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 27, 2023
Q3 2023
|
Hudson Capital Management LLC
|
BUY
|
- |
6.07K+ 2.91% |
$325K - $339K
|
214K
$12.5M
|
|
Oct 24, 2023
Q3 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
6.04K+ 1.34% |
$323K - $338K
|
457K
$26.6M
|
|
Nov 09, 2023
Q3 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
5.95K+ 32.31% |
$318K - $333K
|
24.4K
$1.42M
|
|
Oct 19, 2023
Q3 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
5.94K+ 95.61% |
$318K - $332K
|
12.2K
$707K
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5.76K+ 60.57% |
$308K - $322K
|
15.3K
$889K
|
|
Oct 31, 2023
Q3 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
5.74K+ 10.35% |
$307K - $321K
|
61.2K
$3.56M
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
5.73KNew |
$306K - $320K
|
5.73K
$333K
|
|
Oct 16, 2023
Q3 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
5.71K+ 11.85% |
$305K - $319K
|
53.9K
$3.14M
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
5.7K+ 19.59% |
$305K - $319K
|
34.8K
$2.03M
|
|
Nov 01, 2023
Q3 2023
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
5.64K+ 12.49% |
$302K - $315K
|
50.8K
$2.96M
|
|
Oct 11, 2023
Q3 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
5.6K+ 40.98% |
$300K - $313K
|
19.3K
$1.12M
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.56K+ 44.12% |
$297K - $311K
|
18.2K
$1.06M
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
5.56K+ 81.26% |
$297K - $311K
|
12.4K
$721K
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
5.54K+ 9.16% |
$297K - $310K
|
66.1K
$3.84M
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
5.49KNew |
$294K - $307K
|
5.49K
$319K
|
|
Nov 01, 2023
Q3 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
5.46K+ 37.01% |
$292K - $305K
|
20.2K
$1.18M
|
|
Nov 07, 2023
Q3 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
5.43KNew |
$291K - $304K
|
5.43K
$316K
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
5.39KNew |
$288K - $301K
|
5.39K
$314K
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
5.35K+ 15.51% |
$286K - $299K
|
39.8K
$2.32M
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
5.28K+ 62.37% |
$283K - $295K
|
13.8K
$800K
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
5.26KNew |
$281K - $294K
|
5.26K
$306K
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.19KNew |
$278K - $290K
|
5.19K
$302K
|
|
Oct 23, 2023
Q3 2023
|
Financial Guidance Group, Inc.
|
BUY
|
- |
5.1K+ 2.69% |
$273K - $285K
|
195K
$11.3M
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.07K+ 28.21% |
$271K - $284K
|
23.1K
$1.34M
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
5.05KNew |
$270K - $282K
|
5.05K
$294K
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.04K+ 8.38% |
$270K - $282K
|
65.2K
$3.79M
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.03K+ 27.93% |
$269K - $282K
|
23.1K
$1.34M
|
|
Nov 08, 2023
Q3 2023
|
Jsf Financial, LLC
|
BUY
|
- |
4.96K+ 41.1% |
$265K - $277K
|
17K
$991K
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4.92K+ 7.25% |
$263K - $275K
|
72.7K
$4.23M
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.89K+ 7.66% |
$262K - $274K
|
68.8K
$4M
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
4.87K+ 2.3% |
$260K - $272K
|
216K
$12.6M
|
|
Nov 09, 2023
Q3 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
4.84KNew |
$259K - $271K
|
4.84K
$282K
|
|
Oct 16, 2023
Q3 2023
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
4.84K+ 1.36% |
$259K - $271K
|
360K
$21M
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
4.84K+ 107.18% |
$259K - $270K
|
9.35K
$544K
|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
BUY
|
- |
4.81KNew |
$257K - $269K
|
4.81K
$280K
|
|
Nov 13, 2023
Q3 2023
|
Mcia Inc
|
BUY
|
- |
4.73K+ 28.13% |
$253K - $264K
|
21.5K
$1.25M
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
4.62K+ 2.35% |
$247K - $258K
|
201K
$11.7M
|
|
Oct 18, 2023
Q3 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
4.54K+ 20.35% |
$243K - $254K
|
26.8K
$1.56M
|
|
Nov 08, 2023
Q3 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
4.53K+ 2.43% |
$242K - $253K
|
191K
$11.1M
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.49K+ 45.89% |
$240K - $251K
|
14.3K
$830K
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.48K+ 8.98% |
$240K - $251K
|
54.4K
$3.17M
|
|
Oct 13, 2023
Q3 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
4.47KNew |
$239K - $250K
|
4.47K
$260K
|
|
Nov 08, 2023
Q3 2023
|
Sepio Capital, LP
|
BUY
|
- |
4.47K+ 50.37% |
$239K - $250K
|
13.4K
$777K
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
4.47K+ 8.9% |
$239K - $250K
|
54.7K
$3.18M
|
|
Oct 30, 2023
Q3 2023
|
Bell Bank
|
BUY
|
- |
4.42KNew |
$236K - $247K
|
4.42K
$257K
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
4.39KNew |
$235K - $245K
|
4.39K
$255K
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
4.39K+ 3.14% |
$235K - $245K
|
144K
$8.37M
|
|
Nov 01, 2023
Q3 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
4.36KNew |
$233K - $244K
|
4.36K
$254K
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4.34KNew |
$232K - $243K
|
4.34K
$253K
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
4.32KNew |
$231K - $242K
|
4.32K
$251K
|