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 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
171K+ 90.69% |
$8.68M - $9.69M
|
359K
$21.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
161K+ 0.84% |
$8.2M - $9.15M
|
19.4M
$1.18B
|
|
|
Jan 27, 2023
Q4 2022
|
Financial Guidance Group, Inc.
|
BUY
|
- |
158KNew |
$8.02M - $8.95M
|
158K
$9.56M
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
BUY
|
- |
156K+ 118.51% |
$7.96M - $8.88M
|
288K
$17.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
154KNew |
$7.84M - $8.75M
|
154K
$9.36M
|
|
|
Aug 28, 2023
Q4 2022
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
154KNew |
$7.83M - $8.73M
|
154K
$9.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
153KNew |
$7.78M - $8.68M
|
153K
$9.28M
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
145KNew |
$7.37M - $8.22M
|
145K
$8.79M
|
|
|
Feb 07, 2023
Q4 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
143K+ 17.84% |
$7.28M - $8.12M
|
945K
$57.3M
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
138K+ 23.89% |
$7.03M - $7.84M
|
716K
$43.5M
|
|
|
Jan 25, 2023
Q4 2022
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
135KNew |
$6.85M - $7.64M
|
135K
$8.16M
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
131K+ 337.36% |
$6.67M - $7.45M
|
170K
$10.3M
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
129KNew |
$6.58M - $7.34M
|
129K
$7.85M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
128K+ 154.13% |
$6.54M - $7.3M
|
212K
$12.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
126K+ 10.39% |
$6.41M - $7.15M
|
1.34M
$81.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
121K+ 23.84% |
$6.15M - $6.86M
|
628K
$38.1M
|
|
|
Jan 25, 2023
Q4 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
119K+ 1229.85% |
$6.04M - $6.74M
|
128K
$7.79M
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
BUY
|
- |
118K+ 709.06% |
$5.98M - $6.67M
|
134K
$8.14M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
110K+ 22.95% |
$5.6M - $6.25M
|
590K
$35.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
110K+ 243.54% |
$5.59M - $6.23M
|
155K
$9.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
107K+ 6.74% |
$5.45M - $6.08M
|
1.7M
$103M
|
|
|
Jan 09, 2023
Q4 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
105K+ 29.92% |
$5.37M - $5.99M
|
458K
$27.8M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
104K+ 29.58% |
$5.3M - $5.92M
|
457K
$27.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Hellman Jordan Management CO Inc
Quincy, MA |
BUY
|
- |
98.9KNew |
$5.03M - $5.62M
|
98.9K
$6M
|
|
|
Jan 23, 2023
Q4 2022
|
Royal Harbor Partners, LLC
|
BUY
|
- |
97.7K+ 35.49% |
$4.97M - $5.55M
|
373K
$22.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
93.9K+ 38.97% |
$4.78M - $5.33M
|
335K
$20.3M
|
|
|
Mar 10, 2023
Q4 2022
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
93.8KNew |
$4.77M - $5.33M
|
93.8K
$5.69M
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
92.5K+ 70.15% |
$4.71M - $5.25M
|
224K
$13.6M
|
|
|
Feb 01, 2023
Q4 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
91.5K+ 122.74% |
$4.65M - $5.19M
|
166K
$10.1M
|
|
|
Feb 13, 2023
Q4 2022
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
89.7K+ 1398.92% |
$4.57M - $5.1M
|
96.2K
$5.83M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
85.3KNew |
$4.34M - $4.84M
|
85.3K
$5.18M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
85K+ 23.08% |
$4.32M - $4.82M
|
453K
$27.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
84.8K+ 217.69% |
$4.32M - $4.82M
|
124K
$7.51M
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
82.5K+ 224.62% |
$4.2M - $4.68M
|
119K
$7.23M
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
81.7K+ 22.8% |
$4.15M - $4.64M
|
440K
$26.7M
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
81.3K+ 70.64% |
$4.13M - $4.61M
|
196K
$11.9M
|
|
|
Jan 12, 2023
Q4 2022
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
78.4K+ 96.7% |
$3.99M - $4.45M
|
159K
$9.68M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
77.8K+ 64.42% |
$3.96M - $4.42M
|
199K
$12.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
BUY
|
- |
77.2K+ 76.18% |
$3.93M - $4.38M
|
179K
$10.8M
|
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
76.8KNew |
$3.91M - $4.36M
|
76.8K
$4.66M
|
|
|
Jan 18, 2023
Q4 2022
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
76.8K+ 22.34% |
$3.91M - $4.36M
|
420K
$25.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Bricktown Capital, LLC
Detroit, MI |
BUY
|
- |
75KNew |
$3.82M - $4.26M
|
75K
$4.55M
|
|
|
Feb 13, 2023
Q4 2022
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
73.1K+ 256.84% |
$3.72M - $4.15M
|
102K
$6.16M
|
|
|
Feb 10, 2023
Q4 2022
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
71.7KNew |
$3.65M - $4.07M
|
71.7K
$4.35M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
71.5K+ 21.43% |
$3.64M - $4.06M
|
405K
$24.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
70.1KNew |
$3.57M - $3.98M
|
70.1K
$4.26M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
69.6KNew |
$3.54M - $3.95M
|
69.6K
$4.22M
|
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
69.3KNew |
$3.52M - $3.93M
|
69.3K
$4.2M
|
|
|
Feb 03, 2023
Q4 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
69.2K+ 38.25% |
$3.52M - $3.93M
|
250K
$15.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
68.4KNew |
$3.48M - $3.88M
|
68.4K
$4.15M
|