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 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
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.15K- 8.53% |
$65.9K - $69.7K
|
12.3K
$722K
|
|
|
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
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.31K- 15.53% |
$75.4K - $79.7K
|
7.13K
$419K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.4K- 18.91% |
$80.3K - $84.9K
|
5.99K
$352K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-1.41K- 2.84% |
$80.9K - $85.5K
|
48.2K
$2.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-1.55K- 0.79% |
$88.9K - $94K
|
194K
$11.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.62K- 2.04% |
$93.1K - $98.5K
|
77.8K
$4.58M
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-1.63K- 0.98% |
$93.5K - $98.9K
|
164K
$9.62M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-1.71K- 27.14% |
$98.2K - $104K
|
4.58K
$269K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-1.79K- 13.18% |
$103K - $109K
|
11.8K
$694K
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-1.88K- 1.28% |
$108K - $114K
|
145K
$8.52M
|
|
|
Feb 06, 2025
Q4 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-1.9K- 9.83% |
$109K - $115K
|
17.4K
$1.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.93K- 98.02% |
$111K - $117K
|
39
$2.29K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.93K- 1.78% |
$111K - $117K
|
107K
$6.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-2.09K- 1.96% |
$120K - $127K
|
104K
$6.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-2.14K- 3.59% |
$123K - $130K
|
57.5K
$3.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-2.15K- 1.2% |
$124K - $131K
|
177K
$10.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.28K- 2.15% |
$131K - $138K
|
103K
$6.08M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.3K- 3.04% |
$132K - $140K
|
73.4K
$4.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-2.38K- 0.41% |
$137K - $144K
|
574K
$33.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-2.38K- 2.8% |
$137K - $144K
|
82.5K
$4.85M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-2.43K- 6.72% |
$140K - $148K
|
33.7K
$1.98M
|
|
|
Jan 23, 2025
Q4 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-2.48K- 8.46% |
$143K - $151K
|
26.8K
$1.58M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-2.48K- 1.93% |
$143K - $151K
|
126K
$7.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-2.54K- 5.87% |
$146K - $155K
|
40.8K
$2.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-2.6K- 41.07% |
$150K - $158K
|
3.73K
$219K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-2.67K- 2.25% |
$153K - $162K
|
116K
$6.82M
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-2.77K- 15.11% |
$159K - $168K
|
15.5K
$914K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-3.04K- 11.74% |
$175K - $185K
|
22.9K
$1.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
SELL
|
- |
-3.07K- 19.24% |
$177K - $187K
|
12.9K
$758K
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-3.15K- 0.75% |
$181K - $191K
|
414K
$24.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-3.29K- 14.53% |
$189K - $200K
|
19.4K
$1.14M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-3.31K- 16.75% |
$190K - $201K
|
16.4K
$967K
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-3.33K- 30.47% |
$192K - $203K
|
7.6K
$447K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-3.37K- 9.17% |
$194K - $205K
|
33.4K
$1.96M
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-3.4K- 17.29% |
$196K - $207K
|
16.3K
$956K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-3.53K- 27.56% |
$203K - $214K
|
9.26K
$545K
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-3.53K- 68.06% |
$203K - $215K
|
1.66K
$97.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-3.59K- 10.36% |
$206K - $218K
|
31K
$1.82M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-3.66K- 46.17% |
$211K - $223K
|
4.27K
$251K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-3.9K- 3.69% |
$225K - $237K
|
102K
$5.98M
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-4.04K- 50.87% |
$232K - $245K
|
3.9K
$229K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-4.17K- 15.74% |
$240K - $253K
|
22.3K
$1.31M
|