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 20, 2023
Q4 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
4.99K+ 17.96% |
$254K - $283K
|
32.8K
$1.94M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.98K+ 37.97% |
$254K - $283K
|
18.1K
$1.07M
|
|
|
Feb 23, 2023
Q4 2022
|
Chelsea Counsel CO
|
BUY
|
- |
4.98KNew |
$253K - $283K
|
4.98K
$295K
|
|
|
Feb 04, 2025
Q4 2022
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
4.97K+ 9.64% |
$253K - $282K
|
56.6K
$3.35M
|
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
4.96KNew |
$253K - $282K
|
4.96K
$294K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
4.94KNew |
$251K - $280K
|
4.94K
$292K
|
|
|
Feb 13, 2025
Q4 2022
|
Ategra Capital Management, LLC
Vienna, VA |
BUY
|
- |
4.9K+ 34.66% |
$249K - $278K
|
19K
$1.13M
|
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
4.83K+ 8.05% |
$246K - $274K
|
64.8K
$3.84M
|
|
|
Feb 13, 2023
Q4 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
4.81KNew |
$245K - $273K
|
4.81K
$285K
|
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
4.81K+ 15.01% |
$245K - $273K
|
36.9K
$2.18M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.77K+ 4.86% |
$242K - $271K
|
103K
$6.09M
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.73K+ 58.45% |
$241K - $269K
|
12.8K
$759K
|
|
|
Feb 14, 2023
Q4 2022
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
4.65KNew |
$236K - $264K
|
4.65K
$275K
|
|
|
Jan 18, 2023
Q4 2022
|
Scott Capital Advisors, LLC
|
BUY
|
- |
4.64KNew |
$236K - $263K
|
4.64K
$274K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.63K+ 4.29% |
$235K - $263K
|
112K
$6.65M
|
|
|
Jan 17, 2023
Q4 2022
|
Lvz, Inc.
|
BUY
|
- |
4.61K+ 23.19% |
$235K - $262K
|
24.5K
$1.45M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
4.57K+ 92.25% |
$233K - $260K
|
9.53K
$564K
|
|
|
Jan 27, 2023
Q4 2022
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
4.47KNew |
$228K - $254K
|
4.47K
$265K
|
|
|
Feb 16, 2023
Q4 2022
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
4.44KNew |
$226K - $252K
|
4.44K
$263K
|
|
|
Feb 10, 2023
Q4 2022
|
Klk Capital Management LLC
Los Angeles, CA |
BUY
|
- |
4.41KNew |
$224K - $250K
|
4.41K
$261K
|
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
4.34KNew |
$221K - $246K
|
4.34K
$257K
|
|
|
Feb 03, 2023
Q4 2022
|
Sepio Capital, LP
|
BUY
|
- |
4.3KNew |
$219K - $244K
|
4.3K
$255K
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
4.3KNew |
$219K - $244K
|
4.3K
$255K
|
|
|
Feb 10, 2023
Q4 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
4.28K+ 3.39% |
$218K - $243K
|
130K
$7.71M
|
|
|
Jan 10, 2023
Q4 2022
|
Mcia Inc
|
BUY
|
- |
4.25KNew |
$216K - $242K
|
4.25K
$252K
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.23KNew |
$215K - $240K
|
4.23K
$250K
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
4.21KNew |
$214K - $239K
|
4.21K
$249K
|
|
|
Feb 02, 2023
Q4 2022
|
Bts Asset Management, Inc.
|
BUY
|
- |
4.2K+ 76.31% |
$214K - $238K
|
9.7K
$574K
|
|
|
Feb 08, 2023
Q4 2022
|
Carson Advisory Inc.
|
BUY
|
- |
4.14KNew |
$211K - $235K
|
4.14K
$245K
|
|
|
Feb 14, 2023
Q4 2022
|
Willner & Heller, LLC
|
BUY
|
- |
4.11KNew |
$209K - $233K
|
4.11K
$243K
|
|
|
Jan 03, 2023
Q4 2022
|
Somerset Trust CO
|
BUY
|
- |
4.1K+ 66.5% |
$209K - $233K
|
10.3K
$608K
|
|
|
Feb 01, 2023
Q4 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
4.1KNew |
$209K - $233K
|
4.1K
$243K
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
4.09K+ 24.6% |
$208K - $232K
|
20.7K
$1.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
3.98K+ 4.06% |
$202K - $226K
|
102K
$6.03M
|
|
|
May 18, 2023
Q4 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
3.97KNew |
$202K - $225K
|
3.97K
$235K
|
|
|
Feb 14, 2023
Q4 2022
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
3.95KNew |
$201K - $225K
|
3.95K
$234K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.94K+ 11.04% |
$200K - $224K
|
39.6K
$2.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
3.93K+ 19.94% |
$200K - $223K
|
23.6K
$1.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.81K+ 72.96% |
$194K - $217K
|
9.04K
$535K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.81K+ 115.42% |
$194K - $216K
|
7.11K
$421K
|
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
BUY
|
- |
3.81KNew |
$194K - $216K
|
3.81K
$225K
|
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
3.8K+ 19.6% |
$194K - $216K
|
23.2K
$1.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
3.76KNew |
$192K - $214K
|
3.76K
$223K
|
|
|
Jan 17, 2023
Q4 2022
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
3.76KNew |
$191K - $213K
|
3.76K
$222K
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.68K+ 31.13% |
$187K - $209K
|
15.5K
$918K
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.68K+ 66.0% |
$187K - $209K
|
9.25K
$547K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
3.67K+ 68.06% |
$187K - $208K
|
9.07K
$536K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
3.66K+ 11.21% |
$186K - $208K
|
36.3K
$2.15M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.62K+ 19.79% |
$184K - $206K
|
21.9K
$1.3M
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.58K+ 68.38% |
$182K - $203K
|
8.82K
$522K
|