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 03, 2025
Q4 2024
|
Schaeffer Financial LLC
|
BUY
|
- |
3.79KNew |
$218K - $231K
|
3.79K
$223K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.74KNew |
$215K - $228K
|
3.74K
$220K
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
3.74K+ 12.38% |
$215K - $227K
|
33.9K
$1.99M
|
|
|
Jan 15, 2025
Q4 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
3.73K+ 5.81% |
$215K - $227K
|
68K
$4M
|
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
3.72K+ 5.76% |
$214K - $226K
|
68.3K
$4.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
3.71KNew |
$213K - $225K
|
3.71K
$218K
|
|
|
Jan 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
3.7KNew |
$213K - $225K
|
3.7K
$218K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
3.69K+ 18.5% |
$212K - $224K
|
23.6K
$1.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
3.68KNew |
$212K - $224K
|
3.68K
$216K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.67K+ 10.75% |
$211K - $223K
|
37.8K
$2.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
3.64KNew |
$209K - $221K
|
3.64K
$214K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
3.63KNew |
$209K - $221K
|
3.63K
$214K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.63K+ 12.52% |
$209K - $221K
|
32.6K
$1.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
3.63K+ 4.13% |
$209K - $221K
|
91.3K
$5.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
3.55K+ 3.63% |
$204K - $216K
|
101K
$5.95M
|
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
3.5KNew |
$201K - $213K
|
3.5K
$206K
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
3.47K+ 18.72% |
$200K - $211K
|
22K
$1.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
3.44K+ 37.01% |
$198K - $209K
|
12.7K
$749K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
3.4K+ 9.16% |
$196K - $207K
|
40.5K
$2.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
3.37K+ 89.8% |
$194K - $205K
|
7.13K
$419K
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
3.37K+ 2.37% |
$194K - $205K
|
145K
$8.54M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.25K+ 18.74% |
$187K - $198K
|
20.6K
$1.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
3.21K+ 8.81% |
$184K - $195K
|
39.6K
$2.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
3.15K+ 15.92% |
$181K - $191K
|
22.9K
$1.35M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
3.13K+ 4.54% |
$180K - $190K
|
72.1K
$4.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
3.05K+ 3.0% |
$176K - $186K
|
105K
$6.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.03K+ 7.8% |
$174K - $184K
|
41.8K
$2.46M
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
2.98K+ 15.67% |
$171K - $181K
|
22K
$1.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.93K+ 32.36% |
$168K - $178K
|
12K
$703K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2.84K+ 6.89% |
$164K - $173K
|
44.1K
$2.59M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2.82KNew |
$162K - $172K
|
2.82K
$166K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
2.82K+ 4.2% |
$162K - $172K
|
69.9K
$4.11M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
2.82K+ 11.27% |
$162K - $171K
|
27.8K
$1.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
2.75K+ 6.15% |
$158K - $167K
|
47.5K
$2.79M
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.66K+ 13.02% |
$153K - $162K
|
23.1K
$1.36M
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
2.65K+ 9.09% |
$153K - $161K
|
31.8K
$1.87M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2.62K+ 7.8% |
$151K - $159K
|
36.3K
$2.13M
|
|
|
Jan 30, 2025
Q4 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
2.53K+ 2.5% |
$145K - $154K
|
104K
$6.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.53K+ 31.15% |
$145K - $154K
|
10.6K
$625K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
2.47K+ 2.21% |
$142K - $150K
|
115K
$6.74M
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
2.45K+ 12.5% |
$141K - $149K
|
22K
$1.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.42K+ 1.05% |
$139K - $147K
|
234K
$13.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.4K+ 13.02% |
$138K - $146K
|
20.9K
$1.23M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
2.4KNew |
$138K - $146K
|
2.4K
$141K
|
|
|
Jan 22, 2025
Q4 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
2.39K+ 10.89% |
$137K - $145K
|
24.3K
$1.43M
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
2.36K+ 13.64% |
$136K - $144K
|
19.7K
$1.16M
|
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
2.35K+ 0.98% |
$135K - $143K
|
242K
$14.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
2.35K+ 8.03% |
$135K - $143K
|
31.6K
$1.86M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
2.34K+ 6.22% |
$134K - $142K
|
39.9K
$2.34M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.33K+ 63.69% |
$134K - $142K
|
5.98K
$352K
|