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 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
47.3K+ 7.49% |
$2.66M - $2.82M
|
679K
$38.1M
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
46.5KNew |
$2.61M - $2.77M
|
46.5K
$2.61M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
46.3K+ 1.26% |
$2.6M - $2.76M
|
3.73M
$209M
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
46.2KNew |
$2.59M - $2.76M
|
46.2K
$2.59M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
45.4K+ 11.5% |
$2.55M - $2.71M
|
440K
$24.7M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
42.4K+ 17.47% |
$2.38M - $2.53M
|
285K
$16M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
42.3K+ 9.06% |
$2.38M - $2.53M
|
509K
$28.6M
|
|
|
May 15, 2025
Q1 2025
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
42K+ 41.81% |
$2.36M - $2.51M
|
142K
$7.98M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
41.9K+ 12.3% |
$2.35M - $2.5M
|
382K
$21.4M
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
BUY
|
- |
41.5K+ 41.01% |
$2.33M - $2.48M
|
143K
$8.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
41.5K+ 12.08% |
$2.33M - $2.48M
|
385K
$21.6M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
41.3K+ 39.16% |
$2.32M - $2.47M
|
147K
$8.23M
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
41.1K+ 2.05% |
$2.31M - $2.45M
|
2.04M
$115M
|
|
|
May 08, 2025
Q1 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
40.8K+ 22.37% |
$2.29M - $2.44M
|
223K
$12.5M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
40.3K+ 180.11% |
$2.26M - $2.41M
|
62.6K
$3.51M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
40.1K+ 226.8% |
$2.26M - $2.4M
|
57.9K
$3.24M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
39.2K+ 10.32% |
$2.2M - $2.34M
|
419K
$23.5M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
39.1K+ 34.26% |
$2.2M - $2.33M
|
153K
$8.59M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
38.5K+ 25.43% |
$2.16M - $2.3M
|
190K
$10.6M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
38.4K+ 17.16% |
$2.16M - $2.29M
|
262K
$14.7M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
37.8KNew |
$2.12M - $2.26M
|
37.8K
$2.12M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
37.2K+ 400.74% |
$2.09M - $2.22M
|
46.5K
$2.61M
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
36.9K+ 40.45% |
$2.08M - $2.21M
|
128K
$7.2M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
36.7K+ 35.19% |
$2.06M - $2.19M
|
141K
$7.91M
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
36.6K+ 335.28% |
$2.06M - $2.19M
|
47.5K
$2.67M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
36.4K+ 11.21% |
$2.04M - $2.17M
|
361K
$20.2M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
35.8K+ 4.87% |
$2.01M - $2.14M
|
771K
$43.2M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
35.8K+ 17.55% |
$2.01M - $2.14M
|
240K
$13.4M
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
35.6K+ 3558700.0% |
$2M - $2.12M
|
35.6K
$2M
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
35.5K+ 950.4% |
$1.99M - $2.12M
|
39.2K
$2.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
35.3K+ 4.65% |
$1.98M - $2.11M
|
794K
$44.5M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
34.9K+ 26.19% |
$1.96M - $2.08M
|
168K
$9.43M
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
34.8KNew |
$1.95M - $2.08M
|
34.8K
$1.95M
|
|
|
Apr 11, 2025
Q1 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
34.8K+ 381.66% |
$1.95M - $2.08M
|
43.9K
$2.46M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
34.5K+ 38.65% |
$1.94M - $2.06M
|
124K
$6.94M
|
|
|
Apr 28, 2025
Q1 2025
|
Mcia Inc
|
BUY
|
- |
34.2K+ 17.32% |
$1.92M - $2.04M
|
231K
$13M
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
32.4K+ 9.52% |
$1.82M - $1.93M
|
373K
$20.9M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
31.9K+ 44.18% |
$1.79M - $1.9M
|
104K
$5.83M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
31.6K+ 26.36% |
$1.77M - $1.88M
|
151K
$8.48M
|
|
|
May 12, 2025
Q1 2025
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
30.9K+ 13.02% |
$1.74M - $1.85M
|
268K
$15.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
30.7K+ 38.0% |
$1.72M - $1.83M
|
111K
$6.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
29.9K+ 12.17% |
$1.68M - $1.78M
|
275K
$15.4M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
29.3K+ 12.09% |
$1.65M - $1.75M
|
272K
$15.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
29.1K+ 80.02% |
$1.63M - $1.74M
|
65.5K
$3.67M
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
27.8K+ 19.41% |
$1.56M - $1.66M
|
171K
$9.61M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
27.6K+ 8.3% |
$1.55M - $1.65M
|
361K
$20.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
26.8K+ 5.15% |
$1.51M - $1.6M
|
548K
$30.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
26.5K+ 27.65% |
$1.49M - $1.58M
|
122K
$6.87M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
26.2K+ 118.83% |
$1.47M - $1.56M
|
48.2K
$2.7M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
25.9K+ 19.93% |
$1.46M - $1.55M
|
156K
$8.74M
|