Purchases and Sales Made in Q4 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.6MNew |
$322M - $341M
|
5.6M
$318M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.11M+ 5.35% |
$121M - $128M
|
41.5M
$2.35B
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.05M+ 16.41% |
$118M - $125M
|
14.6M
$825M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.27M+ 4498.24% |
$73.3M - $77.5M
|
1.3M
$73.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
931KNew |
$53.5M - $56.6M
|
931K
$52.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
834K+ 12441.52% |
$48M - $50.7M
|
840K
$47.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
715K+ 10.78% |
$41.1M - $43.5M
|
7.35M
$416M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
653KNew |
$37.6M - $39.7M
|
653K
$37M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
543K+ 7.63% |
$31.3M - $33M
|
7.67M
$435M
|
|
|
Feb 10, 2025
Q4 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
516K+ 10733.32% |
$29.7M - $31.4M
|
521K
$29.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
507K+ 1.65% |
$29.1M - $30.8M
|
31.3M
$1.77B
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
484K+ 7.62% |
$27.9M - $29.5M
|
6.84M
$388M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
460K+ 12.55% |
$26.5M - $28M
|
4.12M
$234M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
407KNew |
$23.4M - $24.8M
|
407K
$23.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
388KNew |
$22.3M - $23.6M
|
388K
$22M
|
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
368KNew |
$21.2M - $22.4M
|
368K
$20.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
329K+ 17.31% |
$18.9M - $20M
|
2.23M
$126M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
324K+ 12.93% |
$18.7M - $19.7M
|
2.83M
$161M
|
|
|
Feb 14, 2025
Q4 2024
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
287KNew |
$16.5M - $17.5M
|
287K
$16.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Cornerstone Enterprises, LLC
Appleton, WI |
BUY
|
- |
280KNew |
$16.1M - $17.1M
|
280K
$15.9M
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
246KNew |
$14.2M - $15M
|
246K
$14M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
234K+ 21.46% |
$13.4M - $14.2M
|
1.32M
$74.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
226KNew |
$13M - $13.8M
|
226K
$12.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
219K+ 4176.26% |
$12.6M - $13.3M
|
224K
$12.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
216K+ 69.11% |
$12.4M - $13.2M
|
530K
$30M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
215KNew |
$12.4M - $13.1M
|
215K
$12.2M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
213KNew |
$12.3M - $13M
|
213K
$12.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
212K+ 87.79% |
$12.2M - $12.9M
|
453K
$25.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
205KNew |
$11.8M - $12.5M
|
205K
$11.6M
|
|
|
Feb 13, 2025
Q4 2024
|
F
|
BUY
|
- |
191K+ 1289.52% |
$11M - $11.6M
|
206K
$11.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
180K+ 2384.11% |
$10.4M - $11M
|
188K
$10.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
173K+ 1554.62% |
$9.97M - $10.5M
|
185K
$10.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
168K+ 11.84% |
$9.65M - $10.2M
|
1.58M
$89.8M
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
167K+ 9.11% |
$9.62M - $10.2M
|
2M
$114M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
163K+ 7.82% |
$9.4M - $9.94M
|
2.25M
$128M
|
|
|
Feb 05, 2025
Q4 2024
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
163KNew |
$9.38M - $9.92M
|
163K
$9.24M
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
152K+ 10.5% |
$8.73M - $9.23M
|
1.6M
$90.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
143K+ 7.82% |
$8.24M - $8.72M
|
1.98M
$112M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
140K+ 1399.81% |
$8.06M - $8.53M
|
150K
$8.51M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
139KNew |
$8.01M - $8.47M
|
139K
$7.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
131K+ 1035.98% |
$7.51M - $7.94M
|
143K
$8.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
128K+ 13.53% |
$7.36M - $7.79M
|
1.07M
$60.9M
|
|
|
Feb 19, 2025
Q4 2024
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
124KNew |
$7.15M - $7.56M
|
124K
$7.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
123K+ 4.71% |
$7.07M - $7.47M
|
2.73M
$155M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
122KNew |
$7.03M - $7.43M
|
122K
$6.92M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
121K+ 14.0% |
$6.94M - $7.34M
|
983K
$55.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Forefront Wealth Management Inc.
|
BUY
|
- |
118KNew |
$6.8M - $7.19M
|
118K
$6.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
118K+ 10.34% |
$6.8M - $7.19M
|
1.26M
$71.5M
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
117K+ 6.75% |
$6.71M - $7.09M
|
1.84M
$105M
|
|
|
Feb 10, 2025
Q4 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
113K+ 13.16% |
$6.51M - $6.89M
|
974K
$55.2M
|