Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|
Aug 07, 2023
Q2 2023
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
925+ 13.25% |
$49.8K - $51.2K
|
7.91K
$444K
|
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
920+ 14.2% |
$49.5K - $51K
|
7.4K
$416K
|
|
|
Jul 18, 2023
Q2 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
915+ 16.57% |
$49.3K - $50.7K
|
6.44K
$362K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
BUY
|
- |
912New |
$49.1K - $50.5K
|
912
$51.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
898+ 0.38% |
$48.4K - $49.7K
|
235K
$13.2M
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
897+ 2.29% |
$48.3K - $49.7K
|
40.1K
$2.25M
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
895+ 3.84% |
$48.2K - $49.6K
|
24.2K
$1.36M
|
|
|
Jul 06, 2023
Q2 2023
|
Madden Securities Corp
|
BUY
|
- |
884+ 0.43% |
$47.6K - $49K
|
209K
$11.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
883+ 22.24% |
$47.5K - $48.9K
|
4.85K
$273K
|
|
|
Aug 02, 2023
Q2 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
874+ 9.23% |
$47.1K - $48.4K
|
10.3K
$581K
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
874+ 2.01% |
$47.1K - $48.4K
|
44.4K
$2.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
844New |
$45.4K - $46.8K
|
844
$47.4K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
841New |
$45.3K - $46.6K
|
841
$47.2K
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
826+ 82600.0% |
$44.5K - $45.8K
|
827
$46.5K
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
768+ 7.05% |
$41.4K - $42.5K
|
11.7K
$655K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
752+ 0.89% |
$40.5K - $41.7K
|
85.3K
$4.79M
|
|
|
Aug 09, 2023
Q2 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
750+ 13.88% |
$40.4K - $41.6K
|
6.16K
$346K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
741+ 18.62% |
$39.9K - $41.1K
|
4.72K
$265K
|
|
|
Aug 30, 2023
Q2 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
740+ 0.4% |
$39.8K - $41K
|
186K
$10.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
726+ 8.42% |
$39.1K - $40.2K
|
9.34K
$525K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
701+ 4.94% |
$37.7K - $38.8K
|
14.9K
$836K
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
694+ 2.29% |
$37.4K - $38.4K
|
31K
$1.74M
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
BUY
|
- |
688+ 6.43% |
$37K - $38.1K
|
11.4K
$640K
|
|
|
Jul 12, 2023
Q2 2023
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
685+ 2.15% |
$36.9K - $37.9K
|
32.6K
$1.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
668+ 14.52% |
$36K - $37K
|
5.27K
$296K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
646+ 40.58% |
$34.8K - $35.8K
|
2.24K
$126K
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
630+ 0.79% |
$33.9K - $34.9K
|
80.8K
$4.54M
|
|
|
Aug 10, 2023
Q2 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
626+ 0.45% |
$33.7K - $34.7K
|
141K
$7.9M
|
|
|
Jul 19, 2023
Q2 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
592+ 1.83% |
$31.9K - $32.8K
|
32.9K
$1.85M
|
|
|
Jul 31, 2023
Q2 2023
|
Requisite Capital Management, LLC
|
BUY
|
- |
576+ 0.03% |
$31K - $31.9K
|
2.06M
$116M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
571+ 5.92% |
$30.7K - $31.6K
|
10.2K
$574K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
566+ 283.0% |
$30.5K - $31.4K
|
766
$43K
|
|
|
Jul 14, 2023
Q2 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
552+ 1.35% |
$29.7K - $30.6K
|
41.6K
$2.34M
|
|
|
Aug 08, 2023
Q2 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
550+ 3.69% |
$29.6K - $30.5K
|
15.5K
$868K
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
BUY
|
- |
541+ 6.75% |
$29.1K - $30K
|
8.55K
$480K
|
|
|
Feb 04, 2025
Q2 2023
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
520+ 0.9% |
$28K - $28.8K
|
58.3K
$3.28M
|
|
|
Jul 12, 2023
Q2 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
511+ 2.47% |
$27.5K - $28.3K
|
21.2K
$1.19M
|
|
|
Jul 31, 2023
Q2 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
509+ 3.25% |
$27.4K - $28.2K
|
16.2K
$909K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
500New |
$26.9K - $27.7K
|
500
$28.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
495New |
$26.7K - $27.4K
|
495
$27.8K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
474+ 6.52% |
$25.5K - $26.3K
|
7.74K
$435K
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
465+ 10.64% |
$25K - $25.8K
|
4.84K
$272K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
453New |
$24.4K - $25.1K
|
453
$25.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
450New |
$24.2K - $24.9K
|
450
$25.3K
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
445+ 4.02% |
$24K - $24.7K
|
11.5K
$647K
|
|
|
Jul 24, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
426+ 3.27% |
$22.9K - $23.6K
|
13.4K
$755K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
400+ 44.44% |
$21.5K - $22.2K
|
1.3K
$73K
|
|
|
Aug 11, 2023
Q2 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
400+ 1.43% |
$21.5K - $22.2K
|
28.3K
$1.59M
|
|
|
Aug 08, 2023
Q2 2023
|
Biechele Royce Advisors
|
BUY
|
- |
350+ 3.91% |
$18.8K - $19.4K
|
9.31K
$523K
|
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
330+ 154.93% |
$17.8K - $18.3K
|
543
$30.5K
|