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 15, 2022
Q4 2021
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
5.49KNew |
$326K - $349K
|
5.49K
$313K
|
|
|
Feb 02, 2022
Q4 2021
|
Rba Wealth Management, LLC
|
BUY
|
- |
5.47KNew |
$325K - $348K
|
5.47K
$312K
|
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
5.1K+ 30.01% |
$302K - $324K
|
22.1K
$1.26M
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
5.06KNew |
$300K - $322K
|
5.06K
$289K
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.99K+ 29.83% |
$296K - $318K
|
21.7K
$1.24M
|
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
4.84K+ 32.22% |
$287K - $308K
|
19.9K
$1.13M
|
|
|
Feb 04, 2022
Q4 2021
|
Amg National Trust Bank
|
BUY
|
- |
4.82KNew |
$286K - $306K
|
4.82K
$275K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
4.81KNew |
$285K - $306K
|
4.81K
$274K
|
|
|
Feb 14, 2022
Q4 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
4.74KNew |
$281K - $301K
|
4.74K
$270K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.59KNew |
$272K - $292K
|
4.59K
$262K
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.59KNew |
$272K - $292K
|
4.59K
$262K
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.57KNew |
$271K - $291K
|
4.57K
$261K
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
4.57KNew |
$271K - $291K
|
4.57K
$261K
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.56K+ 130.21% |
$270K - $290K
|
8.06K
$460K
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
4.3K+ 107.5% |
$255K - $274K
|
8.3K
$474K
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.3K+ 67.28% |
$255K - $274K
|
10.7K
$610K
|
|
|
Feb 04, 2022
Q4 2021
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
4.29K+ 42.76% |
$255K - $273K
|
14.3K
$817K
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.25KNew |
$252K - $270K
|
4.25K
$242K
|
|
|
Feb 10, 2022
Q4 2021
|
Jsf Financial, LLC
|
BUY
|
- |
4.23KNew |
$251K - $269K
|
4.23K
$241K
|
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
4.22K+ 37.12% |
$250K - $268K
|
15.6K
$889K
|
|
|
Feb 13, 2024
Q4 2021
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
4.16KNew |
$247K - $264K
|
4.16K
$237K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.1K+ 20.1% |
$243K - $261K
|
24.5K
$1.4M
|
|
|
Jan 26, 2022
Q4 2021
|
S.C. Financial Services, Inc.
|
BUY
|
- |
4.07KNew |
$241K - $259K
|
4.07K
$232K
|
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
3.92KNew |
$233K - $250K
|
3.92K
$224K
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
3.66KNew |
$217K - $233K
|
3.66K
$209K
|
|
|
Jan 25, 2022
Q4 2021
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
3.61KNew |
$214K - $229K
|
3.61K
$206K
|
|
|
Jan 25, 2023
Q4 2021
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
3.59KNew |
$213K - $229K
|
3.59K
$205K
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.56K+ 1.56% |
$211K - $226K
|
232K
$13.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Blue Chip Partners, Inc.
|
BUY
|
- |
3.53KNew |
$210K - $225K
|
3.53K
$201K
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
3.46KNew |
$205K - $220K
|
3.46K
$197K
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
3.37KNew |
$200K - $214K
|
3.37K
$192K
|
|
|
Feb 15, 2022
Q4 2021
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
3.36KNew |
$199K - $214K
|
3.36K
$192K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.27KNew |
$194K - $208K
|
3.27K
$186K
|
|
|
Jan 18, 2022
Q4 2021
|
Caprock Group, Inc.
|
BUY
|
- |
3.25KNew |
$193K - $207K
|
3.25K
$186K
|
|
|
Jan 20, 2022
Q4 2021
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
3.24K+ 36.33% |
$192K - $206K
|
12.2K
$694K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.24K+ 9.75% |
$192K - $206K
|
36.5K
$2.08M
|
|
|
Feb 03, 2022
Q4 2021
|
First National Trust CO
|
BUY
|
- |
3.2KNew |
$190K - $204K
|
3.2K
$183K
|
|
|
Feb 11, 2022
Q4 2021
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
3.14K+ 6.86% |
$187K - $200K
|
49K
$2.79M
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.14K+ 58.89% |
$186K - $200K
|
8.48K
$484K
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.04KNew |
$180K - $193K
|
3.04K
$173K
|
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
BUY
|
- |
3.01K+ 234.06% |
$179K - $191K
|
4.3K
$245K
|
|
|
Jan 13, 2022
Q4 2021
|
Grant
|
BUY
|
- |
2.98K+ 2.12% |
$177K - $190K
|
144K
$8.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
2.9K+ 6.67% |
$172K - $184K
|
46.4K
$2.65M
|
|
|
Jan 04, 2022
Q4 2021
|
Modus Advisors, LLC
|
BUY
|
- |
2.86K+ 32.59% |
$170K - $182K
|
11.6K
$664K
|
|
|
Jan 20, 2022
Q4 2021
|
Fortem Financial Group, LLC
|
BUY
|
- |
2.75K+ 72.19% |
$163K - $175K
|
6.57K
$375K
|
|
|
Jan 19, 2022
Q4 2021
|
Iam Advisory, LLC
|
BUY
|
- |
2.74K+ 58.87% |
$162K - $174K
|
7.38K
$421K
|
|
|
Jan 19, 2022
Q4 2021
|
Bridge Advisory, LLC
|
BUY
|
- |
2.52K+ 12.7% |
$149K - $160K
|
22.4K
$1.28M
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.5KNew |
$149K - $159K
|
2.5K
$143K
|
|
|
Jan 31, 2022
Q4 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
2.47K+ 1.63% |
$147K - $157K
|
155K
$8.82M
|
|
|
Jan 27, 2022
Q4 2021
|
Krilogy Financial LLC
|
BUY
|
- |
2.43K+ 26.25% |
$144K - $155K
|
11.7K
$667K
|