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 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
4.3KNew |
$230K - $241K
|
4.3K
$250K
|
|
|
Oct 04, 2023
Q3 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
4.3K+ 49.8% |
$230K - $240K
|
12.9K
$752K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
4.27KNew |
$229K - $239K
|
4.27K
$249K
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.26K+ 17.04% |
$228K - $238K
|
29.2K
$1.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
4.26KNew |
$228K - $238K
|
4.26K
$248K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
4.24K+ 11.36% |
$227K - $237K
|
41.5K
$2.42M
|
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
4.21K+ 0.56% |
$225K - $235K
|
762K
$44.4M
|
|
|
Nov 14, 2023
Q3 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
4.15KNew |
$222K - $232K
|
4.15K
$241K
|
|
|
Nov 08, 2023
Q3 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
4.14K+ 86.28% |
$221K - $231K
|
8.93K
$520K
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4.1K+ 15.74% |
$219K - $229K
|
30.2K
$1.76M
|
|
|
Oct 17, 2023
Q3 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
4.1K+ 9.94% |
$219K - $229K
|
45.4K
$2.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.06KNew |
$217K - $227K
|
4.06K
$236K
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
4.04K+ 6.69% |
$216K - $226K
|
64.4K
$3.75M
|
|
|
Oct 13, 2023
Q3 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
3.99K+ 3.44% |
$213K - $223K
|
120K
$6.97M
|
|
|
Oct 17, 2023
Q3 2023
|
Somerset Trust CO
|
BUY
|
- |
3.98K+ 23.43% |
$213K - $222K
|
20.9K
$1.22M
|
|
|
Nov 02, 2023
Q3 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
3.97K+ 64.42% |
$213K - $222K
|
10.1K
$590K
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
3.96K+ 92.82% |
$212K - $221K
|
8.22K
$478K
|
|
|
Nov 06, 2023
Q3 2023
|
Academy Capital Management Inc
Waco, TX |
BUY
|
- |
3.95KNew |
$211K - $221K
|
3.95K
$230K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
3.91K+ 61.33% |
$209K - $219K
|
10.3K
$598K
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
3.87K+ 7.23% |
$207K - $217K
|
57.4K
$3.34M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.87KNew |
$207K - $216K
|
3.87K
$225K
|
|
|
Nov 13, 2023
Q3 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
3.82K+ 5.32% |
$204K - $213K
|
75.5K
$4.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
3.82KNew |
$204K - $213K
|
3.82K
$222K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
3.81K+ 30.71% |
$204K - $213K
|
16.2K
$944K
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.8KNew |
$203K - $213K
|
3.8K
$221K
|
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
3.79KNew |
$203K - $212K
|
3.79K
$221K
|
|
|
Oct 19, 2023
Q3 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
3.79KNew |
$203K - $212K
|
3.79K
$221K
|
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
3.75KNew |
$201K - $210K
|
3.75K
$218K
|
|
|
Oct 13, 2023
Q3 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
3.65K+ 6.56% |
$195K - $204K
|
59.3K
$3.45M
|
|
|
Oct 13, 2023
Q3 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
3.65K+ 21.79% |
$195K - $204K
|
20.4K
$1.19M
|
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
3.64K+ 45.86% |
$195K - $203K
|
11.6K
$673K
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.62K+ 5.45% |
$194K - $203K
|
70K
$4.08M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.62K+ 5.07% |
$194K - $203K
|
75K
$4.37M
|
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
3.6K+ 9.01% |
$192K - $201K
|
43.5K
$2.53M
|
|
|
Oct 24, 2023
Q3 2023
|
Coho Partners, Ltd.
|
BUY
|
- |
3.56K+ 81.15% |
$191K - $199K
|
7.95K
$463K
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.5K+ 16.86% |
$187K - $196K
|
24.2K
$1.41M
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
3.49KNew |
$187K - $195K
|
3.49K
$203K
|
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
3.47K+ 53.3% |
$186K - $194K
|
9.98K
$581K
|
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3.45K+ 5.74% |
$184K - $193K
|
63.5K
$3.69M
|
|
|
Oct 13, 2023
Q3 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
3.44K+ 90.55% |
$184K - $192K
|
7.24K
$421K
|
|
|
Oct 19, 2023
Q3 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
3.37K+ 3.61% |
$181K - $189K
|
96.8K
$5.64M
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
3.34K+ 46.08% |
$179K - $187K
|
10.6K
$617K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
3.34K+ 3.75% |
$179K - $187K
|
92.5K
$5.38M
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
3.32K+ 2.99% |
$177K - $185K
|
114K
$6.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
3.25K+ 3.46% |
$174K - $181K
|
97.1K
$5.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3.24K+ 61.48% |
$173K - $181K
|
8.51K
$495K
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
3.22K+ 20.71% |
$172K - $180K
|
18.8K
$1.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
3.21K+ 40.05% |
$172K - $179K
|
11.2K
$653K
|
|
|
Oct 16, 2023
Q3 2023
|
Wealth Effects LLC
|
BUY
|
- |
3.17K+ 9.57% |
$170K - $177K
|
36.3K
$2.11M
|
|
|
Dec 06, 2023
Q3 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
3.11K+ 0.89% |
$167K - $174K
|
354K
$20.6M
|