Purchases and Sales Made in Q3 2023 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 2023. 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, 2023 Q3 2023
Morgan Stanley

New York, NY
BUY
 -
3.53M
+ 12.11%
$189M - $197M
32.7M $1.9B
Nov 13, 2023 Q3 2023
Cibc Private Wealth Group, LLC

BUY
 -
2.98M
New
$160M - $167M
2.98M $174M
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

BUY
 -
1.62M
+ 41.46%
$86.6M - $90.5M
5.52M $321M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
1.53M
+ 24.82%
$81.7M - $85.4M
7.68M $447M
Nov 09, 2023 Q3 2023
Ubs Group Ag

BUY
 -
1.02M
+ 21.48%
$54.8M - $57.3M
5.8M $337M
Nov 14, 2023 Q3 2023
Enstar Group LTD

Hamilton, D0
BUY
 -
965K
+ 123.98%
$51.6M - $54M
1.74M $101M
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
922K
+ 15.33%
$49.3M - $51.6M
6.94M $404M
Oct 24, 2023 Q3 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
688K
+ 116.4%
$36.8M - $38.4M
1.28M $74.4M
Oct 17, 2023 Q3 2023
B & T Capital Management Dba Alpha Capital Management

BUY
 -
645K
New
$34.5M - $36.1M
645K $37.5M
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
593K
New
$31.7M - $33.1M
593K $34.5M
Nov 13, 2023 Q3 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
511K
+ 37.88%
$27.3M - $28.6M
1.86M $108M
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
434K
+ 24.17%
$23.2M - $24.2M
2.23M $130M
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
430K
+ 30.86%
$23M - $24.1M
1.82M $106M
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
410K
+ 35.71%
$21.9M - $22.9M
1.56M $90.7M
Nov 07, 2023 Q3 2023
Avantax Advisory Services, Inc.

BUY
 -
393K
+ 231.57%
$21M - $22M
563K $32.8M
Oct 27, 2023 Q3 2023
Patten & Patten Inc

BUY
 -
362K
New
$19.4M - $20.3M
362K $21.1M
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
301K
+ 12.0%
$16.1M - $16.8M
2.81M $163M
Nov 15, 2023 Q3 2023
First Foundation Advisors

Irvine, CA
BUY
 -
277K
+ 81.49%
$14.8M - $15.5M
617K $35.9M
Nov 13, 2023 Q3 2023
Connectus Wealth, LLC

Cincinnati, OH
BUY
 -
264K
New
$14.1M - $14.8M
264K $15.4M
Nov 07, 2023 Q3 2023
Financial Counselors Inc

BUY
 -
246K
New
$13.2M - $13.8M
246K $14.3M
Nov 14, 2023 Q3 2023
Northwestern Mutual Wealth Management CO

BUY
 -
234K
+ 13.77%
$12.5M - $13.1M
1.93M $112M
Nov 03, 2023 Q3 2023
Avantax Planning Partners, Inc.

BUY
 -
233K
New
$12.4M - $13M
233K $13.5M
Nov 14, 2023 Q3 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
229K
+ 13.11%
$12.2M - $12.8M
1.97M $115M
Nov 14, 2023 Q3 2023
Community Bank, N.A.

BUY
 -
210K
New
$11.2M - $11.7M
210K $12.2M
Nov 09, 2023 Q3 2023
Citigroup Inc

BUY
 -
178K
+ 9196.59%
$9.54M - $9.97M
180K $10.5M
Oct 18, 2023 Q3 2023
Leverty Financial Group, LLC

BUY
 -
175K
+ 55.85%
$9.38M - $9.81M
489K $28.5M
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
169K
+ 22.35%
$9.02M - $9.42M
922K $53.7M
Nov 07, 2023 Q3 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
164K
+ 17.32%
$8.77M - $9.16M
1.11M $64.6M
Oct 25, 2023 Q3 2023
Caerus Investment Advisors, LLC

BUY
 -
162K
+ 458.62%
$8.67M - $9.06M
197K $11.5M
Nov 14, 2023 Q3 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
159K
+ 196.62%
$8.52M - $8.9M
240K $14M
Nov 09, 2023 Q3 2023
First National Advisers, LLC

Omaha, NE
BUY
 -
156K
New
$8.37M - $8.75M
156K $9.11M
Oct 10, 2023 Q3 2023
Eisner Amper Wealth Management Corporate Benefits, LLC

Iselin, NJ
BUY
 -
148K
+ 594.47%
$7.92M - $8.28M
173K $10.1M
Oct 10, 2023 Q3 2023
Procyon Advisors, LLC

BUY
 -
123K
+ 2186.01%
$6.56M - $6.86M
128K $7.47M
Nov 13, 2023 Q3 2023
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
122K
New
$6.51M - $6.81M
122K $7.08M
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
116K
+ 1.04%
$6.19M - $6.47M
11.2M $653M
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
114K
+ 274.08%
$6.12M - $6.4M
156K $9.08M
Nov 13, 2023 Q3 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
109K
+ 20.28%
$5.85M - $6.12M
649K $37.8M
Oct 26, 2023 Q3 2023
Bricktown Capital, LLC

Detroit, MI
BUY
 -
108K
+ 43.2%
$5.78M - $6.04M
358K $20.8M
Oct 24, 2023 Q3 2023
Capital Advisors Inc

BUY
 -
107K
+ 17.43%
$5.7M - $5.96M
718K $41.8M
Nov 13, 2023 Q3 2023
Jupiter Wealth Management LLC

Glendale, CO
BUY
 -
104K
New
$5.59M - $5.84M
104K $6.08M
Nov 14, 2023 Q3 2023
Evergreen Wealth Management, LLC

Williamston, MI
BUY
 -
104K
New
$5.57M - $5.82M
104K $6.06M
Nov 14, 2023 Q3 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
102K
+ 8.73%
$5.44M - $5.69M
1.27M $73.7M
Dec 14, 2023 Q3 2023
Wny Asset Management, LLC

Williamsville, NY
BUY
 -
102K
+ 160.92%
$5.43M - $5.68M
165K $9.58M
Nov 14, 2023 Q3 2023
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
101K
+ 161.9%
$5.43M - $5.67M
164K $9.55M
Oct 19, 2023 Q3 2023
Cobblestone Asset Management LLC

Richmond, VA
BUY
 -
101K
New
$5.39M - $5.64M
101K $5.87M
Nov 01, 2023 Q3 2023
Principle Wealth Partners LLC

BUY
 -
101K
+ 1491.14%
$5.39M - $5.64M
108K $6.26M
Oct 10, 2023 Q3 2023
Selective Wealth Management, Inc.

BUY
 -
90.4K
+ 128.13%
$4.84M - $5.06M
161K $9.37M
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
86.4K
+ 9.77%
$4.62M - $4.83M
971K $56.5M
Nov 13, 2023 Q3 2023
Mariner, LLC

Overland Park, KS
BUY
 -
81.6K
+ 34.79%
$4.37M - $4.56M
316K $18.4M

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