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 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
115+ 2.32% |
$6.62K - $7K
|
5.07K
$273K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
106+ 2.0% |
$6.1K - $6.45K
|
5.4K
$290K
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
105+ 1.77% |
$6.04K - $6.39K
|
6.05K
$325K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
101+ 0.82% |
$5.81K - $6.14K
|
12.4K
$669K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
101+ 1.99% |
$5.81K - $6.14K
|
5.17K
$278K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
100+ 0.33% |
$5.75K - $6.08K
|
30.3K
$1.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
BUY
|
- |
100+ 2.86% |
$5.75K - $6.08K
|
3.59K
$193K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
100+ 18.87% |
$5.75K - $6.08K
|
630
$33.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
99+ 2.57% |
$5.7K - $6.02K
|
3.95K
$212K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
87New |
$5.01K - $5.29K
|
87
$4.68K
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
76+ 0.12% |
$4.37K - $4.62K
|
62.4K
$3.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
75+ 1.2% |
$4.31K - $4.56K
|
6.32K
$340K
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
69+ 0.11% |
$3.97K - $4.2K
|
62.8K
$3.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
65+ 0.3% |
$3.74K - $3.95K
|
21.5K
$1.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
63New |
$3.62K - $3.83K
|
63
$3.39K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
62+ 1.38% |
$3.57K - $3.77K
|
4.55K
$244K
|
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
62+ 1.7% |
$3.57K - $3.77K
|
3.7K
$199K
|
|
|
Feb 13, 2025
Q4 2024
|
Carson Advisory Inc.
|
BUY
|
- |
62+ 1.46% |
$3.57K - $3.77K
|
4.31K
$232K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
60New |
$3.45K - $3.65K
|
60
$3.23K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
57+ 0.89% |
$3.28K - $3.47K
|
6.44K
$346K
|
|
|
Jan 24, 2025
Q4 2024
|
Sterling Manor Financial, LLC
|
BUY
|
- |
56+ 0.66% |
$3.22K - $3.41K
|
8.48K
$456K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
55New |
$3.16K - $3.35K
|
55
$2.96K
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
51New |
$2.93K - $3.1K
|
51
$2.74K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
50+ 0.11% |
$2.88K - $3.04K
|
46.2K
$2.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
46+ 0.71% |
$2.65K - $2.8K
|
6.49K
$349K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
43+ 2.27% |
$2.47K - $2.62K
|
1.94K
$104K
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
41+ 0.17% |
$2.36K - $2.49K
|
24K
$1.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
37+ 0.81% |
$2.13K - $2.25K
|
4.6K
$247K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
33+ 1.96% |
$1.9K - $2.01K
|
1.72K
$92.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
33+ 0.75% |
$1.9K - $2.01K
|
4.4K
$237K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
32+ 0.9% |
$1.84K - $1.95K
|
3.57K
$192K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
25+ 2.29% |
$1.44K - $1.52K
|
1.12K
$60K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
25+ 1.96% |
$1.44K - $1.52K
|
1.3K
$69.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
22+ 0.48% |
$1.27K - $1.34K
|
4.63K
$249K
|
|
|
Jan 16, 2025
Q4 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
21+ 1.24% |
$1.21K - $1.28K
|
1.71K
$92.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
19+ 2.03% |
$1.09K - $1.16K
|
957
$51.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
18+ 0.76% |
$1.04K - $1.09K
|
2.38K
$128K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
17+ 0.65% |
$978 - $1.03K
|
2.64K
$142K
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
16+ 0.36% |
$920 - $973
|
4.41K
$237K
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
16+ 1.92% |
$920 - $973
|
851
$45.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
16New |
$920 - $973
|
16
$860
|
|
|
Feb 12, 2025
Q4 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
15+ 1.88% |
$863 - $912
|
813
$43.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
12+ 1.59% |
$690 - $730
|
768
$41.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
11+ 0.06% |
$633 - $669
|
18.2K
$981K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
9+ 1.98% |
$518 - $547
|
464
$24.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
6+ 0.11% |
$345 - $365
|
5.44K
$293K
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
6+ 0.15% |
$345 - $365
|
4.05K
$218K
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
5+ 0.11% |
$288 - $304
|
4.45K
$239K
|
|
|
Feb 14, 2025
Q4 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
3+ 0.01% |
$173 - $182
|
35.2K
$1.89M
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
2+ 0.02% |
$115 - $122
|
12.4K
$668K
|