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 |
|---|---|---|---|---|---|---|---|
|
Mar 28, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
3.2K+ 19.99% |
$163K - $182K
|
19.2K
$1.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
3.18K+ 27.77% |
$162K - $181K
|
14.6K
$880K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
3.13K+ 12.03% |
$159K - $177K
|
29.1K
$1.75M
|
|
|
Jan 20, 2023
Q4 2022
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
3.09K+ 2.45% |
$157K - $175K
|
129K
$7.76M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.05K+ 9.67% |
$155K - $173K
|
34.6K
$2.08M
|
|
|
Feb 15, 2023
Q4 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
3.04K+ 202.47% |
$155K - $172K
|
4.54K
$273K
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3.03K+ 118.99% |
$154K - $172K
|
5.58K
$336K
|
|
|
Jan 20, 2023
Q4 2022
|
Mjp Associates Inc
|
BUY
|
- |
2.93K+ 4.16% |
$149K - $166K
|
73.3K
$4.41M
|
|
|
Feb 08, 2023
Q4 2022
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
2.91K+ 58.22% |
$148K - $165K
|
7.91K
$476K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
2.9K+ 219.35% |
$148K - $165K
|
4.23K
$254K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
2.37KNew |
$121K - $135K
|
2.37K
$143K
|
|
|
Jan 19, 2023
Q4 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
2.27K+ 13.21% |
$116K - $129K
|
19.5K
$1.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.26KNew |
$115K - $128K
|
2.26K
$136K
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
2.26K+ 4.31% |
$115K - $128K
|
54.6K
$3.29M
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
2.24K+ 5.98% |
$114K - $127K
|
39.7K
$2.39M
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
2.23K+ 8.1% |
$113K - $127K
|
29.7K
$1.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.2K+ 52.72% |
$112K - $125K
|
6.38K
$384K
|
|
|
Jan 25, 2023
Q4 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
2.18K+ 4.46% |
$111K - $124K
|
51.1K
$3.08M
|
|
|
Jan 17, 2023
Q4 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
2.08K+ 5.95% |
$106K - $118K
|
36.9K
$2.22M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.04K+ 0.13% |
$104K - $116K
|
1.54M
$92.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2K+ 3.17% |
$102K - $114K
|
65.2K
$3.92M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2KNew |
$102K - $114K
|
2K
$120K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
2K+ 666.67% |
$102K - $114K
|
2.3K
$138K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.96K+ 22.59% |
$99.6K - $111K
|
10.6K
$639K
|
|
|
Jan 05, 2023
Q4 2022
|
Modus Advisors, LLC
|
BUY
|
- |
1.91K+ 13.56% |
$96.9K - $108K
|
16K
$960K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.87K+ 115.23% |
$95.1K - $106K
|
3.49K
$210K
|
|
|
Jan 23, 2023
Q4 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
1.83K+ 2.41% |
$92.9K - $104K
|
77.6K
$4.67M
|
|
|
Jan 10, 2023
Q4 2022
|
Grant
|
BUY
|
- |
1.79K+ 1.74% |
$91.2K - $102K
|
105K
$6.31M
|
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.77K+ 38.4% |
$90.3K - $101K
|
6.39K
$385K
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.7K+ 2.95% |
$86.6K - $96.6K
|
59.3K
$3.57M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.67KNew |
$84.7K - $94.5K
|
1.67K
$100K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1.65K+ 29.32% |
$83.9K - $93.6K
|
7.27K
$438K
|
|
|
Jan 17, 2023
Q4 2022
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
1.64K+ 8.66% |
$83.5K - $93.2K
|
20.6K
$1.24M
|
|
|
Feb 02, 2023
Q4 2022
|
Nelson Capital Management, LLC
|
BUY
|
- |
1.61K+ 4.48% |
$81.9K - $91.4K
|
37.5K
$2.26M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Management Network Inc
|
BUY
|
- |
1.5K+ 26.35% |
$76.2K - $85.1K
|
7.18K
$432K
|
|
|
Feb 07, 2023
Q4 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1.47K+ 23.15% |
$74.7K - $83.4K
|
7.82K
$470K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.47KNew |
$74.7K - $83.4K
|
1.47K
$88.3K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.46K+ 77.72% |
$74K - $82.6K
|
3.33K
$200K
|
|
|
Feb 13, 2023
Q4 2022
|
Souders Financial Advisors
|
BUY
|
- |
1.43K+ 16.53% |
$72.9K - $81.3K
|
10.1K
$607K
|
|
|
Feb 24, 2023
Q4 2022
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
1.4KNew |
$71.2K - $79.5K
|
1.4K
$84.2K
|
|
|
Jan 31, 2023
Q4 2022
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
1.4K+ 26.9% |
$71.2K - $79.5K
|
6.61K
$397K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
1.39KNew |
$70.7K - $78.9K
|
1.39K
$83.6K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.37K+ 307.38% |
$69.9K - $78K
|
1.82K
$110K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.21K+ 100.0% |
$61.4K - $68.5K
|
2.41K
$145K
|
|
|
Jan 24, 2023
Q4 2022
|
Courier Capital LLC
|
BUY
|
- |
1.16K+ 25.13% |
$59.1K - $65.9K
|
5.78K
$348K
|
|
|
Feb 03, 2023
Q4 2022
|
Gables Capital Management Inc.
|
BUY
|
- |
1.1K+ 4.03% |
$55.7K - $62.2K
|
28.3K
$1.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
1.06K+ 7.03% |
$53.9K - $60.1K
|
16.1K
$970K
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.01K+ 0.72% |
$51.2K - $57.1K
|
141K
$8.49M
|
|
|
Jan 23, 2023
Q4 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1KNew |
$50.9K - $56.8K
|
1K
$60.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
1K+ 22.22% |
$50.9K - $56.8K
|
5.5K
$331K
|