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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.66K+ 15.56% |
$95.3K - $101K
|
12.3K
$697K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1.63KNew |
$93.7K - $99K
|
1.63K
$92.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
1.62K+ 60.99% |
$93.4K - $98.7K
|
4.28K
$243K
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
1.61K+ 8.1% |
$92.6K - $97.9K
|
21.5K
$1.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
1.6K+ 19.82% |
$92K - $97.3K
|
9.67K
$548K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
1.59K+ 1.59% |
$91.5K - $96.7K
|
102K
$5.76M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.59KNew |
$91.4K - $96.7K
|
1.59K
$90.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
1.57K+ 1.99% |
$90.3K - $95.5K
|
80.4K
$4.56M
|
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
1.57K+ 11.83% |
$90.2K - $95.4K
|
14.8K
$840K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.55K+ 7.03% |
$89.1K - $94.2K
|
23.6K
$1.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.54K+ 2.47% |
$88.7K - $93.7K
|
64.1K
$3.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.53K+ 8.32% |
$88.1K - $93.1K
|
19.9K
$1.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
1.52K+ 10.23% |
$87.6K - $92.6K
|
16.4K
$929K
|
|
|
Jan 22, 2025
Q4 2024
|
Bay Rivers Group
|
BUY
|
- |
1.52K+ 24.79% |
$87.3K - $92.3K
|
7.64K
$433K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.5K+ 56.5% |
$86.5K - $91.5K
|
4.17K
$236K
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1.5K+ 13.19% |
$86.2K - $91.2K
|
12.9K
$729K
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
1.49K+ 17.4% |
$85.5K - $90.4K
|
10K
$568K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.48K+ 48.25% |
$84.9K - $89.7K
|
4.53K
$257K
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.46K+ 11.51% |
$84.2K - $89.1K
|
14.2K
$804K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.43K+ 1.39% |
$82.3K - $87K
|
104K
$5.91M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.43K+ 3.18% |
$82.1K - $86.8K
|
46.3K
$2.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
1.42K+ 3.53% |
$81.7K - $86.4K
|
41.7K
$2.36M
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1.42K+ 8.27% |
$81.6K - $86.3K
|
18.6K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
1.38K+ 9.65% |
$79.3K - $83.9K
|
15.7K
$889K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.38K+ 1.27% |
$79.3K - $83.8K
|
110K
$6.23M
|
|
|
Feb 11, 2025
Q4 2024
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
1.37K+ 1.8% |
$79K - $83.5K
|
77.8K
$4.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
1.36K+ 16.27% |
$78.2K - $82.7K
|
9.72K
$551K
|
|
|
Feb 13, 2025
Q4 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
1.35K+ 10.55% |
$77.7K - $82.1K
|
14.2K
$802K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.34K+ 4.43% |
$76.9K - $81.3K
|
31.5K
$1.78M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.33K+ 5.4% |
$76.7K - $81.1K
|
26K
$1.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
1.33KNew |
$76.5K - $80.8K
|
1.33K
$75.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
1.33K+ 1.58% |
$76.2K - $80.6K
|
85.1K
$4.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.31K+ 1.75% |
$75.5K - $79.9K
|
76.4K
$4.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
1.26K+ 34.85% |
$72.3K - $76.4K
|
4.86K
$275K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.24K+ 5.33% |
$71.5K - $75.6K
|
24.6K
$1.39M
|
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
1.24K+ 15.77% |
$71.5K - $75.6K
|
9.13K
$517K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
1.23K+ 2.86% |
$71K - $75.1K
|
44.4K
$2.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.21K+ 7.24% |
$69.4K - $73.4K
|
17.9K
$1.01M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.19K+ 20.5% |
$68.5K - $72.4K
|
7K
$396K
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
1.19K+ 2.29% |
$68.2K - $72.1K
|
52.9K
$3M
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.15KNew |
$66.2K - $70K
|
1.15K
$65.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1.12KNew |
$64.2K - $67.9K
|
1.12K
$63.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.11K+ 19.11% |
$64K - $67.7K
|
6.94K
$393K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.1KNew |
$63.3K - $66.9K
|
1.1K
$62.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
1.08K+ 19.63% |
$61.8K - $65.4K
|
6.55K
$371K
|
|
|
Feb 10, 2025
Q4 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
1.06K+ 24.92% |
$61K - $64.5K
|
5.32K
$301K
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1.04K+ 21.82% |
$59.9K - $63.3K
|
5.81K
$329K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
1.02K+ 32.86% |
$58.7K - $62.1K
|
4.13K
$234K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.02K+ 1320.78% |
$58.5K - $61.9K
|
1.09K
$62K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.01K+ 4.33% |
$57.9K - $61.2K
|
24.2K
$1.37M
|