19%
$5.53M - $6.24M
244K $14.3M
Nov 14, 2022 Q3 2022
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
107K
+ 310.48%
$5.48M - $6.19M
141K $8.27M
Nov 14, 2022 Q3 2022
Capital Advisors Wealth Management, LLC

BUY
 -
105K
+ 32.41%
$5.39M - $6.08M
430K $25.1M
Nov 22, 2022 Q3 2022
Cva Family Office, LLC

BUY
 -
103K
+ 581.4%
$5.3M - $5.98M
121K $7.09M
Mar 17, 2023 Q3 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
102K
New
$5.24M - $5.91M
102K $5.98M
Nov 09, 2022 Q3 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
101K
+ 30.66%
$5.17M - $5.84M
430K $25.2M
Nov 14, 2022 Q3 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
91.7K
+ 37.29%
$4.7M - $5.3M
338K $19.7M
Nov 09, 2022 Q3 2022
Magnus Financial Group LLC

New York, NY
BUY
 -
87.3K
New
$4.47M - $5.05M
87.3K $5.1M
Jan 12, 2023 Q3 2022
Mbl Wealth, LLC

Charlotte, NC
BUY
 -
85.8K
New
$4.4M - $4.96M
85.8K $5.02M
Oct 20, 2022 Q3 2022
Accuvest Global Advisors

Provo, UT
BUY
 -
81.1K
New
$4.15M - $4.69M
81.1K $4.74M
Nov 14, 2022 Q3 2022
Tradition Wealth Management, LLC

BUY
 -
80K
+ 61.13%
$4.1M - $4.62M
211K $12.3M
Oct 25, 2022 Q3 2022
Atlantic Union Bankshares Corp

BUY
 -
77.1K
+ 17.93%
$3.95M - $4.46M
507K $29.6M
Nov 14, 2022 Q3 2022
Fortress Wealth Group, LLC

Orlando, FL
BUY
 -
77.1K
New
$3.95M - $4.46M
77.1K $4.51M
Nov 10, 2022 Q3 2022
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
74.9K
+ 103.42%
$3.84M - $4.33M
147K $8.61M
Oct 31, 2022 Q3 2022
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
74.7K
New
$3.83M - $4.32M
74.7K $4.37M
Nov 08, 2022 Q3 2022
Confluence Wealth Services, Inc.

Mcmurray, PA
BUY
 -
74.3K
+ 1688.34%
$3.81M - $4.3M
78.7K $4.6M
Oct 20, 2022 Q3 2022
Derbend Asset Management

BUY
 -
72.8K
+ 47.93%
$3.73M - $4.21M
225K $13.1M
Oct 13, 2022 Q3 2022
Pfg Advisors

BUY
 -
71.9K
+ 181.55%
$3.68M - $4.16M
112K $6.52M
Nov 14, 2022 Q3 2022
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
68.3K
+ 27.95%
$3.5M - $3.95M
313K $18.3M
Oct 26, 2022 Q3 2022
Truist Financial Corp

BUY
 -
63.9K
+ 8.97%
$3.27M - $3.69M
776K $45.4M
Oct 21, 2022 Q3 2022
Beacon Financial Advisory LLC

BUY
 -
63.1K
New
$3.23M - $3.65M
63.1K $3.69M
Oct 25, 2022 Q3 2022
Ae Wealth Management LLC

BUY
 -
63K
+ 310.15%
$3.23M - $3.65M
83.4K $4.87M
Oct 28, 2022 Q3 2022
Country Club Bank

BUY
 -
59.7K
+ 82.5%
$3.06M - $3.46M
132K $7.73M
Nov 02, 2022 Q3 2022
Stephens Inc

BUY
 -
58K
+ 91.62%
$2.97M - $3.35M
121K $7.09M
Nov 14, 2022 Q3 2022
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
57.9K
+ 131.09%
$2.97M - $3.35M
102K $5.97M
Nov 17, 2022 Q3 2022
Central Trust CO

Jefferson City, MO
BUY
 -
56.1K
+ 18.56%
$2.87M - $3.24M
358K $20.9M
Oct 27, 2022 Q3 2022
Synovus Financial Corp

Columbus, GA
BUY
 -
53K
+ 25.91%
$2.71M - $3.06M
257K $15.1M
Oct 20, 2022 Q3 2022
Sfmg, LLC

BUY
 -
52K
+ 97.41%
$2.66M - $3.01M
105K $6.16M
Nov 14, 2022 Q3 2022
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
50.4K
New
$2.58M - $2.91M
50.4K $2.94M
Nov 14, 2022 Q3 2022
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
47.3K
+ 14.84%
$2.42M - $2.73M
366K $21.4M
Nov 03, 2022 Q3 2022
Andesa Financial Management Inc.

BUY
 -
46.8K
+ 200.78%
$2.4M - $2.71M
70.1K $4.1M
Oct 18, 2022 Q3 2022
Mechanics Bank Trust Department

BUY
 -
46.7K
+ 95.4%
$2.39M - $2.7M
95.6K $5.59M
Oct 21, 2022 Q3 2022
Rothschild Investment Corp

BUY
 -
45.9K
+ 108.39%
$2.35M - $2.66M
88.3K $5.16M
Nov 09, 2022 Q3 2022
Ten Capital Wealth Advisors, LLC

Spokane, WA
BUY
 -
45.9K
+ 13.24%
$2.35M - $2.65M
392K $22.9M
Nov 15, 2022 Q3 2022
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
44.5K
New
$2.28M - $2.57M
44.5K $2.6M
Oct 13, 2022 Q3 2022
Cooper Financial Group

BUY
 -
44.1K
+ 73.3%
$2.26M - $2.55M
104K $6.09M
Nov 03, 2022 Q3 2022
Curran Financial Partners, LLC

BUY
 -
44.1K
+ 56.86%
$2.26M - $2.55M
122K $7.11M
Nov 14, 2022 Q3 2022
Vienna Asset Management LLC

Cupertino, CA
BUY
 -
43.9K
+ 645.56%
$2.25M - $2.54M
50.7K $2.96M
Nov 14, 2022 Q3 2022
Avaii Wealth Management, LLC

Appleton, WI
BUY
 -
42.7K
+ 677.54%
$2.19M - $2.47M
49K $2.86M
Oct 28, 2022 Q3 2022
Walkner Condon Financial Advisors LLC

BUY
 -
42.2K
+ 220.65%
$2.16M - $2.44M
61.3K $3.58M
Oct 26, 2022 Q3 2022
Peak Financial Advisors LLC

BUY
 -
41.9K
+ 278.66%
$2.15M - $2.43M
57K $3.33M
Nov 02, 2022 Q3 2022
Aptus Capital Advisors, LLC

BUY
 -
40.8K
+ 177.27%
$2.09M - $2.36M
63.8K $3.73M
Nov 14, 2022 Q3 2022
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
40.8K
+ 185.92%
$2.09M - $2.36M
62.7K $3.67M
Nov 14, 2022 Q3 2022
55 I, LLC

Boston, MA
BUY
 -
40.6K
+ 44.0%
$2.08M - $2.35M
133K $7.77M
Oct 18, 2022 Q3 2022
Valicenti Advisory Services Inc

BUY
 -
40.5K
New
$2.07M - $2.34M
40.5K $2.37M
Nov 14, 2022 Q3 2022
Integrated Wealth Concepts LLC

BUY
 -
39K
+ 29.38%
$2M - $2.26M
172K $10M
Oct 13, 2022 Q3 2022
Madden Securities Corp

BUY
 -
38.9K
New
$1.99M - $2.25M
38.9K $2.27M

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