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 23, 2025
Q1 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
8.15K+ 4.2% |
$458K - $487K
|
202K
$11.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
8.13K+ 9.78% |
$456K - $485K
|
91.2K
$5.11M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
8.09KNew |
$454K - $483K
|
8.09K
$454K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
8.02K+ 6.44% |
$450K - $479K
|
132K
$7.43M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
8KNew |
$449K - $478K
|
8K
$449K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
7.91K+ 3.14% |
$444K - $472K
|
260K
$14.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
7.86K+ 10.7% |
$441K - $469K
|
81.3K
$4.56M
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
7.86K+ 20.42% |
$441K - $469K
|
46.3K
$2.6M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
7.71K+ 9.28% |
$433K - $460K
|
90.7K
$5.09M
|
|
|
May 05, 2025
Q1 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
7.51K+ 5.77% |
$422K - $448K
|
138K
$7.72M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
7.49K+ 1.3% |
$421K - $447K
|
581K
$32.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7.43K+ 12.94% |
$418K - $444K
|
64.9K
$3.64M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
7.38K+ 5.9% |
$414K - $440K
|
132K
$7.43M
|
|
|
May 13, 2025
Q1 2025
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
7.36KNew |
$414K - $440K
|
7.36K
$413K
|
|
|
May 09, 2025
Q1 2025
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
7.27K+ 1.6% |
$408K - $434K
|
460K
$25.8M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
7.22KNew |
$406K - $431K
|
7.22K
$405K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
7.15K+ 5.91% |
$402K - $427K
|
128K
$7.19M
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
7.11KNew |
$400K - $425K
|
7.11K
$399K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7.1K+ 11.97% |
$399K - $424K
|
66.4K
$3.72M
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
7KNew |
$393K - $418K
|
7K
$393K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.99K+ 29.97% |
$393K - $417K
|
30.3K
$1.7M
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
6.93K+ 43.27% |
$389K - $413K
|
22.9K
$1.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
6.89K+ 67.49% |
$387K - $411K
|
17.1K
$958K
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
6.82K+ 20.26% |
$383K - $407K
|
40.5K
$2.27M
|
|
|
May 14, 2025
Q1 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
6.65K+ 12.03% |
$374K - $397K
|
62K
$3.48M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
6.62K+ 3.07% |
$372K - $395K
|
222K
$12.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
6.6K+ 170.68% |
$370K - $394K
|
10.5K
$587K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
6.56K+ 2.0% |
$369K - $392K
|
334K
$18.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
6.46K+ 3.69% |
$363K - $386K
|
181K
$10.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
6.43K+ 5.09% |
$361K - $384K
|
133K
$7.44M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
6.43K+ 6.8% |
$361K - $384K
|
101K
$5.67M
|
|
|
May 09, 2025
Q1 2025
|
Wills Financial Group LLC
Richmond, VA |
BUY
|
- |
6.43KNew |
$361K - $384K
|
6.43K
$361K
|
|
|
May 15, 2025
Q1 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
6.37K+ 50.05% |
$358K - $381K
|
19.1K
$1.07M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6.3K+ 3.35% |
$354K - $376K
|
194K
$10.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
6.25K+ 0.97% |
$351K - $373K
|
650K
$36.5M
|
|
|
May 07, 2025
Q1 2025
|
Wincap Financial LLC
Boston, MA |
BUY
|
- |
6.2K+ 16.37% |
$348K - $370K
|
44.1K
$2.47M
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
6.19K+ 12.44% |
$348K - $370K
|
56K
$3.14M
|
|
|
Jun 04, 2025
Q1 2025
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
6.16KNew |
$346K - $368K
|
6.16K
$346K
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
6.11K+ 46.23% |
$343K - $365K
|
19.3K
$1.08M
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
6.1K+ 7.88% |
$343K - $364K
|
83.5K
$4.68M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
5.95K+ 4.92% |
$334K - $355K
|
127K
$7.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
5.95K+ 7.12% |
$334K - $355K
|
89.5K
$5.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
5.94KNew |
$334K - $355K
|
5.94K
$333K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
5.92K+ 6.03% |
$332K - $353K
|
104K
$5.84M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
5.83K+ 25.47% |
$327K - $348K
|
28.7K
$1.61M
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
5.82K+ 9.0% |
$327K - $348K
|
70.5K
$3.95M
|
|
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
5.74K+ 62.7% |
$322K - $343K
|
14.9K
$835K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
5.74K+ 4155.8% |
$322K - $342K
|
5.87K
$329K
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
5.72K+ 159.94% |
$321K - $341K
|
9.29K
$521K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
5.72K+ 11.75% |
$321K - $341K
|
54.4K
$3.05M
|