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
Nov 01, 2023 Q3 2023
Kraft Asset Management, LLC

BUY
 -
12.3K
New
$661K - $690K
12.3K $719K
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
BUY
 -
12.3K
+ 14.46%
$660K - $690K
97.7K $5.69M
Nov 01, 2023 Q3 2023
Csenge Advisory Group

BUY
 -
12.3K
+ 44.27%
$659K - $689K
40.1K $2.34M
Oct 05, 2023 Q3 2023
Guardian Financial Partners, LLC

BUY
 -
12.3K
+ 22.09%
$656K - $685K
67.7K $3.94M
Nov 07, 2023 Q3 2023
Van Hulzen Asset Management, LLC

BUY
 -
12.1K
+ 236.89%
$647K - $676K
17.2K $1M
Oct 11, 2023 Q3 2023
Ae Wealth Management LLC

BUY
 -
12.1K
+ 1.22%
$645K - $674K
1M $58.3M
Oct 19, 2023 Q3 2023
Mason & Associates Inc

BUY
 -
11.9K
New
$637K - $665K
11.9K $693K
Nov 07, 2023 Q3 2023
Pinnacle Wealth Planning Services, Inc.

BUY
 -
11.9K
New
$636K - $665K
11.9K $692K
Oct 12, 2023 Q3 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
11.7K
+ 9.78%
$625K - $653K
131K $7.62M
Oct 18, 2023 Q3 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
11.6K
+ 17.5%
$623K - $651K
78.2K $4.55M
Oct 10, 2023 Q3 2023
Iam Advisory, LLC

BUY
 -
11.4K
+ 301.42%
$612K - $639K
15.2K $886K
Oct 16, 2023 Q3 2023
Mbe Wealth Management, LLC

BUY
 -
11.3K
New
$606K - $633K
11.3K $659K
Nov 03, 2023 Q3 2023
Nottingham Advisors, Inc.

Amherst, NY
BUY
 -
11.2K
+ 1.44%
$597K - $624K
786K $45.7M
Nov 13, 2023 Q3 2023
Summit Financial Wealth Advisors, LLC

BUY
 -
10.9K
New
$582K - $608K
10.9K $633K
Nov 14, 2023 Q3 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
10.6K
+ 39.82%
$568K - $593K
37.3K $2.17M
Feb 02, 2024 Q3 2023
Lji Wealth Management, LLC

Indianapolis, IN
BUY
 -
10.6K
+ 98.7%
$566K - $591K
21.3K $1.24M
Nov 13, 2023 Q3 2023
Frontier Asset Management, LLC

Sheridan, WY
BUY
 -
10.5K
+ 123.16%
$560K - $585K
19K $1.1M
Nov 07, 2023 Q3 2023
American Planning Services, Inc.

Sun City Center, FL
BUY
 -
10.4K
+ 2.44%
$556K - $581K
437K $25.4M
Nov 13, 2023 Q3 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
10.4K
+ 2.99%
$554K - $579K
357K $20.8M
Nov 14, 2023 Q3 2023
Prevail Innovative Wealth Advisors, LLC

Leawood, KS
BUY
 -
10.3K
+ 5.58%
$553K - $578K
196K $11.4M
Nov 13, 2023 Q3 2023
Howard Capital Management Inc.

BUY
 -
10.3K
+ 10.78%
$552K - $577K
106K $6.17M
May 20, 2024 Q3 2023
Parallel Advisors, LLC

BUY
 -
10.2K
+ 13.87%
$545K - $570K
83.6K $4.87M
Nov 13, 2023 Q3 2023
Parallel Advisors, LLC

BUY
 -
10.2K
+ 13.87%
$545K - $570K
83.6K $4.87M
Oct 31, 2023 Q3 2023
Centurion Wealth Management LLC

Mclean, VA
BUY
 -
10.1K
+ 7.21%
$542K - $567K
151K $8.77M
Nov 15, 2023 Q3 2023
Pacific Center For Financial Services

San Ramon, CA
BUY
 -
10.1K
+ 1.65%
$542K - $566K
624K $36.3M
Nov 07, 2023 Q3 2023
Moors & Cabot, Inc.

Boston, MA
BUY
 -
10.1K
+ 11.96%
$540K - $564K
94.5K $5.5M
Nov 07, 2023 Q3 2023
Western Wealth Management, LLC

BUY
 -
9.91K
+ 16.45%
$530K - $554K
70.1K $4.08M
Nov 13, 2023 Q3 2023
Trexquant Investment LP

Stamford, CT
BUY
 -
9.83K
New
$526K - $550K
9.83K $572K
Oct 10, 2023 Q3 2023
Sandbox Financial Partners, LLC

Bethesda, MD
BUY
 -
9.81K
+ 6.23%
$525K - $549K
167K $9.74M
Nov 07, 2023 Q3 2023
Omni Star Financial Group, Inc.

BUY
 -
9.69K
New
$518K - $542K
9.69K $564K
Oct 16, 2023 Q3 2023
Independence Bank Of Kentucky

BUY
 -
9.63K
+ 481.5%
$515K - $539K
11.6K $677K
Oct 20, 2023 Q3 2023
Meridian Financial Partners LLC

BUY
 -
9.52K
+ 4.5%
$509K - $532K
221K $12.9M
Oct 19, 2023 Q3 2023
Lion Street Advisors, LLC

BUY
 -
9.42K
New
$504K - $526K
9.42K $548K
Nov 15, 2023 Q3 2023
Gts Securities LLC

New York, NY
BUY
 -
9.34K
New
$500K - $522K
9.34K $544K
Oct 23, 2023 Q3 2023
Hexagon Capital Partners LLC

BUY
 -
9.23K
+ 166.8%
$494K - $516K
14.8K $859K
Nov 13, 2023 Q3 2023
Cibc World Markets Corp

New York, NY
BUY
 -
9.13K
New
$488K - $511K
9.13K $531K
Oct 10, 2023 Q3 2023
Destiny Wealth Partners, LLC

BUY
 -
9.11K
+ 10.54%
$487K - $509K
95.5K $5.56M
Nov 13, 2023 Q3 2023
King Luther Capital Management Corp

Fort Worth, TX
BUY
 -
9.06K
New
$484K - $506K
9.06K $527K
Nov 03, 2023 Q3 2023
N.E.W. Advisory Services LLC

BUY
 -
9.05K
+ 32.68%
$484K - $506K
36.8K $2.14M
Nov 13, 2023 Q3 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
9.03K
+ 22.17%
$483K - $505K
49.8K $2.9M
Nov 13, 2023 Q3 2023
Tradition Wealth Management, LLC

BUY
 -
9K
+ 2.38%
$481K - $503K
387K $22.5M
Nov 13, 2023 Q3 2023
Wright Fund Management, LLC

Santa Monica, CA
BUY
 -
8.96K
+ 2.59%
$480K - $501K
355K $20.7M
Oct 19, 2023 Q3 2023
Oak Harbor Wealth Partners, LLC

BUY
 -
8.96K
+ 20.49%
$480K - $501K
52.7K $3.07M
Nov 08, 2023 Q3 2023
Annis Gardner Whiting Capital Advisors, LLC

Tampa, FL
BUY
 -
8.95K
New
$479K - $500K
8.95K $521K
Nov 07, 2023 Q3 2023
Executive Wealth Management, LLC

BUY
 -
8.8K
+ 17.9%
$471K - $492K
57.9K $3.37M
Nov 06, 2023 Q3 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
8.71K
+ 3.79%
$466K - $487K
239K $13.9M
Oct 11, 2023 Q3 2023
Legacy Private Trust Co.

BUY
 -
8.66K
+ 9.82%
$464K - $484K
96.9K $5.64M
Nov 02, 2023 Q3 2023
Hoyle Cohen, LLC

BUY
 -
8.66K
+ 38.09%
$463K - $484K
31.4K $1.83M
Oct 10, 2023 Q3 2023
Next Level Private LLC

Harrison, NY
BUY
 -
8.6K
+ 35.56%
$460K - $481K
32.8K $1.91M

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