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 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
5.66KNew |
$318K - $338K
|
5.66K
$318K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
5.66KNew |
$318K - $338K
|
5.66K
$317K
|
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
5.64K+ 18.92% |
$317K - $337K
|
35.5K
$1.99M
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
5.62K+ 4.84% |
$315K - $335K
|
122K
$6.82M
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
5.58K+ 93.97% |
$313K - $333K
|
11.5K
$646K
|
|
|
Apr 21, 2025
Q1 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
5.58K+ 40.97% |
$313K - $333K
|
19.2K
$1.08M
|
|
|
May 06, 2025
Q1 2025
|
Bg Investment Services, Inc.
|
BUY
|
- |
5.57K+ 20.62% |
$313K - $333K
|
32.6K
$1.83M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
5.57K+ 104.15% |
$313K - $333K
|
10.9K
$613K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.56K+ 12.02% |
$312K - $332K
|
51.8K
$2.91M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.54KNew |
$311K - $330K
|
5.54K
$310K
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
5.53KNew |
$311K - $330K
|
5.53K
$310K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
5.48K+ 1.48% |
$308K - $327K
|
376K
$21.1M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
5.48KNew |
$308K - $327K
|
5.48K
$307K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
5.46K+ 22.58% |
$307K - $326K
|
29.6K
$1.66M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.45K+ 7.15% |
$306K - $325K
|
81.6K
$4.58M
|
|
|
Apr 22, 2025
Q1 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
5.4K+ 5.34% |
$303K - $323K
|
107K
$5.98M
|
|
|
Apr 17, 2025
Q1 2025
|
Forefront Wealth Management Inc.
|
BUY
|
- |
5.32K+ 4.5% |
$299K - $318K
|
124K
$6.93M
|
|
|
May 07, 2025
Q1 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
5.32K+ 12.27% |
$299K - $317K
|
48.7K
$2.73M
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
5.3KNew |
$298K - $316K
|
5.3K
$297K
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
5.28K+ 11.11% |
$296K - $315K
|
52.8K
$2.96M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
5.28K+ 2.86% |
$296K - $315K
|
190K
$10.6M
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
5.25KNew |
$295K - $314K
|
5.25K
$295K
|
|
|
May 14, 2025
Q1 2025
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
5.25K+ 16.01% |
$295K - $313K
|
38K
$2.13M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
5.23KNew |
$294K - $312K
|
5.23K
$293K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5.22K+ 21.16% |
$293K - $312K
|
29.9K
$1.68M
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
5.16K+ 10.27% |
$290K - $308K
|
55.4K
$3.11M
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
5.14KNew |
$289K - $307K
|
5.14K
$288K
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
5.08K+ 72.38% |
$285K - $303K
|
12.1K
$678K
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
5.07KNew |
$285K - $302K
|
5.07K
$284K
|
|
|
May 02, 2025
Q1 2025
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
5.03K+ 4.46% |
$282K - $300K
|
118K
$6.6M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
5.02K+ 121.07% |
$282K - $300K
|
9.17K
$514K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
5KNew |
$281K - $299K
|
5K
$280K
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
4.95K+ 4.32% |
$278K - $295K
|
119K
$6.69M
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.93KNew |
$277K - $295K
|
4.93K
$277K
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
4.81KNew |
$270K - $287K
|
4.81K
$270K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
4.8K+ 33.86% |
$270K - $287K
|
19K
$1.06M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.79K+ 6.85% |
$269K - $286K
|
74.6K
$4.19M
|
|
|
May 02, 2025
Q1 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
4.76K+ 5.91% |
$267K - $284K
|
85.1K
$4.78M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
4.72K+ 2.58% |
$265K - $282K
|
187K
$10.5M
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
4.7K+ 86.38% |
$264K - $281K
|
10.1K
$569K
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
4.59K+ 5.77% |
$258K - $274K
|
84K
$4.71M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
4.57KNew |
$257K - $273K
|
4.57K
$257K
|
|
|
May 08, 2025
Q1 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
4.55K+ 34.81% |
$255K - $272K
|
17.6K
$988K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
4.54K+ 5.24% |
$255K - $271K
|
91.1K
$5.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
4.53K+ 8.76% |
$254K - $270K
|
56.2K
$3.15M
|
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
4.5KNew |
$253K - $269K
|
4.5K
$252K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4.49K+ 5.69% |
$252K - $268K
|
83.5K
$4.68M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
4.48K+ 18.64% |
$251K - $267K
|
28.5K
$1.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
BUY
|
- |
4.47K+ 45.96% |
$251K - $267K
|
14.2K
$796K
|
|
|
May 14, 2025
Q1 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
4.37K+ 4.45% |
$245K - $261K
|
102K
$5.75M
|