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 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-341- 1.97% |
$19.6K - $20.7K
|
17K
$999K
|
|
|
Jan 22, 2025
Q4 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-350- 8.05% |
$20.1K - $21.3K
|
4K
$235K
|
|
|
Feb 04, 2025
Q4 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-369- 3.46% |
$21.2K - $22.4K
|
10.3K
$604K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-393- 6.94% |
$22.6K - $23.9K
|
5.27K
$310K
|
|
|
Jan 23, 2025
Q4 2024
|
Simpli Fi, Inc.
|
SELL
|
- |
-396- 5.33% |
$22.8K - $24.1K
|
7.03K
$413K
|
|
|
Feb 04, 2025
Q4 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-412- 2.94% |
$23.7K - $25.1K
|
13.6K
$800K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital City Trust CO
|
SELL
|
- |
-415- 5.52% |
$23.9K - $25.2K
|
7.1K
$418K
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-420- 0.61% |
$24.2K - $25.5K
|
68.5K
$4.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-430- 1.18% |
$24.7K - $26.2K
|
36.1K
$2.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-436- 0.63% |
$25.1K - $26.5K
|
68.5K
$4.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-453- 2.11% |
$26.1K - $27.6K
|
21.1K
$1.24M
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-469- 9.4% |
$27K - $28.5K
|
4.52K
$266K
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-473- 6.04% |
$27.2K - $28.8K
|
7.36K
$433K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-477- 0.35% |
$27.4K - $29K
|
136K
$8.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-485- 6.89% |
$27.9K - $29.5K
|
6.56K
$385K
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-488- 0.79% |
$28.1K - $29.7K
|
61.1K
$3.59M
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-494- 4.99% |
$28.4K - $30.1K
|
9.41K
$553K
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-500- 13.42% |
$28.8K - $30.4K
|
3.23K
$190K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-500- 10.78% |
$28.8K - $30.4K
|
4.14K
$243K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-500- 4.8% |
$28.8K - $30.4K
|
9.92K
$583K
|
|
|
Feb 05, 2025
Q4 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-502- 96.54% |
$28.9K - $30.5K
|
18
$1.06K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-534- 2.82% |
$30.7K - $32.5K
|
18.4K
$1.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-535- 3.29% |
$30.8K - $32.5K
|
15.7K
$924K
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-614- 1.73% |
$35.3K - $37.3K
|
34.9K
$2.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-650- 4.23% |
$37.4K - $39.5K
|
14.7K
$866K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-677- 0.64% |
$38.9K - $41.2K
|
106K
$6.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-681- 1.58% |
$39.2K - $41.4K
|
42.3K
$2.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-681- 9.72% |
$39.2K - $41.4K
|
6.33K
$372K
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-708- 2.54% |
$40.7K - $43.1K
|
27.1K
$1.59M
|
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-732- 7.22% |
$42.1K - $44.5K
|
9.4K
$553K
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-775- 2.43% |
$44.6K - $47.1K
|
31.2K
$1.83M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-781- 14.74% |
$44.9K - $47.5K
|
4.52K
$266K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-803- 1.52% |
$46.2K - $48.8K
|
51.9K
$3.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Bts Asset Management, Inc.
|
SELL
|
- |
-804- 7.15% |
$46.3K - $48.9K
|
10.4K
$613K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-813- 1.72% |
$46.8K - $49.5K
|
46.5K
$2.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-848- 5.64% |
$48.8K - $51.6K
|
14.2K
$834K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-862- 0.64% |
$49.6K - $52.4K
|
134K
$7.86M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-893- 1.83% |
$51.4K - $54.3K
|
47.9K
$2.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-900- 93.75% |
$51.8K - $54.7K
|
60
$3.53K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-928- 1.48% |
$53.4K - $56.5K
|
61.7K
$3.63M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-1.06K- 8.43% |
$61.2K - $64.7K
|
11.6K
$680K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-1.08K- 2.94% |
$62K - $65.6K
|
35.5K
$2.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-1.09K- 9.05% |
$62.7K - $66.3K
|
11K
$644K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.14K- 18.14% |
$65.6K - $69.3K
|
5.15K
$302K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-1.15K- 25.08% |
$66.2K - $70K
|
3.44K
$202K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.16K- 3.56% |
$66.8K - $70.6K
|
31.5K
$1.85M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.18K- 2.09% |
$67.9K - $71.8K
|
55.3K
$3.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
SELL
|
- |
-1.21K- 24.98% |
$69.8K - $73.8K
|
3.65K
$214K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.29K- 8.68% |
$74.4K - $78.7K
|
13.6K
$801K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-1.31K- 8.97% |
$75.2K - $79.5K
|
13.3K
$779K
|