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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1KNew |
$57.5K - $60.8K
|
1K
$53.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
974New |
$56K - $59.2K
|
974
$52.4K
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
BUY
|
- |
949+ 8.53% |
$54.6K - $57.7K
|
12.1K
$649K
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
943+ 27.69% |
$54.3K - $57.4K
|
4.35K
$234K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
939+ 3.09% |
$54K - $57.1K
|
31.3K
$1.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
939+ 7.1% |
$54K - $57.1K
|
14.2K
$762K
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
907+ 3.87% |
$52.2K - $55.2K
|
24.3K
$1.31M
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
903+ 0.57% |
$51.9K - $54.9K
|
160K
$8.62M
|
|
|
Feb 04, 2025
Q4 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
898+ 2.75% |
$51.7K - $54.6K
|
33.5K
$1.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
882+ 14.79% |
$50.7K - $53.7K
|
6.84K
$368K
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
875+ 2.93% |
$50.3K - $53.2K
|
30.8K
$1.66M
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
856+ 16.67% |
$49.2K - $52.1K
|
5.99K
$322K
|
|
|
Feb 03, 2025
Q4 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
849+ 1.9% |
$48.8K - $51.6K
|
45.4K
$2.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
838+ 222.28% |
$48.2K - $51K
|
1.22K
$65.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
838+ 1.38% |
$48.2K - $51K
|
61.4K
$3.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
835+ 18.87% |
$48K - $50.8K
|
5.26K
$283K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
834+ 1.24% |
$48K - $50.7K
|
67.8K
$3.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
834+ 8.3% |
$48K - $50.7K
|
10.9K
$585K
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
832+ 21.45% |
$47.9K - $50.6K
|
4.71K
$253K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
792+ 1.5% |
$45.6K - $48.2K
|
53.6K
$2.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
785+ 17.36% |
$45.2K - $47.8K
|
5.31K
$285K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
781+ 0.8% |
$44.9K - $47.5K
|
98.2K
$5.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
780+ 46.76% |
$44.9K - $47.4K
|
2.45K
$132K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
750+ 10.84% |
$43.1K - $45.6K
|
7.67K
$412K
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
738+ 9.4% |
$42.5K - $44.9K
|
8.59K
$462K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
700New |
$40.3K - $42.6K
|
700
$37.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
697+ 15.3% |
$40.1K - $42.4K
|
5.25K
$282K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
696+ 3.83% |
$40K - $42.3K
|
18.9K
$1.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
693+ 2.11% |
$39.9K - $42.2K
|
33.6K
$1.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
685New |
$39.4K - $41.7K
|
685
$36.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
667+ 1.0% |
$38.4K - $40.6K
|
67.6K
$3.63M
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
664+ 13.32% |
$38.2K - $40.4K
|
5.65K
$304K
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
644+ 1.85% |
$37K - $39.2K
|
35.4K
$1.91M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
634+ 737.21% |
$36.5K - $38.6K
|
720
$38.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
607+ 5.03% |
$34.9K - $36.9K
|
12.7K
$682K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
602+ 10.64% |
$34.6K - $36.6K
|
6.26K
$337K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
594+ 10.15% |
$34.2K - $36.1K
|
6.45K
$347K
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
590+ 2.74% |
$33.9K - $35.9K
|
22.1K
$1.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
564New |
$32.4K - $34.3K
|
564
$30.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
557+ 0.37% |
$32K - $33.9K
|
153K
$8.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
550New |
$31.6K - $33.5K
|
550
$29.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
543+ 15.33% |
$31.2K - $33K
|
4.08K
$220K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
541+ 0.44% |
$31.1K - $32.9K
|
124K
$6.69M
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
532+ 6.05% |
$30.6K - $32.4K
|
9.33K
$502K
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
530New |
$30.5K - $32.2K
|
530
$28.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
530+ 1.47% |
$30.5K - $32.2K
|
36.5K
$1.96M
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
521+ 1.27% |
$30K - $31.7K
|
41.6K
$2.24M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
510+ 1.63% |
$29.3K - $31K
|
31.8K
$1.71M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
508+ 9.77% |
$29.2K - $30.9K
|
5.71K
$307K
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
496+ 3.13% |
$28.5K - $30.2K
|
16.3K
$878K
|