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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-2.07K- 26.09% |
$111K - $116K
|
5.87K
$342K
|
|
|
Oct 12, 2023
Q3 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-2.08K- 1.48% |
$111K - $116K
|
139K
$8.06M
|
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.12K- 2.44% |
$113K - $119K
|
85K
$4.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.13K- 0.6% |
$114K - $119K
|
353K
$20.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Beck Bode, LLC
|
SELL
|
- |
-2.13K- 3.68% |
$114K - $119K
|
55.8K
$3.25M
|
|
|
Nov 01, 2023
Q3 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-2.16K- 5.64% |
$115K - $121K
|
36.1K
$2.1M
|
|
|
Oct 11, 2023
Q3 2023
|
J2 Capital Management Inc
|
SELL
|
- |
-2.27K- 2.6% |
$122K - $127K
|
85.2K
$4.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-2.3K- 22.28% |
$123K - $129K
|
8.02K
$467K
|
|
|
Oct 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-2.31K- 18.3% |
$124K - $129K
|
10.3K
$601K
|
|
|
Oct 27, 2023
Q3 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-2.37K- 10.88% |
$127K - $133K
|
19.4K
$1.13M
|
|
|
Oct 10, 2023
Q3 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-2.46K- 12.33% |
$132K - $138K
|
17.5K
$1.02M
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.61K- 0.68% |
$140K - $146K
|
379K
$22.1M
|
|
|
Oct 27, 2023
Q3 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-2.75K- 24.45% |
$147K - $154K
|
8.48K
$494K
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-2.76K- 23.64% |
$148K - $154K
|
8.91K
$519K
|
|
|
Nov 14, 2023
Q3 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-2.81K- 2.54% |
$151K - $157K
|
108K
$6.29M
|
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-2.85K- 4.14% |
$153K - $160K
|
66.1K
$3.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.9K- 2.73% |
$155K - $162K
|
103K
$6.02M
|
|
|
Oct 16, 2023
Q3 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-3.07K- 1.58% |
$164K - $172K
|
192K
$11.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-3.07K- 4.33% |
$164K - $172K
|
67.8K
$3.95M
|
|
|
Oct 11, 2023
Q3 2023
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-3.07K- 1.88% |
$164K - $172K
|
161K
$9.34M
|
|
|
Oct 25, 2023
Q3 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-3.12K- 12.34% |
$167K - $174K
|
22.2K
$1.29M
|
|
|
Oct 04, 2023
Q3 2023
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-3.16K- 4.42% |
$169K - $176K
|
68.3K
$3.98M
|
|
|
Oct 24, 2023
Q3 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-3.16K- 6.54% |
$169K - $176K
|
45.1K
$2.62M
|
|
|
Nov 02, 2023
Q3 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-3.29K- 14.61% |
$176K - $184K
|
19.2K
$1.12M
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-3.31K- 90.18% |
$177K - $185K
|
360
$21K
|
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-3.44K- 7.01% |
$184K - $192K
|
45.6K
$2.66M
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-3.58K- 8.92% |
$191K - $200K
|
36.5K
$2.13M
|
|
|
Nov 19, 2024
Q3 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-3.65KClosed |
$195K - $204K
|
0
$0
|
|
|
Nov 14, 2024
Q3 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-3.89K- 8.38% |
$208K - $218K
|
42.5K
$2.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-4K- 3.07% |
$214K - $223K
|
126K
$7.33M
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-4.05K- 10.81% |
$217K - $227K
|
33.4K
$1.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-4.11K- 21.77% |
$220K - $230K
|
14.8K
$860K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4.15K- 2.36% |
$222K - $232K
|
171K
$9.97M
|
|
|
Nov 13, 2023
Q3 2023
|
Easterly Investment Partners LLC
|
SELL
|
- |
-4.44KClosed |
$238K - $248K
|
0
$0
|
|
|
Oct 16, 2023
Q3 2023
|
Financial Services Advisory Inc
|
SELL
|
- |
-4.46K- 1.08% |
$239K - $250K
|
409K
$23.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-4.51K- 10.48% |
$241K - $252K
|
38.5K
$2.24M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-4.73K- 28.71% |
$253K - $265K
|
11.8K
$684K
|
|
|
Dec 06, 2023
Q3 2023
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-4.82K- 3.22% |
$258K - $269K
|
145K
$8.42M
|
|
|
Nov 15, 2023
Q3 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-4.84K- 39.11% |
$259K - $270K
|
7.53K
$438K
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-4.93K- 37.14% |
$264K - $275K
|
8.34K
$485K
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-5.17K- 48.15% |
$276K - $289K
|
5.57K
$324K
|
|
|
Oct 26, 2023
Q3 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-5.43K- 11.28% |
$290K - $303K
|
42.7K
$2.48M
|
|
|
Oct 19, 2023
Q3 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-5.47K- 2.3% |
$293K - $306K
|
232K
$13.5M
|
|
|
Oct 16, 2023
Q3 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-6.2K- 1.4% |
$332K - $347K
|
438K
$25.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-6.39K- 6.25% |
$342K - $357K
|
95.8K
$5.58M
|
|
|
Nov 08, 2023
Q3 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-6.55K- 0.73% |
$350K - $366K
|
889K
$51.7M
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-6.72K- 44.36% |
$360K - $376K
|
8.44K
$491K
|
|
|
Nov 13, 2023
Q3 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-6.83K- 13.06% |
$365K - $382K
|
45.4K
$2.65M
|
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-6.91K- 22.78% |
$370K - $387K
|
23.4K
$1.36M
|
|
|
Nov 08, 2023
Q3 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-6.97K- 10.22% |
$373K - $390K
|
61.2K
$3.56M
|