Purchases and Sales Made in Q4 2024 in J P Morgan Exchange Traded Fd (JEPI)

JEPI Quotes by TradingView

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 11, 2025 Q4 2024
1620 Investment Advisors, Inc.

Plymouth, MA
BUY
 -
250
New
$14.4K - $15.2K
250 $13.4K
Feb 13, 2025 Q4 2024
Richards, Merrill & Peterson, Inc.

Spokane, WA
BUY
 -
250
New
$14.4K - $15.2K
250 $13.4K
Feb 13, 2025 Q4 2024
Laraway Financial Advisors Inc

Saint Cloud, MN
BUY
 -
250
+ 3.77%
$14.4K - $15.2K
6.88K $370K
Feb 03, 2025 Q4 2024
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
BUY
 -
245
+ 0.73%
$14.1K - $14.9K
33.7K $1.81M
Jan 30, 2025 Q4 2024
Montag A & Associates Inc

Atlanta, GA
BUY
 -
240
+ 2.14%
$13.8K - $14.6K
11.4K $615K
Jan 31, 2025 Q4 2024
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
239
+ 6.87%
$13.7K - $14.5K
3.72K $200K
Feb 12, 2025 Q4 2024
Sage Capital Management, LLC

Stockton, NJ
BUY
 -
238
+ 0.72%
$13.7K - $14.5K
33.2K $1.78M
Feb 06, 2025 Q4 2024
Snider Financial Group

Bellevue, WA
BUY
 -
233
+ 0.35%
$13.4K - $14.2K
67.2K $3.61M
Jan 27, 2025 Q4 2024
Silverlake Wealth Management LLC

Williston, VT
BUY
 -
231
+ 0.32%
$13.3K - $14.1K
72.7K $3.91M
Feb 03, 2025 Q4 2024
Redmond Asset Management, LLC

Henrico, VA
BUY
 -
231
+ 0.47%
$13.3K - $14.1K
49K $2.63M
Feb 10, 2025 Q4 2024
Vsm Wealth Advisory, LLC

Hunt Valley, MD
BUY
 -
220
New
$12.7K - $13.4K
220 $11.8K
Jan 27, 2025 Q4 2024
John W. Brooker & Co., Cp As

BUY
 -
216
+ 2.95%
$12.4K - $13.1K
7.54K $406K
Feb 14, 2025 Q4 2024
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
216
+ 1.37%
$12.4K - $13.1K
16K $860K
Jan 30, 2025 Q4 2024
Lakeridge Wealth Management LLC

Mentor, OH
BUY
 -
206
+ 2.69%
$11.9K - $12.5K
7.85K $422K
Jan 17, 2025 Q4 2024
Westside Investment Management, Inc.

BUY
 -
200
+ 12.5%
$11.5K - $12.2K
1.8K $96.8K
Feb 13, 2025 Q4 2024
Texas Yale Capital Corp.

St. Petersburg, FL
BUY
 -
200
+ 4.6%
$11.5K - $12.2K
4.55K $245K
Jan 13, 2025 Q4 2024
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
196
+ 1.99%
$11.3K - $11.9K
10.1K $541K
Feb 06, 2025 Q4 2024
Beam Wealth Advisors, Inc.

BUY
 -
196
+ 0.38%
$11.3K - $11.9K
51.2K $2.76M
Jan 22, 2025 Q4 2024
Landmark Wealth Management, LLC

BUY
 -
185
+ 5.07%
$10.6K - $11.3K
3.83K $206K
Feb 13, 2025 Q4 2024
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
184
+ 368.0%
$10.6K - $11.2K
234 $12.6K
Apr 11, 2025 Q4 2024
Principia Wealth Advisory, LLC

Dallas, TX
BUY
 -
181
New
$10.4K - $11K
181 $9.73K
Jan 24, 2025 Q4 2024
Ogorek Anthony Joseph

BUY
 -
180
New
$10.4K - $10.9K
180 $9.68K
Jan 29, 2025 Q4 2024
Consolidated Planning Corp

Atlanta, GA
BUY
 -
179
+ 0.54%
$10.3K - $10.9K
33.6K $1.8M
Feb 12, 2025 Q4 2024
Uma Financial Services, Inc.

BUY
 -
173
New
$9.95K - $10.5K
173 $9.3K
Jan 16, 2025 Q4 2024
Bernardo Wealth Planning LLC

BUY
 -
172
+ 0.1%
$9.9K - $10.5K
175K $9.41M
Feb 13, 2025 Q4 2024
Bos Asset Management, LLC

Springfield, IL
BUY
 -
170
+ 3.53%
$9.78K - $10.3K
4.98K $268K
Jan 14, 2025 Q4 2024
Winch Advisory Services, LLC

Appleton, WI
BUY
 -
165
+ 3.03%
$9.49K - $10K
5.61K $302K
Feb 07, 2025 Q4 2024
Citizens Financial Group Inc

BUY
 -
157
+ 0.71%
$9.03K - $9.55K
22.4K $1.2M
Jan 28, 2025 Q4 2024
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
150
+ 2.81%
$8.63K - $9.12K
5.48K $295K
Feb 13, 2025 Q4 2024
Strategies Wealth Advisors, LLC

Grand Rapids, MI
BUY
 -
150
+ 3.26%
$8.63K - $9.12K
4.75K $255K
Jan 28, 2025 Q4 2024
Alliance Wealth Advisors, LLC

BUY
 -
144
+ 1.16%
$8.28K - $8.76K
12.6K $678K
Jan 29, 2025 Q4 2024
Vontobel Holding Ltd.

BUY
 -
144
+ 2.88%
$8.28K - $8.76K
5.15K $277K
Jan 22, 2025 Q4 2024
Fortress Wealth Management, Inc.

BUY
 -
143
+ 1.33%
$8.23K - $8.7K
10.9K $584K
Jan 30, 2025 Q4 2024
American Financial Advisors, LLC

BUY
 -
142
+ 1.37%
$8.17K - $8.64K
10.5K $567K
Jan 13, 2025 Q4 2024
Eagle Bay Advisors LLC

New York, NY
BUY
 -
141
+ 4.56%
$8.11K - $8.58K
3.23K $174K
Jan 29, 2025 Q4 2024
Pathway Financial Advisers, LLC

Auburn, IN
BUY
 -
141
+ 17.03%
$8.11K - $8.58K
969 $52.1K
Feb 06, 2025 Q4 2024
Lvz, Inc.

BUY
 -
141
+ 1.92%
$8.11K - $8.58K
7.5K $403K
Jan 29, 2025 Q4 2024
Bogart Wealth, LLC

BUY
 -
140
+ 13.71%
$8.05K - $8.52K
1.16K $62.4K
Jan 15, 2025 Q4 2024
Skopos Labs, Inc.

Riverhead, NY
BUY
 -
138
New
$7.94K - $8.39K
138 $7.42K
Jan 21, 2025 Q4 2024
Sound Income Strategies, LLC

BUY
 -
138
+ 0.65%
$7.94K - $8.39K
21.3K $1.15M
Jan 31, 2025 Q4 2024
Cra Financial Services, LLC

BUY
 -
135
+ 2.42%
$7.77K - $8.21K
5.71K $307K
Feb 07, 2025 Q4 2024
Staley Capital Advisers Inc

BUY
 -
127
+ 2.53%
$7.31K - $7.73K
5.15K $277K
Feb 13, 2025 Q4 2024
Russell Investments Group, Ltd.

BUY
 -
127
+ 51.42%
$7.31K - $7.73K
374 $20.1K
Jan 23, 2025 Q4 2024
Concord Wealth Partners

BUY
 -
125
+ 0.44%
$7.19K - $7.6K
28.4K $1.53M
Feb 05, 2025 Q4 2024
Richard W. Paul & Associates, LLC

Novi, MI
BUY
 -
124
+ 0.36%
$7.13K - $7.54K
34.6K $1.86M
Jan 15, 2025 Q4 2024
Iam Advisory, LLC

BUY
 -
123
+ 0.82%
$7.08K - $7.48K
15K $809K
Feb 11, 2025 Q4 2024
Tag Stone Capital, Inc.

BUY
 -
123
+ 1.99%
$7.08K - $7.48K
6.31K $339K
Jan 30, 2025 Q4 2024
Salomon & Ludwin, LLC

BUY
 -
120
+ 28.5%
$6.9K - $7.3K
541 $29.1K
Feb 14, 2025 Q4 2024
Lri Investments, LLC

Palm Beach Gardens, FL
BUY
 -
117
+ 0.54%
$6.73K - $7.12K
21.8K $1.17M

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