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 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
38.3K+ 134.92% |
$1.96M - $2.21M
|
66.6K
$4.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
37K+ 87.86% |
$1.89M - $2.14M
|
79K
$4.75M
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
BUY
|
- |
36.5K+ 38.28% |
$1.87M - $2.11M
|
132K
$7.93M
|
|
|
Nov 14, 2022
Q3 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
36K+ 78.59% |
$1.84M - $2.08M
|
81.7K
$4.91M
|
|
|
Oct 05, 2022
Q3 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
34.7K+ 11.38% |
$1.78M - $2.01M
|
340K
$20.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
34.5K+ 64.72% |
$1.77M - $1.99M
|
87.8K
$5.28M
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
33K+ 17.91% |
$1.69M - $1.91M
|
217K
$13.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
32.3K+ 19.43% |
$1.65M - $1.87M
|
199K
$11.9M
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
32.2K+ 48.93% |
$1.65M - $1.86M
|
98.1K
$5.9M
|
|
|
Jan 04, 2023
Q3 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
32.1KNew |
$1.64M - $1.85M
|
32.1K
$1.93M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
32.1K+ 73.43% |
$1.64M - $1.85M
|
75.7K
$4.56M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
32K+ 73.13% |
$1.64M - $1.85M
|
75.8K
$4.56M
|
|
|
Oct 19, 2022
Q3 2022
|
Prentice Wealth Management LLC
|
BUY
|
- |
31.2K+ 12.21% |
$1.6M - $1.81M
|
287K
$17.3M
|
|
|
Oct 26, 2022
Q3 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
30.8K+ 763.92% |
$1.58M - $1.78M
|
34.9K
$2.1M
|
|
|
Oct 28, 2022
Q3 2022
|
Newport Capital Group, LLC
|
BUY
|
- |
29.9K+ 99.66% |
$1.53M - $1.73M
|
59.9K
$3.6M
|
|
|
Oct 27, 2022
Q3 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
29.1K+ 93.96% |
$1.49M - $1.68M
|
60K
$3.61M
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
28.7K+ 28.76% |
$1.47M - $1.66M
|
128K
$7.73M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
28.6K+ 11.58% |
$1.47M - $1.66M
|
276K
$16.6M
|
|
|
Oct 12, 2022
Q3 2022
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
28.4KNew |
$1.46M - $1.65M
|
28.4K
$1.71M
|
|
|
Nov 09, 2022
Q3 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
28.4K+ 315.83% |
$1.46M - $1.64M
|
37.4K
$2.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
28K+ 78.24% |
$1.43M - $1.62M
|
63.7K
$3.83M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
27.7K+ 15.13% |
$1.42M - $1.6M
|
210K
$12.7M
|
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
27.1KNew |
$1.39M - $1.56M
|
27.1K
$1.63M
|
|
|
Oct 27, 2022
Q3 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
26K+ 30.6% |
$1.33M - $1.5M
|
111K
$6.67M
|
|
|
Oct 25, 2022
Q3 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
26KNew |
$1.33M - $1.5M
|
26K
$1.56M
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
26K+ 8.36% |
$1.33M - $1.5M
|
336K
$20.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
25.7K+ 185.32% |
$1.32M - $1.49M
|
39.6K
$2.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
25.2K+ 86.95% |
$1.29M - $1.46M
|
54.2K
$3.26M
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
24.8K+ 16.96% |
$1.27M - $1.44M
|
171K
$10.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
24.8KNew |
$1.27M - $1.44M
|
24.8K
$1.49M
|
|
|
Oct 14, 2022
Q3 2022
|
Strong Box Wealth, LLC
|
BUY
|
- |
24.4K+ 31.93% |
$1.25M - $1.41M
|
101K
$6.07M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
23.2KNew |
$1.19M - $1.34M
|
23.2K
$1.4M
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
22.8K+ 35.52% |
$1.17M - $1.32M
|
86.8K
$5.22M
|
|
|
Oct 17, 2022
Q3 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
22.5K+ 91.69% |
$1.15M - $1.3M
|
47K
$2.83M
|
|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
21.6K+ 16.52% |
$1.11M - $1.25M
|
153K
$9.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
21.6KNew |
$1.11M - $1.25M
|
21.6K
$1.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Apexium Financial, LP
|
BUY
|
- |
21.5KNew |
$1.1M - $1.24M
|
21.5K
$1.29M
|
|
|
Nov 02, 2022
Q3 2022
|
Retirement Guys Formula LLC
|
BUY
|
- |
21.4K+ 60.03% |
$1.1M - $1.24M
|
57.1K
$3.44M
|
|
|
Nov 03, 2022
Q3 2022
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
21.3K+ 50.55% |
$1.09M - $1.23M
|
63.5K
$3.82M
|
|
|
Oct 27, 2022
Q3 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
21.1K+ 42.87% |
$1.08M - $1.22M
|
70.2K
$4.22M
|
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
20.9K+ 16.4% |
$1.07M - $1.21M
|
148K
$8.93M
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
19.9K+ 10.87% |
$1.02M - $1.15M
|
203K
$12.2M
|
|
|
Nov 07, 2022
Q3 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
19.7K+ 6.76% |
$1.01M - $1.14M
|
311K
$18.7M
|
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
19.5K+ 205.57% |
$1M - $1.13M
|
29K
$1.75M
|
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
19.3K+ 43.39% |
$991K - $1.12M
|
63.9K
$3.84M
|
|
|
Oct 12, 2022
Q3 2022
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
19.3KNew |
$990K - $1.12M
|
19.3K
$1.16M
|
|
|
Oct 11, 2022
Q3 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
19.2K+ 5.77% |
$986K - $1.11M
|
352K
$21.2M
|
|
|
Oct 27, 2022
Q3 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
19.2K+ 83.27% |
$983K - $1.11M
|
42.2K
$2.54M
|
|
|
Oct 17, 2022
Q3 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
19.1K+ 330.61% |
$980K - $1.11M
|
24.9K
$1.5M
|
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
19.1K+ 8.38% |
$978K - $1.1M
|
247K
$14.9M
|