Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
41.1K+ 964.55% |
$2.44M - $2.61M
|
45.3K
$2.59M
|
|
|
Jan 13, 2022
Q4 2021
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
37.7K+ 22.99% |
$2.24M - $2.4M
|
202K
$11.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
37.7K+ 339.1% |
$2.23M - $2.39M
|
48.8K
$2.78M
|
|
|
Jan 31, 2022
Q4 2021
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
35.3KNew |
$2.09M - $2.24M
|
35.3K
$2.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
33.7K+ 65.67% |
$2M - $2.15M
|
85.1K
$4.86M
|
|
|
Jan 18, 2022
Q4 2021
|
Legacy Bridge, LLC
|
BUY
|
- |
31.9KNew |
$1.89M - $2.03M
|
31.9K
$1.82M
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
31.5KNew |
$1.87M - $2.01M
|
31.5K
$1.8M
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
31KNew |
$1.84M - $1.97M
|
31K
$1.77M
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Financial Partners LLC
|
BUY
|
- |
30K+ 842.98% |
$1.78M - $1.91M
|
33.6K
$1.92M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
29.6K+ 37.6% |
$1.76M - $1.88M
|
108K
$6.18M
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
29.2K+ 13.86% |
$1.73M - $1.85M
|
239K
$13.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
27.5K+ 59.7% |
$1.63M - $1.75M
|
73.7K
$4.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
27.5K+ 59.7% |
$1.63M - $1.75M
|
73.7K
$4.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
27.5K+ 56.45% |
$1.63M - $1.75M
|
76.3K
$4.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
27.1K+ 138.62% |
$1.61M - $1.73M
|
46.7K
$2.67M
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
24.2K+ 51.35% |
$1.43M - $1.54M
|
71.2K
$4.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
22.2K+ 172.31% |
$1.32M - $1.41M
|
35.1K
$2M
|
|
|
Feb 10, 2022
Q4 2021
|
Curran Financial Partners, LLC
|
BUY
|
- |
21.9KNew |
$1.3M - $1.39M
|
21.9K
$1.25M
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
21.6KNew |
$1.28M - $1.37M
|
21.6K
$1.23M
|
|
|
Feb 07, 2022
Q4 2021
|
Wfa Of San Diego, LLC
|
BUY
|
- |
20.4KNew |
$1.21M - $1.3M
|
20.4K
$1.16M
|
|
|
Feb 15, 2022
Q4 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
19.6K+ 179.24% |
$1.16M - $1.24M
|
30.5K
$1.74M
|
|
|
Feb 11, 2022
Q4 2021
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
19.3KNew |
$1.15M - $1.23M
|
19.3K
$1.1M
|
|
|
Feb 24, 2022
Q4 2021
|
Rovin Capital
|
BUY
|
- |
18.3KNew |
$1.08M - $1.16M
|
18.3K
$1.04M
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
18.2K+ 34.85% |
$1.08M - $1.16M
|
70.6K
$4.03M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
17.9KNew |
$1.06M - $1.14M
|
17.9K
$1.02M
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
17.7KNew |
$1.05M - $1.12M
|
17.7K
$1.01M
|
|
|
Jan 28, 2022
Q4 2021
|
Lvz, Inc.
|
BUY
|
- |
17.3KNew |
$1.03M - $1.1M
|
17.3K
$989K
|
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
17.1K+ 93.6% |
$1.01M - $1.09M
|
35.3K
$2.02M
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
17KNew |
$1.01M - $1.08M
|
17K
$970K
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
16.8K+ 47.18% |
$999K - $1.07M
|
52.5K
$3M
|
|
|
Feb 08, 2022
Q4 2021
|
Advisory Resource Group
|
BUY
|
- |
16.6K+ 8.49% |
$983K - $1.05M
|
212K
$12.1M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
16.2K+ 242.08% |
$963K - $1.03M
|
22.9K
$1.31M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
15.6K+ 13.67% |
$924K - $990K
|
129K
$7.39M
|
|
|
Feb 16, 2022
Q4 2021
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
15.4KNew |
$915K - $981K
|
15.4K
$880K
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
15K+ 8.53% |
$892K - $957K
|
191K
$10.9M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
15KNew |
$891K - $956K
|
15K
$857K
|
|
|
Feb 11, 2022
Q4 2021
|
Hourglass Capital, LLC
|
BUY
|
- |
15K+ 100.0% |
$890K - $954K
|
30K
$1.71M
|
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
15K+ 183.23% |
$889K - $953K
|
23.2K
$1.32M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
14.9KNew |
$883K - $946K
|
14.9K
$849K
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
14.9K+ 65.52% |
$883K - $946K
|
37.6K
$2.14M
|
|
|
Jan 20, 2022
Q4 2021
|
Round Rock Advisors, LLC
|
BUY
|
- |
14.8KNew |
$878K - $941K
|
14.8K
$844K
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
14.7KNew |
$873K - $935K
|
14.7K
$839K
|
|
|
Feb 16, 2022
Q4 2021
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
14.6KNew |
$867K - $929K
|
14.6K
$834K
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
14.3K+ 47.15% |
$847K - $908K
|
44.6K
$2.54M
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
13.8K+ 81.01% |
$818K - $877K
|
30.8K
$1.76M
|
|
|
Jan 19, 2022
Q4 2021
|
Bristlecone Advisors, LLC
|
BUY
|
- |
13.6KNew |
$805K - $862K
|
13.6K
$774K
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
13.3K+ 140.53% |
$789K - $846K
|
22.8K
$1.3M
|
|
|
Jan 14, 2022
Q4 2021
|
Strong Box Wealth, LLC
|
BUY
|
- |
12.9K+ 49.61% |
$767K - $822K
|
39K
$2.22M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
12.6KNew |
$746K - $800K
|
12.6K
$718K
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
11.9K+ 55.6% |
$705K - $755K
|
33.2K
$1.9M
|