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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-75K- 20.0% |
$4.01M - $4.19M
|
300K
$17.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-79.4K- 15.47% |
$4.25M - $4.44M
|
434K
$25.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-82.4K- 15.44% |
$4.41M - $4.61M
|
451K
$26.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-84K- 81.57% |
$4.5M - $4.7M
|
19K
$1.11M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-90K- 56.25% |
$4.82M - $5.03M
|
70K
$4.08M
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-116K- 25.6% |
$6.19M - $6.47M
|
336K
$19.6M
|
|
|
Oct 12, 2023
Q3 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-118K- 44.49% |
$6.29M - $6.58M
|
147K
$8.54M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-123K- 17.22% |
$6.59M - $6.89M
|
593K
$34.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-130K- 46.2% |
$6.94M - $7.26M
|
151K
$8.79M
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-148K- 90.23% |
$7.94M - $8.3M
|
16.1K
$936K
|
|
|
Oct 13, 2023
Q3 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-150K- 40.05% |
$8.03M - $8.4M
|
225K
$13.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-159K- 29.94% |
$8.49M - $8.88M
|
371K
$21.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-172K- 19.67% |
$9.18M - $9.59M
|
700K
$40.8M
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-202K- 58.67% |
$10.8M - $11.3M
|
142K
$8.27M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-261K- 11.8% |
$13.9M - $14.6M
|
1.95M
$113M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-342K- 70.31% |
$18.3M - $19.1M
|
144K
$8.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-800K- 96.55% |
$42.8M - $44.8M
|
28.6K
$1.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-929K- 4.14% |
$49.7M - $51.9M
|
21.5M
$1.25B
|