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 22, 2025
Q4 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
1+ 0.01% |
$57.5 - $60.8
|
17.5K
$940K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1+ 0.01% |
$57.5 - $60.8
|
9.26K
$498K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1+ 2.7% |
$57.5 - $60.8
|
38
$2.04K
|
|
|
Feb 14, 2025
Q4 2024
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
1New |
$57.5 - $60.8
|
1
$53.8
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1- 14.29% |
$57.5 - $60.8
|
6
$323
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-6- 0.07% |
$345 - $365
|
8.38K
$450K
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-7- 0.03% |
$403 - $426
|
24.3K
$1.31M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-10- 6.37% |
$575 - $608
|
147
$7.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-18- 0.08% |
$1.04K - $1.09K
|
21.9K
$1.18M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-20- 0.3% |
$1.15K - $1.22K
|
6.69K
$360K
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-20- 0.2% |
$1.15K - $1.22K
|
9.9K
$532K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-27- 1.57% |
$1.55K - $1.64K
|
1.69K
$90.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-29- 0.28% |
$1.67K - $1.76K
|
10.3K
$555K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-35- 0.2% |
$2.01K - $2.13K
|
17.5K
$942K
|
|
|
Mar 03, 2025
Q4 2024
|
Fluent Financial, LLC
|
SELL
|
- |
-40- 1.12% |
$2.3K - $2.43K
|
3.53K
$190K
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-42- 0.27% |
$2.42K - $2.55K
|
15.5K
$831K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-55- 3.45% |
$3.16K - $3.35K
|
1.54K
$82.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-55- 3.45% |
$3.16K - $3.35K
|
1.54K
$82.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-57- 0.53% |
$3.28K - $3.47K
|
10.7K
$573K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-62- 1.03% |
$3.57K - $3.77K
|
5.95K
$320K
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-68- 1.68% |
$3.91K - $4.14K
|
3.98K
$214K
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-68- 0.79% |
$3.91K - $4.14K
|
8.59K
$462K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-72- 0.4% |
$4.14K - $4.38K
|
17.9K
$960K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-100- 86.96% |
$5.75K - $6.08K
|
15
$806
|
|
|
Feb 12, 2025
Q4 2024
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-105- 0.76% |
$6.04K - $6.39K
|
13.6K
$733K
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
SELL
|
- |
-105- 0.67% |
$6.04K - $6.39K
|
15.7K
$843K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-107- 0.62% |
$6.16K - $6.51K
|
17.2K
$925K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-113- 0.06% |
$6.5K - $6.87K
|
195K
$10.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-122- 95.31% |
$7.02K - $7.42K
|
6
$323
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-124- 0.68% |
$7.13K - $7.54K
|
18.2K
$978K
|
|
|
Jan 28, 2025
Q4 2024
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-136- 0.58% |
$7.82K - $8.27K
|
23.4K
$1.26M
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-138- 0.24% |
$7.94K - $8.39K
|
58.4K
$3.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-140- 0.74% |
$8.05K - $8.52K
|
18.8K
$1.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-150- 0.99% |
$8.63K - $9.12K
|
15K
$807K
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-150- 0.74% |
$8.63K - $9.12K
|
20K
$1.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-150- 3.54% |
$8.63K - $9.12K
|
4.09K
$220K
|
|
|
Feb 13, 2025
Q4 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-151- 0.21% |
$8.69K - $9.19K
|
72.4K
$3.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-152- 1.91% |
$8.74K - $9.25K
|
7.81K
$420K
|
|
|
Feb 12, 2025
Q4 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-158- 1.59% |
$9.09K - $9.61K
|
9.76K
$525K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-174- 2.09% |
$10K - $10.6K
|
8.13K
$437K
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-174- 1.04% |
$10K - $10.6K
|
16.6K
$891K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-175- 1.45% |
$10.1K - $10.6K
|
11.9K
$638K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-192- 2.76% |
$11K - $11.7K
|
6.78K
$364K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-200- 1.05% |
$11.5K - $12.2K
|
18.9K
$1.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-200- 0.65% |
$11.5K - $12.2K
|
30.6K
$1.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-214- 17.63% |
$12.3K - $13K
|
1K
$53.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
SELL
|
- |
-271- 3.65% |
$15.6K - $16.5K
|
7.15K
$384K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-292- 0.22% |
$16.8K - $17.8K
|
134K
$7.21M
|