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 08, 2023 Q3 2023
Tag Stone Capital, Inc.

BUY
 -
102
+ 1.81%
$5.46K - $5.7K
5.74K $326K
Oct 18, 2023 Q3 2023
Hubbell Strickland Wealth Management, LLC

BUY
 -
92
+ 1.61%
$4.92K - $5.14K
5.8K $329K
Dec 06, 2023 Q3 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
91
+ 10.9%
$4.87K - $5.09K
926 $52.6K
Nov 14, 2023 Q3 2023
Fsb Premier Wealth Management, Inc.

BUY
 -
90
+ 2.37%
$4.82K - $5.03K
3.9K $221K
Oct 05, 2023 Q3 2023
Quad Cities Investment Group, LLC

Davenport, IA
BUY
 -
89
+ 2.34%
$4.76K - $4.98K
3.89K $221K
Nov 01, 2023 Q3 2023
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
81
+ 0.16%
$4.33K - $4.53K
51K $2.9M
Oct 17, 2023 Q3 2023
Lionsbridge Wealth Management LLC

Jacksonville Beach, FL
BUY
 -
78
+ 0.19%
$4.17K - $4.36K
41.6K $2.36M
Oct 24, 2023 Q3 2023
Advisor Resource Council

BUY
 -
74
+ 0.76%
$3.96K - $4.14K
9.86K $560K
Oct 25, 2023 Q3 2023
Veracity Capital LLC

BUY
 -
70
+ 1.06%
$3.75K - $3.91K
6.68K $379K
Nov 02, 2023 Q3 2023
Jfs Wealth Advisors, LLC

BUY
 -
63
+ 1.71%
$3.37K - $3.52K
3.75K $213K
Jul 09, 2024 Q3 2023
Rockingstone Advisors LLC

Great Barrington, MA
BUY
 -
51
+ 0.27%
$2.73K - $2.85K
18.7K $1.06M
Nov 09, 2023 Q3 2023
Tortoise Investment Management, LLC

BUY
 -
50
New
$2.68K - $2.8K
50 $2.84K
Oct 10, 2023 Q3 2023
American National Bank

BUY
 -
50
New
$2.68K - $2.8K
50 $2.84K
Oct 24, 2023 Q3 2023
Retirement Planning Group

BUY
 -
40
+ 0.36%
$2.14K - $2.24K
11.1K $628K
Nov 13, 2023 Q3 2023
True Private Wealth Advisors

BUY
 -
39
+ 0.56%
$2.09K - $2.18K
7.06K $401K
Nov 14, 2023 Q3 2023
Bos Asset Management, LLC

Springfield, IL
BUY
 -
36
+ 0.72%
$1.93K - $2.01K
5.04K $286K
Nov 06, 2023 Q3 2023
Star Financial Bank

Fort Wayne, IN
BUY
 -
35
+ 0.15%
$1.87K - $1.96K
24K $1.36M
Nov 03, 2023 Q3 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
34
+ 0.01%
$1.82K - $1.9K
402K $22.9M
Nov 06, 2023 Q3 2023
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
31
+ 0.17%
$1.66K - $1.73K
17.8K $1.01M
Nov 15, 2023 Q3 2023
Atticus Wealth Management, LLC

BUY
 -
21
+ 1.81%
$1.12K - $1.17K
1.18K $67.2K
Oct 10, 2023 Q3 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
16
+ 1.81%
$856 - $895
901 $51.2K
Nov 13, 2023 Q3 2023
Riggs Asset Managment Co. Inc.

BUY
 -
12
New
$642 - $671
12 $681
Nov 15, 2023 Q3 2023
Vital Stone Financial, LLC

Shavano Park, TX
BUY
 -
10
New
$535 - $559
10 $568
Nov 13, 2023 Q3 2023
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
10
+ 1.71%
$535 - $559
594 $33.7K
Nov 14, 2023 Q3 2023
Hamilton Wealth, LLC

BUY
 -
10
+ 0.1%
$535 - $559
10.2K $579K
Nov 14, 2023 Q3 2023
Pin Oak Investment Advisors Inc

Houston, TX
BUY
 -
2
+ 0.29%
$107 - $112
695 $39.5K
Oct 13, 2023 Q3 2023
Financial Management Professionals, Inc.

BUY
 -
2
+ 1.71%
$107 - $112
119 $6.76K
Oct 23, 2023 Q3 2023
Private Ocean, LLC

BUY
 -
1
+ 2.78%
$53.5 - $55.9
37 $2.1K
Oct 26, 2023 Q3 2023
Macroview Investment Management LLC

BUY
 -
1
+ 0.46%
$53.5 - $55.9
217 $12.3K
Dec 08, 2023 Q3 2023
Etfidea, LLC

Syracuse, NY
SELL
 -
-1
- -0.0%
$53.5 - $55.9
43.6K $2.48M
Nov 14, 2023 Q3 2023
Walled Lake Planning & Wealth Management, LLC

Winnetka, IL
SELL
 -
-20
- 0.25%
$1.07K - $1.12K
8.13K $462K
Mar 11, 2025 Q3 2023
Private Capital Management LLC

SELL
 -
-45
- 7.44%
$2.41K - $2.52K
560 $31.8K
Nov 13, 2023 Q3 2023
Glassman Wealth Services

SELL
 -
-64
- 53.78%
$3.42K - $3.58K
55 $3.12K
Nov 14, 2023 Q3 2023
Buckingham Strategic Partners

Saint Louis, MO
SELL
 -
-72
- 0.57%
$3.85K - $4.03K
12.5K $707K
Nov 14, 2023 Q3 2023
Bokf, Na

Tulsa, OK
SELL
 -
-74
- 61.67%
$3.96K - $4.14K
46 $2.61K
Oct 27, 2023 Q3 2023
Indie Asset Partners, LLC

Carmel, IN
SELL
 -
-98
- 1.24%
$5.24K - $5.48K
7.81K $443K
Oct 24, 2023 Q3 2023
Redmond Asset Management, LLC

Henrico, VA
SELL
 -
-108
- 0.29%
$5.78K - $6.04K
37.4K $2.12M
Oct 19, 2023 Q3 2023
Accel Wealth Management

SELL
 -
-173
- 1.0%
$9.26K - $9.67K
17.1K $968K
Oct 25, 2023 Q3 2023
Seaview Investment Managers LLC

SELL
 -
-174
- 3.85%
$9.31K - $9.73K
4.34K $247K
Nov 14, 2023 Q3 2023
Hilltop Holdings Inc.

Dallas, TX
SELL
 -
-181
- 0.32%
$9.68K - $10.1K
56.5K $3.21M
Oct 19, 2023 Q3 2023
Bridge Advisory, LLC

SELL
 -
-182
- 0.47%
$9.74K - $10.2K
38.6K $2.19M
Nov 13, 2023 Q3 2023
Samalin Investment Counsel, LLC

Chappaqua, NY
SELL
 -
-187
- 2.07%
$10K - $10.5K
8.83K $501K
Oct 30, 2023 Q3 2023
Blue Bell Private Wealth Management, LLC

SELL
 -
-200
- 3.57%
$10.7K - $11.2K
5.4K $307K
Nov 13, 2023 Q3 2023
Highlander Capital Management, LLC

Short Hills, NJ
SELL
 -
-200
- 1.72%
$10.7K - $11.2K
11.4K $647K
Oct 11, 2023 Q3 2023
Stewardship Advisors, LLC

SELL
 -
-206
- 0.6%
$11K - $11.5K
34K $1.93M
Nov 13, 2023 Q3 2023
Valley National Advisers Inc

SELL
 -
-238
- 24.39%
$12.7K - $13.3K
738 $41.9K
Nov 14, 2023 Q3 2023
Jt Stratford LLC

Gainesville, GA
SELL
 -
-240
- 4.07%
$12.8K - $13.4K
5.66K $321K
Nov 14, 2023 Q3 2023
Mid West One Financial Group, Inc.

Iowa City, IA
SELL
 -
-296
- 0.59%
$15.8K - $16.6K
49.9K $2.83M
Oct 30, 2023 Q3 2023
Freedom Wealth Alliance, LLC

Brookfield, WI
SELL
 -
-301
- 1.43%
$16.1K - $16.8K
20.7K $1.17M

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