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
|
Truist Financial Corp
|
BUY
|
- |
113K+ 15.96% |
$6.48M - $6.85M
|
819K
$46.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
112K+ 29.55% |
$6.44M - $6.81M
|
491K
$27.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
109K+ 68.15% |
$6.29M - $6.65M
|
270K
$15.3M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
109K+ 3.04% |
$6.24M - $6.6M
|
3.68M
$209M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
107K+ 141.75% |
$6.14M - $6.49M
|
182K
$10.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
104K+ 388.75% |
$6M - $6.34M
|
131K
$7.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
103K+ 15.37% |
$5.9M - $6.24M
|
770K
$43.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
101K+ 435.99% |
$5.83M - $6.17M
|
125K
$7.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
97.8K+ 8.77% |
$5.63M - $5.95M
|
1.21M
$68.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
97.7KNew |
$5.62M - $5.94M
|
97.7K
$5.54M
|
|
|
Feb 19, 2025
Q4 2024
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
94.2KNew |
$5.42M - $5.73M
|
94.2K
$5.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
94.1K+ 38.31% |
$5.41M - $5.72M
|
340K
$19.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
BUY
|
- |
88.5KNew |
$5.09M - $5.38M
|
88.5K
$5.02M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
87.3KNew |
$5.02M - $5.31M
|
87.3K
$4.95M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
86.5KNew |
$4.98M - $5.26M
|
86.5K
$4.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
86.4K+ 77.47% |
$4.97M - $5.26M
|
198K
$11.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
85K+ 112.14% |
$4.89M - $5.17M
|
161K
$9.11M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
80K+ 29.75% |
$4.6M - $4.87M
|
349K
$19.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
79.1K+ 39.64% |
$4.55M - $4.81M
|
279K
$15.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
75.2KNew |
$4.33M - $4.58M
|
75.2K
$4.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
73.1K+ 7.19% |
$4.21M - $4.45M
|
1.09M
$61.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
72.9KNew |
$4.19M - $4.43M
|
72.9K
$4.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
71.3K+ 10.74% |
$4.1M - $4.34M
|
735K
$41.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
70.6K+ 595.48% |
$4.06M - $4.3M
|
82.5K
$4.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
67.8K+ 140.52% |
$3.9M - $4.12M
|
116K
$6.58M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
67.7K+ 39615.79% |
$3.9M - $4.12M
|
67.9K
$3.85M
|
|
|
Feb 03, 2025
Q4 2024
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
64.7KNew |
$3.72M - $3.93M
|
64.7K
$3.67M
|
|
|
Feb 14, 2025
Q4 2024
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
62.6KNew |
$3.6M - $3.8M
|
62.6K
$3.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
62.2K+ 18.57% |
$3.58M - $3.79M
|
397K
$22.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
58.3K+ 18.1% |
$3.35M - $3.54M
|
380K
$21.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
57.7K+ 22.47% |
$3.32M - $3.51M
|
315K
$17.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
57.7K+ 8.84% |
$3.32M - $3.51M
|
710K
$40.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
57.2K+ 33.89% |
$3.29M - $3.48M
|
226K
$12.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
55.6KNew |
$3.2M - $3.38M
|
55.6K
$3.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
55K+ 141.07% |
$3.17M - $3.35M
|
94K
$5.33M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
54.9K+ 24.5% |
$3.16M - $3.34M
|
279K
$15.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
54.7KNew |
$3.15M - $3.33M
|
54.7K
$3.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
54.6K+ 40.85% |
$3.14M - $3.32M
|
188K
$10.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
54.4K+ 464.36% |
$3.13M - $3.31M
|
66.2K
$3.75M
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
52.5K+ 38.22% |
$3.02M - $3.2M
|
190K
$10.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
52.3K+ 35.37% |
$3.01M - $3.18M
|
200K
$11.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
51.3K+ 51.33% |
$2.95M - $3.12M
|
151K
$8.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
49.9KNew |
$2.87M - $3.04M
|
49.9K
$2.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
48.5K+ 10.69% |
$2.79M - $2.95M
|
503K
$28.5M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
48K+ 85.16% |
$2.76M - $2.92M
|
104K
$5.91M
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
47.8K+ 21.47% |
$2.75M - $2.91M
|
270K
$15.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
47.4K+ 9.04% |
$2.72M - $2.88M
|
571K
$32.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
47.2KNew |
$2.72M - $2.87M
|
47.2K
$2.68M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
46KNew |
$2.65M - $2.8M
|
46K
$2.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
45.8K+ 46.97% |
$2.64M - $2.79M
|
143K
$8.13M
|