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 08, 2025
Q1 2025
|
Somerset Trust CO
|
BUY
|
- |
3.01K+ 10.4% |
$169K - $180K
|
31.9K
$1.79M
|
|
|
May 15, 2025
Q1 2025
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
2.99K+ 4.13% |
$168K - $178K
|
75.3K
$4.23M
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
2.98K+ 2.71% |
$168K - $178K
|
113K
$6.34M
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
2.98K+ 38.01% |
$168K - $178K
|
10.8K
$608K
|
|
|
Apr 22, 2025
Q1 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
2.98K+ 7.52% |
$167K - $178K
|
42.6K
$2.39M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
2.94K+ 3.39% |
$165K - $176K
|
89.9K
$5.04M
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
2.94K+ 13.38% |
$165K - $176K
|
25K
$1.4M
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
2.93K+ 3.77% |
$165K - $175K
|
80.7K
$4.52M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
2.93KNew |
$164K - $175K
|
2.93K
$164K
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
2.92K+ 7.2% |
$164K - $174K
|
43.5K
$2.44M
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
2.9K+ 0.43% |
$163K - $173K
|
672K
$37.7M
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
2.87K+ 25.05% |
$161K - $171K
|
14.3K
$803K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.86K+ 7.88% |
$161K - $171K
|
39.2K
$2.2M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
2.86K+ 21.55% |
$160K - $171K
|
16.1K
$904K
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
2.85K+ 4.24% |
$160K - $170K
|
70.1K
$3.93M
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
2.84K+ 6.18% |
$160K - $170K
|
48.9K
$2.74M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.81K+ 2.09% |
$158K - $167K
|
137K
$7.68M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.8K+ 2.77% |
$158K - $167K
|
104K
$5.83M
|
|
|
May 14, 2025
Q1 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
2.8K+ 11.96% |
$157K - $167K
|
26.2K
$1.47M
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
2.8K+ 4.26% |
$157K - $167K
|
68.5K
$3.84M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.75K+ 1375.0% |
$154K - $164K
|
2.95K
$165K
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
2.73K+ 11.08% |
$153K - $163K
|
27.4K
$1.53M
|
|
|
Apr 17, 2025
Q1 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
2.71K+ 2.62% |
$152K - $162K
|
106K
$5.96M
|
|
|
Apr 23, 2025
Q1 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
2.7K+ 0.98% |
$152K - $161K
|
277K
$15.5M
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
2.66K+ 46.86% |
$149K - $159K
|
8.33K
$467K
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
2.66K+ 6.13% |
$149K - $159K
|
46K
$2.58M
|
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
2.65K+ 9.37% |
$149K - $158K
|
30.9K
$1.73M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.64K+ 12.83% |
$148K - $158K
|
23.2K
$1.3M
|
|
|
May 01, 2025
Q1 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
2.61K+ 5.24% |
$147K - $156K
|
52.5K
$2.95M
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
2.59K+ 10.03% |
$146K - $155K
|
28.5K
$1.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
2.59K+ 20.88% |
$145K - $154K
|
15K
$839K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
2.58K+ 12.22% |
$145K - $154K
|
23.7K
$1.33M
|
|
|
Apr 16, 2025
Q1 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
2.57K+ 5.31% |
$144K - $153K
|
50.9K
$2.86M
|
|
|
May 08, 2025
Q1 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
2.55K+ 13.13% |
$143K - $152K
|
22K
$1.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
2.55K+ 9.4% |
$143K - $152K
|
29.7K
$1.67M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.54K+ 47.03% |
$143K - $152K
|
7.94K
$445K
|
|
|
Apr 10, 2025
Q1 2025
|
Bay Rivers Group
|
BUY
|
- |
2.53K+ 33.13% |
$142K - $151K
|
10.2K
$570K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.53K+ 1.6% |
$142K - $151K
|
160K
$8.99M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.48K+ 24.99% |
$139K - $148K
|
12.4K
$694K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
2.45K+ 3.03% |
$138K - $146K
|
83.3K
$4.67M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
2.43K+ 9.44% |
$137K - $145K
|
28.2K
$1.58M
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
2.43K+ 25.71% |
$136K - $145K
|
11.9K
$666K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.42K+ 5.49% |
$136K - $144K
|
46.4K
$2.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.39K+ 10.35% |
$134K - $143K
|
25.5K
$1.43M
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
2.38K+ 3.37% |
$133K - $142K
|
73K
$4.09M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.36K+ 9.08% |
$133K - $141K
|
28.4K
$1.59M
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
2.34K+ 41.85% |
$131K - $139K
|
7.92K
$444K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.33K+ 1.51% |
$131K - $139K
|
157K
$8.79M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.32K+ 10.89% |
$130K - $139K
|
23.6K
$1.33M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.31K+ 28.27% |
$130K - $138K
|
10.5K
$588K
|