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 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-4.26K- 8.27% |
$245K - $259K
|
47.2K
$2.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-4.27K- 3.13% |
$245K - $260K
|
132K
$7.76M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-4.27K- 1.42% |
$246K - $260K
|
297K
$17.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-4.33K- 47.62% |
$249K - $263K
|
4.76K
$280K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-4.35K- 36.86% |
$250K - $264K
|
7.44K
$438K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-4.36K- 7.58% |
$251K - $265K
|
53.2K
$3.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-4.62K- 19.4% |
$266K - $281K
|
19.2K
$1.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-4.7K- 2.55% |
$270K - $286K
|
180K
$10.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-4.78K- 21.21% |
$275K - $291K
|
17.8K
$1.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-4.84K- 52.69% |
$278K - $294K
|
4.35K
$255K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-4.85K- 1.29% |
$279K - $295K
|
371K
$21.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.24K- 3.29% |
$302K - $319K
|
154K
$9.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
SELL
|
- |
-5.45K- 37.13% |
$314K - $332K
|
9.23K
$543K
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-6.18K- 62.0% |
$355K - $376K
|
3.78K
$222K
|
|
|
Jan 31, 2025
Q4 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-6.19K- 5.02% |
$356K - $377K
|
117K
$6.88M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-7.5K- 4.38% |
$431K - $456K
|
164K
$9.62M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-7.73K- 14.2% |
$445K - $470K
|
46.7K
$2.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-8.04K- 10.12% |
$463K - $489K
|
71.5K
$4.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-8.18K- 17.88% |
$470K - $497K
|
37.6K
$2.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-8.57K- 33.24% |
$493K - $521K
|
17.2K
$1.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-8.78K- 29.98% |
$505K - $534K
|
20.5K
$1.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-8.97K- 2.92% |
$516K - $546K
|
298K
$17.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-9.02K- 47.95% |
$519K - $549K
|
9.79K
$576K
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-9.04K- 16.3% |
$520K - $550K
|
46.4K
$2.73M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-9.85K- 6.96% |
$566K - $599K
|
132K
$7.74M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-10.4K- 18.39% |
$599K - $633K
|
46.2K
$2.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-10.5K- 87.31% |
$606K - $641K
|
1.53K
$90.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
SELL
|
- |
-10.7K- 2.25% |
$618K - $654K
|
466K
$27.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-11.7K- 61.22% |
$674K - $713K
|
7.43K
$437K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-13K- 13.5% |
$750K - $793K
|
83.5K
$4.91M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-13.2K- 43.45% |
$760K - $803K
|
17.2K
$1.01M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-13.3K- 15.14% |
$766K - $810K
|
74.6K
$4.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-13.3K- 7.22% |
$768K - $812K
|
172K
$10.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-13.4K- 46.29% |
$769K - $813K
|
15.5K
$912K
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-15.3K- 10.77% |
$883K - $933K
|
127K
$7.48M
|
|
|
Jan 24, 2025
Q4 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-15.5K- 10.61% |
$891K - $942K
|
130K
$7.67M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-16.1K- 3.4% |
$924K - $977K
|
456K
$26.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-17.2K- 31.31% |
$989K - $1.05M
|
37.7K
$2.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-17.8K- 18.79% |
$1.03M - $1.09M
|
77.1K
$4.53M
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-18.8K- 9.63% |
$1.08M - $1.14M
|
176K
$10.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-23.1K- 39.86% |
$1.33M - $1.4M
|
34.8K
$2.05M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-23.3K- 4.27% |
$1.34M - $1.41M
|
521K
$30.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
SELL
|
- |
-23.6K- 8.07% |
$1.36M - $1.44M
|
269K
$15.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-24.4K- 80.66% |
$1.41M - $1.49M
|
5.86K
$345K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-28.6K- 99.91% |
$1.64M - $1.74M
|
27
$1.59K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-29.7K- 8.38% |
$1.71M - $1.8M
|
325K
$19.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
SELL
|
- |
-33.1K- 17.19% |
$1.91M - $2.02M
|
160K
$9.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-35.4K- 23.36% |
$2.04M - $2.16M
|
116K
$6.83M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-36.3K- 25.91% |
$2.09M - $2.21M
|
104K
$6.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-37.2K- 50.0% |
$2.14M - $2.26M
|
37.2K
$2.18M
|