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
|
Retirement Group, LLC
|
BUY
|
- |
71+ 41.76% |
$3.64K - $4.11K
|
241
$14.6K
|
|
|
Nov 01, 2022
Q3 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
58+ 0.05% |
$2.97K - $3.35K
|
126K
$7.64M
|
|
|
Nov 08, 2022
Q3 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
50+ 21.74% |
$2.56K - $2.89K
|
280
$17K
|
|
|
Oct 12, 2022
Q3 2022
|
Rba Wealth Management, LLC
|
BUY
|
- |
41+ 0.7% |
$2.1K - $2.37K
|
5.91K
$358K
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
33+ 1.41% |
$1.69K - $1.91K
|
2.37K
$144K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
20New |
$1.02K - $1.16K
|
20
$1.21K
|
|
|
Nov 09, 2022
Q3 2022
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
7New |
$359 - $405
|
7
$425
|
|
|
Nov 09, 2022
Q3 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
5+ 0.37% |
$256 - $289
|
1.36K
$82.5K
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
5New |
$256 - $289
|
5
$303
|
|
|
Oct 21, 2022
Q3 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
4+ 0.23% |
$205 - $231
|
1.75K
$106K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1+ 5.0% |
$51.2 - $57.8
|
21
$1.27K
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Win Advisors, Inc
|
SELL
|
- |
-6- 2.55% |
$307 - $347
|
229
$13.9K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-16- 61.54% |
$820 - $925
|
10
$607
|
|
|
Oct 07, 2022
Q3 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-25- 0.91% |
$1.28K - $1.45K
|
2.73K
$165K
|
|
|
Nov 01, 2022
Q3 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-35- 0.71% |
$1.79K - $2.02K
|
4.88K
$296K
|
|
|
Oct 05, 2022
Q3 2022
|
Modus Advisors, LLC
|
SELL
|
- |
-78- 0.55% |
$4K - $4.51K
|
14K
$852K
|
|
|
Oct 26, 2022
Q3 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-92- 0.38% |
$4.71K - $5.32K
|
24.2K
$1.47M
|
|
|
Oct 21, 2022
Q3 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-138- 1.52% |
$7.07K - $7.98K
|
8.93K
$542K
|
|
|
Nov 07, 2022
Q3 2022
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-142- 0.49% |
$7.27K - $8.21K
|
28.9K
$1.75M
|
|
|
Oct 13, 2022
Q3 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-198- 13.24% |
$10.1K - $11.5K
|
1.3K
$78.8K
|
|
|
Oct 25, 2022
Q3 2022
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-200- 2.01% |
$10.2K - $11.6K
|
9.78K
$593K
|
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-200- 18.18% |
$10.2K - $11.6K
|
900
$54.6K
|
|
|
Oct 13, 2022
Q3 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-228- 0.65% |
$11.7K - $13.2K
|
34.7K
$2.11M
|
|
|
Nov 09, 2022
Q3 2022
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-250- 4.31% |
$12.8K - $14.5K
|
5.56K
$337K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-272- 1.51% |
$13.9K - $15.7K
|
17.8K
$1.08M
|
|
|
Oct 17, 2022
Q3 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-338- 6.45% |
$17.3K - $19.5K
|
4.9K
$298K
|
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-552- 2.42% |
$28.3K - $31.9K
|
22.3K
$1.35M
|
|
|
Oct 18, 2022
Q3 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-586- 3.41% |
$30K - $33.9K
|
16.6K
$1.01M
|
|
|
Nov 08, 2022
Q3 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-634- 75.93% |
$32.5K - $36.7K
|
201
$12.2K
|
|
|
Nov 01, 2022
Q3 2022
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-650- 4.14% |
$33.3K - $37.6K
|
15.1K
$914K
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-664- 6.58% |
$34K - $38.4K
|
9.42K
$572K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
SELL
|
- |
-693- 20.2% |
$35.5K - $40.1K
|
2.74K
$166K
|
|
|
Nov 02, 2022
Q3 2022
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-731- 8.02% |
$37.4K - $42.3K
|
8.38K
$509K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-742- 57.79% |
$38K - $42.9K
|
542
$32.9K
|
|
|
Oct 27, 2022
Q3 2022
|
Asio Capital, LLC
|
SELL
|
- |
-800Closed |
$41K - $46.3K
|
0
$0
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-823- 19.96% |
$42.2K - $47.6K
|
3.3K
$200K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-827- 38.47% |
$42.4K - $47.8K
|
1.32K
$80.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-831- 16.59% |
$42.6K - $48.1K
|
4.18K
$254K
|
|
|
Nov 04, 2022
Q3 2022
|
Detalus Advisors, LLC
|
SELL
|
- |
-947- 2.04% |
$48.5K - $54.8K
|
45.6K
$2.76M
|
|
|
Nov 01, 2022
Q3 2022
|
Fortem Financial Group, LLC
|
SELL
|
- |
-1.16K- 15.89% |
$59.4K - $67.1K
|
6.14K
$373K
|
|
|
Oct 17, 2022
Q3 2022
|
Means Investment Co., Inc.
|
SELL
|
- |
-1.19K- 1.79% |
$61K - $68.9K
|
65.3K
$3.96M
|
|
|
Nov 10, 2022
Q3 2022
|
Beck Bode, LLC
|
SELL
|
- |
-1.19K- 1.72% |
$61.2K - $69K
|
68.2K
$4.14M
|
|
|
Oct 24, 2022
Q3 2022
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-1.3K- 2.47% |
$66.4K - $75K
|
51.2K
$3.11M
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
SELL
|
- |
-1.36K- 3.53% |
$69.9K - $78.9K
|
37.3K
$2.26M
|
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.38K- 1.83% |
$70.7K - $79.9K
|
74K
$4.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-1.51K- 2.03% |
$77.6K - $87.6K
|
73.3K
$4.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-1.56K- 3.65% |
$79.8K - $90K
|
41.1K
$2.5M
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.59K- 5.25% |
$81.6K - $92.1K
|
28.7K
$1.74M
|
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.82K- 71.04% |
$93K - $105K
|
740
$44.9K
|