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 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
5.67K+ 8.13% |
$326K - $345K
|
75.4K
$4.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
5.67K+ 41.63% |
$326K - $345K
|
19.3K
$1.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
5.66K+ 69.56% |
$325K - $344K
|
13.8K
$781K
|
|
|
Jan 29, 2025
Q4 2024
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
5.56KNew |
$320K - $338K
|
5.56K
$315K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
5.55K+ 13.27% |
$319K - $337K
|
47.4K
$2.68M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
5.54K+ 12.37% |
$319K - $337K
|
50.3K
$2.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
5.48K+ 4.98% |
$315K - $334K
|
116K
$6.55M
|
|
|
Mar 03, 2025
Q4 2024
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
5.45K+ 1.4% |
$314K - $332K
|
396K
$22.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
5.44KNew |
$313K - $331K
|
5.44K
$308K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
5.42K+ 14.86% |
$312K - $329K
|
41.9K
$2.37M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
5.4K+ 80.15% |
$311K - $329K
|
12.1K
$688K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
5.4K+ 12.03% |
$310K - $328K
|
50.2K
$2.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
5.4K+ 4.95% |
$310K - $328K
|
114K
$6.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
5.37KNew |
$309K - $326K
|
5.37K
$304K
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
5.35KNew |
$308K - $325K
|
5.35K
$303K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
5.35K+ 1.5% |
$308K - $325K
|
363K
$20.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.35K+ 10.26% |
$308K - $325K
|
57.4K
$3.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
5.3K+ 38.19% |
$305K - $322K
|
19.2K
$1.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
5.27K+ 126.22% |
$303K - $320K
|
9.44K
$535K
|
|
|
Feb 10, 2025
Q4 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
5.26K+ 28.26% |
$302K - $320K
|
23.9K
$1.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
5.25K+ 16.9% |
$302K - $319K
|
36.3K
$2.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
5.21KNew |
$299K - $317K
|
5.21K
$295K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
5.19K+ 7.15% |
$298K - $316K
|
77.7K
$4.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
5.18K+ 9.58% |
$298K - $315K
|
59.3K
$3.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
5.18K+ 9.76% |
$298K - $315K
|
58.3K
$3.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
5.18K+ 5.44% |
$298K - $315K
|
100K
$5.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
5.17K+ 109.63% |
$297K - $314K
|
9.88K
$560K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.1K+ 8.03% |
$294K - $310K
|
68.6K
$3.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
5.09K+ 51.9% |
$293K - $309K
|
14.9K
$844K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.06K+ 31.14% |
$291K - $308K
|
21.3K
$1.21M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
4.9K+ 45.48% |
$282K - $298K
|
15.7K
$889K
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
4.88KNew |
$281K - $297K
|
4.88K
$277K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
4.87K+ 23.12% |
$280K - $296K
|
25.9K
$1.47M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
4.84K+ 109.18% |
$279K - $295K
|
9.28K
$526K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
4.81KNew |
$277K - $293K
|
4.81K
$273K
|
|
|
Feb 05, 2025
Q4 2024
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
4.78KNew |
$275K - $291K
|
4.78K
$271K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
4.77K+ 16.52% |
$274K - $290K
|
33.6K
$1.91M
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
4.64KNew |
$267K - $282K
|
4.64K
$263K
|
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
4.61KNew |
$265K - $280K
|
4.61K
$261K
|
|
|
Feb 13, 2025
Q4 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
4.61K+ 54.77% |
$265K - $280K
|
13K
$738K
|
|
|
Feb 07, 2025
Q4 2024
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
4.6KNew |
$265K - $280K
|
4.6K
$261K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.6K+ 5.87% |
$265K - $280K
|
83K
$4.71M
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
4.59K+ 1.37% |
$264K - $279K
|
340K
$19.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
4.53KNew |
$261K - $276K
|
4.53K
$257K
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
4.52KNew |
$260K - $275K
|
4.52K
$256K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
4.51KNew |
$259K - $274K
|
4.51K
$256K
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
4.49K+ 17.84% |
$258K - $273K
|
29.7K
$1.68M
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
BUY
|
- |
4.42K+ 5.2% |
$255K - $269K
|
89.6K
$5.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.38K+ 6.64% |
$252K - $267K
|
70.5K
$3.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
4.38KNew |
$252K - $267K
|
4.38K
$248K
|