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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
50New |
$2.54K - $2.84K
|
50
$3.03K
|
|
|
Jan 13, 2023
Q4 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
49+ 0.16% |
$2.49K - $2.78K
|
30.1K
$1.83M
|
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
BUY
|
- |
48+ 0.46% |
$2.44K - $2.73K
|
10.4K
$634K
|
|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
BUY
|
- |
47+ 0.74% |
$2.39K - $2.67K
|
6.43K
$390K
|
|
|
Feb 07, 2023
Q4 2022
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
46+ 0.11% |
$2.34K - $2.61K
|
43.8K
$2.66M
|
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
35+ 0.72% |
$1.78K - $1.99K
|
4.91K
$298K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
28New |
$1.42K - $1.59K
|
28
$1.7K
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
25New |
$1.27K - $1.42K
|
25
$1.52K
|
|
|
Feb 02, 2023
Q4 2022
|
Copperwynd Financial, LLC
|
BUY
|
- |
24+ 0.59% |
$1.22K - $1.36K
|
4.06K
$247K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
20+ 100.0% |
$1.02K - $1.14K
|
40
$2.43K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
18New |
$916 - $1.02K
|
18
$1.09K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
17+ 3.34% |
$865 - $965
|
526
$31.9K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
4+ 80.0% |
$204 - $227
|
9
$546
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2+ 1.8% |
$102 - $114
|
113
$6.86K
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1- 0.5% |
$50.9 - $56.8
|
200
$12.1K
|
|
|
Jan 17, 2023
Q4 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-9- 0.69% |
$458 - $511
|
1.29K
$78.2K
|
|
|
Jan 18, 2023
Q4 2022
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-20- 0.01% |
$1.02K - $1.14K
|
190K
$11.5M
|
|
|
Jan 17, 2023
Q4 2022
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-28- 0.07% |
$1.42K - $1.59K
|
40.5K
$2.46M
|
|
|
Feb 10, 2023
Q4 2022
|
American Money Management, LLC
|
SELL
|
- |
-28- 0.21% |
$1.42K - $1.59K
|
13.2K
$801K
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-63- 1.3% |
$3.21K - $3.58K
|
4.77K
$289K
|
|
|
Feb 07, 2023
Q4 2022
|
Beck Bode, LLC
|
SELL
|
- |
-69- 0.1% |
$3.51K - $3.92K
|
68.1K
$4.13M
|
|
|
May 15, 2023
Q4 2022
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-115- 2.59% |
$5.85K - $6.53K
|
4.32K
$262K
|
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-116- 1.02% |
$5.9K - $6.59K
|
11.3K
$685K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-130- 4.91% |
$6.61K - $7.38K
|
2.52K
$153K
|
|
|
Feb 08, 2023
Q4 2022
|
Seaview Investment Managers LLC
|
SELL
|
- |
-153- 3.73% |
$7.78K - $8.69K
|
3.95K
$239K
|
|
|
Jan 31, 2023
Q4 2022
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-155- 2.79% |
$7.89K - $8.8K
|
5.4K
$328K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-160- 6.74% |
$8.14K - $9.08K
|
2.21K
$134K
|
|
|
Feb 02, 2023
Q4 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-161- 1.39% |
$8.19K - $9.14K
|
11.4K
$695K
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-200- 48.43% |
$10.2K - $11.4K
|
213
$12.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-221- 3.56% |
$11.2K - $12.5K
|
5.98K
$363K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-250- 71.43% |
$12.7K - $14.2K
|
100
$6.07K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-264- 1.14% |
$13.4K - $15K
|
22.9K
$1.39M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-443- 1.89% |
$22.5K - $25.2K
|
23K
$1.4M
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-479- 0.83% |
$24.4K - $27.2K
|
57K
$3.46M
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-492- 1.81% |
$25K - $27.9K
|
26.7K
$1.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-537- 3.74% |
$27.3K - $30.5K
|
13.8K
$838K
|
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-550- 7.35% |
$28K - $31.2K
|
6.94K
$421K
|
|
|
Jan 25, 2023
Q4 2022
|
Rba Wealth Management, LLC
|
SELL
|
- |
-563- 9.53% |
$28.6K - $32K
|
5.34K
$324K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-568- 1.01% |
$28.9K - $32.3K
|
55.7K
$3.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
SELL
|
- |
-595- 16.79% |
$30.3K - $33.8K
|
2.95K
$179K
|
|
|
Jan 11, 2023
Q4 2022
|
Legacy Bridge, LLC
|
SELL
|
- |
-600- 1.88% |
$30.5K - $34.1K
|
31.3K
$1.9M
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-629- 5.69% |
$32K - $35.7K
|
10.4K
$633K
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-774- 8.86% |
$39.4K - $43.9K
|
7.96K
$483K
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-780- 8.11% |
$39.7K - $44.3K
|
8.84K
$536K
|
|
|
Feb 02, 2023
Q4 2022
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-878- 2.13% |
$44.7K - $49.9K
|
40.2K
$2.44M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-895- 11.92% |
$45.5K - $50.8K
|
6.62K
$401K
|
|
|
Jan 30, 2023
Q4 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-996- 21.19% |
$50.7K - $56.6K
|
3.7K
$225K
|
|
|
Jan 20, 2023
Q4 2022
|
Wealth Management Partners, LLC
|
SELL
|
- |
-1K- 11.11% |
$50.9K - $56.8K
|
8K
$485K
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.1K- 3.37% |
$56K - $62.5K
|
31.5K
$1.91M
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.23K- 11.96% |
$62.7K - $70K
|
9.07K
$550K
|