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
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
17.8K+ 208.15% |
$1.03M - $1.08M
|
26.4K
$1.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
17.7K+ 3.49% |
$1.02M - $1.08M
|
525K
$30.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
17.6K+ 189.7% |
$1.01M - $1.07M
|
26.9K
$1.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
17.4K+ 27.19% |
$1M - $1.06M
|
81.6K
$4.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
17.2K+ 2.74% |
$987K - $1.04M
|
644K
$37.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
17K+ 468.79% |
$977K - $1.03M
|
20.6K
$1.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
16.3K+ 23.49% |
$936K - $989K
|
85.5K
$5.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
15.8K+ 24.37% |
$910K - $962K
|
80.8K
$4.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
15.7K+ 6.69% |
$905K - $957K
|
251K
$14.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Weil Company, Inc.
|
BUY
|
- |
15.6K+ 33.91% |
$898K - $949K
|
61.6K
$3.62M
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
15.4K+ 14.78% |
$886K - $937K
|
120K
$7.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
15.3K+ 5.69% |
$882K - $933K
|
285K
$16.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
15K+ 4.81% |
$865K - $915K
|
328K
$19.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
15K+ 30.12% |
$861K - $911K
|
64.7K
$3.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
14.9K+ 111.95% |
$857K - $907K
|
28.2K
$1.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
14.9K+ 8.99% |
$855K - $904K
|
180K
$10.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
14.8K+ 439.52% |
$852K - $900K
|
18.2K
$1.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
14.8K+ 9.66% |
$849K - $898K
|
168K
$9.85M
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
14.6K+ 5.08% |
$841K - $889K
|
302K
$17.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
14.4K+ 36.81% |
$828K - $875K
|
53.5K
$3.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
14.3K+ 8.4% |
$822K - $869K
|
184K
$10.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
14.3K+ 2.33% |
$821K - $868K
|
626K
$36.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
14.1K+ 15.48% |
$813K - $860K
|
105K
$6.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
14.1K+ 20.33% |
$812K - $859K
|
83.6K
$4.91M
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
13.9K+ 143.77% |
$800K - $846K
|
23.6K
$1.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
13.6K+ 2.24% |
$784K - $829K
|
621K
$36.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
13.4K+ 16.18% |
$769K - $813K
|
95.9K
$5.64M
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
13.2KNew |
$761K - $804K
|
13.2K
$777K
|
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
13.2KNew |
$757K - $800K
|
13.2K
$774K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
13.1K+ 23.02% |
$752K - $795K
|
69.9K
$4.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
13.1KNew |
$752K - $795K
|
13.1K
$768K
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
12.9K+ 5.5% |
$743K - $786K
|
248K
$14.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
12.7K+ 3.83% |
$731K - $773K
|
344K
$20.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
12.7KNew |
$730K - $772K
|
12.7K
$746K
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
12K+ 3.5% |
$692K - $732K
|
356K
$20.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
11.8K+ 201.26% |
$680K - $719K
|
17.7K
$1.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
11.7K+ 4.89% |
$676K - $715K
|
252K
$14.8M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
11.7K+ 6.06% |
$674K - $713K
|
205K
$12M
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
11.7K+ 5.57% |
$672K - $711K
|
222K
$13M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
11.6K+ 6.05% |
$669K - $708K
|
204K
$12M
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
11.6K+ 21.42% |
$667K - $705K
|
65.7K
$3.86M
|
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
11.5K+ 6.72% |
$661K - $699K
|
182K
$10.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
11.3K+ 7.34% |
$652K - $689K
|
166K
$9.75M
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
BUY
|
- |
11.3K+ 27.91% |
$649K - $686K
|
51.7K
$3.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
11.2KNew |
$644K - $681K
|
11.2K
$658K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
11K+ 9.98% |
$632K - $668K
|
121K
$7.12M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
10.9K+ 4.88% |
$628K - $664K
|
234K
$13.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
10.7K+ 14.56% |
$617K - $653K
|
84.4K
$4.96M
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
10.6K+ 30.81% |
$610K - $645K
|
45K
$2.65M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
10.6K+ 76.69% |
$608K - $643K
|
24.4K
$1.43M
|