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 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-2.14K- 3.59% |
$123K - $130K
|
57.5K
$3.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-2.15K- 1.2% |
$124K - $131K
|
177K
$9.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-2.26K- 16.97% |
$130K - $138K
|
11.1K
$595K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.28K- 2.15% |
$131K - $138K
|
103K
$5.56M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.3K- 3.04% |
$132K - $140K
|
73.4K
$3.94M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-2.38K- 0.41% |
$137K - $144K
|
574K
$30.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-2.38K- 2.8% |
$137K - $144K
|
82.5K
$4.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-2.43K- 6.72% |
$140K - $148K
|
33.7K
$1.81M
|
|
|
Jan 23, 2025
Q4 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-2.48K- 8.46% |
$143K - $151K
|
26.8K
$1.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-2.48K- 1.93% |
$143K - $151K
|
126K
$6.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.53K- 1.03% |
$145K - $154K
|
243K
$13M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-2.54K- 5.87% |
$146K - $155K
|
40.8K
$2.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-2.6K- 41.07% |
$150K - $158K
|
3.73K
$201K
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-2.64K- 15.01% |
$152K - $161K
|
14.9K
$804K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-2.67K- 2.25% |
$153K - $162K
|
116K
$6.23M
|
|
|
Mar 21, 2025
Q4 2024
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-2.76K- 27.07% |
$159K - $168K
|
7.43K
$399K
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-2.77K- 15.11% |
$159K - $168K
|
15.5K
$836K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-3.04K- 11.74% |
$175K - $185K
|
22.9K
$1.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
SELL
|
- |
-3.07K- 19.24% |
$177K - $187K
|
12.9K
$693K
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-3.15K- 0.75% |
$181K - $191K
|
414K
$22.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-3.19K- 4.4% |
$183K - $194K
|
69.2K
$3.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-3.29K- 14.53% |
$189K - $200K
|
19.4K
$1.04M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-3.31K- 16.75% |
$190K - $201K
|
16.4K
$884K
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-3.33K- 30.47% |
$192K - $203K
|
7.6K
$409K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-3.37K- 9.17% |
$194K - $205K
|
33.4K
$1.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.39K- 1.21% |
$195K - $206K
|
276K
$14.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-3.4K- 17.29% |
$196K - $207K
|
16.3K
$874K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-3.53K- 27.56% |
$203K - $214K
|
9.26K
$498K
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-3.53K- 68.06% |
$203K - $215K
|
1.66K
$89K
|
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-3.59K- 10.36% |
$206K - $218K
|
31K
$1.67M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-3.66K- 46.17% |
$211K - $223K
|
4.27K
$229K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-3.9K- 3.69% |
$225K - $237K
|
102K
$5.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-4.04K- 50.87% |
$232K - $245K
|
3.9K
$210K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-4.17K- 15.74% |
$240K - $253K
|
22.3K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.17K- 16.61% |
$240K - $254K
|
20.9K
$1.13M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-4.26K- 8.27% |
$245K - $259K
|
47.2K
$2.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-4.27K- 3.13% |
$245K - $260K
|
132K
$7.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-4.27K- 1.42% |
$246K - $260K
|
297K
$15.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-4.33K- 47.62% |
$249K - $263K
|
4.76K
$256K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-4.35K- 36.86% |
$250K - $264K
|
7.44K
$400K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-4.36K- 7.58% |
$251K - $265K
|
53.2K
$2.86M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-4.62K- 19.4% |
$266K - $281K
|
19.2K
$1.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-4.7K- 2.55% |
$270K - $286K
|
180K
$9.66M
|
|
|
Feb 07, 2025
Q4 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-4.78K- 21.21% |
$275K - $291K
|
17.8K
$955K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-4.84K- 52.69% |
$278K - $294K
|
4.35K
$234K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-4.85K- 1.29% |
$279K - $295K
|
371K
$19.9M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-5.12K- 2.48% |
$294K - $311K
|
201K
$10.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.24K- 3.29% |
$302K - $319K
|
154K
$8.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
SELL
|
- |
-5.45K- 37.13% |
$314K - $332K
|
9.23K
$496K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-5.75K- 28.9% |
$331K - $350K
|
14.1K
$760K
|