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
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-571- 26.77% |
$32.8K - $34.7K
|
1.56K
$92.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-614- 1.73% |
$35.3K - $37.3K
|
34.9K
$2.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-650- 4.23% |
$37.4K - $39.5K
|
14.7K
$871K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-677- 0.64% |
$38.9K - $41.2K
|
106K
$6.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-681- 9.72% |
$39.2K - $41.4K
|
6.33K
$374K
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-681- 1.58% |
$39.2K - $41.4K
|
42.3K
$2.5M
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-708- 2.54% |
$40.7K - $43.1K
|
27.1K
$1.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-730- 10.27% |
$42K - $44.4K
|
6.38K
$377K
|
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-732- 7.22% |
$42.1K - $44.5K
|
9.4K
$556K
|
|
|
Feb 14, 2025
Q4 2024
|
B&L Asset Management LLC
Boston, MA |
SELL
|
- |
-741- 8.42% |
$42.6K - $45.1K
|
8.06K
$477K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-762- 33.69% |
$43.8K - $46.4K
|
1.5K
$88.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-775- 2.43% |
$44.6K - $47.1K
|
31.2K
$1.84M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-781- 14.74% |
$44.9K - $47.5K
|
4.52K
$267K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-803- 1.52% |
$46.2K - $48.8K
|
51.9K
$3.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Bts Asset Management, Inc.
|
SELL
|
- |
-804- 7.15% |
$46.3K - $48.9K
|
10.4K
$617K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-813- 1.72% |
$46.8K - $49.5K
|
46.5K
$2.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-848- 5.64% |
$48.8K - $51.6K
|
14.2K
$839K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-862- 0.64% |
$49.6K - $52.4K
|
134K
$7.91M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-887- 1.26% |
$51K - $54K
|
69.7K
$4.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-893- 1.83% |
$51.4K - $54.3K
|
47.9K
$2.84M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-900- 93.75% |
$51.8K - $54.7K
|
60
$3.55K
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-904- 1.26% |
$52K - $55K
|
70.6K
$4.18M
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-928- 1.48% |
$53.4K - $56.5K
|
61.7K
$3.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-976- 5.6% |
$56.1K - $59.4K
|
16.4K
$973K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-984- 9.89% |
$56.6K - $59.9K
|
8.96K
$530K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.01K- 1.08% |
$57.9K - $61.3K
|
92.4K
$5.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-1.06K- 8.43% |
$61.2K - $64.7K
|
11.6K
$684K
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.07K- 9.36% |
$61.3K - $64.8K
|
10.3K
$610K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-1.08K- 2.94% |
$62K - $65.6K
|
35.5K
$2.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-1.09K- 9.05% |
$62.7K - $66.3K
|
11K
$648K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.14K- 18.14% |
$65.6K - $69.3K
|
5.15K
$304K
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-1.14K- 53.93% |
$65.6K - $69.3K
|
974
$57.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.15K- 8.53% |
$65.9K - $69.7K
|
12.3K
$727K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-1.15K- 25.08% |
$66.2K - $70K
|
3.44K
$203K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.16K- 3.56% |
$66.8K - $70.6K
|
31.5K
$1.86M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.18K- 2.09% |
$67.9K - $71.8K
|
55.3K
$3.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
SELL
|
- |
-1.21K- 24.98% |
$69.8K - $73.8K
|
3.65K
$216K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.22K- 11.68% |
$70.1K - $74.1K
|
9.21K
$545K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.22K- 3.26% |
$70.3K - $74.3K
|
36.3K
$2.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.25K- 3.03% |
$72K - $76.2K
|
40.1K
$2.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.29K- 8.68% |
$74.4K - $78.7K
|
13.6K
$806K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.3K- 5.1% |
$74.6K - $78.9K
|
24.1K
$1.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-1.31K- 8.97% |
$75.2K - $79.5K
|
13.3K
$784K
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.31K- 15.53% |
$75.4K - $79.7K
|
7.13K
$422K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.4K- 18.91% |
$80.3K - $84.9K
|
5.99K
$354K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-1.41K- 2.84% |
$80.9K - $85.5K
|
48.2K
$2.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.51K- 0.11% |
$87K - $92K
|
1.37M
$80.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-1.55K- 0.79% |
$88.9K - $94K
|
194K
$11.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-1.55K- 7.22% |
$89.2K - $94.3K
|
19.9K
$1.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-1.56K- 17.2% |
$89.5K - $94.6K
|
7.49K
$443K
|