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
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
68K+ 27.85% |
$3.46M - $3.86M
|
312K
$18.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
66KNew |
$3.36M - $3.75M
|
66K
$4.01M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
65.7K+ 23.82% |
$3.34M - $3.73M
|
342K
$20.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
64.5K+ 63.16% |
$3.28M - $3.66M
|
167K
$10.1M
|
|
|
Jan 19, 2023
Q4 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
62K+ 1328.83% |
$3.16M - $3.52M
|
66.7K
$4.05M
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
61.8K+ 29.34% |
$3.15M - $3.51M
|
273K
$16.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
61.4KNew |
$3.12M - $3.49M
|
61.4K
$3.73M
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
60.5K+ 14.69% |
$3.08M - $3.43M
|
472K
$28.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
59.7KNew |
$3.04M - $3.39M
|
59.7K
$3.63M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
58.9KNew |
$3M - $3.35M
|
58.9K
$3.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
58.7K+ 16.15% |
$2.98M - $3.33M
|
422K
$25.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
58.3KNew |
$2.97M - $3.31M
|
58.3K
$3.54M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
57.9K+ 272.28% |
$2.95M - $3.29M
|
79.2K
$4.81M
|
|
|
Feb 08, 2023
Q4 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
57.4K+ 677.86% |
$2.92M - $3.26M
|
65.9K
$4M
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
56.3K+ 54.06% |
$2.87M - $3.2M
|
161K
$9.74M
|
|
|
Jan 12, 2023
Q4 2022
|
Peak Financial Advisors LLC
|
BUY
|
- |
56.2K+ 98.58% |
$2.86M - $3.19M
|
113K
$6.87M
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
54.3K+ 344.43% |
$2.76M - $3.08M
|
70.1K
$4.25M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
53.6K+ 177.66% |
$2.73M - $3.04M
|
83.8K
$5.08M
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
53.5K+ 11.94% |
$2.72M - $3.04M
|
501K
$30.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
53.2K+ 105.57% |
$2.7M - $3.02M
|
104K
$6.28M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
53.1K+ 18.14% |
$2.7M - $3.01M
|
346K
$21M
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
52.8KNew |
$2.69M - $3M
|
52.8K
$3.2M
|
|
|
Jan 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
52.8KNew |
$2.69M - $3M
|
52.8K
$3.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
52.6KNew |
$2.67M - $2.98M
|
52.6K
$3.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
50.2K+ 29.23% |
$2.56M - $2.85M
|
222K
$13.5M
|
|
|
Feb 17, 2023
Q4 2022
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
50.2KNew |
$2.55M - $2.85M
|
50.2K
$3.05M
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
49.1K+ 19.09% |
$2.5M - $2.79M
|
307K
$18.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
49K+ 17.88% |
$2.49M - $2.78M
|
323K
$19.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
49K+ 90.4% |
$2.49M - $2.78M
|
103K
$6.26M
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
48.4K+ 206.38% |
$2.46M - $2.75M
|
71.9K
$4.36M
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
47KNew |
$2.39M - $2.67M
|
47K
$2.85M
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
45.8K+ 159.08% |
$2.33M - $2.6M
|
74.6K
$4.53M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
44.9K+ 1086.98% |
$2.29M - $2.55M
|
49.1K
$2.98M
|
|
|
Feb 03, 2023
Q4 2022
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
44.5K+ 309.93% |
$2.27M - $2.53M
|
58.9K
$3.57M
|
|
|
Feb 06, 2023
Q4 2022
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
44.3KNew |
$2.25M - $2.52M
|
44.3K
$2.69M
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
44.1K+ 11.25% |
$2.25M - $2.51M
|
436K
$26.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
44.1K+ 57.21% |
$2.24M - $2.5M
|
121K
$7.35M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
44.1K+ 5.68% |
$2.24M - $2.5M
|
820K
$49.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
42.1KNew |
$2.14M - $2.39M
|
42.1K
$2.56M
|
|
|
Feb 16, 2023
Q4 2022
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
42.1KNew |
$2.14M - $2.39M
|
42.1K
$2.55M
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
41.5KNew |
$2.11M - $2.35M
|
41.5K
$2.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
41.3K+ 54.6% |
$2.1M - $2.35M
|
117K
$7.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
40.5K+ 36.5% |
$2.06M - $2.3M
|
151K
$9.19M
|
|
|
Jan 23, 2023
Q4 2022
|
Mechanics Bank Trust Department
|
BUY
|
- |
40.1K+ 41.91% |
$2.04M - $2.27M
|
136K
$8.23M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
40KNew |
$2.04M - $2.27M
|
40K
$2.43M
|
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
39.2K+ 63.75% |
$1.99M - $2.22M
|
101K
$6.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
38.8K+ 20.25% |
$1.98M - $2.21M
|
231K
$14M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
38.7K+ 34.71% |
$1.97M - $2.2M
|
150K
$9.11M
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
38.7K+ 78.54% |
$1.97M - $2.2M
|
87.9K
$5.33M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
38.6K+ 31.79% |
$1.96M - $2.19M
|
160K
$9.7M
|