Purchases and Sales Made in Q3 2023 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 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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-379- 0.6% |
$20.3K - $21.2K
|
62.9K
$3.66M
|
|
|
Oct 18, 2023
Q3 2023
|
Marion Wealth Management
|
SELL
|
- |
-387- 4.67% |
$20.7K - $21.6K
|
7.9K
$460K
|
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-427- 14.8% |
$22.8K - $23.9K
|
2.46K
$143K
|
|
|
Nov 13, 2023
Q3 2023
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-451- 1.3% |
$24.1K - $25.2K
|
34.2K
$1.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-470- 5.88% |
$25.1K - $26.3K
|
7.52K
$438K
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
SELL
|
- |
-471- 4.84% |
$25.2K - $26.3K
|
9.25K
$538K
|
|
|
Oct 10, 2023
Q3 2023
|
Bts Asset Management, Inc.
|
SELL
|
- |
-473- 3.76% |
$25.3K - $26.5K
|
12.1K
$704K
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-496- 0.89% |
$26.5K - $27.7K
|
55K
$3.2M
|
|
|
Oct 18, 2023
Q3 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-502- 1.78% |
$26.9K - $28.1K
|
27.6K
$1.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-536- 0.33% |
$28.7K - $30K
|
160K
$9.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-562- 4.94% |
$30.1K - $31.4K
|
10.8K
$630K
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-581- 11.97% |
$31.1K - $32.5K
|
4.27K
$249K
|
|
|
Oct 30, 2023
Q3 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-605- 7.47% |
$32.4K - $33.8K
|
7.49K
$436K
|
|
|
Oct 18, 2023
Q3 2023
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-657- 2.0% |
$35.1K - $36.7K
|
32.1K
$1.87M
|
|
|
Oct 31, 2023
Q3 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-719- 11.26% |
$38.5K - $40.2K
|
5.67K
$330K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-786- 24.36% |
$42.1K - $44K
|
2.44K
$142K
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-795- 5.98% |
$42.5K - $44.5K
|
12.5K
$727K
|
|
|
Nov 13, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-800- 6.81% |
$42.8K - $44.7K
|
11K
$637K
|
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-800- 15.09% |
$42.8K - $44.7K
|
4.5K
$262K
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-840- 6.22% |
$44.9K - $47K
|
12.7K
$737K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-841Closed |
$45K - $47K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-843- 8.25% |
$45.1K - $47.1K
|
9.37K
$546K
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-887- 0.15% |
$47.5K - $49.6K
|
572K
$33.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-920- 1.7% |
$49.2K - $51.4K
|
53.1K
$3.09M
|
|
|
Oct 25, 2023
Q3 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-946- 1.37% |
$50.6K - $52.9K
|
68K
$3.96M
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-948- 9.24% |
$50.7K - $53K
|
9.32K
$542K
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-987- 1.32% |
$52.8K - $55.2K
|
73.7K
$4.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1K- 9.68% |
$53.5K - $55.9K
|
9.33K
$543K
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-1K- 3.19% |
$53.5K - $55.9K
|
30.3K
$1.76M
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.04K- 13.38% |
$55.4K - $57.9K
|
6.71K
$390K
|
|
|
Nov 14, 2023
Q3 2023
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-1.04K- 2.12% |
$55.7K - $58.2K
|
48K
$2.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-1.11K- 12.11% |
$59.5K - $62.2K
|
8.07K
$470K
|
|
|
Oct 10, 2023
Q3 2023
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-1.13K- 0.6% |
$60.4K - $63.1K
|
186K
$10.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Hixon Zuercher, LLC
|
SELL
|
- |
-1.19K- 18.63% |
$63.5K - $66.4K
|
5.19K
$302K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.2K- 3.77% |
$64K - $66.9K
|
30.6K
$1.78M
|
|
|
Dec 05, 2023
Q3 2023
|
Advisory Resource Group
|
SELL
|
- |
-1.21K- 0.65% |
$64.6K - $67.5K
|
185K
$10.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.25K- 3.78% |
$66.9K - $69.9K
|
31.9K
$1.85M
|
|
|
Nov 06, 2023
Q3 2023
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-1.29K- 1.85% |
$69K - $72.1K
|
68.5K
$3.99M
|
|
|
Oct 10, 2023
Q3 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.29K- 3.98% |
$69.1K - $72.2K
|
31.2K
$1.81M
|
|
|
Oct 17, 2023
Q3 2023
|
Coastline Trust CO
|
SELL
|
- |
-1.31K- 24.92% |
$69.9K - $73.1K
|
3.94K
$229K
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.36K- 26.51% |
$72.8K - $76.1K
|
3.77K
$220K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.45K- 0.13% |
$77.6K - $81.1K
|
1.11M
$64.5M
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.49K- 2.25% |
$79.6K - $83.2K
|
64.6K
$3.76M
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-1.58K- 3.58% |
$84.4K - $88.2K
|
42.5K
$2.48M
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-1.66K- 3.38% |
$88.8K - $92.8K
|
47.4K
$2.76M
|
|
|
Oct 24, 2023
Q3 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.72K- 4.38% |
$91.8K - $95.9K
|
37.5K
$2.18M
|
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-1.77K- 8.9% |
$94.5K - $98.8K
|
18.1K
$1.05M
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-1.89K- 76.89% |
$101K - $106K
|
567
$33K
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-2.04K- 0.26% |
$109K - $114K
|
785K
$45.7M
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2.05K- 4.21% |
$109K - $114K
|
46.5K
$2.71M
|