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
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
231+ 0.32% |
$13.3K - $14.1K
|
72.7K
$4.28M
|
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
231+ 0.47% |
$13.3K - $14.1K
|
49K
$2.88M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
227+ 6.5% |
$13.1K - $13.8K
|
3.72K
$219K
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
216+ 2.95% |
$12.4K - $13.1K
|
7.54K
$444K
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
206+ 2.69% |
$11.9K - $12.5K
|
7.85K
$462K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
200+ 12.5% |
$11.5K - $12.2K
|
1.8K
$106K
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
196+ 0.38% |
$11.3K - $11.9K
|
51.2K
$3.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
196+ 1.99% |
$11.3K - $11.9K
|
10.1K
$591K
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
185+ 5.07% |
$10.6K - $11.3K
|
3.83K
$225K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
180New |
$10.4K - $10.9K
|
180
$10.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
179+ 0.54% |
$10.3K - $10.9K
|
33.6K
$1.97M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
172+ 0.1% |
$9.9K - $10.5K
|
175K
$10.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
165+ 3.03% |
$9.49K - $10K
|
5.61K
$330K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
157+ 0.71% |
$9.03K - $9.55K
|
22.4K
$1.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
150+ 2.81% |
$8.63K - $9.12K
|
5.48K
$322K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
144+ 2.88% |
$8.28K - $8.76K
|
5.15K
$303K
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
144+ 1.16% |
$8.28K - $8.76K
|
12.6K
$741K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
143+ 1.33% |
$8.23K - $8.7K
|
10.9K
$639K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
142+ 1.37% |
$8.17K - $8.64K
|
10.5K
$620K
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
141+ 1.92% |
$8.11K - $8.58K
|
7.5K
$441K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
141+ 17.03% |
$8.11K - $8.58K
|
969
$57K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
141+ 4.56% |
$8.11K - $8.58K
|
3.23K
$190K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
140+ 13.71% |
$8.05K - $8.52K
|
1.16K
$68.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
138+ 0.65% |
$7.94K - $8.39K
|
21.3K
$1.25M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
138New |
$7.94K - $8.39K
|
138
$8.11K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
135+ 2.42% |
$7.77K - $8.21K
|
5.71K
$336K
|
|
|
Feb 07, 2025
Q4 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
127+ 2.53% |
$7.31K - $7.73K
|
5.15K
$303K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
125+ 0.44% |
$7.19K - $7.6K
|
28.4K
$1.67M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
124+ 0.36% |
$7.13K - $7.54K
|
34.6K
$2.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
BUY
|
- |
123+ 0.82% |
$7.08K - $7.48K
|
15K
$884K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
120+ 28.5% |
$6.9K - $7.3K
|
541
$31.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
115+ 2.32% |
$6.62K - $7K
|
5.07K
$298K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
106+ 2.0% |
$6.1K - $6.45K
|
5.4K
$317K
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
105+ 1.77% |
$6.04K - $6.39K
|
6.05K
$356K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
101+ 1.99% |
$5.81K - $6.14K
|
5.17K
$304K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
101+ 0.82% |
$5.81K - $6.14K
|
12.4K
$732K
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
BUY
|
- |
100+ 2.86% |
$5.75K - $6.08K
|
3.59K
$211K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
100+ 0.33% |
$5.75K - $6.08K
|
30.3K
$1.78M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
99+ 2.57% |
$5.7K - $6.02K
|
3.95K
$232K
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
76+ 0.12% |
$4.37K - $4.62K
|
62.4K
$3.67M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
75+ 1.2% |
$4.31K - $4.56K
|
6.32K
$371K
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
65+ 0.3% |
$3.74K - $3.95K
|
21.5K
$1.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
63New |
$3.62K - $3.83K
|
63
$3.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
62+ 1.7% |
$3.57K - $3.77K
|
3.7K
$218K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
62+ 1.38% |
$3.57K - $3.77K
|
4.55K
$267K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
57+ 0.89% |
$3.28K - $3.47K
|
6.44K
$379K
|
|
|
Jan 24, 2025
Q4 2024
|
Sterling Manor Financial, LLC
|
BUY
|
- |
56+ 0.66% |
$3.22K - $3.41K
|
8.48K
$499K
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
51New |
$2.93K - $3.1K
|
51
$3K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
50+ 0.11% |
$2.88K - $3.04K
|
46.2K
$2.71M
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
46+ 0.71% |
$2.65K - $2.8K
|
6.49K
$382K
|