Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.27M+ 4498.24% |
$73.3M - $77.5M
|
1.3M
$76.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
368KNew |
$21.2M - $22.4M
|
368K
$21.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
226KNew |
$13M - $13.8M
|
226K
$13.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
219K+ 4176.26% |
$12.6M - $13.3M
|
224K
$13.2M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
213KNew |
$12.3M - $13M
|
213K
$12.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
180K+ 2384.11% |
$10.4M - $11M
|
188K
$11.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
173K+ 1554.62% |
$9.97M - $10.5M
|
185K
$10.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
168K+ 11.84% |
$9.65M - $10.2M
|
1.58M
$93.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
143K+ 7.82% |
$8.24M - $8.72M
|
1.98M
$117M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
139KNew |
$8.01M - $8.47M
|
139K
$8.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
118K+ 10.34% |
$6.8M - $7.19M
|
1.26M
$74.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
113K+ 15.96% |
$6.48M - $6.85M
|
819K
$48.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
112K+ 29.55% |
$6.44M - $6.81M
|
491K
$28.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
107K+ 141.75% |
$6.14M - $6.49M
|
182K
$10.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
104K+ 388.75% |
$6M - $6.34M
|
131K
$7.73M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
103K+ 15.37% |
$5.9M - $6.24M
|
770K
$45.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
101K+ 435.99% |
$5.83M - $6.17M
|
125K
$7.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
86.5KNew |
$4.98M - $5.26M
|
86.5K
$5.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
79.1K+ 39.64% |
$4.55M - $4.81M
|
279K
$16.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
70.6K+ 595.48% |
$4.06M - $4.3M
|
82.5K
$4.87M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
67.7K+ 39615.79% |
$3.9M - $4.12M
|
67.9K
$4M
|
|
|
Feb 03, 2025
Q4 2024
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
64.7KNew |
$3.72M - $3.93M
|
64.7K
$3.81M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
62.2K+ 18.57% |
$3.58M - $3.79M
|
397K
$23.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
57.7K+ 22.47% |
$3.32M - $3.51M
|
315K
$18.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
55.6KNew |
$3.2M - $3.38M
|
55.6K
$3.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
55K+ 141.07% |
$3.17M - $3.35M
|
94K
$5.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
54.6K+ 40.85% |
$3.14M - $3.32M
|
188K
$11.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
52.5K+ 38.22% |
$3.02M - $3.2M
|
190K
$11.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
51.3K+ 51.33% |
$2.95M - $3.12M
|
151K
$8.92M
|
|
|
Jan 29, 2025
Q4 2024
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
49.9KNew |
$2.87M - $3.04M
|
49.9K
$2.94M
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
47.8K+ 21.47% |
$2.75M - $2.91M
|
270K
$15.9M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
46KNew |
$2.65M - $2.8M
|
46K
$2.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
44.8K+ 147.61% |
$2.57M - $2.72M
|
75.1K
$4.43M
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
41.8K+ 828.94% |
$2.4M - $2.54M
|
46.8K
$2.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
39.2K+ 6.67% |
$2.26M - $2.38M
|
627K
$37M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
38.3K+ 46.59% |
$2.21M - $2.33M
|
121K
$7.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
37.8KNew |
$2.17M - $2.3M
|
37.8K
$2.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
35.4K+ 17.57% |
$2.04M - $2.15M
|
237K
$14M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
34.8KNew |
$2M - $2.11M
|
34.8K
$2.05M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
34.6KNew |
$1.99M - $2.1M
|
34.6K
$2.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
32.6KNew |
$1.87M - $1.98M
|
32.6K
$1.92M
|
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
32.4K+ 64.12% |
$1.87M - $1.97M
|
83.1K
$4.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
32.4K+ 21.56% |
$1.86M - $1.97M
|
183K
$10.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
31.9K+ 3.8% |
$1.84M - $1.94M
|
872K
$51.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
30.9KNew |
$1.78M - $1.88M
|
30.9K
$1.82M
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
30.9KNew |
$1.78M - $1.88M
|
30.9K
$1.82M
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
30.2K+ 48.65% |
$1.74M - $1.84M
|
92.4K
$5.45M
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
29.3KNew |
$1.69M - $1.78M
|
29.3K
$1.73M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
28.5K+ 33.26% |
$1.64M - $1.73M
|
114K
$6.73M
|
|
|
Jan 16, 2025
Q4 2024
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
28K+ 10.92% |
$1.61M - $1.71M
|
285K
$16.8M
|