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 03, 2022 Q3 2022
Lincoln National Corp

BUY
 -
1.11K
+ 3.51%
$56.7K - $64K
32.7K $1.98M
Nov 15, 2022 Q3 2022
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
1.08K
+ 16.06%
$55.2K - $62.3K
7.78K $472K
Nov 10, 2022 Q3 2022
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
1.06K
+ 12.42%
$54.4K - $61.4K
9.62K $583K
Oct 13, 2022 Q3 2022
Newbridge Financial Services Group, Inc.

BUY
 -
1.05K
+ 126.36%
$53.5K - $60.4K
1.87K $114K
Nov 14, 2022 Q3 2022
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
962
+ 3.46%
$49.3K - $55.6K
28.7K $1.74M
Oct 21, 2022 Q3 2022
Spinnaker Investment Group, LLC

BUY
 -
956
+ 5.31%
$49K - $55.3K
19K $1.15M
Oct 27, 2022 Q3 2022
Money Concepts Capital Corp

BUY
 -
936
+ 173.33%
$48K - $54.1K
1.48K $89.6K
Oct 31, 2022 Q3 2022
Calton & Associates, Inc.

BUY
 -
931
+ 11.93%
$47.7K - $53.8K
8.74K $530K
Nov 14, 2022 Q3 2022
Geneos Wealth Management Inc.

BUY
 -
929
+ 0.97%
$47.6K - $53.7K
97.1K $5.89M
Oct 14, 2022 Q3 2022
Capital Market Strategies LLC

BUY
 -
822
+ 8.59%
$42.1K - $47.5K
10.4K $630K
Nov 10, 2022 Q3 2022
Redmond Asset Management, LLC

Henrico, VA
BUY
 -
686
+ 3.34%
$35.1K - $39.7K
21.2K $1.29M
Nov 10, 2022 Q3 2022
R Pg Family Wealth Advisory, LLC

Burlington, MA
BUY
 -
612
+ 1.27%
$31.4K - $35.4K
48.8K $2.96M
Nov 14, 2022 Q3 2022
Pin Oak Investment Advisors Inc

Houston, TX
BUY
 -
590
New
$30.2K - $34.1K
590 $35.8K
Nov 14, 2022 Q3 2022
Jt Stratford LLC

Gainesville, GA
BUY
 -
572
+ 14.47%
$29.3K - $33.1K
4.52K $275K
Nov 15, 2022 Q3 2022
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
542
+ 4.99%
$27.8K - $31.3K
11.4K $692K
Oct 17, 2022 Q3 2022
Bridge Advisory, LLC

BUY
 -
537
+ 1.63%
$27.5K - $31.1K
33.5K $2.03M
Oct 21, 2022 Q3 2022
Transform Wealth, LLC

BUY
 -
514
+ 8.76%
$26.3K - $29.7K
6.38K $387K
Nov 14, 2022 Q3 2022
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
509
New
$26.1K - $29.4K
509 $30.9K
Nov 01, 2022 Q3 2022
Strategic Asset Management, LLC

BUY
 -
472
+ 39.07%
$24.2K - $27.3K
1.68K $102K
Oct 26, 2022 Q3 2022
Parsons Capital Management Inc

BUY
 -
459
+ 4.17%
$23.5K - $26.5K
11.5K $695K
Oct 20, 2022 Q3 2022
Signature Estate & Investment Advisors LLC

BUY
 -
442
+ 5.09%
$22.6K - $25.6K
9.13K $554K
Nov 14, 2022 Q3 2022
Smith, Moore & Co.

Clayton, MO
BUY
 -
437
+ 2.32%
$22.4K - $25.3K
19.3K $1.17M
Oct 12, 2022 Q3 2022
Accel Wealth Management

BUY
 -
399
+ 2.09%
$20.4K - $23.1K
19.5K $1.18M
Nov 15, 2022 Q3 2022
Nvwm, LLC

BUY
 -
398
+ 12.66%
$20.4K - $23K
3.54K $215K
Nov 10, 2022 Q3 2022
Jsf Financial, LLC

BUY
 -
397
+ 4.08%
$20.3K - $23K
10.1K $615K
Nov 10, 2022 Q3 2022
Core Wealth Advisors, Inc.

Lakeland, FL
BUY
 -
397
New
$20.3K - $23K
397 $24.1K
Nov 10, 2022 Q3 2022
Lindbrook Capital, LLC

BUY
 -
380
New
$19.5K - $22K
380 $23.1K
Apr 06, 2023 Q3 2022
Silverlake Wealth Management LLC

Williston, VT
BUY
 -
370
+ 4.84%
$19K - $21.4K
8.02K $487K
Apr 19, 2024 Q3 2022
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
355
+ 2.38%
$18.2K - $20.5K
15.3K $926K
Oct 25, 2022 Q3 2022
Janney Montgomery Scott LLC

BUY
 -
349
+ 0.02%
$17.9K - $20.2K
1.52M $92.3M
Aug 14, 2024 Q3 2022
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
340
+ 170.0%
$17.4K - $19.7K
540 $32.8K
Oct 20, 2022 Q3 2022
Hanson & Doremus Investment Management

BUY
 -
337
+ 6.78%
$17.3K - $19.5K
5.31K $322K
Nov 14, 2022 Q3 2022
First Capital Advisors Group, Llc.

Little Silver, NJ
BUY
 -
333
New
$17.1K - $19.3K
333 $20.2K
Nov 01, 2022 Q3 2022
Personal Cfo Solutions, LLC

BUY
 -
320
+ 0.33%
$16.4K - $18.5K
98K $5.94M
Nov 01, 2022 Q3 2022
Assetmark, Inc

BUY
 -
318
+ 13.67%
$16.3K - $18.4K
2.65K $160K
Oct 26, 2022 Q3 2022
Capital Investment Advisory Services, LLC

BUY
 -
300
+ 297.03%
$15.4K - $17.3K
401 $24.3K
Nov 14, 2022 Q3 2022
Nwam LLC

Mercer Island, WA
BUY
 -
297
+ 2.97%
$15.2K - $17.2K
10.3K $625K
Oct 21, 2022 Q3 2022
Mcdonald Partners LLC

BUY
 -
296
+ 1.37%
$15.2K - $17.1K
21.9K $1.33M
Nov 08, 2022 Q3 2022
Mach 1 Financial Group, LLC

Bentonville, AR
BUY
 -
294
New
$15.1K - $17K
294 $17.8K
Nov 03, 2022 Q3 2022
Eudaimonia Partners, LLC

Winchester, TN
BUY
 -
239
+ 0.32%
$12.2K - $13.8K
75.5K $4.58M
Nov 10, 2022 Q3 2022
American Money Management, LLC

BUY
 -
218
+ 1.67%
$11.2K - $12.6K
13.2K $803K
Nov 15, 2022 Q3 2022
Tiemann Investment Advisors, LLC

Menlo Park, CA
BUY
 -
200
+ 3.52%
$10.2K - $11.6K
5.88K $356K
Oct 11, 2022 Q3 2022
Sugarloaf Wealth Management, LLC

BUY
 -
155
+ 53.08%
$7.94K - $8.96K
447 $27.1K
Oct 26, 2022 Q3 2022
Inverness Counsel LLC

BUY
 -
150
+ 1.4%
$7.68K - $8.67K
10.9K $660K
Oct 11, 2022 Q3 2022
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
130
New
$6.66K - $7.52K
130 $7.89K
Oct 27, 2022 Q3 2022
Financial Management Professionals, Inc.

BUY
 -
111
New
$5.69K - $6.42K
111 $6.74K
Nov 15, 2022 Q3 2022
Colony Group LLC

Boston, MA
BUY
 -
109
+ 1.79%
$5.58K - $6.3K
6.2K $376K
Nov 02, 2022 Q3 2022
Grant

BUY
 -
83
+ 0.08%
$4.25K - $4.8K
103K $6.26M
Nov 08, 2022 Q3 2022
Signaturefd, LLC

Atlanta, GA
BUY
 -
78
+ 2.7%
$4K - $4.51K
2.97K $180K

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