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 04, 2025
Q4 2024
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
20.7KNew |
$1.19M - $1.26M
|
20.7K
$1.22M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
20.3K+ 27.97% |
$1.17M - $1.23M
|
92.7K
$5.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
19.9K+ 56.35% |
$1.14M - $1.21M
|
55.2K
$3.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
19.8K+ 14.32% |
$1.14M - $1.2M
|
158K
$9.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
19.7KNew |
$1.13M - $1.2M
|
19.7K
$1.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
19.3KNew |
$1.11M - $1.17M
|
19.3K
$1.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
19.2K+ 3.19% |
$1.1M - $1.17M
|
619K
$36.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
19.2K+ 18.08% |
$1.1M - $1.17M
|
125K
$7.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
19K+ 24.04% |
$1.09M - $1.15M
|
98K
$5.76M
|
|
|
Feb 05, 2025
Q4 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
18.8K+ 15.32% |
$1.08M - $1.14M
|
142K
$8.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
18.6K+ 68.03% |
$1.07M - $1.13M
|
46K
$2.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
18.4K+ 1.6% |
$1.06M - $1.12M
|
1.17M
$68.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
18.4K+ 5.65% |
$1.06M - $1.12M
|
343K
$20.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
18.2K+ 72.48% |
$1.05M - $1.11M
|
43.3K
$2.55M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
18K+ 17.89% |
$1.04M - $1.1M
|
119K
$6.98M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
17.8K+ 208.15% |
$1.03M - $1.08M
|
26.4K
$1.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
17.7K+ 3.49% |
$1.02M - $1.08M
|
525K
$30.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
17.6K+ 189.7% |
$1.01M - $1.07M
|
26.9K
$1.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
17.4K+ 27.19% |
$1M - $1.06M
|
81.6K
$4.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
17.2K+ 10.92% |
$989K - $1.05M
|
175K
$10.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
17.2K+ 2.74% |
$987K - $1.04M
|
644K
$37.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
17K+ 468.79% |
$977K - $1.03M
|
20.6K
$1.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
16.3K+ 23.49% |
$936K - $989K
|
85.5K
$5.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
15.8K+ 24.37% |
$910K - $962K
|
80.8K
$4.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
15.7K+ 6.69% |
$905K - $957K
|
251K
$14.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Weil Company, Inc.
|
BUY
|
- |
15.6K+ 33.91% |
$898K - $949K
|
61.6K
$3.62M
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
15.4K+ 14.78% |
$886K - $937K
|
120K
$7.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
15.3K+ 5.69% |
$882K - $933K
|
285K
$16.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
15.2K+ 9.48% |
$872K - $922K
|
175K
$10.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
15K+ 4.81% |
$865K - $915K
|
328K
$19.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
15K+ 30.12% |
$861K - $911K
|
64.7K
$3.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
14.9K+ 111.95% |
$857K - $907K
|
28.2K
$1.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
14.9K+ 8.99% |
$855K - $904K
|
180K
$10.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
14.8K+ 439.52% |
$852K - $900K
|
18.2K
$1.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
14.8K+ 9.66% |
$849K - $898K
|
168K
$9.85M
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
14.6K+ 5.08% |
$841K - $889K
|
302K
$17.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
14.4K+ 36.81% |
$828K - $875K
|
53.5K
$3.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
14.3K+ 29.11% |
$822K - $870K
|
63.4K
$3.73M
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
14.3K+ 8.4% |
$822K - $869K
|
184K
$10.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
14.3K+ 2.33% |
$821K - $868K
|
626K
$36.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
14.1K+ 15.48% |
$813K - $860K
|
105K
$6.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
14.1K+ 20.33% |
$812K - $859K
|
83.6K
$4.91M
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
13.9K+ 143.77% |
$800K - $846K
|
23.6K
$1.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
13.6K+ 2.24% |
$784K - $829K
|
621K
$36.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
13.4K+ 16.18% |
$769K - $813K
|
95.9K
$5.64M
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
13.2KNew |
$761K - $804K
|
13.2K
$777K
|
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
13.2KNew |
$757K - $800K
|
13.2K
$774K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
13.1K+ 23.02% |
$752K - $795K
|
69.9K
$4.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
13.1KNew |
$752K - $795K
|
13.1K
$768K
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
12.9K+ 5.5% |
$743K - $786K
|
248K
$14.6M
|