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 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
13.3K+ 10.92% |
$749K - $796K
|
135K
$7.28M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
13.2K+ 8.27% |
$741K - $788K
|
173K
$9.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
12.5K+ 58.43% |
$699K - $744K
|
33.8K
$1.82M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
12.4K+ 41.73% |
$696K - $740K
|
42.1K
$2.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
12.3K+ 27.4% |
$693K - $737K
|
57.4K
$3.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
12K+ 9.13% |
$673K - $716K
|
143K
$7.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
11.8K+ 16.75% |
$665K - $706K
|
82.5K
$4.43M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
11.1K+ 5.67% |
$621K - $660K
|
206K
$11.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
11K+ 5.62% |
$620K - $659K
|
208K
$11.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
11K+ 5.35% |
$615K - $654K
|
216K
$11.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
10.6K+ 32.44% |
$594K - $631K
|
43.2K
$2.32M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
10.4K+ 158.02% |
$581K - $618K
|
16.9K
$909K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
10.1K+ 10.01% |
$567K - $603K
|
111K
$5.96M
|
|
|
Apr 14, 2025
Q1 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
9.54K+ 10.13% |
$536K - $570K
|
104K
$5.58M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
9.31K+ 3.97% |
$523K - $556K
|
244K
$13.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
9.03K+ 4.96% |
$507K - $539K
|
191K
$10.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
8.44KNew |
$474K - $504K
|
8.44K
$454K
|
|
|
Apr 11, 2025
Q1 2025
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
8.13K+ 9.78% |
$456K - $485K
|
91.2K
$4.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
8.02K+ 6.44% |
$450K - $479K
|
132K
$7.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
7.91K+ 3.14% |
$444K - $472K
|
260K
$14M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
7.49K+ 1.3% |
$421K - $447K
|
581K
$31.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7.43K+ 12.94% |
$418K - $444K
|
64.9K
$3.49M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
7.38K+ 5.9% |
$414K - $440K
|
132K
$7.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
7KNew |
$393K - $418K
|
7K
$376K
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
6.89K+ 67.49% |
$387K - $411K
|
17.1K
$919K
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
6.82K+ 20.26% |
$383K - $407K
|
40.5K
$2.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
6.6K+ 170.68% |
$370K - $394K
|
10.5K
$562K
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
6.46K+ 3.69% |
$363K - $386K
|
181K
$9.76M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6.3K+ 3.35% |
$354K - $376K
|
194K
$10.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
6.11K+ 46.23% |
$343K - $365K
|
19.3K
$1.04M
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
6.1K+ 7.88% |
$343K - $364K
|
83.5K
$4.49M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
5.95K+ 4.92% |
$334K - $355K
|
127K
$6.82M
|
|
|
Apr 17, 2025
Q1 2025
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
5.94KNew |
$334K - $355K
|
5.94K
$319K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
5.82K+ 9.0% |
$327K - $348K
|
70.5K
$3.79M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
5.66KNew |
$318K - $338K
|
5.66K
$304K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
5.66KNew |
$318K - $338K
|
5.66K
$304K
|
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
5.64K+ 18.92% |
$317K - $337K
|
35.5K
$1.91M
|
|
|
Apr 21, 2025
Q1 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
5.58K+ 40.97% |
$313K - $333K
|
19.2K
$1.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
5.4K+ 5.34% |
$303K - $323K
|
107K
$5.73M
|
|
|
Apr 17, 2025
Q1 2025
|
Forefront Wealth Management Inc.
|
BUY
|
- |
5.32K+ 4.5% |
$299K - $318K
|
124K
$6.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
5.28K+ 11.11% |
$296K - $315K
|
52.8K
$2.84M
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
5.16K+ 10.27% |
$290K - $308K
|
55.4K
$2.98M
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
4.95K+ 4.32% |
$278K - $295K
|
119K
$6.42M
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.93KNew |
$277K - $295K
|
4.93K
$265K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
4.8K+ 33.86% |
$270K - $287K
|
19K
$1.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
4.72K+ 2.58% |
$265K - $282K
|
187K
$10.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
4.57KNew |
$257K - $273K
|
4.57K
$246K
|
|
|
Apr 14, 2025
Q1 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
4.25KNew |
$238K - $253K
|
4.25K
$228K
|
|
|
Apr 08, 2025
Q1 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
4K+ 48.6% |
$225K - $239K
|
12.2K
$658K
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
3.9K+ 9.4% |
$219K - $233K
|
45.4K
$2.44M
|