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 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
2.28K+ 3.9% |
$128K - $136K
|
60.7K
$3.4M
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
2.27K+ 33.21% |
$128K - $136K
|
9.12K
$511K
|
|
|
Apr 11, 2025
Q1 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
2.27K+ 6.0% |
$127K - $135K
|
40K
$2.24M
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
2.26K+ 296.72% |
$127K - $135K
|
3.03K
$170K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2.25KNew |
$126K - $134K
|
2.25K
$126K
|
|
|
May 01, 2025
Q1 2025
|
Independent Investors Inc
|
BUY
|
- |
2.25K+ 15.57% |
$126K - $134K
|
16.7K
$935K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.24K+ 43.58% |
$126K - $134K
|
7.39K
$414K
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.23K+ 15.78% |
$125K - $133K
|
16.4K
$918K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
2.23K+ 163.2% |
$125K - $133K
|
3.59K
$201K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
2.2K+ 2.92% |
$123K - $131K
|
77.4K
$4.34M
|
|
|
Apr 28, 2025
Q1 2025
|
Reliant Wealth Planning
|
BUY
|
- |
2.19K+ 46.55% |
$123K - $131K
|
6.91K
$387K
|
|
|
May 05, 2025
Q1 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
2.18K+ 14.08% |
$122K - $130K
|
17.6K
$990K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
2.17K+ 6.88% |
$122K - $130K
|
33.7K
$1.89M
|
|
|
May 06, 2025
Q1 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
2.17K+ 23.77% |
$122K - $130K
|
11.3K
$633K
|
|
|
Apr 17, 2025
Q1 2025
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
2.15K+ 1.22% |
$121K - $129K
|
179K
$10M
|
|
|
Apr 28, 2025
Q1 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
2.08K+ 7.04% |
$117K - $124K
|
31.7K
$1.78M
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
2.06K+ 9.34% |
$116K - $123K
|
24.1K
$1.35M
|
|
|
Apr 25, 2025
Q1 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
2.04K+ 1.99% |
$114K - $122K
|
104K
$5.84M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
2.03K+ 8.93% |
$114K - $121K
|
24.8K
$1.39M
|
|
|
Apr 08, 2025
Q1 2025
|
J2 Capital Management Inc
|
BUY
|
- |
2.03K+ 2.27% |
$114K - $121K
|
91.6K
$5.14M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2.02KNew |
$114K - $121K
|
2.02K
$114K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
2KNew |
$112K - $119K
|
2K
$112K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.99K+ 21.1% |
$112K - $119K
|
11.4K
$639K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
1.94K+ 2.86% |
$109K - $116K
|
69.8K
$3.91M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.91K+ 2.99% |
$108K - $114K
|
66K
$3.7M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
1.9K+ 7.95% |
$107K - $113K
|
25.8K
$1.44M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.9K+ 9.08% |
$106K - $113K
|
22.8K
$1.28M
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
1.88K+ 10.6% |
$106K - $112K
|
19.7K
$1.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.86K+ 1.16% |
$105K - $111K
|
162K
$9.09M
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
1.86K+ 4.2% |
$104K - $111K
|
46.2K
$2.59M
|
|
|
Apr 11, 2025
Q1 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
1.86K+ 2.73% |
$104K - $111K
|
69.9K
$3.92M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.83KNew |
$103K - $110K
|
1.83K
$103K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.83K+ 2202.41% |
$103K - $109K
|
1.91K
$107K
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1.76K+ 1.0% |
$98.6K - $105K
|
178K
$9.98M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.75K+ 3.49% |
$98.4K - $105K
|
52K
$2.92M
|
|
|
May 09, 2025
Q1 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
1.71K+ 13.47% |
$96K - $102K
|
14.4K
$807K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.67K+ 15.68% |
$93.6K - $99.5K
|
12.3K
$690K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.66K+ 40.75% |
$93.4K - $99.2K
|
5.74K
$322K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.65K+ 0.57% |
$92.8K - $98.6K
|
291K
$16.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
1.65KNew |
$92.7K - $98.5K
|
1.65K
$92.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
1.65K+ 15.7% |
$92.7K - $98.5K
|
12.2K
$682K
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
1.65K+ 42.73% |
$92.6K - $98.4K
|
5.51K
$309K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.61K+ 16.33% |
$90.5K - $96.2K
|
11.5K
$644K
|
|
|
May 12, 2025
Q1 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
1.57K+ 0.38% |
$88.4K - $94K
|
415K
$23.3M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
1.53KNew |
$85.9K - $91.3K
|
1.53K
$85.8K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.51K+ 3.15% |
$84.8K - $90.1K
|
49.5K
$2.77M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.51KNew |
$84.6K - $89.9K
|
1.51K
$84.5K
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1.5K+ 2.41% |
$84.4K - $89.7K
|
63.9K
$3.58M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.5K+ 33.08% |
$84.2K - $89.5K
|
6.03K
$338K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
1.5K+ 0.91% |
$84K - $89.3K
|
165K
$9.26M
|