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 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10.4K+ 9.51% |
$601K - $636K
|
120K
$7.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
10.4K+ 9.53% |
$600K - $635K
|
120K
$7.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
10.2KNew |
$587K - $621K
|
10.2K
$600K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
10.2K+ 30.75% |
$586K - $620K
|
43.3K
$2.55M
|
|
|
Jan 29, 2025
Q4 2024
|
Madden Securities Corp
|
BUY
|
- |
10.1K+ 3.65% |
$584K - $617K
|
288K
$16.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
10.1KNew |
$580K - $614K
|
10.1K
$593K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
9.9K+ 211.68% |
$569K - $602K
|
14.6K
$857K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
9.84KNew |
$566K - $599K
|
9.84K
$578K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
9.78K+ 2.99% |
$562K - $595K
|
337K
$19.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
9.66KNew |
$556K - $588K
|
9.66K
$568K
|
|
|
Feb 03, 2025
Q4 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
9.45K+ 10.52% |
$544K - $575K
|
99.4K
$5.84M
|
|
|
Jan 24, 2025
Q4 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
9.07K+ 1.8% |
$522K - $552K
|
514K
$30.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
8.97K+ 2.71% |
$516K - $546K
|
340K
$20M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
8.88KNew |
$511K - $540K
|
8.88K
$522K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
8.8K+ 8.7% |
$506K - $535K
|
110K
$6.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
8.73K+ 9.35% |
$502K - $531K
|
102K
$6.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
8.67K+ 21.09% |
$499K - $527K
|
49.8K
$2.93M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
8.66K+ 69.52% |
$498K - $527K
|
21.1K
$1.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
8.63K+ 15.83% |
$497K - $525K
|
63.2K
$3.71M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
8.52K+ 10.64% |
$490K - $519K
|
88.6K
$5.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
BUY
|
- |
8.49K+ 39.5% |
$488K - $516K
|
30K
$1.76M
|
|
|
Jan 24, 2025
Q4 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
8.41K+ 202.65% |
$484K - $512K
|
12.6K
$738K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
8.38K+ 10.12% |
$482K - $510K
|
91.1K
$5.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
8.27K+ 5.17% |
$476K - $503K
|
168K
$9.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
8.26K+ 9.08% |
$475K - $502K
|
99.2K
$5.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
8.19K+ 8.84% |
$471K - $498K
|
101K
$5.93M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
8.18K+ 4.79% |
$471K - $498K
|
179K
$10.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
8.17KNew |
$470K - $497K
|
8.17K
$480K
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
8.14K+ 4.85% |
$468K - $495K
|
176K
$10.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
8.12K+ 228.63% |
$467K - $494K
|
11.7K
$686K
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
7.63K+ 10.94% |
$439K - $464K
|
77.4K
$4.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
7.63KNew |
$439K - $464K
|
7.63K
$449K
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
7.56KNew |
$435K - $460K
|
7.56K
$445K
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
7.51K+ 62.8% |
$432K - $457K
|
19.5K
$1.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
7.5KNew |
$431K - $456K
|
7.5K
$441K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
7.48K+ 3.95% |
$430K - $455K
|
197K
$11.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
7.46K+ 2.5% |
$429K - $454K
|
305K
$18M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
7.43K+ 75.83% |
$427K - $452K
|
17.2K
$1.01M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
7.42K+ 26.14% |
$427K - $451K
|
35.8K
$2.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
7.37KNew |
$424K - $448K
|
7.37K
$433K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
7.06K+ 41.28% |
$406K - $430K
|
24.2K
$1.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
7.03K+ 26.51% |
$405K - $428K
|
33.6K
$1.97M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
7KNew |
$402K - $426K
|
7K
$411K
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
6.9KNew |
$397K - $420K
|
6.9K
$406K
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
6.78KNew |
$390K - $412K
|
6.78K
$398K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.73K+ 2.38% |
$387K - $409K
|
289K
$17M
|
|
|
Feb 04, 2025
Q4 2024
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
6.47KNew |
$372K - $393K
|
6.47K
$380K
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
6.41K+ 2.91% |
$369K - $390K
|
227K
$13.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
6.37K+ 5.1% |
$366K - $387K
|
131K
$7.72M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
6.33K+ 1.88% |
$364K - $385K
|
344K
$20.2M
|