Purchases and Sales Made in Q1 2025 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 Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
7.34M+ 6084.55% |
$412M - $438M
|
7.46M
$401M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
230K+ 125.55% |
$12.9M - $13.8M
|
414K
$22.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
173K+ 90.87% |
$9.7M - $10.3M
|
363K
$19.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
155K+ 86.55% |
$8.71M - $9.26M
|
334K
$18M
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
149K+ 1583.74% |
$8.37M - $8.89M
|
158K
$8.51M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
139K+ 332.66% |
$7.82M - $8.31M
|
181K
$9.73M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
134K+ 178.29% |
$7.52M - $7.99M
|
209K
$11.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
131K+ 8.28% |
$7.35M - $7.81M
|
1.71M
$92M
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
127K+ 20.17% |
$7.11M - $7.55M
|
754K
$40.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
102K+ 124.21% |
$5.76M - $6.12M
|
185K
$9.95M
|
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
89K+ 19.56% |
$5M - $5.32M
|
544K
$29.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
77.3K+ 14585.47% |
$4.34M - $4.62M
|
77.8K
$4.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
70.5KNew |
$3.96M - $4.21M
|
70.5K
$3.79M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
68K+ 39.63% |
$3.82M - $4.06M
|
240K
$12.9M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
61.8K+ 232.03% |
$3.47M - $3.69M
|
88.5K
$4.76M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
53.2K+ 282.09% |
$2.99M - $3.18M
|
72.1K
$3.87M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
51.2K+ 189529.62% |
$2.87M - $3.06M
|
51.2K
$2.75M
|
|
|
Apr 21, 2025
Q1 2025
|
Gfs Advisors, LLC
|
BUY
|
- |
47.4KNew |
$2.66M - $2.83M
|
47.4K
$2.55M
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
46.2KNew |
$2.59M - $2.76M
|
46.2K
$2.48M
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
41.5K+ 12.08% |
$2.33M - $2.48M
|
385K
$20.7M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
39.1K+ 34.26% |
$2.2M - $2.33M
|
153K
$8.23M
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
36.6K+ 335.28% |
$2.06M - $2.19M
|
47.5K
$2.55M
|
|
|
Apr 11, 2025
Q1 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
34.8K+ 381.66% |
$1.95M - $2.08M
|
43.9K
$2.36M
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
32.4K+ 9.52% |
$1.82M - $1.93M
|
373K
$20M
|
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
29.9K+ 12.17% |
$1.68M - $1.78M
|
275K
$14.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
29.1K+ 80.02% |
$1.63M - $1.74M
|
65.5K
$3.52M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
26.8K+ 5.15% |
$1.51M - $1.6M
|
548K
$29.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
25.7K+ 62.55% |
$1.44M - $1.54M
|
66.8K
$3.59M
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
25.6K+ 7.45% |
$1.44M - $1.53M
|
370K
$19.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
23.4K+ 33.47% |
$1.32M - $1.4M
|
93.5K
$5.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
22.8K+ 21.3% |
$1.28M - $1.36M
|
130K
$6.96M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
22.1K+ 39.75% |
$1.24M - $1.32M
|
77.7K
$4.18M
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
22K+ 13.06% |
$1.24M - $1.31M
|
190K
$10.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
BUY
|
- |
21.5K+ 61.77% |
$1.21M - $1.28M
|
56.3K
$3.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
21.3K+ 17.14% |
$1.2M - $1.27M
|
146K
$7.83M
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
20.2K+ 12.07% |
$1.14M - $1.21M
|
188K
$10.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
18K+ 0.73% |
$1.01M - $1.08M
|
2.48M
$133M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
18KNew |
$1.01M - $1.08M
|
18K
$969K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
17.1K+ 54.38% |
$962K - $1.02M
|
48.6K
$2.61M
|
|
|
Apr 14, 2025
Q1 2025
|
Madden Securities Corp
|
BUY
|
- |
16.3K+ 5.64% |
$913K - $971K
|
304K
$16.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
15.7K+ 8.51% |
$882K - $938K
|
200K
$10.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
15.6K+ 84.77% |
$874K - $929K
|
33.9K
$1.82M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
15.5KNew |
$873K - $928K
|
15.5K
$835K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
14.9K+ 105.31% |
$839K - $892K
|
29.1K
$1.57M
|
|
|
Apr 22, 2025
Q1 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
14.9K+ 12.79% |
$835K - $888K
|
131K
$7.05M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
14.8KNew |
$833K - $885K
|
14.8K
$797K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
14.5KNew |
$814K - $865K
|
14.5K
$779K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
13.8K+ 56.6% |
$774K - $823K
|
38.1K
$2.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
13.3K+ 10.92% |
$749K - $796K
|
135K
$7.28M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
13.2K+ 8.27% |
$741K - $788K
|
173K
$9.29M
|