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
West Michigan Advisors, LLC

Holland, MI
BUY
 -
2.48K
+ 62.82%
$127K - $143K
6.42K $375K
Nov 07, 2022 Q3 2022
Caprock Group, Inc.

BUY
 -
2.46K
+ 14.45%
$126K - $142K
19.5K $1.14M
Nov 10, 2022 Q3 2022
Parallel Advisors, LLC

BUY
 -
2.41K
+ 30.13%
$124K - $139K
10.4K $609K
Nov 14, 2022 Q3 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
2.39K
+ 19.1%
$122K - $138K
14.9K $871K
Oct 27, 2022 Q3 2022
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
2.35K
+ 3.87%
$121K - $136K
63.2K $3.69M
Nov 14, 2022 Q3 2022
Eagle Bluffs Wealth Management LLC

Columbia, MO
BUY
 -
2.3K
+ 2.7%
$118K - $133K
87.6K $5.12M
Nov 15, 2022 Q3 2022
Mercer Global Advisors Inc

Denver, CO
BUY
 -
2.28K
+ 4.22%
$117K - $132K
56.3K $3.29M
Nov 10, 2022 Q3 2022
Laffer Tengler Investments

Nashville, TN
BUY
 -
2.11K
+ 25.64%
$108K - $122K
10.4K $605K
Nov 14, 2022 Q3 2022
Kraematon Investment Advisors, Inc

BUY
 -
2.07K
+ 8.12%
$106K - $120K
27.5K $1.61M
Oct 17, 2022 Q3 2022
John W. Brooker & Co., Cp As

BUY
 -
2.04K
New
$105K - $118K
2.04K $119K
Nov 13, 2023 Q3 2022
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
2K
+ 61.73%
$102K - $116K
5.24K $306K
Oct 20, 2022 Q3 2022
First Premier Bank

BUY
 -
2K
+ 10.75%
$102K - $116K
20.6K $1.2M
Oct 21, 2022 Q3 2022
Wealth Management Partners, LLC

BUY
 -
2K
+ 28.57%
$102K - $116K
9K $526K
Nov 16, 2022 Q3 2022
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
2K
New
$102K - $116K
2K $117K
Oct 24, 2022 Q3 2022
Meridian Financial Partners LLC

BUY
 -
1.95K
+ 4.42%
$100K - $113K
46.1K $2.69M
Nov 14, 2022 Q3 2022
Leelyn Smith, LLC

Geneva, IL
BUY
 -
1.86K
+ 49.22%
$95K - $107K
5.62K $329K
Nov 14, 2022 Q3 2022
Crewe Advisors LLC

BUY
 -
1.77K
+ 48.92%
$90.8K - $102K
5.39K $315K
Nov 04, 2022 Q3 2022
Total Clarity Wealth Management, Inc.

BUY
 -
1.74K
+ 56.29%
$89.1K - $101K
4.83K $282K
Oct 12, 2022 Q3 2022
Mjp Associates Inc

BUY
 -
1.71K
+ 2.48%
$87.4K - $98.7K
70.4K $4.12M
Nov 10, 2022 Q3 2022
Wealth Dimensions Group, Ltd.

BUY
 -
1.65K
+ 7.58%
$84.7K - $95.7K
23.5K $1.37M
Nov 07, 2022 Q3 2022
Stockman Wealth Management, Inc.

BUY
 -
1.65K
+ 21.52%
$84.3K - $95.1K
9.29K $543K
Nov 08, 2022 Q3 2022
Vicus Capital

State College, PA
BUY
 -
1.63K
+ 9.17%
$83.5K - $94.3K
19.4K $1.13M
Nov 09, 2022 Q3 2022
Montag A & Associates Inc

Atlanta, GA
BUY
 -
1.62K
+ 174.09%
$82.9K - $93.6K
2.55K $149K
Nov 09, 2022 Q3 2022
Td Capital Management LLC

Memphis, TN
BUY
 -
1.62K
New
$82.8K - $93.5K
1.62K $94.5K
Oct 17, 2022 Q3 2022
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
1.61K
+ 22.29%
$82.6K - $93.3K
8.85K $517K
Nov 14, 2022 Q3 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
1.61K
+ 1.52%
$82.4K - $93K
108K $6.3M
Oct 11, 2022 Q3 2022
Trust CO

BUY
 -
1.56K
+ 17.71%
$80.1K - $90.4K
10.4K $608K
Nov 14, 2022 Q3 2022
Principle Wealth Partners LLC

BUY
 -
1.54K
+ 39.94%
$79K - $89.2K
5.41K $316K
Nov 07, 2022 Q3 2022
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
1.52K
+ 6.01%
$77.8K - $87.8K
26.8K $1.56M
Nov 04, 2022 Q3 2022
Lee Financial Group Hawaii, Inc.

Honolulu, HI
BUY
 -
1.51K
+ 8.47%
$77.5K - $87.4K
19.4K $1.13M
Nov 16, 2022 Q3 2022
Core First Bank & Trust

Topeka, KS
BUY
 -
1.5K
New
$76.8K - $86.7K
1.5K $87.7K
Nov 03, 2022 Q3 2022
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
1.41K
New
$72.2K - $81.5K
1.41K $82.4K
Oct 19, 2022 Q3 2022
Hb Wealth Management, LLC

BUY
 -
1.39K
+ 2.47%
$71K - $80.2K
57.5K $3.36M
Nov 14, 2022 Q3 2022
Sandbox Financial Partners, LLC

Bethesda, MD
BUY
 -
1.38K
+ 16.65%
$70.6K - $79.7K
9.65K $564K
Oct 06, 2022 Q3 2022
Krilogy Financial LLC

BUY
 -
1.37K
+ 9.53%
$70.3K - $79.4K
15.8K $922K
Oct 26, 2022 Q3 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
1.35K
+ 538.0%
$68.9K - $77.8K
1.6K $93.3K
Oct 20, 2022 Q3 2022
Round Rock Advisors, LLC

BUY
 -
1.29K
+ 8.09%
$66K - $74.5K
17.2K $1.01M
Nov 14, 2022 Q3 2022
Kovack Advisors, Inc.

BUY
 -
1.27K
+ 29.56%
$65.1K - $73.5K
5.57K $326K
Oct 20, 2022 Q3 2022
Financial Advisory Service, Inc.

BUY
 -
1.24K
+ 56.8%
$63.7K - $71.9K
3.43K $201K
Nov 14, 2022 Q3 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
1.21K
New
$61.8K - $69.7K
1.21K $70.5K
Nov 10, 2022 Q3 2022
Cerity Partners LLC

New York, NY
BUY
 -
1.19K
+ 20.07%
$60.8K - $68.6K
7.09K $415K
Nov 14, 2022 Q3 2022
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
1.17K
+ 17.03%
$60K - $67.8K
8.05K $471K
Nov 14, 2022 Q3 2022
Meeder Asset Management Inc

BUY
 -
1.17K
New
$59.7K - $67.4K
1.17K $68.1K
Nov 08, 2022 Q3 2022
Lebenthal Global Advisors, LLC

BUY
 -
1.16K
+ 0.27%
$59.4K - $67K
428K $25M
Oct 19, 2022 Q3 2022
Essex Savings Bank

BUY
 -
1.16K
+ 29.85%
$59.2K - $66.9K
5.03K $294K
Oct 25, 2022 Q3 2022
Rovin Capital

BUY
 -
1.15K
+ 4.11%
$58.7K - $66.3K
29K $1.7M
Nov 01, 2022 Q3 2022
Harbor Investment Advisory, LLC

BUY
 -
1.14K
+ 4.04%
$58.4K - $65.9K
29.4K $1.72M
Nov 10, 2022 Q3 2022
Cadence Bank

Tupelo, MS
BUY
 -
1.12K
+ 13.6%
$57.1K - $64.5K
9.32K $545K
Nov 03, 2022 Q3 2022
Lincoln National Corp

BUY
 -
1.11K
+ 3.51%
$56.7K - $64K
32.7K $1.91M

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