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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.44M+ 35.91% |
$418M - $444M
|
28.2M
$1.58B
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
7.34M+ 6084.55% |
$412M - $438M
|
7.46M
$418M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.4M+ 5.77% |
$135M - $143M
|
43.9M
$2.46B
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.43M+ 4.57% |
$80.2M - $85.2M
|
32.7M
$1.83B
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.26M+ 25.68% |
$70.7M - $75.2M
|
6.16M
$346M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.16M+ 7.97% |
$65.1M - $69.2M
|
15.7M
$881M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
833K+ 14.87% |
$46.8M - $49.8M
|
6.44M
$361M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
778K+ 18.87% |
$43.7M - $46.5M
|
4.9M
$275M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
775K+ 11.33% |
$43.5M - $46.3M
|
7.61M
$427M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
773K+ 10.52% |
$43.4M - $46.1M
|
8.12M
$455M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
683K+ 8.91% |
$38.4M - $40.8M
|
8.35M
$468M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
528K+ 376.68% |
$29.7M - $31.5M
|
669K
$37.5M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
466K+ 17.06% |
$26.2M - $27.8M
|
3.2M
$179M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
427K+ 83.86% |
$24M - $25.5M
|
936K
$52.5M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
312K+ 1615.3% |
$17.5M - $18.6M
|
331K
$18.6M
|
|
|
May 14, 2025
Q1 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
279KNew |
$15.6M - $16.6M
|
279K
$15.6M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
275K+ 12.36% |
$15.5M - $16.4M
|
2.5M
$140M
|
|
|
Apr 25, 2025
Q1 2025
|
Advisors Management Group Inc
|
BUY
|
- |
243K+ 1029.56% |
$13.6M - $14.5M
|
266K
$14.9M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
241K+ 6.65% |
$13.5M - $14.4M
|
3.87M
$217M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
230K+ 125.55% |
$12.9M - $13.8M
|
414K
$23.2M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
226K+ 29.43% |
$12.7M - $13.5M
|
996K
$55.9M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
219K+ 9.73% |
$12.3M - $13.1M
|
2.47M
$139M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
210K+ 21.35% |
$11.8M - $12.5M
|
1.19M
$66.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
207K+ 187.61% |
$11.6M - $12.3M
|
317K
$17.8M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
202K+ 7.12% |
$11.3M - $12M
|
3.03M
$170M
|
|
|
May 12, 2025
Q1 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
197KNew |
$11.1M - $11.8M
|
197K
$11.1M
|
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
192K+ 84.65% |
$10.8M - $11.5M
|
418K
$23.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
183K+ 11.54% |
$10.3M - $10.9M
|
1.77M
$99.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
173K+ 90.87% |
$9.7M - $10.3M
|
363K
$20.3M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
172K+ 13.04% |
$9.68M - $10.3M
|
1.49M
$83.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Enterprises, LLC
Appleton, WI |
BUY
|
- |
166K+ 59.2% |
$9.33M - $9.91M
|
446K
$25M
|
|
|
May 13, 2025
Q1 2025
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
160KNew |
$8.97M - $9.54M
|
160K
$8.96M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
159K+ 149.96% |
$8.94M - $9.5M
|
265K
$14.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
155K+ 86.55% |
$8.71M - $9.26M
|
334K
$18.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
154K+ 17.62% |
$8.63M - $9.17M
|
1.03M
$57.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
149K+ 1583.74% |
$8.37M - $8.89M
|
158K
$8.88M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
146K+ 13.59% |
$8.2M - $8.71M
|
1.22M
$68.4M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
140K+ 2337300.0% |
$7.88M - $8.37M
|
140K
$7.87M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
140K+ 69.96% |
$7.86M - $8.36M
|
340K
$19.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
139K+ 332.66% |
$7.82M - $8.31M
|
181K
$10.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
134K+ 178.29% |
$7.52M - $7.99M
|
209K
$11.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
131K+ 8.28% |
$7.35M - $7.81M
|
1.71M
$96M
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
127K+ 20.17% |
$7.11M - $7.55M
|
754K
$42.3M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
120K+ 55.33% |
$6.72M - $7.14M
|
336K
$18.8M
|
|
|
May 05, 2025
Q1 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
119KNew |
$6.69M - $7.12M
|
119K
$6.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
105K+ 30.94% |
$5.91M - $6.28M
|
445K
$25M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
102K+ 124.21% |
$5.76M - $6.12M
|
185K
$10.4M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
101K+ 17.74% |
$5.69M - $6.05M
|
673K
$37.7M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
101K+ 38.28% |
$5.66M - $6.02M
|
364K
$20.4M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
101K+ 7.65% |
$5.65M - $6M
|
1.42M
$79.4M
|