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 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
25.7K+ 62.55% |
$1.44M - $1.54M
|
66.8K
$3.75M
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
25.6K+ 7.45% |
$1.44M - $1.53M
|
370K
$20.7M
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
25.5K+ 60.3% |
$1.43M - $1.52M
|
67.8K
$3.8M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
24.8KNew |
$1.39M - $1.48M
|
24.8K
$1.39M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
24.8K+ 32.43% |
$1.39M - $1.48M
|
101K
$5.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
24.5K+ 18.48% |
$1.37M - $1.46M
|
157K
$8.79M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
24.1K+ 5.91% |
$1.35M - $1.44M
|
431K
$24.2M
|
|
|
May 15, 2025
Q1 2025
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
23.7K+ 24.81% |
$1.33M - $1.41M
|
119K
$6.68M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
23.4K+ 33.47% |
$1.32M - $1.4M
|
93.5K
$5.24M
|
|
|
May 14, 2025
Q1 2025
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
23.3KNew |
$1.31M - $1.39M
|
23.3K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
23.2K+ 9.85% |
$1.3M - $1.38M
|
258K
$14.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
23K+ 7.3% |
$1.29M - $1.37M
|
338K
$18.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
22.8K+ 21.3% |
$1.28M - $1.36M
|
130K
$7.27M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
22.7K+ 522.39% |
$1.27M - $1.36M
|
27K
$1.52M
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
22.7K+ 7.96% |
$1.27M - $1.35M
|
308K
$17.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
22.1K+ 39.75% |
$1.24M - $1.32M
|
77.7K
$4.36M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
22K+ 8.78% |
$1.24M - $1.32M
|
273K
$15.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
22K+ 13.06% |
$1.24M - $1.31M
|
190K
$10.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
22K+ 7.27% |
$1.23M - $1.31M
|
324K
$18.2M
|
|
|
May 06, 2025
Q1 2025
|
Hedeker Wealth, LLC
|
BUY
|
- |
21.7K+ 14.2% |
$1.22M - $1.29M
|
174K
$9.78M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
21.6K+ 9.79% |
$1.22M - $1.29M
|
243K
$13.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
BUY
|
- |
21.5K+ 61.77% |
$1.21M - $1.28M
|
56.3K
$3.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
21.3K+ 17.14% |
$1.2M - $1.27M
|
146K
$8.17M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
21.1K+ 1.94% |
$1.19M - $1.26M
|
1.11M
$62.3M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
21K+ 2.26% |
$1.18M - $1.25M
|
952K
$53.4M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
20.6K+ 4.1% |
$1.16M - $1.23M
|
523K
$29.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
20.4KNew |
$1.15M - $1.22M
|
20.4K
$1.15M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
20.3K+ 154.64% |
$1.14M - $1.21M
|
33.5K
$1.88M
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
20.2K+ 12.07% |
$1.14M - $1.21M
|
188K
$10.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
20.2K+ 21.75% |
$1.13M - $1.2M
|
113K
$6.33M
|
|
|
May 12, 2025
Q1 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
20.1K+ 11.19% |
$1.13M - $1.2M
|
200K
$11.2M
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
20KNew |
$1.12M - $1.19M
|
20K
$1.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
19.7K+ 11.15% |
$1.11M - $1.18M
|
197K
$11M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
19.1KNew |
$1.07M - $1.14M
|
19.1K
$1.07M
|
|
|
May 08, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
19K+ 3.78% |
$1.07M - $1.13M
|
521K
$29.2M
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
19K+ 19.11% |
$1.06M - $1.13M
|
118K
$6.63M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
18.6K+ 28.14% |
$1.05M - $1.11M
|
84.8K
$4.76M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
18.3K+ 18.71% |
$1.03M - $1.09M
|
116K
$6.52M
|
|
|
May 01, 2025
Q1 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
18.3K+ 67.52% |
$1.03M - $1.09M
|
45.4K
$2.55M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
18.2K+ 5.28% |
$1.02M - $1.09M
|
362K
$20.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
18K+ 0.73% |
$1.01M - $1.08M
|
2.48M
$139M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
18KNew |
$1.01M - $1.08M
|
18K
$1.01M
|
|
|
May 12, 2025
Q1 2025
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
BUY
|
- |
17.9K+ 79.18% |
$1.01M - $1.07M
|
40.5K
$2.27M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
17.8K+ 20.63% |
$1M - $1.07M
|
104K
$5.85M
|
|
|
May 07, 2025
Q1 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
17.6K+ 8.73% |
$987K - $1.05M
|
219K
$12.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
17.3K+ 82.55% |
$974K - $1.04M
|
38.4K
$2.15M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
17.1K+ 54.38% |
$962K - $1.02M
|
48.6K
$2.73M
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
17K+ 7.49% |
$954K - $1.01M
|
244K
$13.7M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
16.6K+ 62.85% |
$932K - $991K
|
43K
$2.41M
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
16.5K+ 182.17% |
$927K - $985K
|
25.6K
$1.43M
|