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 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
16.4K+ 15.15% |
$923K - $981K
|
125K
$7M
|
|
|
Apr 14, 2025
Q1 2025
|
Madden Securities Corp
|
BUY
|
- |
16.3K+ 5.64% |
$913K - $971K
|
304K
$17.1M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
16.1K+ 42.7% |
$906K - $963K
|
53.9K
$3.02M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
15.8K+ 3.98% |
$888K - $944K
|
413K
$23.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
15.7K+ 8.51% |
$882K - $938K
|
200K
$11.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
15.7K+ 40.91% |
$880K - $935K
|
54K
$3.03M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
15.6K+ 5.5% |
$878K - $934K
|
300K
$16.8M
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
15.6K+ 28.23% |
$875K - $930K
|
70.8K
$3.97M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
15.6K+ 84.77% |
$874K - $929K
|
33.9K
$1.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
15.5KNew |
$873K - $928K
|
15.5K
$872K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
15.2K+ 240.35% |
$853K - $907K
|
21.5K
$1.21M
|
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
15.2KNew |
$853K - $906K
|
15.2K
$851K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
14.9K+ 105.31% |
$839K - $892K
|
29.1K
$1.63M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
14.9K+ 10.25% |
$838K - $891K
|
161K
$9.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
14.9K+ 12.79% |
$835K - $888K
|
131K
$7.35M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
14.8KNew |
$833K - $885K
|
14.8K
$832K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
14.8KNew |
$833K - $885K
|
14.8K
$831K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
14.8K+ 13.48% |
$830K - $883K
|
124K
$6.98M
|
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
14.5K+ 63.41% |
$817K - $868K
|
37.5K
$2.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
14.5KNew |
$814K - $865K
|
14.5K
$812K
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
14.4KNew |
$810K - $861K
|
14.4K
$809K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
14.4K+ 2.32% |
$808K - $859K
|
634K
$35.5M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
14.3K+ 17.51% |
$802K - $853K
|
95.8K
$5.38M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
14K+ 6.57% |
$787K - $836K
|
227K
$12.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
BUY
|
- |
13.9K+ 22.48% |
$778K - $827K
|
75.5K
$4.23M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
13.8K+ 56.6% |
$774K - $823K
|
38.1K
$2.14M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
13.7K+ 3.77% |
$769K - $817K
|
377K
$21.1M
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
13.4K+ 4.97% |
$754K - $802K
|
284K
$15.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
13.3K+ 10.92% |
$749K - $796K
|
135K
$7.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
13.3K+ 39.52% |
$745K - $792K
|
46.8K
$2.63M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
13.2K+ 8.27% |
$741K - $788K
|
173K
$9.69M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
13K+ 32.15% |
$728K - $774K
|
53.3K
$2.99M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
13K+ 6.88% |
$728K - $774K
|
201K
$11.3M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12.9K+ 7.36% |
$722K - $767K
|
187K
$10.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
12.5K+ 58.43% |
$699K - $744K
|
33.8K
$1.89M
|
|
|
May 09, 2025
Q1 2025
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
12.4K+ 124.08% |
$697K - $741K
|
22.4K
$1.26M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
12.4K+ 41.73% |
$696K - $740K
|
42.1K
$2.36M
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
12.3K+ 27.4% |
$693K - $737K
|
57.4K
$3.22M
|
|
|
May 14, 2025
Q1 2025
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
12.3K+ 36.19% |
$691K - $735K
|
46.3K
$2.6M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
12.2K+ 41.49% |
$685K - $728K
|
41.6K
$2.33M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
12.1KNew |
$680K - $723K
|
12.1K
$679K
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
12.1KNew |
$679K - $721K
|
12.1K
$678K
|
|
|
Apr 22, 2025
Q1 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
12K+ 9.13% |
$673K - $716K
|
143K
$8.04M
|
|
|
May 01, 2025
Q1 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
12K+ 7.33% |
$672K - $714K
|
175K
$9.82M
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
11.9K+ 4.84% |
$669K - $712K
|
258K
$14.5M
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
11.9K+ 8.05% |
$668K - $710K
|
160K
$8.96M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
11.8K+ 16.75% |
$665K - $706K
|
82.5K
$4.63M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
11.5K+ 5.8% |
$644K - $685K
|
209K
$11.7M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
11.4K+ 98.54% |
$641K - $682K
|
23K
$1.29M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
11.3K+ 92.02% |
$636K - $676K
|
23.6K
$1.32M
|