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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
7.56KNew |
$435K - $460K
|
7.56K
$429K
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
7.51K+ 62.8% |
$432K - $457K
|
19.5K
$1.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
7.5KNew |
$431K - $456K
|
7.5K
$425K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
7.48K+ 3.95% |
$430K - $455K
|
197K
$11.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
7.46K+ 2.5% |
$429K - $454K
|
305K
$17.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
7.43K+ 75.83% |
$427K - $452K
|
17.2K
$976K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
7.42K+ 26.14% |
$427K - $451K
|
35.8K
$2.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
7.41K+ 7.9% |
$427K - $451K
|
101K
$5.74M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
7.37KNew |
$424K - $448K
|
7.37K
$418K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
7.14K+ 8.96% |
$411K - $434K
|
86.8K
$4.92M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
7.06K+ 41.28% |
$406K - $430K
|
24.2K
$1.37M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
7.05K+ 15.17% |
$406K - $429K
|
53.5K
$3.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
7.03K+ 26.51% |
$405K - $428K
|
33.6K
$1.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
7KNew |
$402K - $426K
|
7K
$397K
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
6.98K+ 17.34% |
$402K - $425K
|
47.2K
$2.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
6.92K+ 30.4% |
$398K - $421K
|
29.7K
$1.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.9K+ 1.37% |
$397K - $420K
|
509K
$28.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
6.9KNew |
$397K - $420K
|
6.9K
$391K
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
6.85K+ 45.1% |
$394K - $417K
|
22K
$1.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
6.78KNew |
$390K - $412K
|
6.78K
$384K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.73K+ 2.38% |
$387K - $409K
|
289K
$16.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
6.55K+ 2.93% |
$377K - $398K
|
230K
$13M
|
|
|
Feb 04, 2025
Q4 2024
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
6.47KNew |
$372K - $393K
|
6.47K
$367K
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
6.41K+ 2.91% |
$369K - $390K
|
227K
$12.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
6.37K+ 5.1% |
$366K - $387K
|
131K
$7.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
6.33K+ 1.88% |
$364K - $385K
|
344K
$19.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
6.32K+ 5.32% |
$364K - $385K
|
125K
$7.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
6.31K+ 5.56% |
$363K - $384K
|
120K
$6.78M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
6.27K+ 28.0% |
$361K - $382K
|
28.7K
$1.63M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.19K+ 12.84% |
$356K - $377K
|
54.4K
$3.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
6.17K+ 6.38% |
$355K - $375K
|
103K
$5.83M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
6.17K+ 18.82% |
$355K - $375K
|
38.9K
$2.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
6.13K+ 5.31% |
$353K - $373K
|
122K
$6.89M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
6.12K+ 4.39% |
$352K - $372K
|
146K
$8.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.11K+ 1.56% |
$352K - $372K
|
397K
$22.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
6.09KNew |
$350K - $370K
|
6.09K
$345K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
6.06K+ 6.33% |
$349K - $369K
|
102K
$5.77M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
6.05K+ 7.47% |
$348K - $368K
|
87K
$4.93M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
6.03K+ 19.88% |
$347K - $367K
|
36.4K
$2.06M
|
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
6.02KNew |
$346K - $366K
|
6.02K
$341K
|
|
|
Feb 24, 2025
Q4 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
6KNew |
$345K - $365K
|
6K
$340K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
5.94K+ 29.97% |
$342K - $362K
|
25.8K
$1.46M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.91K+ 12.09% |
$340K - $360K
|
54.8K
$3.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
5.9K+ 62.1% |
$340K - $359K
|
15.4K
$873K
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
BUY
|
- |
5.88K+ 2.66% |
$338K - $357K
|
227K
$12.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
5.79K+ 30.43% |
$333K - $352K
|
24.8K
$1.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
5.79KNew |
$333K - $352K
|
5.79K
$328K
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
5.79K+ 8.74% |
$333K - $352K
|
72K
$4.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
5.72KNew |
$329K - $348K
|
5.72K
$324K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
5.7KNew |
$328K - $347K
|
5.7K
$323K
|