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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2022
Q4 2021
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
11.9KNew |
$705K - $755K
|
11.9K
$691K
|
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
11.6K+ 279.02% |
$690K - $740K
|
15.8K
$920K
|
|
|
Feb 15, 2022
Q4 2021
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
11.6KNew |
$690K - $739K
|
11.6K
$677K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
11.6K+ 15.66% |
$685K - $735K
|
85.3K
$4.97M
|
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
10.8K+ 55.15% |
$643K - $690K
|
30.5K
$1.78M
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
10.3KNew |
$610K - $654K
|
10.3K
$599K
|
|
|
Feb 02, 2022
Q4 2021
|
Derbend Asset Management
|
BUY
|
- |
10.2K+ 11.41% |
$604K - $647K
|
99.3K
$5.78M
|
|
|
Feb 11, 2022
Q4 2021
|
American Money Management, LLC
|
BUY
|
- |
9.86KNew |
$585K - $627K
|
9.86K
$574K
|
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.81K+ 28.72% |
$582K - $624K
|
44K
$2.56M
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.79K+ 32.0% |
$581K - $622K
|
40.4K
$2.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Means Investment Co., Inc.
|
BUY
|
- |
9.59K+ 19.58% |
$569K - $610K
|
58.5K
$3.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
9.58KNew |
$569K - $610K
|
9.58K
$558K
|
|
|
Jan 18, 2022
Q4 2021
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
9.5K+ 114.67% |
$564K - $604K
|
17.8K
$1.04M
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
9.23K+ 41.71% |
$548K - $587K
|
31.4K
$1.83M
|
|
|
Jan 28, 2022
Q4 2021
|
Wespac Advisors, LLC
|
BUY
|
- |
9.1KNew |
$540K - $579K
|
9.1K
$530K
|
|
|
Jun 08, 2022
Q4 2021
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
8.95KNew |
$531K - $569K
|
8.95K
$521K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
8.91K+ 11.89% |
$528K - $566K
|
83.8K
$4.88M
|
|
|
Feb 08, 2022
Q4 2021
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
8.86K+ 11.43% |
$526K - $564K
|
86.4K
$5.03M
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
8.84K+ 60.2% |
$525K - $562K
|
23.5K
$1.37M
|
|
|
Feb 07, 2022
Q4 2021
|
Capital Market Strategies LLC
|
BUY
|
- |
8.57KNew |
$508K - $545K
|
8.57K
$499K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
8.2K+ 220.65% |
$486K - $521K
|
11.9K
$693K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.07KNew |
$479K - $513K
|
8.07K
$470K
|
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
7.94K+ 20.45% |
$471K - $505K
|
46.8K
$2.72M
|
|
|
Feb 14, 2022
Q4 2021
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
7.93KNew |
$470K - $504K
|
7.93K
$461K
|
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
7.84K+ 27.14% |
$465K - $499K
|
36.7K
$2.14M
|
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
7.82KNew |
$464K - $498K
|
7.82K
$455K
|
|
|
Feb 15, 2022
Q4 2021
|
Apeiron Ria LLC
|
BUY
|
- |
7.75KNew |
$460K - $493K
|
7.75K
$451K
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
7.7K+ 96.83% |
$457K - $489K
|
15.6K
$910K
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
7.51K+ 57.34% |
$446K - $478K
|
20.6K
$1.2M
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
7.12K+ 42.26% |
$423K - $453K
|
24K
$1.4M
|
|
|
Jan 24, 2022
Q4 2021
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
7.01K+ 29.95% |
$416K - $446K
|
30.4K
$1.77M
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.81KNew |
$404K - $433K
|
6.81K
$396K
|
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
6.69KNew |
$397K - $426K
|
6.69K
$389K
|
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
6.6KNew |
$392K - $420K
|
6.6K
$384K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.44K+ 16.82% |
$382K - $410K
|
44.7K
$2.6M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.33K+ 17.55% |
$376K - $403K
|
42.4K
$2.47M
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.26K+ 8.08% |
$371K - $398K
|
83.8K
$4.87M
|
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
6.2KNew |
$368K - $394K
|
6.2K
$361K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.04K+ 159.79% |
$358K - $384K
|
9.82K
$572K
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
5.92K+ 61.64% |
$351K - $376K
|
15.5K
$903K
|
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
5.87K+ 171.54% |
$348K - $373K
|
9.29K
$541K
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.83KNew |
$346K - $371K
|
5.83K
$339K
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5.8K+ 152.54% |
$344K - $369K
|
9.6K
$559K
|
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
5.78KNew |
$343K - $367K
|
5.78K
$336K
|
|
|
Jan 27, 2022
Q4 2021
|
Andesa Financial Management Inc.
|
BUY
|
- |
5.75K+ 15.56% |
$341K - $366K
|
42.7K
$2.48M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.72KNew |
$340K - $364K
|
5.72K
$333K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.54KNew |
$329K - $352K
|
5.54K
$322K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.54K+ 19.97% |
$328K - $352K
|
33.2K
$1.94M
|
|
|
Feb 07, 2022
Q4 2021
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
5.52K+ 3.53% |
$328K - $351K
|
162K
$9.43M
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
5.5K+ 43.2% |
$326K - $350K
|
18.2K
$1.06M
|