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 02, 2023
Q4 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
7.73KNew |
$394K - $439K
|
7.73K
$469K
|
|
|
Nov 14, 2024
Q4 2022
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
7.46K+ 34.1% |
$379K - $423K
|
29.3K
$1.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
7.44KNew |
$378K - $422K
|
7.44K
$451K
|
|
|
Jan 17, 2023
Q4 2022
|
Wealth Management Resources, Inc.
|
BUY
|
- |
7.34KNew |
$374K - $417K
|
7.34K
$446K
|
|
|
Jan 25, 2023
Q4 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
7.33KNew |
$373K - $416K
|
7.33K
$444K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.31K+ 24.19% |
$372K - $415K
|
37.5K
$2.28M
|
|
|
Jan 12, 2023
Q4 2022
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
7.1K+ 39.27% |
$361K - $403K
|
25.2K
$1.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
7.1KNew |
$361K - $403K
|
7.1K
$431K
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
7.06KNew |
$359K - $401K
|
7.06K
$428K
|
|
|
Jan 25, 2023
Q4 2022
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
6.93K+ 35.85% |
$352K - $393K
|
26.2K
$1.59M
|
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
6.85KNew |
$349K - $389K
|
6.85K
$416K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.83K+ 45.84% |
$348K - $388K
|
21.7K
$1.32M
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
6.74K+ 43.54% |
$343K - $383K
|
22.2K
$1.35M
|
|
|
Feb 06, 2023
Q4 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
6.74K+ 34.71% |
$343K - $382K
|
26.1K
$1.59M
|
|
|
Jan 24, 2023
Q4 2022
|
Fusion Family Wealth LLC
|
BUY
|
- |
6.73KNew |
$342K - $382K
|
6.73K
$408K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
6.62KNew |
$337K - $376K
|
6.62K
$401K
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
6.35K+ 4.16% |
$323K - $361K
|
159K
$9.65M
|
|
|
Jan 18, 2023
Q4 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
6.3K+ 28.77% |
$321K - $358K
|
28.2K
$1.71M
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
6.26KNew |
$318K - $355K
|
6.26K
$380K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
6.22KNew |
$316K - $353K
|
6.22K
$377K
|
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
6.17KNew |
$314K - $350K
|
6.17K
$374K
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
6.14KNew |
$312K - $348K
|
6.14K
$372K
|
|
|
Feb 14, 2023
Q4 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
6.05K+ 1524.94% |
$308K - $344K
|
6.45K
$391K
|
|
|
Oct 27, 2023
Q4 2022
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
6.01KNew |
$306K - $341K
|
6.01K
$365K
|
|
|
Feb 14, 2023
Q4 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
6.01K+ 20.78% |
$306K - $341K
|
34.9K
$2.12M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
5.85K+ 20.38% |
$298K - $332K
|
34.6K
$2.1M
|
|
|
Jan 25, 2023
Q4 2022
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
5.85K+ 6.67% |
$298K - $332K
|
93.5K
$5.67M
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
5.75K+ 29.76% |
$292K - $326K
|
25.1K
$1.52M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
5.74KNew |
$292K - $326K
|
5.74K
$348K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.73K+ 60.8% |
$291K - $325K
|
15.2K
$919K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
5.72K+ 192.62% |
$291K - $324K
|
8.68K
$527K
|
|
|
Jan 31, 2023
Q4 2022
|
Peoples Bank
|
BUY
|
- |
5.71KNew |
$290K - $324K
|
5.71K
$346K
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.6KNew |
$285K - $318K
|
5.6K
$340K
|
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
5.6K+ 132.49% |
$285K - $318K
|
9.83K
$596K
|
|
|
Feb 13, 2023
Q4 2022
|
Pointe Capital Management LLC
|
BUY
|
- |
5.59KNew |
$284K - $317K
|
5.59K
$339K
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
5.53KNew |
$281K - $314K
|
5.53K
$335K
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5.47K+ 119.36% |
$278K - $311K
|
10.1K
$610K
|
|
|
Feb 06, 2023
Q4 2022
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
5.45K+ 16.06% |
$277K - $309K
|
39.4K
$2.39M
|
|
|
Jan 30, 2023
Q4 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
5.44K+ 32.77% |
$277K - $309K
|
22K
$1.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.41KNew |
$275K - $307K
|
5.41K
$328K
|
|
|
Feb 14, 2023
Q4 2022
|
Apexium Financial, LP
|
BUY
|
- |
5.39K+ 25.09% |
$274K - $306K
|
26.9K
$1.63M
|
|
|
Feb 02, 2023
Q4 2022
|
Wealth Effects LLC
|
BUY
|
- |
5.33K+ 39.5% |
$271K - $302K
|
18.8K
$1.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
5.29K+ 6.13% |
$269K - $300K
|
91.5K
$5.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
5.18K+ 66.53% |
$263K - $294K
|
13K
$786K
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
5.14K+ 13.8% |
$262K - $292K
|
42.4K
$2.57M
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
5.07K+ 6.72% |
$258K - $288K
|
80.5K
$4.89M
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
5.06KNew |
$257K - $287K
|
5.06K
$307K
|
|
|
Jan 17, 2023
Q4 2022
|
Donald L. Hagan, LLC
|
BUY
|
- |
5.01KNew |
$255K - $284K
|
5.01K
$304K
|
|
|
Jan 20, 2023
Q4 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
4.99K+ 17.96% |
$254K - $283K
|
32.8K
$1.99M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.98K+ 37.97% |
$254K - $283K
|
18.1K
$1.1M
|