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 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
4.36K+ 9.81% |
$245K - $260K
|
48.7K
$2.73M
|
|
|
Apr 23, 2025
Q1 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
4.35K+ 1.18% |
$244K - $259K
|
372K
$20.9M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
4.33KNew |
$243K - $259K
|
4.33K
$243K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
4.29KNew |
$241K - $256K
|
4.29K
$241K
|
|
|
Apr 14, 2025
Q1 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
4.25KNew |
$238K - $253K
|
4.25K
$238K
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
4.25KNew |
$238K - $253K
|
4.25K
$238K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
4.22K+ 7.1% |
$237K - $252K
|
63.7K
$3.57M
|
|
|
Apr 28, 2025
Q1 2025
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
4.2K+ 4.81% |
$236K - $251K
|
91.4K
$5.13M
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
4.16K+ 19.38% |
$233K - $248K
|
25.6K
$1.44M
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
4.14K+ 6.98% |
$232K - $247K
|
63.4K
$3.56M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
4.12KNew |
$231K - $246K
|
4.12K
$231K
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
4.12K+ 11.58% |
$231K - $246K
|
39.7K
$2.22M
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
4.09K+ 3.09% |
$230K - $244K
|
136K
$7.64M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
4.08KNew |
$229K - $244K
|
4.08K
$229K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
4.07K+ 17.23% |
$229K - $243K
|
27.7K
$1.55M
|
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
4.03K+ 9.69% |
$226K - $241K
|
45.6K
$2.56M
|
|
|
Apr 08, 2025
Q1 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
4K+ 48.6% |
$225K - $239K
|
12.2K
$686K
|
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
3.98K+ 5.53% |
$224K - $238K
|
76.1K
$4.27M
|
|
|
Apr 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
3.92K+ 7.16% |
$220K - $234K
|
58.6K
$3.29M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
3.9K+ 9.4% |
$219K - $233K
|
45.4K
$2.54M
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
3.85K+ 6.15% |
$216K - $230K
|
66.4K
$3.72M
|
|
|
May 07, 2025
Q1 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
3.82K+ 19.6% |
$214K - $228K
|
23.3K
$1.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
3.76K+ 46.23% |
$211K - $224K
|
11.9K
$666K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
3.65KNew |
$205K - $218K
|
3.65K
$205K
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
3.63KNew |
$204K - $217K
|
3.63K
$204K
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
3.62K+ 47.96% |
$203K - $216K
|
11.2K
$626K
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
3.61K+ 1.96% |
$203K - $216K
|
188K
$10.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
3.57K+ 93.62% |
$200K - $213K
|
7.37K
$414K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.56K+ 3.65% |
$200K - $213K
|
101K
$5.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
3.55K+ 29.44% |
$199K - $212K
|
15.6K
$876K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
3.53K+ 14.95% |
$198K - $210K
|
27.1K
$1.52M
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
3.51KNew |
$197K - $209K
|
3.51K
$197K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.51K+ 15.19% |
$197K - $209K
|
26.6K
$1.49M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.49K+ 8.21% |
$196K - $208K
|
46K
$2.58M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
3.49K+ 14.4% |
$196K - $208K
|
27.7K
$1.55M
|
|
|
May 09, 2025
Q1 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
3.49K+ 9.61% |
$196K - $208K
|
39.8K
$2.23M
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
3.49K+ 11.41% |
$196K - $208K
|
34K
$1.91M
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
3.48K+ 22.44% |
$195K - $208K
|
19K
$1.06M
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
3.42K+ 32.99% |
$192K - $204K
|
13.8K
$772K
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
3.41K+ 15.52% |
$192K - $204K
|
25.4K
$1.43M
|
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
3.4K+ 7.98% |
$191K - $203K
|
46.1K
$2.58M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.37K+ 9.42% |
$189K - $201K
|
39.2K
$2.2M
|
|
|
May 05, 2025
Q1 2025
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
3.34K+ 2.85% |
$188K - $199K
|
120K
$6.75M
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
3.32K+ 7.8% |
$186K - $198K
|
45.8K
$2.57M
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
3.23K+ 3.83% |
$182K - $193K
|
87.7K
$4.92M
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
3.21K+ 36.95% |
$180K - $192K
|
11.9K
$667K
|
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
3.13K+ 24.01% |
$176K - $187K
|
16.1K
$905K
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
3.06K+ 9.61% |
$172K - $183K
|
34.9K
$1.96M
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
3.04K+ 26.76% |
$171K - $181K
|
14.4K
$807K
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
3.04K+ 3.95% |
$170K - $181K
|
79.9K
$4.48M
|