Purchases and Sales Made in Q4 2022 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 2022. 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 27, 2023
Q4 2022
|
Advisory Resource Group
|
BUY
|
- |
995+ 0.56% |
$50.6K - $56.5K
|
179K
$10.9M
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
876+ 62.13% |
$44.6K - $49.7K
|
2.29K
$139K
|
|
|
Jan 11, 2023
Q4 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
867+ 8.2% |
$44.1K - $49.2K
|
11.4K
$694K
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
863+ 7.91% |
$43.9K - $49K
|
11.8K
$714K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
855+ 25.3% |
$43.5K - $48.5K
|
4.24K
$257K
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
789+ 2.75% |
$40.1K - $44.8K
|
29.5K
$1.79M
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
772+ 3.19% |
$39.3K - $43.8K
|
24.9K
$1.51M
|
|
|
Feb 14, 2023
Q4 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
746+ 224.02% |
$38K - $42.4K
|
1.08K
$65.5K
|
|
|
Jan 17, 2023
Q4 2022
|
Capital Market Strategies LLC
|
BUY
|
- |
712+ 6.85% |
$36.2K - $40.4K
|
11.1K
$673K
|
|
|
Feb 06, 2023
Q4 2022
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
709+ 3.34% |
$36.1K - $40.3K
|
21.9K
$1.33M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
691+ 172.32% |
$35.2K - $39.2K
|
1.09K
$66.3K
|
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
667+ 12.34% |
$33.9K - $37.9K
|
6.07K
$369K
|
|
|
Feb 13, 2023
Q4 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
663+ 1.36% |
$33.7K - $37.6K
|
49.5K
$3M
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
601+ 2.49% |
$30.6K - $34.1K
|
24.7K
$1.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
600New |
$30.5K - $34.1K
|
600
$36.4K
|
|
|
Feb 02, 2023
Q4 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
570+ 17.73% |
$29K - $32.4K
|
3.79K
$230K
|
|
|
Jan 18, 2023
Q4 2022
|
Essex Savings Bank
|
BUY
|
- |
566+ 11.25% |
$28.8K - $32.1K
|
5.6K
$340K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
561+ 232.78% |
$28.5K - $31.9K
|
802
$48.7K
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
552+ 40.62% |
$28.1K - $31.3K
|
1.91K
$116K
|
|
|
Feb 01, 2023
Q4 2022
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
550+ 5.63% |
$28K - $31.2K
|
10.3K
$627K
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
544+ 7.67% |
$27.7K - $30.9K
|
7.64K
$463K
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
527+ 4.82% |
$26.8K - $29.9K
|
11.5K
$695K
|
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
515+ 18.89% |
$26.2K - $29.2K
|
3.24K
$197K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
498New |
$25.3K - $28.3K
|
498
$30.2K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
485New |
$24.7K - $27.5K
|
485
$29.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
469+ 2.42% |
$23.9K - $26.6K
|
19.8K
$1.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
450+ 28.21% |
$22.9K - $25.6K
|
2.05K
$124K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
420+ 4200.0% |
$21.4K - $23.8K
|
430
$26.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
BUY
|
- |
418+ 2.17% |
$21.3K - $23.7K
|
19.7K
$1.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
386+ 4.79% |
$19.6K - $21.9K
|
8.44K
$512K
|
|
|
Jan 18, 2023
Q4 2022
|
Activest Wealth Management
|
BUY
|
- |
365New |
$18.6K - $20.7K
|
365
$22.1K
|
|
|
Jan 25, 2023
Q4 2022
|
Fagan Associates, Inc.
|
BUY
|
- |
331+ 0.31% |
$16.8K - $18.8K
|
107K
$6.48M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
322+ 59.41% |
$16.4K - $18.3K
|
864
$52.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
319New |
$16.2K - $18.1K
|
319
$19.4K
|
|
|
Jan 27, 2023
Q4 2022
|
Columbia Advisory Partners LLC
|
BUY
|
- |
311+ 6.45% |
$15.8K - $17.7K
|
5.13K
$311K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
300New |
$15.3K - $17K
|
300
$18.2K
|
|
|
Feb 15, 2023
Q4 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
300+ 4.11% |
$15.3K - $17K
|
7.6K
$461K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
300+ 222.22% |
$15.3K - $17K
|
435
$26.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
282+ 2.49% |
$14.3K - $16K
|
11.6K
$703K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
268New |
$13.6K - $15.2K
|
268
$16.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
200New |
$10.2K - $11.4K
|
200
$12.1K
|
|
|
Feb 14, 2023
Q4 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
200+ 2.07% |
$10.2K - $11.4K
|
9.85K
$598K
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
174New |
$8.85K - $9.88K
|
174
$10.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
173New |
$8.8K - $9.82K
|
173
$10.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
BUY
|
- |
153+ 66.81% |
$7.78K - $8.69K
|
382
$23.2K
|
|
|
Jan 26, 2023
Q4 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
144+ 3.2% |
$7.33K - $8.18K
|
4.64K
$282K
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
137+ 1.02% |
$6.97K - $7.78K
|
13.6K
$823K
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
110+ 20.37% |
$5.6K - $6.25K
|
650
$39.4K
|
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
94New |
$4.78K - $5.34K
|
94
$5.7K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
76New |
$3.87K - $4.32K
|
76
$4.61K
|