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 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-2K- 2.95% |
$112K - $119K
|
65.9K
$3.7M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-2.03K- 22.02% |
$114K - $121K
|
7.19K
$403K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-2.05K- 10.88% |
$115K - $122K
|
16.8K
$942K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-2.06K- 1.01% |
$115K - $123K
|
201K
$11.3M
|
|
|
May 15, 2025
Q1 2025
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-2.06K- 12.51% |
$116K - $123K
|
14.4K
$807K
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-2.07K- 8.62% |
$116K - $123K
|
21.9K
$1.23M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.07K- 8.57% |
$116K - $123K
|
22.1K
$1.24M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-2.08K- 19.37% |
$117K - $124K
|
8.67K
$486K
|
|
|
Apr 30, 2025
Q1 2025
|
Cooper Capital Advisors LLC
Encinitas, CA |
SELL
|
- |
-2.12K- 12.34% |
$119K - $126K
|
15K
$843K
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-2.16K- 24.06% |
$121K - $129K
|
6.81K
$382K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-2.17K- 13.66% |
$122K - $129K
|
13.7K
$768K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-2.19K- 5.63% |
$123K - $131K
|
36.8K
$2.06M
|
|
|
May 15, 2025
Q1 2025
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-2.34K- 3.95% |
$131K - $140K
|
56.9K
$3.19M
|
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
SELL
|
- |
-2.34K- 12.56% |
$131K - $140K
|
16.3K
$914K
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-2.39K- 32.43% |
$134K - $143K
|
4.98K
$279K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-2.48K- 6.67% |
$139K - $148K
|
34.7K
$1.95M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-2.59K- 2.95% |
$146K - $155K
|
85.4K
$4.79M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.67K- 2.62% |
$150K - $159K
|
99.2K
$5.56M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-2.67K- 5.02% |
$150K - $160K
|
50.5K
$2.83M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.75K- 41.48% |
$154K - $164K
|
3.87K
$217K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2.76K- 13.41% |
$155K - $165K
|
17.9K
$1M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-2.78K- 9.84% |
$156K - $166K
|
25.4K
$1.43M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.89K- 1.67% |
$162K - $173K
|
170K
$9.55M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-2.93K- 8.43% |
$165K - $175K
|
31.8K
$1.79M
|
|
|
May 21, 2025
Q1 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-2.95K- 7.2% |
$166K - $176K
|
38K
$2.13M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-2.95K- 29.86% |
$166K - $176K
|
6.93K
$389K
|
|
|
May 09, 2025
Q1 2025
|
Coign Capital Advisors LLC
Draper, UT |
SELL
|
- |
-2.96K- 23.23% |
$166K - $177K
|
9.79K
$549K
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
SELL
|
- |
-3.08K- 41.05% |
$173K - $184K
|
4.42K
$248K
|
|
|
May 14, 2025
Q1 2025
|
Beck Bode, LLC
|
SELL
|
- |
-3.16K- 17.44% |
$177K - $189K
|
15K
$839K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-3.16K- 6.57% |
$178K - $189K
|
45K
$2.53M
|
|
|
Apr 23, 2025
Q1 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-3.17K- 5.12% |
$178K - $189K
|
58.8K
$3.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-3.18K- 44.63% |
$179K - $190K
|
3.95K
$221K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-3.25K- 48.23% |
$182K - $194K
|
3.49K
$196K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-3.33K- 37.41% |
$187K - $199K
|
5.57K
$312K
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-3.34K- 11.4% |
$187K - $199K
|
26K
$1.46M
|
|
|
May 01, 2025
Q1 2025
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-3.35K- 21.56% |
$188K - $200K
|
12.2K
$684K
|
|
|
May 07, 2025
Q1 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-3.38K- 9.25% |
$190K - $202K
|
33.1K
$1.86M
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-3.38K- 17.27% |
$190K - $202K
|
16.2K
$908K
|
|
|
Apr 28, 2025
Q1 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-3.45K- 8.65% |
$194K - $206K
|
36.4K
$2.04M
|
|
|
May 12, 2025
Q1 2025
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-3.49K- 15.12% |
$196K - $208K
|
19.6K
$1.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.5K- 1.55% |
$197K - $209K
|
222K
$12.5M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-3.53K- 30.82% |
$198K - $210K
|
7.91K
$444K
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-3.54K- 47.43% |
$199K - $211K
|
3.92K
$220K
|
|
|
May 14, 2025
Q1 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-3.75K- 18.62% |
$211K - $224K
|
16.4K
$920K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-3.84K- 32.5% |
$215K - $229K
|
7.97K
$447K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.92K- 65.81% |
$220K - $234K
|
2.04K
$114K
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-3.96K- 18.8% |
$222K - $236K
|
17.1K
$959K
|
|
|
May 14, 2025
Q1 2025
|
F
|
SELL
|
- |
-3.97K- 1.93% |
$223K - $237K
|
202K
$11.3M
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-4.08K- 10.01% |
$229K - $244K
|
36.7K
$2.06M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.15K- 1.51% |
$233K - $248K
|
271K
$15.2M
|