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
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
99.6K+ 7.9% |
$5.6M - $5.95M
|
1.36M
$76.3M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
92K+ 34.1% |
$5.17M - $5.49M
|
362K
$20.3M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
91.5K+ 61.65% |
$5.14M - $5.46M
|
240K
$13.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
89K+ 19.56% |
$5M - $5.32M
|
544K
$30.5M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
88.5K+ 11.35% |
$4.97M - $5.28M
|
868K
$48.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
87K+ 49.68% |
$4.88M - $5.19M
|
262K
$14.7M
|
|
|
May 15, 2025
Q1 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
86KNew |
$4.83M - $5.14M
|
86K
$4.83M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
85.9K+ 15.99% |
$4.83M - $5.13M
|
623K
$35M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
85.4K+ 90.78% |
$4.79M - $5.1M
|
179K
$10.1M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
83.8K+ 38.44% |
$4.71M - $5M
|
302K
$16.9M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
83.7K+ 5.96% |
$4.7M - $5M
|
1.49M
$83.4M
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
81.8K+ 4.44% |
$4.6M - $4.89M
|
1.93M
$108M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
79.9K+ 64.1% |
$4.49M - $4.77M
|
205K
$11.5M
|
|
|
May 09, 2025
Q1 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
78.4K+ 55.37% |
$4.4M - $4.68M
|
220K
$12.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
77.3K+ 14585.47% |
$4.34M - $4.62M
|
77.8K
$4.37M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
74.8K+ 48.45% |
$4.2M - $4.46M
|
229K
$12.8M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
73.8KNew |
$4.15M - $4.41M
|
73.8K
$4.14M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
73.6K+ 13.91% |
$4.14M - $4.4M
|
603K
$33.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
73.4K+ 3.73% |
$4.12M - $4.38M
|
2.04M
$115M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
73.2K+ 8.94% |
$4.11M - $4.37M
|
892K
$50M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
72.4K+ 5.3% |
$4.07M - $4.32M
|
1.44M
$80.7M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
72.1K+ 133.82% |
$4.05M - $4.3M
|
126K
$7.06M
|
|
|
May 06, 2025
Q1 2025
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
71.6KNew |
$4.02M - $4.27M
|
71.6K
$4.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
70.5KNew |
$3.96M - $4.21M
|
70.5K
$3.96M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
70.4K+ 14.34% |
$3.95M - $4.2M
|
561K
$31.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
70.2K+ 25.13% |
$3.94M - $4.19M
|
349K
$19.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
68.1K+ 41.07% |
$3.83M - $4.07M
|
234K
$13.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
68K+ 39.63% |
$3.82M - $4.06M
|
240K
$13.4M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
67.8KNew |
$3.81M - $4.05M
|
67.8K
$3.8M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
67.4K+ 1224.54% |
$3.79M - $4.03M
|
72.9K
$4.09M
|
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
65.5K+ 189.88% |
$3.68M - $3.91M
|
100K
$5.61M
|
|
|
May 15, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
65.1KNew |
$3.66M - $3.89M
|
65.1K
$3.65M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
64.4K+ 53.27% |
$3.62M - $3.85M
|
185K
$10.4M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
64.1K+ 12.2% |
$3.6M - $3.83M
|
589K
$33.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
62.9KNew |
$3.53M - $3.76M
|
62.9K
$3.53M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
61.8K+ 232.03% |
$3.47M - $3.69M
|
88.5K
$4.96M
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
59.5K+ 787.27% |
$3.34M - $3.56M
|
67.1K
$3.76M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
57.7KNew |
$3.24M - $3.45M
|
57.7K
$3.24M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
57K+ 24.4% |
$3.2M - $3.4M
|
291K
$16.3M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
56.4K+ 54.07% |
$3.17M - $3.37M
|
161K
$9.01M
|
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
54.8KNew |
$3.08M - $3.27M
|
54.8K
$3.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
54.8K+ 45.49% |
$3.08M - $3.27M
|
175K
$9.82M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
54.7K+ 474.82% |
$3.08M - $3.27M
|
66.3K
$3.72M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
54.3KNew |
$3.05M - $3.24M
|
54.3K
$3.05M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
53.9K+ 7.58% |
$3.03M - $3.22M
|
764K
$42.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
53.2K+ 282.09% |
$2.99M - $3.18M
|
72.1K
$4.04M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
51.2K+ 4.22% |
$2.88M - $3.06M
|
1.26M
$70.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
51.2K+ 189529.62% |
$2.87M - $3.06M
|
51.2K
$2.87M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
50.7K+ 45.27% |
$2.85M - $3.03M
|
163K
$9.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Gfs Advisors, LLC
|
BUY
|
- |
47.4KNew |
$2.66M - $2.83M
|
47.4K
$2.66M
|