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 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-8.21K- 7.36% |
$439K - $459K
|
103K
$6.01M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.27K- 20.33% |
$442K - $462K
|
32.4K
$1.88M
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-8.72K- 5.12% |
$467K - $488K
|
162K
$9.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-8.83K- 11.02% |
$473K - $494K
|
71.3K
$4.15M
|
|
|
Nov 08, 2023
Q3 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-8.88K- 6.53% |
$475K - $497K
|
127K
$7.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-9.15K- 4.25% |
$489K - $512K
|
206K
$12M
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-9.23K- 49.64% |
$494K - $516K
|
9.36K
$545K
|
|
|
Oct 25, 2023
Q3 2023
|
Rovin Capital
|
SELL
|
- |
-9.57K- 18.15% |
$512K - $535K
|
43.2K
$2.51M
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-9.78K- 6.09% |
$523K - $547K
|
151K
$8.77M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-11K- 44.45% |
$588K - $614K
|
13.7K
$799K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-11.1K- 12.79% |
$596K - $622K
|
75.9K
$4.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-11.3K- 40.05% |
$607K - $634K
|
17K
$988K
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-12.2K- 14.29% |
$652K - $681K
|
73.1K
$4.25M
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-12.3K- 6.53% |
$658K - $687K
|
176K
$10.2M
|
|
|
Oct 30, 2023
Q3 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-12.9K- 2.09% |
$688K - $719K
|
601K
$35M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-13.6K- 71.11% |
$726K - $759K
|
5.51K
$321K
|
|
|
Nov 08, 2023
Q3 2023
|
Lvz, Inc.
|
SELL
|
- |
-14.3K- 46.96% |
$764K - $799K
|
16.1K
$939K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-15.6K- 6.6% |
$835K - $873K
|
221K
$12.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-16.1K- 78.28% |
$860K - $899K
|
4.46K
$260K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-16.4K- 36.97% |
$876K - $916K
|
27.9K
$1.62M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-16.4K- 30.88% |
$877K - $916K
|
36.7K
$2.13M
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-17.6K- 27.06% |
$942K - $984K
|
47.5K
$2.76M
|
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-18.2K- 21.1% |
$972K - $1.02M
|
67.9K
$3.95M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-18.5K- 3.91% |
$989K - $1.03M
|
455K
$26.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-20.8K- 50.54% |
$1.11M - $1.16M
|
20.4K
$1.19M
|
|
|
Nov 14, 2023
Q3 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-22.5K- 22.04% |
$1.2M - $1.26M
|
79.4K
$4.62M
|
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-24.7K- 26.79% |
$1.32M - $1.38M
|
67.5K
$3.93M
|
|
|
Oct 13, 2023
Q3 2023
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-25.5K- 61.2% |
$1.36M - $1.42M
|
16.1K
$939K
|
|
|
Nov 13, 2023
Q3 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-27.1K- 25.75% |
$1.45M - $1.52M
|
78.3K
$4.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-27.6K- 5.23% |
$1.48M - $1.54M
|
500K
$29.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Derbend Asset Management
|
SELL
|
- |
-28.1K- 8.63% |
$1.5M - $1.57M
|
297K
$17.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-29.7K- 26.99% |
$1.59M - $1.66M
|
80.5K
$4.68M
|
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-29.8K- 29.08% |
$1.59M - $1.67M
|
72.7K
$4.23M
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-31.7K- 4.98% |
$1.7M - $1.77M
|
605K
$35.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-35.7K- 35.64% |
$1.91M - $2M
|
64.5K
$3.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-36.9K- 13.44% |
$1.97M - $2.06M
|
238K
$13.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-37.5K- 5.54% |
$2.01M - $2.1M
|
640K
$37.3M
|
|
|
Oct 11, 2023
Q3 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-38.2K- 28.83% |
$2.04M - $2.13M
|
94.2K
$5.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-43K- 10.05% |
$2.3M - $2.4M
|
384K
$22.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-46.2K- 20.75% |
$2.47M - $2.58M
|
176K
$10.3M
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-46.2K- 5.59% |
$2.47M - $2.58M
|
781K
$45.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-49.4K- 43.71% |
$2.64M - $2.76M
|
63.6K
$3.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
SELL
|
- |
-51.1K- 22.5% |
$2.73M - $2.86M
|
176K
$10.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-51.5K- 9.87% |
$2.75M - $2.88M
|
470K
$27.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-53.4K- 20.25% |
$2.86M - $2.99M
|
210K
$12.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-57.4K- 14.3% |
$3.07M - $3.21M
|
344K
$20M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-58.8K- 46.72% |
$3.15M - $3.29M
|
67.1K
$3.9M
|
|
|
Oct 10, 2023
Q3 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-72.2K- 25.52% |
$3.86M - $4.04M
|
211K
$12.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-74.5K- 6.68% |
$3.98M - $4.16M
|
1.04M
$60.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-75K- 20.0% |
$4.01M - $4.19M
|
300K
$17.5M
|