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 10, 2025
Q4 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
9.86K+ 19.97% |
$567K - $600K
|
59.2K
$3.36M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
9.84KNew |
$566K - $599K
|
9.84K
$558K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
9.78K+ 2.99% |
$562K - $595K
|
337K
$19.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
9.75K+ 4.2% |
$561K - $593K
|
242K
$13.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
9.7KNew |
$558K - $590K
|
9.7K
$550K
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
9.66KNew |
$556K - $588K
|
9.66K
$548K
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
9.5K+ 46.58% |
$547K - $578K
|
29.9K
$1.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
9.46KNew |
$544K - $575K
|
9.46K
$536K
|
|
|
Feb 03, 2025
Q4 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
9.45K+ 10.52% |
$544K - $575K
|
99.4K
$5.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.39K+ 6.75% |
$540K - $571K
|
148K
$8.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
9.37K+ 13.11% |
$539K - $570K
|
80.8K
$4.58M
|
|
|
Jan 24, 2025
Q4 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
9.07K+ 1.8% |
$522K - $552K
|
514K
$29.1M
|
|
|
Mar 06, 2025
Q4 2024
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
9.06KNew |
$521K - $551K
|
9.06K
$514K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
9.05K+ 1.37% |
$521K - $550K
|
669K
$37.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
8.97K+ 10.55% |
$516K - $546K
|
94K
$5.33M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
8.97K+ 2.71% |
$516K - $546K
|
340K
$19.3M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
8.95KNew |
$515K - $544K
|
8.95K
$507K
|
|
|
Feb 13, 2025
Q4 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
8.9K+ 9.98% |
$512K - $541K
|
98.1K
$5.56M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
8.88KNew |
$511K - $540K
|
8.88K
$503K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
8.8K+ 8.7% |
$506K - $535K
|
110K
$6.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
8.79K+ 5.74% |
$506K - $535K
|
162K
$9.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
8.73K+ 9.35% |
$502K - $531K
|
102K
$5.79M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
8.67K+ 21.09% |
$499K - $527K
|
49.8K
$2.82M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
8.66K+ 69.52% |
$498K - $527K
|
21.1K
$1.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
8.63K+ 15.83% |
$497K - $525K
|
63.2K
$3.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
8.52K+ 10.64% |
$490K - $519K
|
88.6K
$5.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
BUY
|
- |
8.49K+ 39.5% |
$488K - $516K
|
30K
$1.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
8.41K+ 202.65% |
$484K - $512K
|
12.6K
$712K
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
8.4K+ 212.98% |
$483K - $511K
|
12.3K
$700K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
8.38K+ 10.12% |
$482K - $510K
|
91.1K
$5.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.36K+ 6.74% |
$481K - $508K
|
132K
$7.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
8.31K+ 16.24% |
$478K - $505K
|
59.5K
$3.37M
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
8.27K+ 5.17% |
$476K - $503K
|
168K
$9.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
8.27KNew |
$476K - $503K
|
8.27K
$469K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
8.27K+ 1.98% |
$476K - $503K
|
425K
$24.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
8.26K+ 9.08% |
$475K - $502K
|
99.2K
$5.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
8.19K+ 8.84% |
$471K - $498K
|
101K
$5.72M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
8.18K+ 4.79% |
$471K - $498K
|
179K
$10.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
8.17KNew |
$470K - $497K
|
8.17K
$463K
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
8.14K+ 4.85% |
$468K - $495K
|
176K
$9.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.14K+ 23.68% |
$468K - $495K
|
42.5K
$2.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
8.13K+ 116.42% |
$467K - $494K
|
15.1K
$856K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
8.12K+ 228.63% |
$467K - $494K
|
11.7K
$662K
|
|
|
Feb 13, 2025
Q4 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
7.97K+ 9.11% |
$458K - $485K
|
95.4K
$5.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.93K+ 6.5% |
$456K - $482K
|
130K
$7.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
7.9K+ 7.76% |
$454K - $480K
|
110K
$6.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
7.77KNew |
$447K - $472K
|
7.77K
$440K
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
7.63K+ 10.94% |
$439K - $464K
|
77.4K
$4.39M
|
|
|
Feb 03, 2025
Q4 2024
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
7.63KNew |
$439K - $464K
|
7.63K
$433K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.6KNew |
$437K - $462K
|
7.6K
$431K
|