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 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
13.4K+ 23.91% |
$771K - $816K
|
69.5K
$3.94M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
13.4K+ 16.18% |
$769K - $813K
|
95.9K
$5.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
13.3K+ 116.07% |
$763K - $807K
|
24.7K
$1.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
13.2KNew |
$761K - $804K
|
13.2K
$750K
|
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
13.2KNew |
$757K - $800K
|
13.2K
$746K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
13.1K+ 23.02% |
$752K - $795K
|
69.9K
$3.96M
|
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
13.1KNew |
$752K - $795K
|
13.1K
$741K
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
12.9K+ 5.5% |
$743K - $786K
|
248K
$14.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
12.7KNew |
$733K - $776K
|
12.7K
$723K
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
12.7K+ 3.83% |
$731K - $773K
|
344K
$19.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
12.7K+ 4.99% |
$731K - $773K
|
267K
$15.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
12.7KNew |
$730K - $772K
|
12.7K
$719K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
12.7K+ 8.82% |
$728K - $770K
|
156K
$8.85M
|
|
|
Feb 21, 2025
Q4 2024
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
12.5KNew |
$717K - $758K
|
12.5K
$706K
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
12.3K+ 12.66% |
$706K - $746K
|
109K
$6.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
12.2K+ 2.8% |
$704K - $745K
|
450K
$25.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
12K+ 3.5% |
$692K - $732K
|
356K
$20.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
11.8K+ 201.26% |
$680K - $719K
|
17.7K
$1M
|
|
|
Feb 12, 2025
Q4 2024
|
Spahn Wealth & Retirement LLC
Scottsdale, AZ |
BUY
|
- |
11.8KNew |
$679K - $718K
|
11.8K
$670K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
11.8K+ 8.6% |
$678K - $717K
|
149K
$8.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
11.7K+ 4.89% |
$676K - $715K
|
252K
$14.3M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
11.7K+ 6.06% |
$674K - $713K
|
205K
$11.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
11.7K+ 5.57% |
$672K - $711K
|
222K
$12.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
11.7K+ 10.68% |
$671K - $710K
|
121K
$6.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
11.7K+ 14.06% |
$671K - $710K
|
94.7K
$5.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
11.6K+ 6.05% |
$669K - $708K
|
204K
$11.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
11.6K+ 21.42% |
$667K - $705K
|
65.7K
$3.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
11.5K+ 6.72% |
$661K - $699K
|
182K
$10.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
11.5KNew |
$659K - $697K
|
11.5K
$649K
|
|
|
Feb 27, 2025
Q4 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
11.4KNew |
$653K - $691K
|
11.4K
$644K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
11.3K+ 7.34% |
$652K - $689K
|
166K
$9.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
BUY
|
- |
11.3K+ 27.91% |
$649K - $686K
|
51.7K
$2.93M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
11.2KNew |
$644K - $681K
|
11.2K
$634K
|
|
|
Feb 10, 2025
Q4 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
11.1K+ 9.34% |
$639K - $676K
|
130K
$7.38M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
11K+ 9.98% |
$632K - $668K
|
121K
$6.86M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
10.9K+ 4.88% |
$628K - $664K
|
234K
$13.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
10.8KNew |
$619K - $654K
|
10.8K
$610K
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
10.7K+ 14.56% |
$617K - $653K
|
84.4K
$4.79M
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
10.6K+ 30.81% |
$610K - $645K
|
45K
$2.55M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
10.6K+ 76.69% |
$608K - $643K
|
24.4K
$1.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10.4K+ 9.51% |
$601K - $636K
|
120K
$6.82M
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
10.4K+ 9.53% |
$600K - $635K
|
120K
$6.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
10.4K+ 22.22% |
$599K - $633K
|
57.3K
$3.25M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
10.2KNew |
$587K - $621K
|
10.2K
$578K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
10.2K+ 30.75% |
$586K - $620K
|
43.3K
$2.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Madden Securities Corp
|
BUY
|
- |
10.1K+ 3.65% |
$584K - $617K
|
288K
$16.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
10.1KNew |
$582K - $615K
|
10.1K
$573K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
10.1KNew |
$580K - $614K
|
10.1K
$572K
|
|
|
Feb 13, 2025
Q4 2024
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
10KNew |
$576K - $609K
|
10K
$567K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
9.9K+ 211.68% |
$569K - $602K
|
14.6K
$826K
|