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 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
331New |
$19.6K - $21.1K
|
331
$19.3K
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
305+ 4.87% |
$18.1K - $19.4K
|
6.56K
$382K
|
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
263+ 4.69% |
$15.6K - $16.7K
|
5.87K
$342K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
260New |
$15.4K - $16.5K
|
260
$15.1K
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
257+ 68.9% |
$15.3K - $16.3K
|
630
$36.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
250+ 4.88% |
$14.8K - $15.9K
|
5.38K
$313K
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
248+ 40.19% |
$14.7K - $15.8K
|
865
$50.3K
|
|
|
Feb 02, 2022
Q4 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
209+ 0.32% |
$12.4K - $13.3K
|
64.8K
$3.77M
|
|
|
Mar 17, 2022
Q4 2021
|
Optimum Investment Advisors
|
BUY
|
- |
200+ 22.22% |
$11.9K - $12.7K
|
1.1K
$64K
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
200New |
$11.9K - $12.7K
|
200
$11.6K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
171New |
$10.1K - $10.9K
|
171
$9.95K
|
|
|
Feb 14, 2022
Q4 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
162New |
$9.61K - $10.3K
|
162
$9.43K
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
154New |
$9.14K - $9.8K
|
154
$8.96K
|
|
|
Jan 19, 2022
Q4 2021
|
First Premier Bank
|
BUY
|
- |
150+ 1.38% |
$8.9K - $9.54K
|
11.1K
$643K
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
125+ 1.16% |
$7.42K - $7.95K
|
10.9K
$636K
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
101New |
$5.99K - $6.42K
|
101
$5.88K
|
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
100New |
$5.93K - $6.36K
|
100
$5.82K
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
70New |
$4.15K - $4.45K
|
70
$4.07K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
68New |
$4.04K - $4.33K
|
68
$3.96K
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
64+ 40.0% |
$3.8K - $4.07K
|
224
$13K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
58+ 145.0% |
$3.44K - $3.69K
|
98
$5.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
54New |
$3.2K - $3.43K
|
54
$3.14K
|
|
|
Jan 27, 2022
Q4 2021
|
Community Bank, N.A.
|
BUY
|
- |
25+ 0.03% |
$1.48K - $1.59K
|
93.2K
$5.42M
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
23+ 0.24% |
$1.36K - $1.46K
|
9.63K
$561K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
18+ 16.22% |
$1.07K - $1.14K
|
129
$7.51K
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
15New |
$890 - $954
|
15
$873
|
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
12+ 1.24% |
$712 - $763
|
982
$57.2K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
9New |
$534 - $572
|
9
$524
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-25- 0.04% |
$1.48K - $1.59K
|
58.9K
$3.43M
|
|
|
Feb 04, 2022
Q4 2021
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-69Closed |
$4.09K - $4.39K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-90Closed |
$5.34K - $5.72K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-99- 1.44% |
$5.87K - $6.3K
|
6.8K
$396K
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-112Closed |
$6.65K - $7.12K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-150- 7.72% |
$8.9K - $9.54K
|
1.79K
$104K
|
|
|
Jan 21, 2022
Q4 2021
|
Founders Capital Management
|
SELL
|
- |
-194- 48.26% |
$11.5K - $12.3K
|
208
$12.1K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-235Closed |
$13.9K - $14.9K
|
0
$0
|
|
|
Aug 10, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-300- 0.97% |
$17.8K - $19.1K
|
30.7K
$1.79M
|
|
|
Feb 14, 2022
Q4 2021
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-364- 1.88% |
$21.6K - $23.2K
|
19K
$1.11M
|
|
|
Jan 25, 2022
Q4 2021
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-392Closed |
$23.3K - $24.9K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-400- 6.95% |
$23.7K - $25.4K
|
5.36K
$312K
|
|
|
Jan 31, 2022
Q4 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-481- 1.85% |
$28.5K - $30.6K
|
25.5K
$1.49M
|
|
|
Feb 09, 2022
Q4 2021
|
Gables Capital Management Inc.
|
SELL
|
- |
-600- 2.16% |
$35.6K - $38.2K
|
27.2K
$1.58M
|
|
|
Feb 09, 2022
Q4 2021
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-630- 1.04% |
$37.4K - $40.1K
|
59.9K
$3.49M
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-874- 74.45% |
$51.9K - $55.6K
|
300
$17.5K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-1.3K- 21.74% |
$77.1K - $82.7K
|
4.68K
$272K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.35K- 8.91% |
$80.3K - $86.1K
|
13.8K
$805K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.36K- 20.25% |
$80.9K - $86.7K
|
5.37K
$312K
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.39K- 2.27% |
$82.5K - $88.5K
|
60K
$3.49M
|
|
|
Feb 08, 2022
Q4 2021
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-1.4K- 17.65% |
$82.8K - $88.7K
|
6.51K
$379K
|
|
|
Jan 18, 2022
Q4 2021
|
Detalus Advisors, LLC
|
SELL
|
- |
-1.5K- 3.44% |
$89K - $95.4K
|
42.1K
$2.45M
|