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 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-13.3K- 40.69% |
$745K - $792K
|
19.3K
$1.08M
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
SELL
|
- |
-13.4K- 28.29% |
$750K - $798K
|
33.9K
$1.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-13.4K- 42.12% |
$752K - $800K
|
18.4K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-13.5K- 4.18% |
$756K - $804K
|
308K
$17.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
SELL
|
- |
-13.5K- 32.37% |
$758K - $805K
|
28.2K
$1.58M
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-13.7K- 5.84% |
$769K - $817K
|
221K
$12.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-13.9K- 19.87% |
$781K - $830K
|
56K
$3.14M
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-14.1K- 22.74% |
$790K - $839K
|
47.8K
$2.68M
|
|
|
May 09, 2025
Q1 2025
|
Vera Bank, N.A.
|
SELL
|
- |
-14.2K- 8.05% |
$797K - $847K
|
162K
$9.1M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-14.3K- 10.9% |
$806K - $857K
|
117K
$6.58M
|
|
|
Apr 22, 2025
Q1 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-14.8K- 4.96% |
$829K - $881K
|
283K
$15.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-14.8K- 68.89% |
$831K - $884K
|
6.68K
$375K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-14.8K- 17.77% |
$834K - $886K
|
68.7K
$3.85M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-15K- 39.56% |
$844K - $897K
|
23K
$1.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-15K- 91.42% |
$844K - $898K
|
1.41K
$79.1K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-16.3K- 11.16% |
$918K - $975K
|
130K
$7.3M
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-17.1K- 15.68% |
$962K - $1.02M
|
92.1K
$5.16M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-17.3K- 64.32% |
$971K - $1.03M
|
9.59K
$538K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-17.6K- 11.29% |
$990K - $1.05M
|
138K
$7.76M
|
|
|
May 05, 2025
Q1 2025
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-19.1K- 19.26% |
$1.08M - $1.14M
|
80.2K
$4.5M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-19.6K- 53.03% |
$1.1M - $1.17M
|
17.4K
$974K
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-19.6K- 31.04% |
$1.1M - $1.17M
|
43.6K
$2.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-19.9K- 12.31% |
$1.12M - $1.19M
|
142K
$7.94M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-20.8K- 50.65% |
$1.17M - $1.24M
|
20.3K
$1.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-21.6K- 17.81% |
$1.22M - $1.29M
|
99.9K
$5.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-24.3K- 72.58% |
$1.37M - $1.45M
|
9.18K
$515K
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-24.9K- 73.94% |
$1.4M - $1.49M
|
8.77K
$492K
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-25.1K- 39.56% |
$1.41M - $1.5M
|
38.3K
$2.15M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-26.1K- 5.77% |
$1.47M - $1.56M
|
427K
$23.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-27.8K- 26.86% |
$1.56M - $1.66M
|
75.7K
$4.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Sk Wealth Management, LLC
Providence, RI |
SELL
|
- |
-28.1K- 7.1% |
$1.58M - $1.68M
|
368K
$20.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
SELL
|
- |
-28.9K- 32.66% |
$1.62M - $1.73M
|
59.6K
$3.34M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-29.8K- 43.68% |
$1.67M - $1.78M
|
38.4K
$2.16M
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-30K- 18.33% |
$1.68M - $1.79M
|
134K
$7.5M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-30.7K- 9.02% |
$1.72M - $1.83M
|
309K
$17.3M
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-31.2K- 99.69% |
$1.75M - $1.86M
|
96
$5.38K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-31.9K- 14.85% |
$1.79M - $1.9M
|
183K
$10.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-32.9K- 48.07% |
$1.85M - $1.97M
|
35.6K
$2M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-33.3K- 30.26% |
$1.87M - $1.99M
|
76.7K
$4.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-34.1K- 63.56% |
$1.92M - $2.04M
|
19.6K
$1.1M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-35.3K- 15.85% |
$1.98M - $2.11M
|
187K
$10.5M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-35.8K- 15.82% |
$2.01M - $2.14M
|
190K
$10.7M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-35.9K- 1.82% |
$2.01M - $2.14M
|
1.94M
$109M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-36.3KClosed |
$2.04M - $2.16M
|
0
$0
|
|
|
May 20, 2025
Q1 2025
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-36.4K- 69.15% |
$2.05M - $2.18M
|
16.3K
$911K
|
|
|
May 01, 2025
Q1 2025
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-36.6K- 6.68% |
$2.06M - $2.19M
|
512K
$28.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-37.3K- 3.2% |
$2.09M - $2.23M
|
1.13M
$63.3M
|
|
|
May 07, 2025
Q1 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-40.8K- 31.23% |
$2.29M - $2.43M
|
89.7K
$5.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-45.5K- 12.79% |
$2.56M - $2.72M
|
310K
$17.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-47.4K- 57.49% |
$2.66M - $2.83M
|
35.1K
$1.97M
|