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
|
Creative Financial Designs Inc
|
SELL
|
- |
-295- 8.88% |
$17K - $17.9K
|
3.03K
$163K
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-298- 1.44% |
$17.1K - $18.1K
|
20.4K
$1.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-300- 13.64% |
$17.3K - $18.2K
|
1.9K
$102K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-307- 1.03% |
$17.7K - $18.7K
|
29.4K
$1.58M
|
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-341- 1.97% |
$19.6K - $20.7K
|
17K
$913K
|
|
|
Jan 22, 2025
Q4 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-350- 8.05% |
$20.1K - $21.3K
|
4K
$215K
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-362- 56.74% |
$20.8K - $22K
|
276
$14.8K
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-364- 4.41% |
$20.9K - $22.1K
|
7.89K
$424K
|
|
|
Feb 04, 2025
Q4 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-369- 3.46% |
$21.2K - $22.4K
|
10.3K
$553K
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-381- 0.51% |
$21.9K - $23.2K
|
74.8K
$4.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-393- 6.94% |
$22.6K - $23.9K
|
5.27K
$283K
|
|
|
Jan 23, 2025
Q4 2024
|
Simpli Fi, Inc.
|
SELL
|
- |
-396- 5.33% |
$22.8K - $24.1K
|
7.03K
$378K
|
|
|
Feb 04, 2025
Q4 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-412- 2.94% |
$23.7K - $25.1K
|
13.6K
$732K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital City Trust CO
|
SELL
|
- |
-415- 5.52% |
$23.9K - $25.2K
|
7.1K
$382K
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-420- 0.61% |
$24.2K - $25.5K
|
68.5K
$3.68M
|
|
|
Feb 07, 2025
Q4 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-430- 1.18% |
$24.7K - $26.2K
|
36.1K
$1.94M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-436- 0.63% |
$25.1K - $26.5K
|
68.5K
$3.68M
|
|
|
Feb 04, 2025
Q4 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-453- 2.11% |
$26.1K - $27.6K
|
21.1K
$1.13M
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-469- 9.4% |
$27K - $28.5K
|
4.52K
$243K
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-473- 6.04% |
$27.2K - $28.8K
|
7.36K
$396K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-477- 0.35% |
$27.4K - $29K
|
136K
$7.33M
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-485- 6.89% |
$27.9K - $29.5K
|
6.56K
$352K
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-488- 0.79% |
$28.1K - $29.7K
|
61.1K
$3.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-494- 4.99% |
$28.4K - $30.1K
|
9.41K
$506K
|
|
|
Mar 05, 2025
Q4 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-495- 1.59% |
$28.5K - $30.1K
|
30.7K
$1.65M
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-496- 8.02% |
$28.5K - $30.2K
|
5.69K
$306K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-500- 4.8% |
$28.8K - $30.4K
|
9.92K
$533K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-500- 10.78% |
$28.8K - $30.4K
|
4.14K
$223K
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-500- 13.42% |
$28.8K - $30.4K
|
3.23K
$173K
|
|
|
Feb 05, 2025
Q4 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-502- 96.54% |
$28.9K - $30.5K
|
18
$968
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-534- 2.82% |
$30.7K - $32.5K
|
18.4K
$988K
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-535- 3.29% |
$30.8K - $32.5K
|
15.7K
$845K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-537- 4.43% |
$30.9K - $32.7K
|
11.6K
$623K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-571- 26.77% |
$32.8K - $34.7K
|
1.56K
$84K
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-614- 1.73% |
$35.3K - $37.3K
|
34.9K
$1.87M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-650- 4.23% |
$37.4K - $39.5K
|
14.7K
$792K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-677- 0.64% |
$38.9K - $41.2K
|
106K
$5.67M
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-681- 9.72% |
$39.2K - $41.4K
|
6.33K
$340K
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-681- 1.58% |
$39.2K - $41.4K
|
42.3K
$2.28M
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-708- 2.54% |
$40.7K - $43.1K
|
27.1K
$1.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-730- 10.27% |
$42K - $44.4K
|
6.38K
$343K
|
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-732- 7.22% |
$42.1K - $44.5K
|
9.4K
$506K
|
|
|
Feb 14, 2025
Q4 2024
|
B&L Asset Management LLC
Boston, MA |
SELL
|
- |
-741- 8.42% |
$42.6K - $45.1K
|
8.06K
$433K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-762- 33.69% |
$43.8K - $46.4K
|
1.5K
$80.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-775- 2.43% |
$44.6K - $47.1K
|
31.2K
$1.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-781- 14.74% |
$44.9K - $47.5K
|
4.52K
$243K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-803- 1.52% |
$46.2K - $48.8K
|
51.9K
$2.79M
|
|
|
Jan 15, 2025
Q4 2024
|
Bts Asset Management, Inc.
|
SELL
|
- |
-804- 7.15% |
$46.3K - $48.9K
|
10.4K
$561K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-813- 1.72% |
$46.8K - $49.5K
|
46.5K
$2.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-848- 5.64% |
$48.8K - $51.6K
|
14.2K
$763K
|