Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
17.4K+ 188.31% |
$908K - $970K
|
26.7K
$1.57M
|
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
17.4K+ 25.11% |
$907K - $969K
|
86.7K
$5.09M
|
|
|
May 10, 2023
Q1 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
17.3K+ 41.2% |
$904K - $966K
|
59.4K
$3.49M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
17.1K+ 49.31% |
$890K - $951K
|
51.7K
$3.04M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
17K+ 19.93% |
$886K - $947K
|
102K
$6.01M
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
BUY
|
- |
16.9K+ 10.37% |
$879K - $939K
|
179K
$10.5M
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
16.5K+ 695.32% |
$860K - $919K
|
18.9K
$1.11M
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
16.4K+ 11.64% |
$857K - $915K
|
158K
$9.26M
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
16.3K+ 230.51% |
$848K - $906K
|
23.3K
$1.37M
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
16.1K+ 44.52% |
$841K - $898K
|
52.4K
$3.08M
|
|
|
May 08, 2023
Q1 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
16KNew |
$832K - $889K
|
16K
$938K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
15.8K+ 8.07% |
$826K - $882K
|
212K
$12.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
15.7KNew |
$817K - $873K
|
15.7K
$921K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
15.5K+ 102.32% |
$808K - $864K
|
30.7K
$1.8M
|
|
|
May 31, 2023
Q1 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
15.4K+ 43.69% |
$801K - $856K
|
50.6K
$2.97M
|
|
|
Apr 21, 2023
Q1 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
15.3K+ 11.91% |
$797K - $852K
|
144K
$8.45M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
15.2K+ 14.66% |
$791K - $845K
|
119K
$6.98M
|
|
|
Apr 17, 2023
Q1 2023
|
Derbend Asset Management
|
BUY
|
- |
15.1K+ 6.12% |
$785K - $839K
|
261K
$15.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
BUY
|
- |
15K+ 12.6% |
$783K - $837K
|
134K
$7.89M
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
15K+ 59.69% |
$780K - $833K
|
40K
$2.35M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
14.8KNew |
$771K - $824K
|
14.8K
$870K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
14.6K+ 7.71% |
$762K - $815K
|
204K
$12M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
14.4K+ 20.47% |
$748K - $799K
|
84.5K
$4.97M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
14.3K+ 223.39% |
$743K - $794K
|
20.6K
$1.21M
|
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
14.2KNew |
$740K - $790K
|
14.2K
$834K
|
|
|
Nov 14, 2024
Q1 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
14.1K+ 48.19% |
$737K - $787K
|
43.5K
$2.55M
|
|
|
May 10, 2023
Q1 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
14K+ 86.94% |
$731K - $781K
|
30.1K
$1.77M
|
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
BUY
|
- |
13.9K+ 22.4% |
$723K - $772K
|
75.8K
$4.45M
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
13.8K+ 48.63% |
$721K - $771K
|
42.3K
$2.49M
|
|
|
May 15, 2023
Q1 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
13.6K+ 47.11% |
$711K - $760K
|
42.6K
$2.5M
|
|
|
Apr 25, 2023
Q1 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
13.6K+ 22.8% |
$710K - $759K
|
73.4K
$4.31M
|
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
13.6K+ 17.65% |
$707K - $756K
|
90.4K
$5.31M
|
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
13.6K+ 312.44% |
$707K - $755K
|
17.9K
$1.05M
|
|
|
May 09, 2023
Q1 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
13.5K+ 32.1% |
$705K - $753K
|
55.6K
$3.27M
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
13.5K+ 20.21% |
$703K - $751K
|
80.2K
$4.72M
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
13.4KNew |
$698K - $745K
|
13.4K
$787K
|
|
|
May 04, 2023
Q1 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
13.3K+ 14.28% |
$696K - $743K
|
107K
$6.28M
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
13.3KNew |
$695K - $742K
|
13.3K
$783K
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
13.3K+ 410.39% |
$694K - $741K
|
16.5K
$973K
|
|
|
Apr 06, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
13KNew |
$678K - $725K
|
13K
$765K
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
12.8KNew |
$667K - $713K
|
12.8K
$753K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
12.8K+ 11.39% |
$667K - $713K
|
125K
$7.36M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
12.8K+ 22.51% |
$667K - $713K
|
69.6K
$4.09M
|
|
|
May 03, 2023
Q1 2023
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
12.8K+ 58.27% |
$666K - $712K
|
34.7K
$2.04M
|
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
12.8KNew |
$666K - $712K
|
12.8K
$751K
|
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
12.8K+ 337.36% |
$666K - $711K
|
16.6K
$973K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
12.6K+ 17.53% |
$657K - $702K
|
84.5K
$4.97M
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
12.6KNew |
$655K - $699K
|
12.6K
$738K
|
|
|
May 12, 2023
Q1 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
12.5K+ 4.98% |
$649K - $694K
|
262K
$15.4M
|
|
|
May 04, 2023
Q1 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
12.4K+ 3.78% |
$647K - $692K
|
341K
$20.1M
|