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 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
934+ 0.78% |
$52.5K - $55.8K
|
121K
$6.78M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
926+ 4.84% |
$52K - $55.3K
|
20.1K
$1.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Marks Wealth, LLC
|
BUY
|
- |
916+ 12.84% |
$51.5K - $54.7K
|
8.05K
$451K
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
902+ 13.89% |
$50.7K - $53.9K
|
7.4K
$415K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
901+ 7.72% |
$50.6K - $53.8K
|
12.6K
$705K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
900+ 13.96% |
$50.6K - $53.7K
|
7.35K
$412K
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
BUY
|
- |
897+ 0.87% |
$50.4K - $53.6K
|
104K
$5.82M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
892+ 1.2% |
$50.1K - $53.3K
|
75.5K
$4.24M
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
851+ 14.64% |
$47.8K - $50.8K
|
6.66K
$374K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
850+ 7.16% |
$47.7K - $50.8K
|
12.7K
$713K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
845+ 69.55% |
$47.5K - $50.5K
|
2.06K
$116K
|
|
|
May 01, 2025
Q1 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
839+ 3.52% |
$47.1K - $50.1K
|
24.7K
$1.38M
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
832New |
$46.7K - $49.7K
|
832
$46.7K
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
820+ 2.32% |
$46.1K - $49K
|
36.2K
$2.03M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
806+ 0.91% |
$45.3K - $48.1K
|
89.4K
$5.02M
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
786+ 1.86% |
$44.1K - $46.9K
|
43.1K
$2.42M
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
780New |
$43.8K - $46.6K
|
780
$43.8K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
775+ 186.75% |
$43.5K - $46.3K
|
1.19K
$66.7K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
774+ 8.38% |
$43.5K - $46.2K
|
10K
$561K
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
771+ 13.32% |
$43.3K - $46K
|
6.56K
$368K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
766+ 0.74% |
$43K - $45.7K
|
104K
$5.86M
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
756+ 4.07% |
$42.5K - $45.1K
|
19.3K
$1.08M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
755+ 201.87% |
$42.4K - $45.1K
|
1.13K
$63.3K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
734+ 4.26% |
$41.2K - $43.8K
|
18K
$1.01M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
730+ 10.52% |
$41K - $43.6K
|
7.67K
$430K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
721+ 1.64% |
$40.5K - $43.1K
|
44.8K
$2.51M
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
708+ 2.3% |
$39.8K - $42.3K
|
31.5K
$1.77M
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
696+ 5.66% |
$39.1K - $41.6K
|
13K
$728K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
696+ 0.52% |
$39.1K - $41.6K
|
134K
$7.54M
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
687+ 1.99% |
$38.6K - $41K
|
35.3K
$1.98M
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
684+ 3.67% |
$38.4K - $40.8K
|
19.3K
$1.08M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
683+ 7.37% |
$38.4K - $40.8K
|
9.95K
$558K
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
BUY
|
- |
676+ 18.81% |
$38K - $40.4K
|
4.27K
$240K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
675+ 10.09% |
$37.9K - $40.3K
|
7.36K
$413K
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
663+ 11.14% |
$37.2K - $39.6K
|
6.61K
$371K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
656+ 2.21% |
$36.8K - $39.2K
|
30.3K
$1.7M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
656+ 68.55% |
$36.8K - $39.2K
|
1.61K
$90.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
644+ 1.54% |
$36.2K - $38.5K
|
42.5K
$2.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
638+ 1.49% |
$35.8K - $38.1K
|
43.3K
$2.43M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
637+ 6.47% |
$35.8K - $38K
|
10.5K
$588K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
BUY
|
- |
633+ 2.95% |
$35.6K - $37.8K
|
22.1K
$1.24M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
632New |
$35.5K - $37.7K
|
632
$35.4K
|
|
|
May 13, 2025
Q1 2025
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
632New |
$35.5K - $37.7K
|
632
$35.4K
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
631+ 2.02% |
$35.4K - $37.7K
|
31.9K
$1.79M
|
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
584+ 12.68% |
$32.8K - $34.9K
|
5.19K
$291K
|
|
|
May 13, 2025
Q1 2025
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
579+ 1.18% |
$32.5K - $34.6K
|
49.6K
$2.78M
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
568+ 7.2% |
$31.9K - $33.9K
|
8.46K
$474K
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
562+ 6.54% |
$31.6K - $33.6K
|
9.16K
$514K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
552+ 7.52% |
$31K - $33K
|
7.89K
$443K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
546+ 15.88% |
$30.7K - $32.6K
|
3.99K
$224K
|