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 23, 2023
Q3 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
73.1K+ 87.38% |
$3.91M - $4.09M
|
157K
$9.12M
|
|
|
Nov 01, 2023
Q3 2023
|
Requisite Capital Management, LLC
|
BUY
|
- |
72.2K+ 3.5% |
$3.86M - $4.04M
|
2.14M
$124M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
72.1K+ 182.59% |
$3.86M - $4.03M
|
112K
$6.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
71.6K+ 12.92% |
$3.83M - $4M
|
625K
$36.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
68.7K+ 461.58% |
$3.68M - $3.84M
|
83.6K
$4.87M
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
68.3K+ 15.09% |
$3.65M - $3.82M
|
521K
$30.3M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
67.1K+ 59.53% |
$3.59M - $3.75M
|
180K
$10.5M
|
|
|
Oct 05, 2023
Q3 2023
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
66.9KNew |
$3.58M - $3.74M
|
66.9K
$3.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
66.2K+ 17.21% |
$3.54M - $3.7M
|
450K
$26.2M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
65.5K+ 10.48% |
$3.5M - $3.66M
|
691K
$40.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
63.5K+ 106.82% |
$3.4M - $3.55M
|
123K
$7.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
62.5K+ 20.99% |
$3.34M - $3.49M
|
360K
$21M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
62.2K+ 164.06% |
$3.33M - $3.48M
|
100K
$5.83M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
61.4K+ 76.98% |
$3.28M - $3.43M
|
141K
$8.22M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
60K+ 21.31% |
$3.21M - $3.36M
|
342K
$19.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
59.3K+ 42.98% |
$3.17M - $3.31M
|
197K
$11.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
58.7K+ 9.22% |
$3.14M - $3.28M
|
695K
$40.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
56.4KNew |
$3.02M - $3.15M
|
56.4K
$3.28M
|
|
|
Nov 09, 2023
Q3 2023
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
55.2K+ 117.76% |
$2.95M - $3.09M
|
102K
$5.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
55.1KNew |
$2.95M - $3.08M
|
55.1K
$3.21M
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
52.4K+ 8.8% |
$2.81M - $2.93M
|
649K
$37.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
52.4KNew |
$2.8M - $2.93M
|
52.4K
$3.05M
|
|
|
Nov 01, 2023
Q3 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
51.9K+ 14.89% |
$2.78M - $2.9M
|
401K
$23.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
51.8K+ 12.72% |
$2.77M - $2.9M
|
459K
$26.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
50.4K+ 19.2% |
$2.69M - $2.82M
|
313K
$18.2M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
48.6K+ 205.42% |
$2.6M - $2.72M
|
72.2K
$4.2M
|
|
|
Oct 16, 2023
Q3 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
48.3K+ 319.18% |
$2.58M - $2.7M
|
63.4K
$3.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
48.2K+ 11.47% |
$2.58M - $2.69M
|
468K
$27.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
BUY
|
- |
47.4K+ 19.22% |
$2.54M - $2.65M
|
294K
$17.1M
|
|
|
Nov 21, 2023
Q3 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
47K+ 56.0% |
$2.51M - $2.63M
|
131K
$7.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
46.3K+ 3.0% |
$2.48M - $2.59M
|
1.59M
$92.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
45.3K+ 323.87% |
$2.42M - $2.53M
|
59.3K
$3.45M
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
43.3K+ 21.12% |
$2.32M - $2.42M
|
248K
$14.4M
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
42.5KNew |
$2.28M - $2.38M
|
42.5K
$2.48M
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
42.5K+ 169.67% |
$2.27M - $2.38M
|
67.5K
$3.93M
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
41.1K+ 3.49% |
$2.2M - $2.3M
|
1.22M
$70.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
39.7K+ 234.75% |
$2.12M - $2.22M
|
56.6K
$3.29M
|
|
|
Oct 10, 2023
Q3 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
39.5K+ 20.61% |
$2.11M - $2.21M
|
231K
$13.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
38.1K+ 17.92% |
$2.04M - $2.13M
|
250K
$14.6M
|
|
|
Nov 07, 2023
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
37.9K+ 1.7% |
$2.03M - $2.12M
|
2.26M
$132M
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
37.8K+ 66.12% |
$2.02M - $2.11M
|
94.9K
$5.52M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
37.6K+ 63.19% |
$2.01M - $2.1M
|
97K
$5.65M
|
|
|
Aug 28, 2024
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
37.4K+ 1.68% |
$2M - $2.09M
|
2.26M
$132M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
37K+ 480.44% |
$1.98M - $2.07M
|
44.6K
$2.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
36.7K+ 12.84% |
$1.96M - $2.05M
|
323K
$18.8M
|
|
|
Oct 30, 2023
Q3 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
35.7K+ 32.39% |
$1.91M - $2M
|
146K
$8.49M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
35.5K+ 7.63% |
$1.9M - $1.99M
|
501K
$29.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
34.8K+ 40.35% |
$1.86M - $1.94M
|
121K
$7.04M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
33.8K+ 2.92% |
$1.81M - $1.89M
|
1.19M
$69.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
33.2K+ 19.91% |
$1.78M - $1.86M
|
200K
$11.6M
|