Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.85KNew |
$203K - $239K
|
3.85K
$227K
|
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.75K+ 32.87% |
$198K - $233K
|
15.2K
$895K
|
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.68K+ 85.07% |
$194K - $229K
|
8K
$472K
|
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.68K+ 85.07% |
$194K - $229K
|
8K
$472K
|
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
3.62KNew |
$191K - $225K
|
3.62K
$214K
|
|
|
Aug 05, 2022
Q2 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
3.61K+ 66.93% |
$191K - $225K
|
9K
$532K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.6K+ 104.87% |
$190K - $224K
|
7.03K
$415K
|
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.59KNew |
$190K - $223K
|
3.59K
$212K
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
3.57K+ 31.26% |
$189K - $222K
|
15K
$886K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.52K+ 586.19% |
$186K - $219K
|
4.12K
$244K
|
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
3.52K+ 19.46% |
$186K - $219K
|
21.6K
$1.28M
|
|
|
Feb 13, 2025
Q2 2022
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
3.48K+ 20.65% |
$184K - $216K
|
20.3K
$1.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.3K+ 61.49% |
$174K - $205K
|
8.67K
$512K
|
|
|
Jul 27, 2022
Q2 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
3.22K+ 14.48% |
$170K - $200K
|
25.4K
$1.5M
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
3.09KNew |
$163K - $192K
|
3.09K
$183K
|
|
|
Jul 11, 2022
Q2 2022
|
Vigilare Wealth Management
|
BUY
|
- |
3.09K+ 41.45% |
$163K - $192K
|
10.5K
$622K
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
3.05K+ 6.76% |
$161K - $190K
|
48.1K
$2.84M
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
2.98KNew |
$157K - $185K
|
2.98K
$176K
|
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.85K+ 4.95% |
$150K - $177K
|
60.3K
$3.56M
|
|
|
Aug 01, 2022
Q2 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.84K+ 59.79% |
$150K - $177K
|
7.59K
$448K
|
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
2.73K+ 53.7% |
$144K - $170K
|
7.81K
$461K
|
|
|
Jul 29, 2022
Q2 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
2.72K+ 32.87% |
$144K - $169K
|
11K
$649K
|
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
2.69K+ 38.68% |
$142K - $168K
|
9.66K
$570K
|
|
|
Jul 20, 2022
Q2 2022
|
Inverness Counsel LLC
|
BUY
|
- |
2.66K+ 32.89% |
$140K - $165K
|
10.7K
$633K
|
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.65K+ 25.73% |
$140K - $165K
|
13K
$765K
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
2.56K+ 294.37% |
$135K - $159K
|
3.43K
$203K
|
|
|
Jul 27, 2022
Q2 2022
|
Nelson Capital Management, LLC
|
BUY
|
- |
2.55K+ 8.68% |
$135K - $159K
|
32K
$1.89M
|
|
|
Aug 10, 2022
Q2 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
2.43K+ 1.57% |
$128K - $151K
|
158K
$9.31M
|
|
|
Jul 05, 2022
Q2 2022
|
Modus Advisors, LLC
|
BUY
|
- |
2.37K+ 20.11% |
$125K - $147K
|
14.1K
$834K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.34KNew |
$124K - $146K
|
2.34K
$138K
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
2.31K+ 15413.33% |
$122K - $144K
|
2.33K
$137K
|
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.27K+ 43.57% |
$120K - $141K
|
7.47K
$441K
|
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.22K+ 671.9% |
$118K - $138K
|
2.56K
$151K
|
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.17K+ 27.76% |
$115K - $135K
|
10K
$591K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.12KNew |
$112K - $132K
|
2.12K
$125K
|
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.12K+ 1.58% |
$112K - $132K
|
137K
$8.07M
|
|
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
2.05K+ 11.35% |
$108K - $128K
|
20.1K
$1.19M
|
|
|
Aug 02, 2022
Q2 2022
|
American Money Management, LLC
|
BUY
|
- |
2.04K+ 18.63% |
$108K - $127K
|
13K
$769K
|
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
2.02K+ 5.64% |
$107K - $126K
|
37.8K
$2.23M
|
|
|
Jul 06, 2022
Q2 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
2KNew |
$106K - $124K
|
2K
$118K
|
|
|
Aug 05, 2022
Q2 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
1.91K+ 36.85% |
$101K - $119K
|
7.09K
$419K
|
|
|
Jul 15, 2022
Q2 2022
|
Transform Wealth, LLC
|
BUY
|
- |
1.83K+ 45.37% |
$96.8K - $114K
|
5.87K
$347K
|
|
|
Aug 05, 2022
Q2 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.8K+ 1.88% |
$95.1K - $112K
|
97.6K
$5.77M
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1.8KNew |
$95K - $112K
|
1.8K
$106K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
1.74KNew |
$92.1K - $108K
|
1.74K
$103K
|
|
|
Jul 21, 2022
Q2 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
1.72K+ 2.65% |
$90.7K - $107K
|
66.5K
$3.93M
|
|
|
Jul 20, 2022
Q2 2022
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
1.68K+ 3.3% |
$88.8K - $105K
|
52.5K
$3.1M
|
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
BUY
|
- |
1.67K+ 2.86% |
$88.5K - $104K
|
60.1K
$3.55M
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
1.63K+ 316.67% |
$86.4K - $102K
|
2.15K
$127K
|
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.61K+ 3.15% |
$85.2K - $100K
|
52.8K
$3.12M
|