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 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
45.1KNew |
$2.59M - $2.74M
|
45.1K
$2.55M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
44.8K+ 147.61% |
$2.57M - $2.72M
|
75.1K
$4.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
44.3KNew |
$2.55M - $2.7M
|
44.3K
$2.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
44.3K+ 7.55% |
$2.55M - $2.7M
|
631K
$35.8M
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
42.3KNew |
$2.43M - $2.57M
|
42.3K
$2.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
41.8K+ 828.94% |
$2.4M - $2.54M
|
46.8K
$2.66M
|
|
|
Feb 26, 2025
Q4 2024
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
41.1KNew |
$2.37M - $2.5M
|
41.1K
$2.33M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
41.1KNew |
$2.36M - $2.5M
|
41.1K
$2.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
41KNew |
$2.36M - $2.49M
|
41K
$2.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Anchor Capital Management Group Inc
Aliso Viejo, CA |
BUY
|
- |
40KNew |
$2.3M - $2.43M
|
40K
$2.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
39.5KNew |
$2.27M - $2.4M
|
39.5K
$2.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
39.2K+ 6.67% |
$2.26M - $2.38M
|
627K
$35.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
38.5KNew |
$2.21M - $2.34M
|
38.5K
$2.18M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
38.3K+ 46.59% |
$2.21M - $2.33M
|
121K
$6.84M
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
38.2K+ 1638.21% |
$2.2M - $2.32M
|
40.5K
$2.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
38KNew |
$2.19M - $2.31M
|
38K
$2.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
37.8KNew |
$2.17M - $2.3M
|
37.8K
$2.14M
|
|
|
Feb 12, 2025
Q4 2024
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
BUY
|
- |
37.5KNew |
$2.16M - $2.28M
|
37.5K
$2.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
37.2K+ 75.6% |
$2.14M - $2.26M
|
86.5K
$4.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
36.3KNew |
$2.09M - $2.21M
|
36.3K
$2.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
36.3K+ 25.81% |
$2.09M - $2.21M
|
177K
$10M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
35.4K+ 107.99% |
$2.04M - $2.16M
|
68.2K
$3.87M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
35.4K+ 17.57% |
$2.04M - $2.15M
|
237K
$13.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
34.8KNew |
$2M - $2.11M
|
34.8K
$1.97M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
34.6KNew |
$1.99M - $2.1M
|
34.6K
$1.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Mcia Inc
|
BUY
|
- |
34.5K+ 21.23% |
$1.99M - $2.1M
|
197K
$11.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
34.5KNew |
$1.98M - $2.1M
|
34.5K
$1.96M
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
34.4KNew |
$1.98M - $2.09M
|
34.4K
$1.95M
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
33.3KNew |
$1.92M - $2.03M
|
33.3K
$1.89M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
33.2KNew |
$1.91M - $2.02M
|
33.2K
$1.88M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
33.1K+ 2.41% |
$1.9M - $2.01M
|
1.4M
$79.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
32.8KNew |
$1.89M - $1.99M
|
32.8K
$1.86M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
32.6KNew |
$1.87M - $1.98M
|
32.6K
$1.85M
|
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
32.4K+ 64.12% |
$1.87M - $1.97M
|
83.1K
$4.71M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
32.4K+ 21.56% |
$1.86M - $1.97M
|
183K
$10.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
32K+ 15.82% |
$1.84M - $1.95M
|
234K
$13.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
31.9K+ 3.8% |
$1.84M - $1.94M
|
872K
$49.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
30.9KNew |
$1.78M - $1.88M
|
30.9K
$1.75M
|
|
|
Feb 03, 2025
Q4 2024
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
30.9KNew |
$1.78M - $1.88M
|
30.9K
$1.75M
|
|
|
Feb 06, 2025
Q4 2024
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
30.8KNew |
$1.77M - $1.87M
|
30.8K
$1.75M
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
30.2K+ 48.65% |
$1.74M - $1.84M
|
92.4K
$5.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
30KNew |
$1.73M - $1.82M
|
30K
$1.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
29.7K+ 7.2% |
$1.71M - $1.81M
|
442K
$25.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
29.4K+ 385.45% |
$1.69M - $1.79M
|
37K
$2.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
29.3KNew |
$1.69M - $1.78M
|
29.3K
$1.66M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
28.5K+ 33.26% |
$1.64M - $1.73M
|
114K
$6.47M
|
|
|
Feb 11, 2025
Q4 2024
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
28.3KNew |
$1.63M - $1.72M
|
28.3K
$1.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
28K+ 10.92% |
$1.61M - $1.71M
|
285K
$16.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
27.9K+ 46.94% |
$1.6M - $1.69M
|
87.2K
$4.94M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
27.7K+ 8.88% |
$1.59M - $1.69M
|
340K
$19.3M
|