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 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.43K+ 62.23% |
$144K - $155K
|
6.34K
$369K
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.37K+ 19.12% |
$141K - $151K
|
14.8K
$859K
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.2KNew |
$131K - $140K
|
2.2K
$128K
|
|
|
Feb 04, 2022
Q4 2021
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
2.14K+ 20.75% |
$127K - $136K
|
12.5K
$726K
|
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
2.02K+ 15.44% |
$120K - $129K
|
15.1K
$880K
|
|
|
Jan 12, 2022
Q4 2021
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2K+ 57.65% |
$119K - $127K
|
5.46K
$318K
|
|
|
Feb 02, 2022
Q4 2021
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
1.94K+ 31.6% |
$115K - $123K
|
8.08K
$470K
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.85K+ 21.12% |
$110K - $118K
|
10.6K
$617K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.69K+ 7.93% |
$100K - $107K
|
22.9K
$1.33M
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1.63K+ 30.33% |
$97K - $104K
|
7.02K
$409K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.62K+ 25.32% |
$96.2K - $103K
|
8.02K
$467K
|
|
|
Jan 20, 2022
Q4 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.6K+ 92.42% |
$94.8K - $102K
|
3.33K
$194K
|
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
1.55K+ 11.52% |
$92.2K - $98.8K
|
15K
$875K
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
BUY
|
- |
1.52K+ 24.73% |
$89.9K - $96.4K
|
7.64K
$445K
|
|
|
Feb 04, 2022
Q4 2021
|
F3 Logic, LLC
|
BUY
|
- |
1.44K+ 22.08% |
$85.6K - $91.8K
|
7.98K
$464K
|
|
|
Jan 31, 2022
Q4 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
1.41K+ 15.13% |
$83.6K - $89.6K
|
10.7K
$624K
|
|
|
Jan 19, 2022
Q4 2021
|
Wealth Management Partners, LLC
|
BUY
|
- |
1.41K+ 25.11% |
$83.4K - $89.4K
|
7K
$407K
|
|
|
Jan 14, 2022
Q4 2021
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.38K+ 12.73% |
$81.7K - $87.5K
|
12.2K
$709K
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.37K+ 7.14% |
$81.1K - $86.9K
|
20.5K
$1.19M
|
|
|
Apr 28, 2022
Q4 2021
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.35KNew |
$79.9K - $85.6K
|
1.35K
$78.3K
|
|
|
Jan 14, 2022
Q4 2021
|
Cambridge Advisors Inc.
|
BUY
|
- |
1.34K+ 6.99% |
$79.5K - $85.2K
|
20.5K
$1.19M
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.3KNew |
$76.8K - $82.4K
|
1.3K
$75.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1.12K+ 13.69% |
$66.3K - $71.1K
|
9.28K
$540K
|
|
|
Feb 14, 2022
Q4 2021
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
1.1K+ 30.56% |
$65.3K - $70K
|
4.7K
$274K
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.08K+ 23.13% |
$64.1K - $68.7K
|
5.75K
$335K
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1.05KNew |
$62.3K - $66.8K
|
1.05K
$61.1K
|
|
|
Jan 18, 2022
Q4 2021
|
Mjp Associates Inc
|
BUY
|
- |
1.03K+ 7.36% |
$60.8K - $65.2K
|
15K
$870K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.02K+ 193.18% |
$60.5K - $64.9K
|
1.55K
$90.1K
|
|
|
Jan 21, 2022
Q4 2021
|
Tfo Tdc, LLC
|
BUY
|
- |
1.02KNew |
$60.3K - $64.7K
|
1.02K
$59.2K
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
1.01K+ 10.84% |
$60.2K - $64.5K
|
10.4K
$604K
|
|
|
Jan 10, 2022
Q4 2021
|
Seelaus Asset Management LLC
|
BUY
|
- |
1K+ 14.88% |
$59.3K - $63.6K
|
7.72K
$449K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
950+ 95.0% |
$56.4K - $60.4K
|
1.95K
$113K
|
|
|
Feb 07, 2022
Q4 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
925+ 16.33% |
$54.9K - $58.8K
|
6.59K
$384K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
850New |
$50.4K - $54.1K
|
850
$49.5K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
835New |
$49.5K - $53.1K
|
835
$48.6K
|
|
|
Feb 09, 2022
Q4 2021
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
810New |
$48.1K - $51.5K
|
810
$47.1K
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
800New |
$47.5K - $50.9K
|
800
$46.6K
|
|
|
Nov 14, 2024
Q4 2021
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
798+ 18.87% |
$47.4K - $50.8K
|
5.03K
$293K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
786+ 21.45% |
$46.6K - $50K
|
4.45K
$259K
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
652+ 8.05% |
$38.7K - $41.5K
|
8.75K
$509K
|
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
566+ 72.56% |
$33.6K - $36K
|
1.35K
$78.3K
|
|
|
Feb 15, 2022
Q4 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
560+ 30.87% |
$33.2K - $35.6K
|
2.37K
$138K
|
|
|
Feb 14, 2022
Q4 2021
|
Asio Capital, LLC
|
BUY
|
- |
515New |
$30.6K - $32.8K
|
515
$30K
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
503+ 31.74% |
$29.8K - $32K
|
2.09K
$122K
|
|
|
Feb 14, 2022
Q4 2021
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
490+ 9.85% |
$29.1K - $31.2K
|
5.47K
$318K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
489+ 421.55% |
$29K - $31.1K
|
605
$35.2K
|
|
|
Jan 05, 2022
Q4 2021
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
403+ 64.17% |
$23.9K - $25.6K
|
1.03K
$60K
|
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
400+ 4.48% |
$23.7K - $25.4K
|
9.33K
$543K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
393+ 2.28% |
$23.3K - $25K
|
17.6K
$1.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson Capital Management, LLC
|
BUY
|
- |
357+ 1.23% |
$21.2K - $22.7K
|
29.4K
$1.71M
|