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 11, 2025
Q4 2024
|
Bg Investment Services, Inc.
|
BUY
|
- |
27KNew |
$1.56M - $1.64M
|
27K
$1.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
26.9KNew |
$1.55M - $1.64M
|
26.9K
$1.53M
|
|
|
Jan 27, 2025
Q4 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
26.9K+ 379.39% |
$1.55M - $1.64M
|
34K
$1.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
26.9KNew |
$1.55M - $1.64M
|
26.9K
$1.53M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
26.7KNew |
$1.53M - $1.62M
|
26.7K
$1.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
26.4KNew |
$1.52M - $1.61M
|
26.4K
$1.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
26.4K+ 8.95% |
$1.52M - $1.61M
|
322K
$18.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
26.4K+ 5.99% |
$1.52M - $1.61M
|
467K
$26.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
26.3K+ 27.77% |
$1.51M - $1.6M
|
121K
$6.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
26K+ 24.28% |
$1.5M - $1.58M
|
133K
$7.56M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
26K+ 78.12% |
$1.5M - $1.58M
|
59.3K
$3.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
25.9K+ 92.78% |
$1.49M - $1.58M
|
53.9K
$3.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
25.9KNew |
$1.49M - $1.57M
|
25.9K
$1.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
25.6K+ 49.91% |
$1.47M - $1.56M
|
76.9K
$4.36M
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
25.4KNew |
$1.46M - $1.54M
|
25.4K
$1.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
24.8K+ 6.7% |
$1.42M - $1.51M
|
394K
$22.4M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
24.5K+ 15.36% |
$1.41M - $1.49M
|
184K
$10.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
24K+ 4.32% |
$1.38M - $1.46M
|
578K
$32.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
23.7K+ 16.53% |
$1.36M - $1.44M
|
167K
$9.47M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
23.6K+ 5.75% |
$1.36M - $1.44M
|
434K
$24.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
23.4KNew |
$1.35M - $1.42M
|
23.4K
$1.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
23.2K+ 18.93% |
$1.33M - $1.41M
|
146K
$8.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
23.1K+ 9.22% |
$1.33M - $1.41M
|
274K
$15.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
23.1K+ 1.19% |
$1.33M - $1.41M
|
1.97M
$112M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
23K+ 11.81% |
$1.32M - $1.4M
|
218K
$12.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
23K+ 3.04% |
$1.32M - $1.4M
|
780K
$44.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
22.9K+ 0.67% |
$1.32M - $1.39M
|
3.44M
$195M
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
22.7KNew |
$1.31M - $1.38M
|
22.7K
$1.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
22.7K+ 26.42% |
$1.3M - $1.38M
|
108K
$6.15M
|
|
|
Mar 11, 2025
Q4 2024
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
BUY
|
- |
22.6KNew |
$1.3M - $1.38M
|
22.6K
$1.28M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
22.5K+ 12.47% |
$1.3M - $1.37M
|
203K
$11.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
22.4K+ 427.03% |
$1.29M - $1.36M
|
27.6K
$1.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
22.3KNew |
$1.28M - $1.36M
|
22.3K
$1.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
22KNew |
$1.27M - $1.34M
|
22K
$1.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
21.5K+ 66.86% |
$1.24M - $1.31M
|
53.7K
$3.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
21.1K+ 123.33% |
$1.22M - $1.29M
|
38.3K
$2.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
21.1K+ 9.42% |
$1.22M - $1.29M
|
246K
$13.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
20.7K+ 42.09% |
$1.19M - $1.26M
|
70K
$3.97M
|
|
|
Feb 04, 2025
Q4 2024
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
20.7KNew |
$1.19M - $1.26M
|
20.7K
$1.18M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
20.3K+ 27.97% |
$1.17M - $1.23M
|
92.7K
$5.25M
|
|
|
Feb 14, 2025
Q4 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
20.2KNew |
$1.16M - $1.23M
|
20.2K
$1.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
19.9K+ 56.35% |
$1.14M - $1.21M
|
55.2K
$3.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
19.8K+ 14.32% |
$1.14M - $1.2M
|
158K
$8.95M
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
19.7KNew |
$1.13M - $1.2M
|
19.7K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
19.6KNew |
$1.13M - $1.19M
|
19.6K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
19.4K+ 14.02% |
$1.12M - $1.18M
|
158K
$8.94M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
19.3K+ 8.33% |
$1.11M - $1.18M
|
251K
$14.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
19.3KNew |
$1.11M - $1.17M
|
19.3K
$1.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
19.2K+ 3.19% |
$1.1M - $1.17M
|
619K
$35.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
19.2K+ 18.08% |
$1.1M - $1.17M
|
125K
$7.09M
|