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 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
8.19K+ 8.84% |
$471K - $498K
|
101K
$5.93M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
8.18K+ 4.79% |
$471K - $498K
|
179K
$10.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
8.17KNew |
$470K - $497K
|
8.17K
$480K
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
8.14K+ 4.85% |
$468K - $495K
|
176K
$10.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
8.12K+ 228.63% |
$467K - $494K
|
11.7K
$686K
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
7.63K+ 10.94% |
$439K - $464K
|
77.4K
$4.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
7.63KNew |
$439K - $464K
|
7.63K
$449K
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
7.56KNew |
$435K - $460K
|
7.56K
$445K
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
7.51K+ 62.8% |
$432K - $457K
|
19.5K
$1.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
7.5KNew |
$431K - $456K
|
7.5K
$441K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
7.48K+ 3.95% |
$430K - $455K
|
197K
$11.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
7.46K+ 2.5% |
$429K - $454K
|
305K
$18M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
7.43K+ 75.83% |
$427K - $452K
|
17.2K
$1.01M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
7.42K+ 26.14% |
$427K - $451K
|
35.8K
$2.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
7.41K+ 7.9% |
$427K - $451K
|
101K
$5.95M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
7.37KNew |
$424K - $448K
|
7.37K
$433K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
7.06K+ 41.28% |
$406K - $430K
|
24.2K
$1.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
7.03K+ 26.51% |
$405K - $428K
|
33.6K
$1.97M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
7KNew |
$402K - $426K
|
7K
$411K
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
6.9KNew |
$397K - $420K
|
6.9K
$406K
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
6.78KNew |
$390K - $412K
|
6.78K
$398K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.73K+ 2.38% |
$387K - $409K
|
289K
$17M
|
|
|
Feb 04, 2025
Q4 2024
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
6.47KNew |
$372K - $393K
|
6.47K
$380K
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
6.41K+ 2.91% |
$369K - $390K
|
227K
$13.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
6.37K+ 5.1% |
$366K - $387K
|
131K
$7.72M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
6.33K+ 1.88% |
$364K - $385K
|
344K
$20.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
6.31K+ 5.56% |
$363K - $384K
|
120K
$7.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
6.27K+ 28.0% |
$361K - $382K
|
28.7K
$1.69M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.19K+ 12.84% |
$356K - $377K
|
54.4K
$3.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
6.17K+ 6.38% |
$355K - $375K
|
103K
$6.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
6.17K+ 18.82% |
$355K - $375K
|
38.9K
$2.29M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
6.13K+ 5.31% |
$353K - $373K
|
122K
$7.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
6.12K+ 4.39% |
$352K - $372K
|
146K
$8.56M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
6.09KNew |
$350K - $370K
|
6.09K
$358K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
6.06K+ 6.33% |
$349K - $369K
|
102K
$5.99M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
6.05K+ 7.47% |
$348K - $368K
|
87K
$5.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
6.03K+ 19.88% |
$347K - $367K
|
36.4K
$2.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.91K+ 12.09% |
$340K - $360K
|
54.8K
$3.22M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
5.79K+ 30.43% |
$333K - $352K
|
24.8K
$1.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
5.79KNew |
$333K - $352K
|
5.79K
$340K
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
5.79K+ 8.74% |
$333K - $352K
|
72K
$4.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
5.7KNew |
$328K - $347K
|
5.7K
$335K
|
|
|
Feb 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
5.67K+ 8.13% |
$326K - $345K
|
75.4K
$4.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
5.67K+ 41.63% |
$326K - $345K
|
19.3K
$1.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
5.66K+ 69.56% |
$325K - $344K
|
13.8K
$810K
|
|
|
Jan 29, 2025
Q4 2024
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
5.56KNew |
$320K - $338K
|
5.56K
$327K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
5.55K+ 13.27% |
$319K - $337K
|
47.4K
$2.78M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
5.54K+ 12.37% |
$319K - $337K
|
50.3K
$2.96M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
5.42K+ 14.86% |
$312K - $329K
|
41.9K
$2.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
5.4K+ 80.15% |
$311K - $329K
|
12.1K
$714K
|