Purchases and Sales Made in Q4 2024 in J P Morgan Exchange Traded Fd (JEPI)

JEPI Quotes by TradingView

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
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
19.1K
+ 13.58%
$1.1M - $1.16M
160K $9.04M
Jan 23, 2025 Q4 2024
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
19K
+ 24.04%
$1.09M - $1.15M
98K $5.55M
Feb 05, 2025 Q4 2024
Cascade Wealth Advisors, Inc

Wenatchee, WA
BUY
 -
18.8K
+ 15.32%
$1.08M - $1.14M
142K $8.02M
Jan 16, 2025 Q4 2024
Purus Wealth Management, LLC

BUY
 -
18.6K
+ 68.03%
$1.07M - $1.13M
46K $2.61M
Feb 13, 2025 Q4 2024
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
18.5K
+ 8.18%
$1.07M - $1.13M
245K $13.9M
Jan 30, 2025 Q4 2024
Allworth Financial LP

BUY
 -
18.4K
+ 1.6%
$1.06M - $1.12M
1.17M $66.1M
Jan 28, 2025 Q4 2024
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
18.4K
+ 5.65%
$1.06M - $1.12M
343K $19.5M
Feb 03, 2025 Q4 2024
Sunpointe, LLC

St. Louis, MO
BUY
 -
18.2K
+ 72.48%
$1.05M - $1.11M
43.3K $2.46M
Feb 04, 2025 Q4 2024
Advisor Os, LLC

BUY
 -
18K
+ 17.89%
$1.04M - $1.1M
119K $6.73M
Jan 15, 2025 Q4 2024
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
17.8K
+ 208.15%
$1.03M - $1.08M
26.4K $1.5M
Jan 16, 2025 Q4 2024
Transform Wealth, LLC

BUY
 -
17.6K
+ 189.7%
$1.01M - $1.07M
26.9K $1.52M
Jan 28, 2025 Q4 2024
Archer Investment Corp

BUY
 -
17.4K
+ 27.19%
$1M - $1.06M
81.6K $4.62M
Feb 12, 2025 Q4 2024
Wedbush Securities Inc

BUY
 -
17.4K
+ 9.13%
$1M - $1.06M
208K $11.8M
Feb 10, 2025 Q4 2024
Harbour Investments, Inc.

Madison, WI
BUY
 -
17.2K
+ 10.92%
$989K - $1.05M
175K $9.9M
Jan 27, 2025 Q4 2024
Oakworth Capital, Inc.

BUY
 -
17.2K
+ 2.74%
$987K - $1.04M
644K $36.5M
Jan 28, 2025 Q4 2024
Savant Capital, LLC

BUY
 -
17K
+ 468.79%
$977K - $1.03M
20.6K $1.17M
Feb 18, 2025 Q4 2024
Vise Technologies, Inc.

New York, NY
BUY
 -
16.6K
+ 122.7%
$956K - $1.01M
30.2K $1.71M
Feb 06, 2025 Q4 2024
Assetmark, Inc

BUY
 -
16.3K
+ 23.49%
$936K - $989K
85.5K $4.85M
Feb 11, 2025 Q4 2024
Core First Bank & Trust

Topeka, KS
BUY
 -
16.2K
+ 61.05%
$931K - $984K
42.7K $2.42M
Jan 29, 2025 Q4 2024
Community Financial Services Group, LLC

Newport, VT
BUY
 -
15.8K
+ 24.37%
$910K - $962K
80.8K $4.58M
Feb 07, 2025 Q4 2024
Pfg Advisors

BUY
 -
15.7K
+ 6.69%
$905K - $957K
251K $14.2M
Feb 04, 2025 Q4 2024
Weil Company, Inc.

BUY
 -
15.6K
+ 33.91%
$898K - $949K
61.6K $3.49M
Jan 14, 2025 Q4 2024
Channel Wealth LLC

Santa Barbara, CA
BUY
 -
15.4K
+ 14.78%
$886K - $937K
120K $6.78M
Jan 27, 2025 Q4 2024
Iron Horse Wealth Management, LLC

BUY
 -
15.3K
+ 5.69%
$882K - $933K
285K $16.1M
Feb 13, 2025 Q4 2024
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
15.3K
+ 7.27%
$881K - $932K
226K $12.8M
Feb 10, 2025 Q4 2024
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
15.2K
+ 9.48%
$872K - $922K
175K $9.92M
Jan 27, 2025 Q4 2024
Beacon Financial Advisory LLC

BUY
 -
15K
+ 4.81%
$865K - $915K
328K $18.6M
Feb 11, 2025 Q4 2024
Zions Bancorporation, N.A.

BUY
 -
15K
New
$863K - $912K
15K $850K
Feb 14, 2025 Q4 2024
Mjp Associates Inc

BUY
 -
15K
+ 14.89%
$863K - $912K
116K $6.56M
Jan 29, 2025 Q4 2024
Walter & Keenan Wealth Management LLC

BUY
 -
15K
+ 30.12%
$861K - $911K
64.7K $3.67M
Feb 14, 2025 Q4 2024
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
15K
+ 6.02%
$861K - $910K
263K $14.9M
Jan 21, 2025 Q4 2024
Fifth Third Bancorp

BUY
 -
14.9K
+ 111.95%
$857K - $907K
28.2K $1.6M
Jan 29, 2025 Q4 2024
Retirement Guys Formula LLC

BUY
 -
14.9K
+ 8.99%
$855K - $904K
180K $10.2M
Jan 22, 2025 Q4 2024
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
14.8K
+ 439.52%
$852K - $900K
18.2K $1.03M
Jan 13, 2025 Q4 2024
Mayfair Advisory Group, LLC

Birmingham, AL
BUY
 -
14.8K
+ 9.66%
$849K - $898K
168K $9.5M
Feb 24, 2025 Q4 2024
United Advisor Group, LLC

Cincinnati, OH
BUY
 -
14.6K
+ 53.53%
$842K - $890K
42K $2.38M
Jan 29, 2025 Q4 2024
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
BUY
 -
14.6K
+ 5.08%
$841K - $889K
302K $17.1M
Jan 29, 2025 Q4 2024
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
14.4K
+ 36.81%
$828K - $875K
53.5K $3.03M
Feb 14, 2025 Q4 2024
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
14.3K
+ 6.63%
$823K - $870K
230K $13M
Feb 10, 2025 Q4 2024
Greenwich Wealth Management LLC

Greenwich, CT
BUY
 -
14.3K
+ 29.11%
$822K - $870K
63.4K $3.59M
Jan 29, 2025 Q4 2024
Armor Investment Advisors, LLC

BUY
 -
14.3K
+ 8.4%
$822K - $869K
184K $10.5M
Jan 31, 2025 Q4 2024
Sanctuary Advisors, LLC

Indianapolis, IN
BUY
 -
14.3K
+ 2.33%
$821K - $868K
626K $35.5M
Feb 07, 2025 Q4 2024
Larson Financial Group LLC

BUY
 -
14.1K
+ 15.48%
$813K - $860K
105K $5.98M
Jan 17, 2025 Q4 2024
Greater Midwest Financial Group, LLC

St. Paul, MN
BUY
 -
14.1K
+ 20.33%
$812K - $859K
83.6K $4.74M
Jan 14, 2025 Q4 2024
Advisors Management Group Inc

BUY
 -
13.9K
+ 143.77%
$800K - $846K
23.6K $1.34M
Feb 13, 2025 Q4 2024
Melia Wealth LLC

Tulsa, OK
BUY
 -
13.8K
+ 2.35%
$793K - $838K
601K $34.1M
Jan 22, 2025 Q4 2024
Lebenthal Global Advisors, LLC

BUY
 -
13.6K
+ 2.24%
$784K - $829K
621K $35.2M
Feb 13, 2025 Q4 2024
Kane Investment Management, Inc.

Los Gatos, CA
BUY
 -
13.6K
New
$783K - $828K
13.6K $772K
Feb 13, 2025 Q4 2024
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
13.5K
+ 5.15%
$775K - $819K
275K $15.6M

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