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 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-4.23K- 3.66% |
$238K - $253K
|
111K
$6.25M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.25K- 20.29% |
$239K - $254K
|
16.7K
$936K
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-4.25K- 34.43% |
$239K - $254K
|
8.1K
$454K
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-4.33K- 21.25% |
$243K - $259K
|
16.1K
$900K
|
|
|
Apr 22, 2025
Q1 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-4.35K- 2.28% |
$245K - $260K
|
186K
$10.5M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-4.36K- 9.23% |
$245K - $260K
|
42.8K
$2.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.53K- 8.33% |
$254K - $270K
|
49.9K
$2.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-4.56K- 11.53% |
$256K - $272K
|
35K
$1.96M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-4.66K- 17.62% |
$262K - $278K
|
21.8K
$1.22M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-4.71K- 7.46% |
$265K - $281K
|
58.5K
$3.28M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-4.71K- 55.87% |
$265K - $281K
|
3.72K
$209K
|
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-4.76KClosed |
$267K - $284K
|
0
$0
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-4.96K- 5.24% |
$279K - $296K
|
89.7K
$5.03M
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-5K- 3.56% |
$281K - $298K
|
135K
$7.59M
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
SELL
|
- |
-5.05K- 32.8% |
$284K - $302K
|
10.4K
$581K
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-5.09K- 1.51% |
$286K - $304K
|
332K
$18.6M
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-5.19K- 46.4% |
$292K - $310K
|
6K
$336K
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-5.29K- 8.43% |
$297K - $316K
|
57.5K
$3.22M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.54K- 8.07% |
$311K - $331K
|
63.1K
$3.54M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-5.77K- 3.15% |
$324K - $344K
|
177K
$9.94M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-5.8K- 3.47% |
$326K - $347K
|
161K
$9.05M
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-5.98K- 60.43% |
$336K - $357K
|
3.92K
$220K
|
|
|
May 14, 2025
Q1 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-6.21K- 6.72% |
$349K - $371K
|
86.2K
$4.83M
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-6.53K- 37.28% |
$367K - $390K
|
11K
$616K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-6.59K- 4.39% |
$370K - $394K
|
144K
$8.05M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-7.03K- 10.27% |
$395K - $419K
|
61.4K
$3.44M
|
|
|
Apr 16, 2025
Q1 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-7.17K- 5.63% |
$403K - $428K
|
120K
$6.73M
|
|
|
May 14, 2025
Q1 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-7.41K- 12.93% |
$416K - $442K
|
49.9K
$2.8M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-7.43K- 78.53% |
$417K - $443K
|
2.03K
$114K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-7.83K- 40.45% |
$440K - $468K
|
11.5K
$647K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-7.96K- 3.74% |
$447K - $475K
|
205K
$11.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-8.06K- 36.38% |
$453K - $481K
|
14.1K
$790K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-8.13K- 3.31% |
$457K - $486K
|
237K
$13.3M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8.29K- 19.91% |
$466K - $495K
|
33.4K
$1.87M
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
SELL
|
- |
-8.62K- 7.44% |
$484K - $515K
|
107K
$6.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-8.91K- 8.45% |
$501K - $532K
|
96.6K
$5.42M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-9.23K- 20.97% |
$518K - $551K
|
34.8K
$1.95M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-9.47K- 21.87% |
$532K - $565K
|
33.8K
$1.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-9.85K- 14.39% |
$553K - $588K
|
58.6K
$3.29M
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-10.6K- 3.47% |
$595K - $632K
|
295K
$16.5M
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
SELL
|
- |
-10.7K- 68.13% |
$600K - $638K
|
5K
$280K
|
|
|
Apr 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-11K- 67.22% |
$617K - $655K
|
5.35K
$300K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-11.4K- 16.15% |
$639K - $679K
|
59.1K
$3.31M
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
SELL
|
- |
-11.6K- 24.69% |
$650K - $691K
|
35.3K
$1.98M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-11.7K- 0.34% |
$654K - $696K
|
3.43M
$192M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-11.9K- 19.34% |
$667K - $709K
|
49.5K
$2.78M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-12.6K- 9.03% |
$710K - $755K
|
127K
$7.15M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-12.8K- 6.13% |
$717K - $762K
|
196K
$11M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-12.8K- 27.52% |
$717K - $762K
|
33.6K
$1.89M
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-13K- 21.27% |
$730K - $776K
|
48.1K
$2.7M
|