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 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
32.6KNew |
$1.87M - $1.98M
|
32.6K
$1.92M
|
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
32.4K+ 64.12% |
$1.87M - $1.97M
|
83.1K
$4.88M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
32.4K+ 21.56% |
$1.86M - $1.97M
|
183K
$10.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
31.9K+ 3.8% |
$1.84M - $1.94M
|
872K
$51.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
30.9KNew |
$1.78M - $1.88M
|
30.9K
$1.81M
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
30.9KNew |
$1.78M - $1.88M
|
30.9K
$1.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
30.8KNew |
$1.77M - $1.87M
|
30.8K
$1.81M
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
30.2K+ 48.65% |
$1.74M - $1.84M
|
92.4K
$5.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
30KNew |
$1.73M - $1.82M
|
30K
$1.76M
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
29.7K+ 7.2% |
$1.71M - $1.81M
|
442K
$26M
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
29.3KNew |
$1.69M - $1.78M
|
29.3K
$1.72M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
28.5K+ 33.26% |
$1.64M - $1.73M
|
114K
$6.71M
|
|
|
Jan 16, 2025
Q4 2024
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
28K+ 10.92% |
$1.61M - $1.71M
|
285K
$16.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
27.7K+ 8.88% |
$1.59M - $1.69M
|
340K
$20M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
26.9KNew |
$1.55M - $1.64M
|
26.9K
$1.58M
|
|
|
Jan 27, 2025
Q4 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
26.9K+ 379.39% |
$1.55M - $1.64M
|
34K
$2M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
26.7KNew |
$1.53M - $1.62M
|
26.7K
$1.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
26.4KNew |
$1.52M - $1.61M
|
26.4K
$1.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
26.3K+ 27.77% |
$1.51M - $1.6M
|
121K
$7.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
25.6K+ 49.91% |
$1.47M - $1.56M
|
76.9K
$4.52M
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
25.4KNew |
$1.46M - $1.54M
|
25.4K
$1.49M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
24.5K+ 15.36% |
$1.41M - $1.49M
|
184K
$10.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
23.7K+ 16.53% |
$1.36M - $1.44M
|
167K
$9.82M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
23.6K+ 5.75% |
$1.36M - $1.44M
|
434K
$25.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
23.2K+ 18.93% |
$1.33M - $1.41M
|
146K
$8.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
23.1K+ 9.22% |
$1.33M - $1.41M
|
274K
$16.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
23K+ 11.81% |
$1.32M - $1.4M
|
218K
$12.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
23K+ 3.04% |
$1.32M - $1.4M
|
780K
$45.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
22.7K+ 26.42% |
$1.3M - $1.38M
|
108K
$6.37M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
22.5K+ 12.47% |
$1.3M - $1.37M
|
203K
$11.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
22.4K+ 427.03% |
$1.29M - $1.36M
|
27.6K
$1.62M
|
|
|
Jan 16, 2025
Q4 2024
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
22.3KNew |
$1.28M - $1.36M
|
22.3K
$1.31M
|
|
|
Feb 06, 2025
Q4 2024
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
22KNew |
$1.27M - $1.34M
|
22K
$1.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
21.1K+ 123.33% |
$1.22M - $1.29M
|
38.3K
$2.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
21.1K+ 9.42% |
$1.22M - $1.29M
|
246K
$14.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
20.7K+ 42.09% |
$1.19M - $1.26M
|
70K
$4.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
20.7KNew |
$1.19M - $1.26M
|
20.7K
$1.22M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
20.3K+ 27.97% |
$1.17M - $1.23M
|
92.7K
$5.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
19.9K+ 56.35% |
$1.14M - $1.21M
|
55.2K
$3.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
19.8K+ 14.32% |
$1.14M - $1.2M
|
158K
$9.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
19.7KNew |
$1.13M - $1.2M
|
19.7K
$1.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
19.2K+ 3.19% |
$1.1M - $1.17M
|
619K
$36.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
19.2K+ 18.08% |
$1.1M - $1.17M
|
125K
$7.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
19K+ 24.04% |
$1.09M - $1.15M
|
98K
$5.76M
|
|
|
Feb 05, 2025
Q4 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
18.8K+ 15.32% |
$1.08M - $1.14M
|
142K
$8.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
18.6K+ 68.03% |
$1.07M - $1.13M
|
46K
$2.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
18.4K+ 1.6% |
$1.06M - $1.12M
|
1.17M
$68.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
18.4K+ 5.65% |
$1.06M - $1.12M
|
343K
$20.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
18.2K+ 72.48% |
$1.05M - $1.11M
|
43.3K
$2.55M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
18K+ 17.89% |
$1.04M - $1.1M
|
119K
$6.98M
|