Purchases and Sales Made in Q3 2023 in J P Morgan Exchange Traded Fd (JEPI)

JEPI Quotes by TradingView

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 17, 2023 Q3 2023
Farmers & Merchants Trust CO Of Chambersburg Pa

BUY
 -
20.1K
+ 401.3%
$1.07M - $1.12M
25.1K $1.46M
Oct 23, 2023 Q3 2023
Mayfair Advisory Group, LLC

Birmingham, AL
BUY
 -
19.8K
+ 20.49%
$1.06M - $1.11M
116K $6.77M
Nov 13, 2023 Q3 2023
Cary Street Partners Asset Management LLC

Richmond, VA
BUY
 -
19.7K
+ 9.69%
$1.06M - $1.1M
224K $13M
Nov 07, 2023 Q3 2023
New England Private Wealth Advisors LLC

Wellesley, MA
BUY
 -
19.7K
+ 17.98%
$1.05M - $1.1M
129K $7.51M
Nov 13, 2023 Q3 2023
Gallacher Capital Management LLC

Lone Tree, CO
BUY
 -
19.1K
New
$1.02M - $1.07M
19.1K $1.11M
May 20, 2024 Q3 2023
Strategic Wealth Partners, Ltd.

Independence, OH
BUY
 -
18.8K
+ 32.33%
$1.01M - $1.05M
76.9K $4.48M
Oct 18, 2023 Q3 2023
Goldstein Advisors, LLC

Madison, WI
BUY
 -
18.6K
+ 6.23%
$996K - $1.04M
317K $18.5M
Oct 11, 2023 Q3 2023
Frg Family Wealth Advisors LLC

BUY
 -
18.5K
+ 44.51%
$989K - $1.03M
60K $3.49M
Oct 27, 2023 Q3 2023
Dunhill Financial, LLC

London, X0
BUY
 -
18.2K
+ 56.47%
$971K - $1.02M
50.3K $2.93M
Nov 03, 2023 Q3 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
18.1K
+ 12.99%
$969K - $1.01M
157K $9.17M
Oct 30, 2023 Q3 2023
Bernardo Wealth Planning LLC

BUY
 -
17.5K
+ 4.94%
$938K - $981K
373K $21.7M
Oct 10, 2023 Q3 2023
Cic Wealth, LLC

Rockville, MD
BUY
 -
17.5K
+ 26.88%
$938K - $980K
82.7K $4.81M
Nov 01, 2023 Q3 2023
Curtis Advisory Group, LLC

Santa Barbara, CA
BUY
 -
17.4K
+ 11.59%
$933K - $975K
168K $9.77M
Oct 31, 2023 Q3 2023
Tbh Global Asset Management, LLC

Brentwood, TN
BUY
 -
17.3K
+ 57.05%
$927K - $969K
47.7K $2.78M
Nov 13, 2023 Q3 2023
Garden State Investment Advisory Services LLC

Red Bank, NJ
BUY
 -
17K
+ 26.2%
$910K - $952K
82K $4.77M
Nov 14, 2023 Q3 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
17K
+ 545.57%
$909K - $950K
20.1K $1.17M
Nov 08, 2023 Q3 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
16.9K
+ 2.57%
$905K - $946K
674K $39.3M
Nov 14, 2023 Q3 2023
Naviter Wealth, LLC

BUY
 -
16.9K
+ 15.73%
$904K - $945K
124K $7.23M
Nov 08, 2023 Q3 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
16.7K
+ 10.93%
$896K - $936K
170K $9.89M
Oct 16, 2023 Q3 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
16.4K
+ 103.14%
$880K - $920K
32.4K $1.89M
Nov 02, 2023 Q3 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
16.3K
+ 257.62%
$875K - $914K
22.7K $1.32M
Oct 11, 2023 Q3 2023
Cva Family Office, LLC

BUY
 -
15.9K
+ 9.94%
$853K - $891K
176K $10.3M
Oct 31, 2023 Q3 2023
Money Concepts Capital Corp

BUY
 -
15.8K
+ 37.85%
$843K - $881K
57.4K $3.34M
Nov 02, 2023 Q3 2023
Capital Investment Advisory Services, LLC

BUY
 -
15.7K
+ 55.03%
$840K - $878K
44.2K $2.57M
Nov 01, 2023 Q3 2023
Lifeworks Advisors, LLC

Grand Rapids, MI
BUY
 -
15.6K
New
$833K - $871K
15.6K $906K
Oct 25, 2023 Q3 2023
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
15.4K
+ 5.18%
$824K - $861K
313K $18.2M
Oct 13, 2023 Q3 2023
Retirement Guys Formula LLC

BUY
 -
15.4K
+ 15.73%
$824K - $861K
113K $6.6M
Nov 14, 2023 Q3 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
15.2K
+ 47.56%
$816K - $852K
47.3K $2.75M
Nov 06, 2023 Q3 2023
Sfmg, LLC

BUY
 -
15.2K
+ 8.85%
$814K - $851K
187K $10.9M
Nov 02, 2023 Q3 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
15.2K
+ 531.58%
$811K - $847K
18K $1.05M
Oct 10, 2023 Q3 2023
Aprio Wealth Management, LLC

BUY
 -
15.1K
+ 22.95%
$806K - $843K
80.7K $4.7M
Oct 05, 2023 Q3 2023
High Net Worth Advisory Group LLC

Naples, FL
BUY
 -
15K
+ 13.92%
$805K - $841K
123K $7.16M
Nov 13, 2023 Q3 2023
Beta Wealth Group, Inc.

BUY
 -
15K
+ 12.42%
$803K - $839K
136K $7.91M
Nov 01, 2023 Q3 2023
Ellis Investment Partners, LLC

BUY
 -
14.9K
+ 13.5%
$797K - $833K
125K $7.29M
Oct 18, 2023 Q3 2023
Aurora Private Wealth, Inc.

BUY
 -
14.7K
+ 38.46%
$789K - $825K
53.1K $3.09M
Oct 10, 2023 Q3 2023
Mjp Associates Inc

BUY
 -
14.5K
+ 4.74%
$777K - $812K
321K $18.7M
Nov 14, 2023 Q3 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
14.1K
+ 98.05%
$754K - $789K
28.5K $1.66M
Oct 30, 2023 Q3 2023
Joseph P. Lucia & Associates, LLC

BUY
 -
13.4K
+ 24.78%
$718K - $750K
67.6K $3.93M
Nov 08, 2023 Q3 2023
Herold Advisors, Inc.

BUY
 -
13.3K
+ 47.55%
$710K - $742K
41.2K $2.4M
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

BUY
 -
13.2K
+ 7.65%
$708K - $740K
186K $10.8M
Oct 16, 2023 Q3 2023
Reitz Capital Advisors LLC

BUY
 -
13.2K
+ 6.61%
$706K - $738K
213K $12.4M
Oct 27, 2023 Q3 2023
Hennion & Walsh Asset Management, Inc.

BUY
 -
13.1K
+ 6.33%
$702K - $733K
220K $12.8M
Oct 10, 2023 Q3 2023
Madden Securities Corp

BUY
 -
13K
+ 6.23%
$696K - $727K
222K $12.9M
Nov 14, 2023 Q3 2023
Oxbow Advisors, LLC

Corpus Christi, TX
BUY
 -
13K
New
$696K - $727K
13K $757K
Oct 27, 2023 Q3 2023
Financial Futures LTD Liability Co.

BUY
 -
12.6K
+ 11.44%
$674K - $704K
123K $7.14M
Oct 19, 2023 Q3 2023
Lineweaver Wealth Advisors, LLC

BUY
 -
12.5K
New
$670K - $701K
12.5K $729K
Oct 24, 2023 Q3 2023
Stratos Wealth Advisors, LLC

BUY
 -
12.5K
+ 343.36%
$668K - $698K
16.1K $938K
Nov 02, 2023 Q3 2023
Cullen/Frost Bankers, Inc.

BUY
 -
12.4K
New
$666K - $696K
12.4K $724K
Oct 05, 2023 Q3 2023
Foundations Investment Advisors, LLC

BUY
 -
12.4K
+ 69.35%
$663K - $693K
30.3K $1.76M

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