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 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
750+ 10.84% |
$43.1K - $45.6K
|
7.67K
$453K
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
738+ 9.4% |
$42.5K - $44.9K
|
8.59K
$507K
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
697+ 15.3% |
$40.1K - $42.4K
|
5.25K
$310K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
696+ 3.83% |
$40K - $42.3K
|
18.9K
$1.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
693+ 2.11% |
$39.9K - $42.2K
|
33.6K
$1.98M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
685New |
$39.4K - $41.7K
|
685
$40.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
667+ 1.0% |
$38.4K - $40.6K
|
67.6K
$3.99M
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
664+ 13.32% |
$38.2K - $40.4K
|
5.65K
$334K
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
644+ 1.85% |
$37K - $39.2K
|
35.4K
$2.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
634+ 737.21% |
$36.5K - $38.6K
|
720
$42.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
607+ 5.03% |
$34.9K - $36.9K
|
12.7K
$749K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
602+ 10.64% |
$34.6K - $36.6K
|
6.26K
$370K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
594+ 10.15% |
$34.2K - $36.1K
|
6.45K
$381K
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
590+ 2.74% |
$33.9K - $35.9K
|
22.1K
$1.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
564New |
$32.4K - $34.3K
|
564
$33.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
557+ 0.37% |
$32K - $33.9K
|
153K
$9.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
550New |
$31.6K - $33.5K
|
550
$32.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
543+ 15.33% |
$31.2K - $33K
|
4.08K
$241K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
541+ 0.44% |
$31.1K - $32.9K
|
124K
$7.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
532+ 6.05% |
$30.6K - $32.4K
|
9.33K
$551K
|
|
|
Feb 07, 2025
Q4 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
530+ 1.47% |
$30.5K - $32.2K
|
36.5K
$2.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
530New |
$30.5K - $32.2K
|
530
$31.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
521+ 1.27% |
$30K - $31.7K
|
41.6K
$2.46M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
508+ 9.77% |
$29.2K - $30.9K
|
5.71K
$337K
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
496+ 3.13% |
$28.5K - $30.2K
|
16.3K
$964K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
495New |
$28.5K - $30.1K
|
495
$29.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
490+ 90.57% |
$28.2K - $29.8K
|
1.03K
$60.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
483New |
$27.8K - $29.4K
|
483
$28.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
482+ 7.6% |
$27.7K - $29.3K
|
6.83K
$403K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
471+ 2.24% |
$27.1K - $28.7K
|
21.5K
$1.27M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
470+ 15.83% |
$27K - $28.6K
|
3.44K
$203K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
443+ 6.23% |
$25.5K - $26.9K
|
7.56K
$446K
|
|
|
Feb 12, 2025
Q4 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
442+ 1.52% |
$25.4K - $26.9K
|
29.6K
$1.75M
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
BUY
|
- |
432+ 2.37% |
$24.9K - $26.3K
|
18.6K
$1.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
430+ 6.95% |
$24.7K - $26.2K
|
6.62K
$391K
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
427+ 5.78% |
$24.6K - $26K
|
7.81K
$461K
|
|
|
Feb 04, 2025
Q4 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
424+ 4.04% |
$24.4K - $25.8K
|
10.9K
$645K
|
|
|
Jan 16, 2025
Q4 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
420+ 9.14% |
$24.2K - $25.5K
|
5.02K
$296K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
415New |
$23.9K - $25.2K
|
415
$24.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
407+ 2.42% |
$23.4K - $24.8K
|
17.2K
$1.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
401+ 0.73% |
$23.1K - $24.4K
|
55.7K
$3.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
400New |
$23K - $24.3K
|
400
$23.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
389New |
$22.4K - $23.7K
|
389
$23K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
388+ 2.88% |
$22.3K - $23.6K
|
13.9K
$818K
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
381+ 8.11% |
$21.9K - $23.2K
|
5.08K
$300K
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
BUY
|
- |
380+ 0.24% |
$21.9K - $23.1K
|
159K
$9.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
373+ 5.31% |
$21.5K - $22.7K
|
7.39K
$437K
|
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
373+ 3.86% |
$21.5K - $22.7K
|
10K
$592K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
362+ 25.21% |
$20.8K - $22K
|
1.8K
$106K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
359New |
$20.7K - $21.8K
|
359
$21.2K
|