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
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.29K- 1.49% |
$65.7K - $73.4K
|
85.5K
$5.19M
|
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.31K- 7.82% |
$66.7K - $74.4K
|
15.4K
$937K
|
|
|
Feb 02, 2023
Q4 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.44K- 10.43% |
$73.3K - $81.8K
|
12.4K
$751K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.67K- 21.12% |
$84.7K - $94.5K
|
6.22K
$377K
|
|
|
Feb 14, 2023
Q4 2022
|
Westshore Wealth, LLC
|
SELL
|
- |
-1.74K- 1.65% |
$88.5K - $98.8K
|
104K
$6.31M
|
|
|
Feb 01, 2023
Q4 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-1.8K- 14.56% |
$91.8K - $102K
|
10.6K
$643K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-1.82K- 9.36% |
$92.8K - $104K
|
17.7K
$1.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-2K- 34.04% |
$102K - $114K
|
3.88K
$235K
|
|
|
Jan 10, 2023
Q4 2022
|
Vigilare Wealth Management
|
SELL
|
- |
-2.23K- 8.97% |
$113K - $126K
|
22.6K
$1.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-2.4K- 25.76% |
$122K - $136K
|
6.92K
$420K
|
|
|
Feb 09, 2023
Q4 2022
|
Detalus Advisors, LLC
|
SELL
|
- |
-2.46K- 5.41% |
$125K - $140K
|
43.1K
$2.62M
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
SELL
|
- |
-2.48K- 28.84% |
$126K - $141K
|
6.12K
$371K
|
|
|
Jan 20, 2023
Q4 2022
|
Meridian Financial Partners LLC
|
SELL
|
- |
-2.56K- 5.55% |
$130K - $145K
|
43.5K
$2.64M
|
|
|
Feb 07, 2023
Q4 2022
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-2.61K- 28.09% |
$133K - $148K
|
6.68K
$405K
|
|
|
Feb 14, 2023
Q4 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-2.65K- 11.89% |
$135K - $150K
|
19.6K
$1.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-2.78K- 6.71% |
$142K - $158K
|
38.7K
$2.35M
|
|
|
Feb 02, 2023
Q4 2022
|
Emfo, LLC
|
SELL
|
- |
-3K- 17.14% |
$153K - $170K
|
14.5K
$880K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-3.01K- 22.95% |
$153K - $171K
|
10.1K
$614K
|
|
|
Jan 27, 2023
Q4 2022
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-3.13K- 2.19% |
$159K - $178K
|
139K
$8.46M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.3K- 75.22% |
$168K - $188K
|
1.09K
$66K
|
|
|
Jan 17, 2023
Q4 2022
|
Bridge Advisory, LLC
|
SELL
|
- |
-3.81K- 11.38% |
$194K - $216K
|
29.7K
$1.8M
|
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
SELL
|
- |
-4.03K- 44.11% |
$205K - $229K
|
5.1K
$309K
|
|
|
Feb 02, 2023
Q4 2022
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-4.1K- 16.5% |
$209K - $233K
|
20.7K
$1.26M
|
|
|
Jan 30, 2023
Q4 2022
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-4.21K- 2.65% |
$214K - $239K
|
155K
$9.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-4.62K- 10.52% |
$235K - $262K
|
39.3K
$2.38M
|
|
|
Jan 31, 2023
Q4 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-4.63K- 11.38% |
$235K - $263K
|
36K
$2.19M
|
|
|
Jan 27, 2023
Q4 2022
|
Means Investment Co., Inc.
|
SELL
|
- |
-4.9K- 7.51% |
$249K - $278K
|
60.4K
$3.67M
|
|
|
Jan 17, 2023
Q4 2022
|
Iam Advisory, LLC
|
SELL
|
- |
-4.95K- 29.57% |
$252K - $281K
|
11.8K
$715K
|
|
|
Feb 03, 2023
Q4 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-5.11K- 57.75% |
$260K - $290K
|
3.74K
$227K
|
|
|
Feb 10, 2023
Q4 2022
|
Jsf Financial, LLC
|
SELL
|
- |
-5.23K- 51.65% |
$266K - $297K
|
4.9K
$297K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-5.57K- 7.52% |
$283K - $316K
|
68.5K
$4.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.87K- 7.43% |
$299K - $333K
|
73.1K
$4.44M
|
|
|
Jan 25, 2023
Q4 2022
|
Sfmg, LLC
|
SELL
|
- |
-6.03K- 5.72% |
$307K - $342K
|
99.4K
$6.03M
|
|
|
Jan 13, 2023
Q4 2022
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-6.77K- 23.36% |
$344K - $384K
|
22.2K
$1.35M
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-8.24K- 29.15% |
$419K - $468K
|
20K
$1.21M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-8.75K- 4.16% |
$445K - $497K
|
202K
$12.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-8.99K- 33.6% |
$458K - $511K
|
17.8K
$1.08M
|
|
|
Jan 20, 2023
Q4 2022
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-9.39K- 13.13% |
$478K - $533K
|
62.1K
$3.77M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-9.94K- 14.88% |
$506K - $564K
|
56.8K
$3.45M
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-11.1K- 1.37% |
$567K - $633K
|
803K
$48.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-11.4K- 22.34% |
$582K - $650K
|
39.8K
$2.41M
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
SELL
|
- |
-12.2K- 25.92% |
$620K - $692K
|
34.8K
$2.11M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-12.2K- 15.58% |
$623K - $695K
|
66.3K
$4.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-13.1K- 24.42% |
$667K - $744K
|
40.6K
$2.46M
|
|
|
Jan 30, 2023
Q4 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-15.1K- 11.18% |
$768K - $857K
|
120K
$7.27M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-15.9K- 84.48% |
$807K - $901K
|
2.91K
$177K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-17.5K- 22.78% |
$891K - $995K
|
59.4K
$3.6M
|
|
|
Feb 03, 2023
Q4 2022
|
Newport Capital Group, LLC
|
SELL
|
- |
-30K- 50.08% |
$1.53M - $1.7M
|
29.9K
$1.81M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-31.6K- 29.13% |
$1.61M - $1.8M
|
76.9K
$4.67M
|
|
|
Feb 10, 2023
Q4 2022
|
Andesa Financial Management Inc.
|
SELL
|
- |
-32.4K- 46.19% |
$1.65M - $1.84M
|
37.7K
$2.29M
|