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 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.08K+ 16.06% |
$55.2K - $62.3K
|
7.78K
$455K
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.06K+ 12.42% |
$54.4K - $61.4K
|
9.62K
$562K
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.05K+ 126.36% |
$53.5K - $60.4K
|
1.87K
$109K
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
962+ 3.46% |
$49.3K - $55.6K
|
28.7K
$1.68M
|
|
Oct 21, 2022
Q3 2022
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
956+ 5.31% |
$49K - $55.3K
|
19K
$1.11M
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
936+ 173.33% |
$48K - $54.1K
|
1.48K
$86.3K
|
|
Oct 31, 2022
Q3 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
931+ 11.93% |
$47.7K - $53.8K
|
8.74K
$511K
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
929+ 0.97% |
$47.6K - $53.7K
|
97.1K
$5.68M
|
|
Oct 14, 2022
Q3 2022
|
Capital Market Strategies LLC
|
BUY
|
- |
822+ 8.59% |
$42.1K - $47.5K
|
10.4K
$607K
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
728+ 81.43% |
$37.3K - $42.1K
|
1.62K
$94.8K
|
|
Nov 10, 2022
Q3 2022
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
686+ 3.34% |
$35.1K - $39.7K
|
21.2K
$1.24M
|
|
Nov 10, 2022
Q3 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
612+ 1.27% |
$31.4K - $35.4K
|
48.8K
$2.85M
|
|
Nov 14, 2022
Q3 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
590New |
$30.2K - $34.1K
|
590
$34.5K
|
|
Nov 14, 2022
Q3 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
572+ 14.47% |
$29.3K - $33.1K
|
4.52K
$265K
|
|
Nov 15, 2022
Q3 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
542+ 4.99% |
$27.8K - $31.3K
|
11.4K
$666K
|
|
Oct 17, 2022
Q3 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
537+ 1.63% |
$27.5K - $31.1K
|
33.5K
$1.96M
|
|
Oct 21, 2022
Q3 2022
|
Transform Wealth, LLC
|
BUY
|
- |
514+ 8.76% |
$26.3K - $29.7K
|
6.38K
$373K
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
509New |
$26.1K - $29.4K
|
509
$29.8K
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
472+ 39.07% |
$24.2K - $27.3K
|
1.68K
$98.2K
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
459+ 4.17% |
$23.5K - $26.5K
|
11.5K
$670K
|
|
Oct 20, 2022
Q3 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
442+ 5.09% |
$22.6K - $25.6K
|
9.13K
$534K
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
437+ 2.32% |
$22.4K - $25.3K
|
19.3K
$1.13M
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
399+ 2.09% |
$20.4K - $23.1K
|
19.5K
$1.14M
|
|
Nov 15, 2022
Q3 2022
|
Nvwm, LLC
|
BUY
|
- |
398+ 12.66% |
$20.4K - $23K
|
3.54K
$207K
|
|
Nov 10, 2022
Q3 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
397New |
$20.3K - $23K
|
397
$23.2K
|
|
Nov 10, 2022
Q3 2022
|
Jsf Financial, LLC
|
BUY
|
- |
397+ 4.08% |
$20.3K - $23K
|
10.1K
$592K
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
380New |
$19.5K - $22K
|
380
$22.2K
|
|
Apr 06, 2023
Q3 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
370+ 4.84% |
$19K - $21.4K
|
8.02K
$469K
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
355+ 2.38% |
$18.2K - $20.5K
|
15.3K
$892K
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
349+ 0.02% |
$17.9K - $20.2K
|
1.52M
$88.9M
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
340+ 170.0% |
$17.4K - $19.7K
|
540
$31.6K
|
|
Oct 20, 2022
Q3 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
337+ 6.78% |
$17.3K - $19.5K
|
5.31K
$310K
|
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
333New |
$17.1K - $19.3K
|
333
$19.5K
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
320+ 0.33% |
$16.4K - $18.5K
|
98K
$5.73M
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
318+ 13.67% |
$16.3K - $18.4K
|
2.65K
$155K
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
300+ 297.03% |
$15.4K - $17.3K
|
401
$23.4K
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
297+ 2.97% |
$15.2K - $17.2K
|
10.3K
$602K
|
|
Oct 21, 2022
Q3 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
296+ 1.37% |
$15.2K - $17.1K
|
21.9K
$1.28M
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
294New |
$15.1K - $17K
|
294
$17.2K
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
239+ 0.32% |
$12.2K - $13.8K
|
75.5K
$4.41M
|
|
Nov 10, 2022
Q3 2022
|
American Money Management, LLC
|
BUY
|
- |
218+ 1.67% |
$11.2K - $12.6K
|
13.2K
$774K
|
|
Nov 15, 2022
Q3 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
200+ 3.52% |
$10.2K - $11.6K
|
5.88K
$344K
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
155+ 53.08% |
$7.94K - $8.96K
|
447
$26.1K
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
BUY
|
- |
150+ 1.4% |
$7.68K - $8.67K
|
10.9K
$636K
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
130New |
$6.66K - $7.52K
|
130
$7.6K
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
111New |
$5.69K - $6.42K
|
111
$6.49K
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
109+ 1.79% |
$5.58K - $6.3K
|
6.2K
$363K
|
|
Nov 02, 2022
Q3 2022
|
Grant
|
BUY
|
- |
83+ 0.08% |
$4.25K - $4.8K
|
103K
$6.03M
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
78+ 2.7% |
$4K - $4.51K
|
2.97K
$173K
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
BUY
|
- |
71+ 41.76% |
$3.64K - $4.11K
|
241
$14.1K
|