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 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-42.1K- 7.27% |
$2.42M - $2.56M
|
537K
$30.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-45.3K- 88.41% |
$2.61M - $2.76M
|
5.94K
$337K
|
|
|
Feb 10, 2025
Q4 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-47.6K- 79.78% |
$2.74M - $2.9M
|
12.1K
$684K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-49.9K- 5.9% |
$2.87M - $3.04M
|
796K
$45.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-51.5K- 35.26% |
$2.97M - $3.14M
|
94.6K
$5.36M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-53.9K- 17.2% |
$3.1M - $3.28M
|
260K
$14.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-57.4K- 93.71% |
$3.3M - $3.49M
|
3.86K
$219K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-59.2K- 21.74% |
$3.41M - $3.6M
|
213K
$12.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-63.5K- 68.04% |
$3.65M - $3.86M
|
29.8K
$1.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-65K- 46.98% |
$3.74M - $3.96M
|
73.4K
$4.16M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-71K- 24.18% |
$4.08M - $4.32M
|
223K
$12.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-77.3K- 37.24% |
$4.45M - $4.7M
|
130K
$7.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-79K- 9.69% |
$4.55M - $4.81M
|
736K
$41.7M
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-79.2K- 26.8% |
$4.55M - $4.82M
|
216K
$12.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-92.4K- 6.56% |
$5.32M - $5.62M
|
1.32M
$74.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-107K- 4.16% |
$6.14M - $6.5M
|
2.46M
$139M
|
|
|
Jan 21, 2025
Q4 2024
|
Requisite Capital Management, LLC
|
SELL
|
- |
-109K- 7.5% |
$6.27M - $6.63M
|
1.34M
$76.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-109K- 40.33% |
$6.28M - $6.64M
|
161K
$9.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-114K- 51.73% |
$6.54M - $6.92M
|
106K
$6.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-115K- 64.88% |
$6.59M - $6.97M
|
62K
$3.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-119K- 72.97% |
$6.84M - $7.23M
|
44K
$2.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-121K- 18.08% |
$6.96M - $7.36M
|
548K
$31.1M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-144K- 61.76% |
$8.3M - $8.77M
|
89.3K
$5.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-167K- 47.67% |
$9.62M - $10.2M
|
184K
$10.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-225K- 5.84% |
$12.9M - $13.7M
|
3.62M
$205M
|
|
|
Feb 25, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-381K- 98.22% |
$21.9M - $23.2M
|
6.91K
$392K
|
|
|
Jan 17, 2025
Q4 2024
|
Marks Wealth, LLC
|
SELL
|
- |
-485K- 98.55% |
$27.9M - $29.5M
|
7.13K
$404K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-640K- 11.54% |
$36.8M - $38.9M
|
4.9M
$278M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.28M- 98.26% |
$73.6M - $77.8M
|
22.6K
$1.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.66M- 7.41% |
$95.4M - $101M
|
20.7M
$1.18B
|