Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
6.67K+ 11908.93% |
$388K - $420K
|
6.73K
$397K
|
|
|
Apr 15, 2022
Q1 2022
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
6.54K+ 21.51% |
$380K - $412K
|
36.9K
$2.18M
|
|
|
Apr 20, 2022
Q1 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
6.49KNew |
$377K - $409K
|
6.49K
$383K
|
|
|
May 12, 2022
Q1 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
6.28K+ 114.55% |
$365K - $396K
|
11.8K
$695K
|
|
|
Apr 26, 2022
Q1 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
6.26K+ 10.69% |
$364K - $395K
|
64.8K
$3.83M
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
6.1KNew |
$354K - $385K
|
6.1K
$360K
|
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
6.08KNew |
$353K - $383K
|
6.08K
$359K
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.81K+ 38.65% |
$337K - $366K
|
20.8K
$1.23M
|
|
|
May 02, 2022
Q1 2022
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
5.7K+ 158.11% |
$331K - $360K
|
9.31K
$550K
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.7K+ 13.43% |
$331K - $359K
|
48.1K
$2.84M
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
5.41K+ 39.07% |
$314K - $341K
|
19.2K
$1.14M
|
|
|
May 13, 2022
Q1 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
5.39KNew |
$313K - $340K
|
5.39K
$319K
|
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
5.38K+ 57.93% |
$313K - $339K
|
14.7K
$866K
|
|
|
May 16, 2022
Q1 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.36KNew |
$311K - $338K
|
5.36K
$316K
|
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
5.3K+ 17.37% |
$308K - $334K
|
35.8K
$2.11M
|
|
|
Apr 06, 2022
Q1 2022
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
5.25KNew |
$305K - $331K
|
5.25K
$310K
|
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.2KNew |
$302K - $328K
|
5.2K
$307K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.19K+ 1.78% |
$301K - $327K
|
296K
$17.5M
|
|
|
May 12, 2022
Q1 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
5.18KNew |
$301K - $327K
|
5.18K
$306K
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
5.1KNew |
$296K - $322K
|
5.1K
$301K
|
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
5.08KNew |
$295K - $320K
|
5.08K
$300K
|
|
|
May 05, 2022
Q1 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
5.06KNew |
$294K - $319K
|
5.06K
$299K
|
|
|
Apr 19, 2022
Q1 2022
|
Apeiron Ria LLC
|
BUY
|
- |
4.9K+ 63.23% |
$285K - $309K
|
12.7K
$747K
|
|
|
Feb 13, 2025
Q1 2022
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
4.84K+ 40.36% |
$281K - $305K
|
16.8K
$994K
|
|
|
Apr 06, 2022
Q1 2022
|
Advisory Resource Group
|
BUY
|
- |
4.77K+ 2.25% |
$277K - $301K
|
217K
$12.8M
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
4.75KNew |
$276K - $299K
|
4.75K
$280K
|
|
|
May 16, 2022
Q1 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
4.74K+ 30.73% |
$275K - $299K
|
20.2K
$1.19M
|
|
|
May 05, 2022
Q1 2022
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
4.74KNew |
$275K - $299K
|
4.74K
$280K
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.71K+ 14.15% |
$273K - $297K
|
38K
$2.24M
|
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
4.6KNew |
$267K - $290K
|
4.6K
$272K
|
|
|
May 04, 2022
Q1 2022
|
Emfo, LLC
|
BUY
|
- |
4.5K+ 100.0% |
$261K - $284K
|
9K
$531K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.49K+ 30.19% |
$261K - $283K
|
19.4K
$1.14M
|
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
BUY
|
- |
4.46K+ 58.31% |
$259K - $281K
|
12.1K
$714K
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
4.38K+ 29.79% |
$255K - $276K
|
19.1K
$1.13M
|
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.32KNew |
$251K - $272K
|
4.32K
$255K
|
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.29K+ 67.77% |
$249K - $271K
|
10.6K
$628K
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.18KNew |
$243K - $263K
|
4.18K
$247K
|
|
|
May 17, 2022
Q1 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
4.09K+ 13.41% |
$237K - $258K
|
34.6K
$2.04M
|
|
|
Apr 25, 2022
Q1 2022
|
Transform Wealth, LLC
|
BUY
|
- |
4.04KNew |
$235K - $255K
|
4.04K
$238K
|
|
|
Apr 19, 2022
Q1 2022
|
Mjp Associates Inc
|
BUY
|
- |
3.99K+ 26.67% |
$232K - $251K
|
18.9K
$1.12M
|
|
|
May 13, 2022
Q1 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.91KNew |
$227K - $247K
|
3.91K
$231K
|
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3.9K+ 186.97% |
$227K - $246K
|
5.99K
$354K
|
|
|
May 02, 2022
Q1 2022
|
Meridian Financial Partners LLC
|
BUY
|
- |
3.9K+ 11.61% |
$227K - $246K
|
37.5K
$2.21M
|
|
|
May 20, 2022
Q1 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.9KNew |
$227K - $246K
|
3.9K
$230K
|
|
|
May 11, 2022
Q1 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
3.77KNew |
$219K - $238K
|
3.77K
$223K
|
|
|
Apr 25, 2022
Q1 2022
|
First Premier Bank
|
BUY
|
- |
3.69K+ 33.38% |
$214K - $232K
|
14.7K
$870K
|
|
|
Apr 26, 2022
Q1 2022
|
Columbus Macro, LLC
|
BUY
|
- |
3.65KNew |
$212K - $230K
|
3.65K
$215K
|
|
|
May 16, 2022
Q1 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.6KNew |
$209K - $227K
|
3.6K
$213K
|
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
3.47KNew |
$201K - $219K
|
3.47K
$205K
|
|
|
Apr 26, 2022
Q1 2022
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
3.45K+ 9.78% |
$200K - $217K
|
38.7K
$2.29M
|