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 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
533+ 2.78% |
$29.9K - $31.8K
|
19.7K
$1.11M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
526+ 1.85% |
$29.5K - $31.4K
|
28.9K
$1.62M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
524+ 0.85% |
$29.4K - $31.3K
|
62.4K
$3.5M
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
522+ 6.07% |
$29.3K - $31.2K
|
9.12K
$511K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
511New |
$28.7K - $30.5K
|
511
$28.7K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
505New |
$28.4K - $30.2K
|
505
$28.3K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
504+ 12.1% |
$28.3K - $30.1K
|
4.67K
$262K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
500+ 1.49% |
$28.1K - $29.9K
|
34.2K
$1.92M
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
498+ 1.18% |
$28K - $29.7K
|
42.8K
$2.4M
|
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
484+ 1.37% |
$27.2K - $28.9K
|
35.7K
$2M
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
476+ 10.95% |
$26.7K - $28.4K
|
4.83K
$271K
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
469+ 8.2% |
$26.3K - $28K
|
6.19K
$347K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
462+ 0.64% |
$26K - $27.6K
|
73.2K
$4.11M
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
451+ 11.91% |
$25.3K - $26.9K
|
4.24K
$238K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
446+ 11.13% |
$25.1K - $26.6K
|
4.45K
$250K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
444New |
$24.9K - $26.5K
|
444
$24.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
429+ 2.35% |
$24.1K - $25.6K
|
18.6K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
417+ 2.33% |
$23.4K - $24.9K
|
18.3K
$1.03M
|
|
|
May 09, 2025
Q1 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
404+ 1.95% |
$22.7K - $24.1K
|
21.1K
$1.19M
|
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
402+ 10.49% |
$22.6K - $24K
|
4.24K
$238K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
400New |
$22.5K - $23.9K
|
400
$22.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
390+ 7.01% |
$21.9K - $23.3K
|
5.95K
$334K
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
377+ 1.06% |
$21.2K - $22.5K
|
35.8K
$2.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
368+ 2.14% |
$20.7K - $22K
|
17.6K
$986K
|
|
|
May 12, 2025
Q1 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
359+ 2.64% |
$20.2K - $21.4K
|
14K
$784K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
356+ 4.44% |
$20K - $21.3K
|
8.37K
$469K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
354New |
$19.9K - $21.1K
|
354
$19.9K
|
|
|
Apr 07, 2025
Q1 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
350+ 8.75% |
$19.7K - $20.9K
|
4.35K
$244K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
350+ 8.23% |
$19.7K - $20.9K
|
4.61K
$258K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
350+ 140.0% |
$19.7K - $20.9K
|
600
$33.7K
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
350New |
$19.7K - $20.9K
|
350
$19.6K
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
349+ 5.67% |
$19.6K - $20.8K
|
6.51K
$365K
|
|
|
Apr 22, 2025
Q1 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
325+ 0.72% |
$18.3K - $19.4K
|
45.8K
$2.57M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
325+ 4.8% |
$18.3K - $19.4K
|
7.1K
$398K
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
316+ 6.57% |
$17.7K - $18.9K
|
5.13K
$288K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
301+ 1.84% |
$16.9K - $18K
|
16.7K
$936K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
300New |
$16.9K - $17.9K
|
300
$16.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
300+ 16.67% |
$16.9K - $17.9K
|
2.1K
$118K
|
|
|
May 06, 2025
Q1 2025
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
300+ 3.93% |
$16.9K - $17.9K
|
7.93K
$445K
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
BUY
|
- |
296+ 4.29% |
$16.6K - $17.7K
|
7.2K
$404K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
281+ 4.02% |
$15.8K - $16.8K
|
7.28K
$408K
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
278+ 4.32% |
$15.6K - $16.6K
|
6.72K
$377K
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
274+ 1.39% |
$15.4K - $16.4K
|
19.9K
$1.12M
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
BUY
|
- |
255+ 0.51% |
$14.3K - $15.2K
|
50.6K
$2.84M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
249+ 1.8% |
$14K - $14.9K
|
14.1K
$791K
|
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
243+ 6.57% |
$13.6K - $14.5K
|
3.94K
$221K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
237+ 1.49% |
$13.3K - $14.2K
|
16.1K
$904K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
232+ 2.4% |
$13K - $13.9K
|
9.9K
$556K
|
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
224+ 0.68% |
$12.6K - $13.4K
|
33.4K
$1.87M
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
220+ 1.74% |
$12.4K - $13.1K
|
12.8K
$720K
|