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 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
213+ 3.46% |
$12K - $12.7K
|
6.37K
$357K
|
|
|
Apr 22, 2025
Q1 2025
|
Lvz, Inc.
|
BUY
|
- |
211+ 2.81% |
$11.9K - $12.6K
|
7.71K
$432K
|
|
|
Apr 25, 2025
Q1 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
196+ 0.88% |
$11K - $11.7K
|
22.5K
$1.26M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
193+ 0.37% |
$10.8K - $11.5K
|
52.1K
$2.92M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
192+ 2.51% |
$10.8K - $11.5K
|
7.83K
$439K
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
191+ 0.28% |
$10.7K - $11.4K
|
68.5K
$3.84M
|
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
190+ 4.03% |
$10.7K - $11.3K
|
4.9K
$275K
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
BUY
|
- |
184+ 4.08% |
$10.3K - $11K
|
4.69K
$263K
|
|
|
May 09, 2025
Q1 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
183+ 1.2% |
$10.3K - $10.9K
|
15.4K
$866K
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
BUY
|
- |
179+ 1.39% |
$10.1K - $10.7K
|
13.1K
$733K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
179+ 471.05% |
$10.1K - $10.7K
|
217
$12.2K
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
175+ 154.87% |
$9.83K - $10.4K
|
288
$16.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
174+ 4.79% |
$9.77K - $10.4K
|
3.81K
$214K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
174New |
$9.77K - $10.4K
|
174
$9.76K
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
174+ 0.33% |
$9.77K - $10.4K
|
53.1K
$2.98M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
173+ 9.62% |
$9.72K - $10.3K
|
1.97K
$111K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
172+ 4.61% |
$9.66K - $10.3K
|
3.91K
$219K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
165+ 0.67% |
$9.27K - $9.85K
|
24.7K
$1.39M
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
164+ 1.43% |
$9.21K - $9.79K
|
11.6K
$652K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
159+ 0.7% |
$8.93K - $9.49K
|
22.8K
$1.28M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
153+ 13.18% |
$8.59K - $9.14K
|
1.31K
$73.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
134+ 0.94% |
$7.53K - $8K
|
14.3K
$803K
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
132+ 0.09% |
$7.41K - $7.88K
|
139K
$7.81M
|
|
|
Apr 28, 2025
Q1 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
127+ 1.81% |
$7.13K - $7.58K
|
7.16K
$402K
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
120+ 2.61% |
$6.74K - $7.17K
|
4.71K
$264K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
115+ 2.23% |
$6.46K - $6.87K
|
5.26K
$295K
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
114+ 1.07% |
$6.4K - $6.81K
|
10.8K
$604K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
114+ 0.25% |
$6.4K - $6.81K
|
46.6K
$2.61M
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
114+ 1.81% |
$6.4K - $6.81K
|
6.43K
$360K
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
110+ 44.0% |
$6.18K - $6.57K
|
360
$20.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
108+ 1.67% |
$6.07K - $6.45K
|
6.58K
$369K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
104+ 2.19% |
$5.84K - $6.21K
|
4.85K
$272K
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
102+ 2.13% |
$5.73K - $6.09K
|
4.88K
$274K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
100New |
$5.62K - $5.97K
|
100
$5.61K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
100New |
$5.62K - $5.97K
|
100
$5.61K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
100+ 2.53% |
$5.62K - $5.97K
|
4.05K
$227K
|
|
|
May 05, 2025
Q1 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
100+ 0.71% |
$5.62K - $5.97K
|
14.3K
$799K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
100New |
$5.62K - $5.97K
|
100
$5.61K
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
93+ 0.86% |
$5.22K - $5.55K
|
11K
$615K
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
91+ 10.69% |
$5.11K - $5.43K
|
942
$52.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
BUY
|
- |
86+ 2.02% |
$4.83K - $5.14K
|
4.35K
$244K
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
85+ 1.49% |
$4.77K - $5.08K
|
5.79K
$325K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
75+ 6.71% |
$4.21K - $4.48K
|
1.19K
$66.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
72+ 1.19% |
$4.04K - $4.3K
|
6.13K
$344K
|
|
|
Apr 23, 2025
Q1 2025
|
Nvest Financial, LLC
|
BUY
|
- |
66+ 1.81% |
$3.71K - $3.94K
|
3.71K
$208K
|
|
|
May 05, 2025
Q1 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
63+ 1.68% |
$3.54K - $3.76K
|
3.81K
$214K
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
60New |
$3.37K - $3.58K
|
60
$3.37K
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
57+ 1.4% |
$3.2K - $3.4K
|
4.14K
$232K
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
BUY
|
- |
57+ 1.32% |
$3.2K - $3.4K
|
4.37K
$245K
|
|
|
May 12, 2025
Q1 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
49+ 272.22% |
$2.75K - $2.93K
|
67
$3.76K
|