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 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-363- 2.57% |
$20.4K - $21.7K
|
13.8K
$772K
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
SELL
|
- |
-376- 4.55% |
$21.1K - $22.5K
|
7.89K
$443K
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-395- 7.79% |
$22.2K - $23.6K
|
4.68K
$262K
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-402- 2.43% |
$22.6K - $24K
|
16.2K
$907K
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-407- 5.48% |
$22.9K - $24.3K
|
7.02K
$394K
|
|
|
May 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-416- 3.66% |
$23.4K - $24.8K
|
11K
$615K
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-423- 0.74% |
$23.8K - $25.3K
|
57.1K
$3.2M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-432- 1.08% |
$24.3K - $25.8K
|
39.6K
$2.22M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-433- 0.19% |
$24.3K - $25.9K
|
230K
$12.9M
|
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-441- 2.97% |
$24.8K - $26.3K
|
14.4K
$807K
|
|
|
May 14, 2025
Q1 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-447- 1.43% |
$25.1K - $26.7K
|
30.7K
$1.72M
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-449- 4.13% |
$25.2K - $26.8K
|
10.4K
$585K
|
|
|
May 12, 2025
Q1 2025
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-459- 9.64% |
$25.8K - $27.4K
|
4.3K
$241K
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-463- 8.79% |
$26K - $27.6K
|
4.8K
$269K
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-474- 0.4% |
$26.6K - $28.3K
|
119K
$6.68M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-475- 6.42% |
$26.7K - $28.4K
|
6.92K
$388K
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-479- 3.22% |
$26.9K - $28.6K
|
14.4K
$808K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-484- 7.59% |
$27.2K - $28.9K
|
5.89K
$331K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-492- 0.92% |
$27.6K - $29.4K
|
53K
$2.98M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-495- 1.18% |
$27.8K - $29.6K
|
41.5K
$2.33M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-500- 3.76% |
$28.1K - $29.9K
|
12.8K
$717K
|
|
|
Apr 23, 2025
Q1 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
SELL
|
- |
-500- 2.27% |
$28.1K - $29.9K
|
21.5K
$1.21M
|
|
|
May 08, 2025
Q1 2025
|
Gables Capital Management Inc.
|
SELL
|
- |
-515- 1.43% |
$28.9K - $30.8K
|
35.6K
$2M
|
|
|
May 05, 2025
Q1 2025
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-523- 1.95% |
$29.4K - $31.2K
|
26.3K
$1.47M
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-528- 5.46% |
$29.7K - $31.5K
|
9.13K
$512K
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-544- 7.16% |
$30.6K - $32.5K
|
7.06K
$396K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-549- 7.39% |
$30.8K - $32.8K
|
6.88K
$386K
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-560- 2.03% |
$31.5K - $33.4K
|
27K
$1.52M
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-594- 7.75% |
$33.4K - $35.5K
|
7.07K
$397K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-602- 0.41% |
$33.8K - $35.9K
|
145K
$8.14M
|
|
|
May 08, 2025
Q1 2025
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-603- 3.38% |
$33.9K - $36K
|
17.3K
$968K
|
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-606- 3.49% |
$34K - $36.2K
|
16.8K
$941K
|
|
|
May 09, 2025
Q1 2025
|
Potentia Wealth
San Jose, CA |
SELL
|
- |
-646- 8.32% |
$36.3K - $38.6K
|
7.12K
$399K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-652- 6.48% |
$36.6K - $38.9K
|
9.4K
$527K
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-664- 4.44% |
$37.3K - $39.6K
|
14.3K
$801K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-665- 6.71% |
$37.4K - $39.7K
|
9.25K
$519K
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-670- 4.47% |
$37.6K - $40K
|
14.3K
$804K
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-675- 4.31% |
$37.9K - $40.3K
|
15K
$841K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-681- 62.25% |
$38.3K - $40.7K
|
413
$23.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-688- 0.43% |
$38.6K - $41.1K
|
159K
$8.9M
|
|
|
May 13, 2025
Q1 2025
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-690- 3.21% |
$38.8K - $41.2K
|
20.8K
$1.17M
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
SELL
|
- |
-693- 3.14% |
$38.9K - $41.4K
|
21.4K
$1.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-695- 16.84% |
$39K - $41.5K
|
3.43K
$193K
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-709- 3.89% |
$39.8K - $42.3K
|
17.5K
$984K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-723- 2.18% |
$40.6K - $43.2K
|
32.5K
$1.82M
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-733- 1.05% |
$41.2K - $43.8K
|
69K
$3.87M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-734- 16.89% |
$41.2K - $43.8K
|
3.61K
$203K
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-792- 1.57% |
$44.5K - $47.3K
|
49.7K
$2.79M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-810- 3.26% |
$45.5K - $48.4K
|
24K
$1.35M
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
SELL
|
- |
-826- 4.72% |
$46.4K - $49.3K
|
16.7K
$935K
|