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 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
11.3K+ 7.79% |
$635K - $675K
|
157K
$8.78M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
11.3KNew |
$634K - $674K
|
11.3K
$633K
|
|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
11.1K+ 8.84% |
$622K - $661K
|
136K
$7.65M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
11.1K+ 5.67% |
$621K - $660K
|
206K
$11.5M
|
|
|
May 07, 2025
Q1 2025
|
Melia Wealth LLC
Tulsa, OK |
BUY
|
- |
11K+ 1.84% |
$621K - $660K
|
612K
$34.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
11K+ 5.62% |
$620K - $659K
|
208K
$11.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
11K+ 5.35% |
$615K - $654K
|
216K
$12.1M
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
10.9K+ 151.27% |
$613K - $652K
|
18.1K
$1.02M
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
10.8K+ 2.45% |
$609K - $647K
|
453K
$25.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
10.8K+ 18.19% |
$607K - $645K
|
70.2K
$3.94M
|
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
10.7K+ 1.72% |
$599K - $637K
|
632K
$35.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
10.6K+ 32.44% |
$594K - $631K
|
43.2K
$2.42M
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
10.6KNew |
$594K - $631K
|
10.6K
$593K
|
|
|
Apr 25, 2025
Q1 2025
|
Innovative Wealth Building LLC
California, MD |
BUY
|
- |
10.4K+ 142.1% |
$585K - $622K
|
17.8K
$996K
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
10.4K+ 2.31% |
$584K - $621K
|
460K
$25.8M
|
|
|
May 12, 2025
Q1 2025
|
True North Advisors, LLC
|
BUY
|
- |
10.4K+ 41.01% |
$584K - $621K
|
35.8K
$2.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
10.4K+ 158.02% |
$581K - $618K
|
16.9K
$948K
|
|
|
Apr 30, 2025
Q1 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
10.3K+ 83.02% |
$581K - $618K
|
22.8K
$1.28M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
10.1K+ 10.01% |
$567K - $603K
|
111K
$6.22M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
10K+ 14.39% |
$562K - $597K
|
79.5K
$4.46M
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
9.86K+ 157.48% |
$554K - $589K
|
16.1K
$904K
|
|
|
May 19, 2025
Q1 2025
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
9.85KNew |
$553K - $588K
|
9.85K
$552K
|
|
|
May 14, 2025
Q1 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
9.84K+ 4.07% |
$553K - $587K
|
252K
$14.1M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.82K+ 3.9% |
$551K - $586K
|
261K
$14.7M
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
BUY
|
- |
9.65K+ 28.46% |
$542K - $576K
|
43.6K
$2.44M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
9.57K+ 20.82% |
$538K - $571K
|
55.6K
$3.12M
|
|
|
Apr 23, 2025
Q1 2025
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
BUY
|
- |
9.57KNew |
$537K - $571K
|
9.57K
$537K
|
|
|
Apr 14, 2025
Q1 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
9.54K+ 10.13% |
$536K - $570K
|
104K
$5.82M
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
9.52K+ 6.03% |
$535K - $568K
|
167K
$9.38M
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
9.43K+ 8.39% |
$530K - $563K
|
122K
$6.83M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
9.31K+ 3.97% |
$523K - $556K
|
244K
$13.7M
|
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
9.27K+ 5.73% |
$521K - $554K
|
171K
$9.6M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
9.22K+ 20.46% |
$518K - $550K
|
54.3K
$3.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
9.21K+ 10.62% |
$517K - $550K
|
96K
$5.38M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
9.19K+ 3.33% |
$516K - $549K
|
286K
$16M
|
|
|
May 12, 2025
Q1 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
9.15K+ 72.81% |
$514K - $546K
|
21.7K
$1.22M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
9.11K+ 30.09% |
$511K - $544K
|
39.4K
$2.21M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
9.03K+ 4.96% |
$507K - $539K
|
191K
$10.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
8.91K+ 46.21% |
$501K - $532K
|
28.2K
$1.58M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
8.76K+ 15.31% |
$492K - $523K
|
66K
$3.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
8.75KNew |
$492K - $523K
|
8.75K
$491K
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
8.64K+ 85.51% |
$485K - $516K
|
18.8K
$1.05M
|
|
|
May 13, 2025
Q1 2025
|
Hilton Capital Management, LLC
|
BUY
|
- |
8.64K+ 1.66% |
$485K - $516K
|
529K
$29.7M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
8.63K+ 10.09% |
$485K - $515K
|
94.1K
$5.28M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
8.57K+ 5.76% |
$481K - $512K
|
157K
$8.83M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
8.55K+ 84.75% |
$480K - $511K
|
18.6K
$1.05M
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
8.44KNew |
$474K - $504K
|
8.44K
$473K
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
8.44K+ 8.05% |
$474K - $504K
|
113K
$6.35M
|
|
|
May 12, 2025
Q1 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
8.4KNew |
$472K - $502K
|
8.4K
$471K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.3K+ 109.21% |
$466K - $496K
|
15.9K
$892K
|