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 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
75.2KNew |
$4.33M - $4.58M
|
75.2K
$4.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
73.1K+ 7.19% |
$4.21M - $4.45M
|
1.09M
$64.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
72.9KNew |
$4.19M - $4.43M
|
72.9K
$4.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
71.3K+ 10.74% |
$4.1M - $4.34M
|
735K
$43.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
70.6K+ 595.48% |
$4.06M - $4.3M
|
82.5K
$4.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
67.8K+ 140.52% |
$3.9M - $4.12M
|
116K
$6.85M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
67.7K+ 39615.79% |
$3.9M - $4.12M
|
67.9K
$4.01M
|
|
|
Feb 03, 2025
Q4 2024
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
64.7KNew |
$3.72M - $3.93M
|
64.7K
$3.82M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
62.2K+ 18.57% |
$3.58M - $3.79M
|
397K
$23.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
57.7K+ 22.47% |
$3.32M - $3.51M
|
315K
$18.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
57.2K+ 33.89% |
$3.29M - $3.48M
|
226K
$13.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
55.6KNew |
$3.2M - $3.38M
|
55.6K
$3.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
55K+ 141.07% |
$3.17M - $3.35M
|
94K
$5.55M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
54.9K+ 24.5% |
$3.16M - $3.34M
|
279K
$16.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
54.7KNew |
$3.15M - $3.33M
|
54.7K
$3.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
54.6K+ 40.85% |
$3.14M - $3.32M
|
188K
$11.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
52.5K+ 38.22% |
$3.02M - $3.2M
|
190K
$11.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
52.3K+ 35.37% |
$3.01M - $3.18M
|
200K
$11.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
51.3K+ 51.33% |
$2.95M - $3.12M
|
151K
$8.94M
|
|
|
Jan 29, 2025
Q4 2024
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
49.9KNew |
$2.87M - $3.04M
|
49.9K
$2.95M
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
47.8K+ 21.47% |
$2.75M - $2.91M
|
270K
$16M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
47.4K+ 9.04% |
$2.72M - $2.88M
|
571K
$33.7M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
46KNew |
$2.65M - $2.8M
|
46K
$2.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
45.8K+ 46.97% |
$2.64M - $2.79M
|
143K
$8.47M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
44.8K+ 147.61% |
$2.57M - $2.72M
|
75.1K
$4.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
44.3KNew |
$2.55M - $2.7M
|
44.3K
$2.62M
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
41.8K+ 828.94% |
$2.4M - $2.54M
|
46.8K
$2.77M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
41.1KNew |
$2.36M - $2.5M
|
41.1K
$2.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Anchor Capital Management Group Inc
Aliso Viejo, CA |
BUY
|
- |
40KNew |
$2.3M - $2.43M
|
40K
$2.36M
|
|
|
Feb 12, 2025
Q4 2024
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
39.5KNew |
$2.27M - $2.4M
|
39.5K
$2.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
39.2K+ 6.67% |
$2.26M - $2.38M
|
627K
$37M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
38.3K+ 46.59% |
$2.21M - $2.33M
|
121K
$7.12M
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
38.2K+ 1638.21% |
$2.2M - $2.32M
|
40.5K
$2.39M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
38KNew |
$2.19M - $2.31M
|
38K
$2.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
37.8KNew |
$2.17M - $2.3M
|
37.8K
$2.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
BUY
|
- |
37.5KNew |
$2.16M - $2.28M
|
37.5K
$2.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
36.3KNew |
$2.09M - $2.21M
|
36.3K
$2.14M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
36.3K+ 25.81% |
$2.09M - $2.21M
|
177K
$10.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
35.4K+ 107.99% |
$2.04M - $2.16M
|
68.2K
$4.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
35.4K+ 17.57% |
$2.04M - $2.15M
|
237K
$14M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
34.8KNew |
$2M - $2.11M
|
34.8K
$2.05M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
34.6KNew |
$1.99M - $2.1M
|
34.6K
$2.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Mcia Inc
|
BUY
|
- |
34.5K+ 21.23% |
$1.99M - $2.1M
|
197K
$11.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
34.5KNew |
$1.98M - $2.1M
|
34.5K
$2.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
33.3KNew |
$1.92M - $2.03M
|
33.3K
$1.97M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
33.2KNew |
$1.91M - $2.02M
|
33.2K
$1.96M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
33.1K+ 2.41% |
$1.9M - $2.01M
|
1.4M
$82.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
32.8KNew |
$1.89M - $1.99M
|
32.8K
$1.94M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
32.6KNew |
$1.87M - $1.98M
|
32.6K
$1.92M
|
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
32.4K+ 64.12% |
$1.87M - $1.97M
|
83.1K
$4.9M
|