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 08, 2023 Q3 2023
Argent Advisors, Inc.

Monroe, LA
BUY
 -
3.1K
+ 86.93%
$166K - $173K
6.67K $388K
Nov 13, 2023 Q3 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
3.09K
+ 43.24%
$166K - $173K
10.2K $596K
Nov 03, 2023 Q3 2023
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
3.08K
+ 23.22%
$165K - $172K
16.3K $951K
Nov 01, 2023 Q3 2023
Pallas Capital Advisors LLC

Braintree, MA
BUY
 -
3.06K
+ 10.03%
$164K - $171K
33.6K $1.95M
Nov 13, 2023 Q3 2023
Empire Financial Management Company, LLC

New York, NY
BUY
 -
3.06K
+ 10.26%
$164K - $171K
32.9K $1.91M
Nov 06, 2023 Q3 2023
Private Wealth Partners, LLC

BUY
 -
3.05K
+ 11.31%
$163K - $171K
30K $1.75M
Nov 13, 2023 Q3 2023
Clearstead Trust, LLC

Portland, ME
BUY
 -
3.03K
+ 56.64%
$162K - $169K
8.38K $488K
Oct 20, 2023 Q3 2023
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
2.96K
+ 13.94%
$159K - $166K
24.2K $1.41M
Nov 03, 2023 Q3 2023
Dover Advisors, LLC

Richmond, VA
BUY
 -
2.93K
+ 38.99%
$156K - $164K
10.4K $607K
Nov 01, 2023 Q3 2023
Black Diamond Wealth Management Inc.

BUY
 -
2.89K
+ 15.38%
$154K - $161K
21.7K $1.26M
Oct 16, 2023 Q3 2023
Moseley Investment Management Inc

BUY
 -
2.84K
+ 58.76%
$152K - $159K
7.67K $446K
Apr 30, 2024 Q3 2023
Concord Wealth Partners

BUY
 -
2.81K
+ 11.21%
$150K - $157K
27.9K $1.62M
Oct 10, 2023 Q3 2023
Unique Wealth, LLC

Tampa, FL
BUY
 -
2.81K
+ 1.59%
$150K - $157K
180K $10.5M
Oct 23, 2023 Q3 2023
Independent Investors Inc

BUY
 -
2.8K
+ 23.79%
$150K - $157K
14.6K $848K
Nov 13, 2023 Q3 2023
Financial Alternatives, Inc

La Jolla, CA
BUY
 -
2.77K
+ 3.1%
$148K - $155K
92.2K $5.36M
Nov 07, 2023 Q3 2023
Hedeker Wealth, LLC

BUY
 -
2.77K
+ 1.98%
$148K - $155K
143K $8.32M
Oct 17, 2023 Q3 2023
Newbridge Financial Services Group, Inc.

BUY
 -
2.75K
+ 49.8%
$147K - $154K
8.28K $482K
Oct 18, 2023 Q3 2023
Capital Market Strategies LLC

BUY
 -
2.71K
+ 23.64%
$145K - $152K
14.2K $825K
Nov 09, 2023 Q3 2023
Wealthsource Partners, LLC

BUY
 -
2.64K
+ 27.5%
$141K - $148K
12.3K $713K
Oct 31, 2023 Q3 2023
Triumph Capital Management

BUY
 -
2.64K
+ 4.77%
$141K - $148K
58K $3.38M
Oct 18, 2023 Q3 2023
Cambridge Advisors Inc.

BUY
 -
2.62K
+ 2.83%
$140K - $146K
95K $5.53M
Nov 13, 2023 Q3 2023
Cadence Bank

Tupelo, MS
BUY
 -
2.6K
+ 13.19%
$139K - $145K
22.3K $1.3M
Nov 13, 2023 Q3 2023
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
2.54K
+ 62.64%
$136K - $142K
6.6K $384K
Nov 13, 2023 Q3 2023
Wintrust Investments LLC

Chicago, IL
BUY
 -
2.49K
+ 24.29%
$133K - $139K
12.7K $741K
Oct 31, 2023 Q3 2023
Zimmermann Investment Management & Planning LLC

BUY
 -
2.38K
+ 1.96%
$128K - $133K
124K $7.21M
Oct 19, 2023 Q3 2023
Kovack Advisors, Inc.

BUY
 -
2.37K
+ 7.81%
$127K - $133K
32.8K $1.91M
Oct 10, 2023 Q3 2023
Claro Advisors LLC

Boston, MA
BUY
 -
2.37K
+ 5.34%
$127K - $132K
46.7K $2.72M
Nov 13, 2023 Q3 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
2.37K
+ 5.16%
$127K - $132K
48.2K $2.81M
May 17, 2024 Q3 2023
Baxter Bros Inc

BUY
 -
2.34K
+ 56.54%
$125K - $131K
6.48K $377K
Nov 13, 2023 Q3 2023
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
2.34K
+ 3.3%
$125K - $131K
73.3K $4.27M
Oct 31, 2023 Q3 2023
Fifth Third Bancorp

BUY
 -
2.31K
+ 43.06%
$124K - $129K
7.69K $447K
Oct 25, 2023 Q3 2023
Kmg Fiduciary Partners, LLC

BUY
 -
2.31K
+ 2.16%
$124K - $129K
109K $6.35M
Nov 09, 2023 Q3 2023
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
2.23K
+ 12.73%
$119K - $125K
19.7K $1.15M
Nov 02, 2023 Q3 2023
Main Street Financial Solutions, LLC

BUY
 -
2.22K
+ 59.76%
$119K - $124K
5.92K $345K
Nov 02, 2023 Q3 2023
Gables Capital Management Inc.

BUY
 -
2.21K
+ 7.19%
$118K - $124K
33K $1.92M
Jan 02, 2024 Q3 2023
Southland Equity Partners LLC

Wildwood, MO
BUY
 -
2.2K
+ 59.82%
$118K - $123K
5.89K $343K
Oct 12, 2023 Q3 2023
Richard W. Paul & Associates, LLC

Novi, MI
BUY
 -
2.19K
+ 7.22%
$117K - $122K
32.5K $1.89M
Nov 13, 2023 Q3 2023
Evermay Wealth Management LLC

Arlington, VA
BUY
 -
2.18K
+ 1.99%
$117K - $122K
112K $6.53M
Oct 17, 2023 Q3 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
2.17K
+ 677.5%
$116K - $121K
2.49K $145K
Dec 18, 2023 Q3 2023
Core First Bank & Trust

Topeka, KS
BUY
 -
2.14K
+ 10.82%
$114K - $120K
21.9K $1.28M
Nov 22, 2023 Q3 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
2.08K
New
$111K - $116K
2.08K $121K
Oct 31, 2023 Q3 2023
Tranquility Partners, LLC

BUY
 -
2.07K
+ 12.88%
$111K - $116K
18.2K $1.06M
Oct 20, 2023 Q3 2023
Lowe Wealth Advisors, LLC

BUY
 -
2.05K
+ 2.57%
$110K - $115K
82.1K $4.78M
Nov 13, 2023 Q3 2023
R Pg Family Wealth Advisory, LLC

Burlington, MA
BUY
 -
2.04K
+ 4.07%
$109K - $114K
52.1K $3.03M
Nov 06, 2023 Q3 2023
Souders Financial Advisors

BUY
 -
2.02K
+ 17.55%
$108K - $113K
13.5K $787K
Oct 23, 2023 Q3 2023
Vicus Capital

State College, PA
BUY
 -
1.97K
+ 4.59%
$106K - $110K
45K $2.62M
Oct 25, 2023 Q3 2023
Sage Mountain Advisors LLC

BUY
 -
1.97K
+ 158.55%
$105K - $110K
3.21K $187K
Oct 18, 2023 Q3 2023
Koshinski Asset Management, Inc.

BUY
 -
1.95K
+ 1.15%
$104K - $109K
172K $10M
Nov 14, 2023 Q3 2023
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
1.91K
+ 4.41%
$102K - $107K
45.2K $2.63M

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