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
Truepoint, Inc.

BUY
 -
9.13K
+ 90.35%
$468K - $528K
19.2K $1.16M
Jan 25, 2023 Q3 2022
Etfidea, LLC

Syracuse, NY
BUY
 -
9.1K
New
$466K - $526K
9.1K $547K
Nov 08, 2022 Q3 2022
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
9.03K
+ 41.46%
$463K - $522K
30.8K $1.85M
Oct 13, 2022 Q3 2022
Onyx Bridge Wealth Group LLC

BUY
 -
8.94K
New
$458K - $517K
8.94K $538K
Nov 14, 2022 Q3 2022
Capstone Financial Advisors, Inc.

Downers Grove, IL
BUY
 -
8.72K
New
$446K - $504K
8.72K $524K
Nov 14, 2022 Q3 2022
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
8.69K
+ 11.86%
$445K - $503K
82K $4.93M
Nov 10, 2022 Q3 2022
Souders Financial Advisors

BUY
 -
8.66K
New
$444K - $501K
8.66K $521K
Nov 08, 2022 Q3 2022
Mayfair Advisory Group, LLC

Birmingham, AL
BUY
 -
8.66K
+ 107.65%
$443K - $501K
16.7K $1M
Nov 09, 2022 Q3 2022
Brighton Jones LLC

BUY
 -
8.6K
New
$441K - $498K
8.6K $518K
Nov 03, 2022 Q3 2022
Life Pro Asset Management

BUY
 -
8.6K
New
$440K - $497K
8.6K $517K
Oct 26, 2022 Q3 2022
Autumn Glory Partners, LLC

BUY
 -
8.44K
New
$432K - $488K
8.44K $507K
Oct 24, 2022 Q3 2022
Nottingham Advisors, Inc.

Amherst, NY
BUY
 -
8.43K
+ 5.35%
$432K - $487K
166K $9.99M
Nov 10, 2022 Q3 2022
Citizens Financial Group Inc

BUY
 -
8.39K
+ 118.28%
$430K - $485K
15.5K $931K
Nov 08, 2022 Q3 2022
Edgemoor Investment Advisors, Inc.

BUY
 -
8.36K
+ 23.62%
$428K - $483K
43.8K $2.63M
Nov 14, 2022 Q3 2022
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
7.98K
+ 207.62%
$409K - $462K
11.8K $712K
Nov 03, 2022 Q3 2022
Slate Stone Wealth, LLC

BUY
 -
7.89K
+ 11.84%
$404K - $456K
74.5K $4.48M
Oct 24, 2022 Q3 2022
Stratos Wealth Partners, Ltd.

BUY
 -
7.88K
New
$404K - $456K
7.88K $474K
Oct 24, 2022 Q3 2022
High Net Worth Advisory Group LLC

Naples, FL
BUY
 -
7.86K
+ 19.01%
$403K - $455K
49.2K $2.96M
Oct 21, 2022 Q3 2022
Delta Investment Management, LLC

BUY
 -
7.64K
+ 7.98%
$391K - $442K
103K $6.22M
Nov 04, 2022 Q3 2022
True Private Wealth Advisors

BUY
 -
7.49K
New
$383K - $433K
7.49K $450K
Nov 10, 2022 Q3 2022
Scotia Capital Inc.

BUY
 -
7.45K
+ 81.61%
$382K - $431K
16.6K $997K
Nov 09, 2022 Q3 2022
Orion Portfolio Solutions, LLC

BUY
 -
7.38K
+ 67.56%
$378K - $427K
18.3K $1.1M
Oct 24, 2022 Q3 2022
Bernardo Wealth Planning LLC

BUY
 -
7.23K
New
$370K - $418K
7.23K $435K
Nov 14, 2024 Q3 2022
Plotkin Financial Advisors, LLC

Chevy Chase, MD
BUY
 -
7.01K
+ 47.13%
$359K - $405K
21.9K $1.32M
Nov 09, 2022 Q3 2022
Snowden Capital Advisors LLC

New York, NY
BUY
 -
6.92K
+ 28.08%
$354K - $400K
31.6K $1.9M
Nov 14, 2022 Q3 2022
Smallwood Wealth Investment Management, LLC

Red Bank, NJ
BUY
 -
6.71K
+ 145.76%
$343K - $388K
11.3K $680K
Nov 14, 2022 Q3 2022
Princeton Global Asset Management LLC

BUY
 -
6.57K
+ 47.58%
$336K - $380K
20.4K $1.23M
Nov 10, 2022 Q3 2022
Mariner, LLC

Overland Park, KS
BUY
 -
6.55K
+ 20.2%
$336K - $379K
39K $2.34M
Nov 03, 2022 Q3 2022
Bcgm Wealth Management, LLC

BUY
 -
6.35K
New
$325K - $367K
6.35K $382K
Nov 14, 2022 Q3 2022
Northern Trust Corp

Chicago, IL
BUY
 -
6.28K
New
$322K - $363K
6.28K $378K
Nov 03, 2022 Q3 2022
Sterling Investment Advisors, Ltd.

BUY
 -
6.23K
+ 47.32%
$319K - $361K
19.4K $1.17M
Oct 18, 2022 Q3 2022
Wfa Of San Diego, LLC

BUY
 -
6.2K
+ 29.52%
$318K - $359K
27.2K $1.64M
Oct 03, 2022 Q3 2022
Somerset Trust CO

BUY
 -
6.17K
New
$316K - $357K
6.17K $371K
Nov 02, 2022 Q3 2022
Hunter Associates Investment Management LLC

Pittsburgh, PA
BUY
 -
6.14K
+ 131.53%
$314K - $355K
10.8K $650K
Nov 08, 2022 Q3 2022
Curtis Advisory Group, LLC

Santa Barbara, CA
BUY
 -
6.13K
+ 4.76%
$314K - $355K
135K $8.11M
Oct 04, 2022 Q3 2022
Advisor Net Financial, Inc

BUY
 -
6.1K
+ 86.85%
$313K - $353K
13.1K $790K
Oct 12, 2022 Q3 2022
Hudson Capital Management LLC

BUY
 -
6.03K
+ 3.4%
$309K - $348K
183K $11M
Oct 07, 2022 Q3 2022
Crestmont Private Wealth LLC

BUY
 -
6K
+ 135.85%
$307K - $347K
10.4K $626K
Oct 27, 2022 Q3 2022
Bay Colony Advisory Group, Inc D

BUY
 -
5.99K
+ 4.46%
$307K - $346K
140K $8.43M
Oct 12, 2022 Q3 2022
Ivc Wealth Advisors LLC

BUY
 -
5.92K
New
$303K - $342K
5.92K $356K
Nov 10, 2022 Q3 2022
Biechele Royce Advisors

BUY
 -
5.9K
New
$302K - $341K
5.9K $355K
Dec 05, 2022 Q3 2022
Centaurus Financial, Inc.

BUY
 -
5.84K
+ 8.21%
$299K - $337K
76.9K $4.63M
Oct 18, 2022 Q3 2022
York Bridge Wealth Partners, LLC

BUY
 -
5.8K
New
$297K - $335K
5.8K $349K
Oct 17, 2022 Q3 2022
Iam Advisory, LLC

BUY
 -
5.76K
+ 52.54%
$295K - $333K
16.7K $1.01M
Nov 03, 2022 Q3 2022
Financial Management Network Inc

BUY
 -
5.69K
New
$291K - $329K
5.69K $342K
Nov 08, 2022 Q3 2022
Bts Asset Management, Inc.

BUY
 -
5.5K
New
$282K - $318K
5.5K $331K
Nov 14, 2022 Q3 2022
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
5.41K
+ 98.42%
$277K - $313K
10.9K $656K
Nov 14, 2022 Q3 2022
O'Rourke & Company, Inc

Boston, MA
BUY
 -
5.31K
+ 21.7%
$272K - $307K
29.8K $1.79M
Oct 26, 2022 Q3 2022
Galvin, Gaustad & Stein, LLC

BUY
 -
5.27K
New
$270K - $305K
5.27K $317K

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