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 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
4.27K+ 3.0% |
$246K - $260K
|
146K
$8.61M
|
|
|
Jan 16, 2025
Q4 2024
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
4.23K+ 1.81% |
$243K - $257K
|
237K
$14M
|
|
|
Feb 03, 2025
Q4 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
4.2K+ 45.9% |
$242K - $255K
|
13.4K
$785K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
4.18K+ 7.88% |
$240K - $254K
|
57.2K
$3.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.18K+ 2.72% |
$240K - $254K
|
158K
$9.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
4.15K+ 0.55% |
$239K - $252K
|
759K
$44.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4.13K+ 42.07% |
$237K - $251K
|
13.9K
$819K
|
|
|
Jan 13, 2025
Q4 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
4.12K+ 0.91% |
$237K - $251K
|
455K
$26.8M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4.12K+ 223.79% |
$237K - $251K
|
5.96K
$350K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4.08KNew |
$235K - $248K
|
4.08K
$240K
|
|
|
Jan 23, 2025
Q4 2024
|
Hixon Zuercher, LLC
|
BUY
|
- |
3.87K+ 79.74% |
$223K - $236K
|
8.73K
$513K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3.87K+ 5.16% |
$223K - $235K
|
79K
$4.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
3.86K+ 6.96% |
$222K - $235K
|
59.4K
$3.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.86KNew |
$222K - $234K
|
3.86K
$227K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
3.84K+ 21.74% |
$221K - $233K
|
21.5K
$1.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
3.83K+ 24.48% |
$220K - $233K
|
19.5K
$1.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
3.81KNew |
$219K - $232K
|
3.81K
$224K
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
3.81K+ 21.59% |
$219K - $232K
|
21.4K
$1.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
3.81KNew |
$219K - $232K
|
3.81K
$224K
|
|
|
Feb 03, 2025
Q4 2024
|
Schaeffer Financial LLC
|
BUY
|
- |
3.79KNew |
$218K - $231K
|
3.79K
$223K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.74KNew |
$215K - $228K
|
3.74K
$220K
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
3.74K+ 12.38% |
$215K - $227K
|
33.9K
$1.99M
|
|
|
Jan 15, 2025
Q4 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
3.73K+ 5.81% |
$215K - $227K
|
68K
$4M
|
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
3.72K+ 5.76% |
$214K - $226K
|
68.3K
$4.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
3.71KNew |
$213K - $225K
|
3.71K
$218K
|
|
|
Jan 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
3.7KNew |
$213K - $225K
|
3.7K
$218K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
3.69K+ 18.5% |
$212K - $224K
|
23.6K
$1.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
3.68KNew |
$212K - $224K
|
3.68K
$216K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.67K+ 10.75% |
$211K - $223K
|
37.8K
$2.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
3.64KNew |
$209K - $221K
|
3.64K
$214K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
3.63KNew |
$209K - $221K
|
3.63K
$214K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.63K+ 12.52% |
$209K - $221K
|
32.6K
$1.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
3.63K+ 4.13% |
$209K - $221K
|
91.3K
$5.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
3.55K+ 3.63% |
$204K - $216K
|
101K
$5.95M
|
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
3.5KNew |
$201K - $213K
|
3.5K
$206K
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
3.47K+ 18.72% |
$200K - $211K
|
22K
$1.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
3.44K+ 37.01% |
$198K - $209K
|
12.7K
$749K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
3.4K+ 9.16% |
$196K - $207K
|
40.5K
$2.38M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
3.37K+ 2.37% |
$194K - $205K
|
145K
$8.54M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.25K+ 18.74% |
$187K - $198K
|
20.6K
$1.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
3.21K+ 8.81% |
$184K - $195K
|
39.6K
$2.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
3.15K+ 15.92% |
$181K - $191K
|
22.9K
$1.35M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
3.13K+ 4.54% |
$180K - $190K
|
72.1K
$4.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
3.05K+ 3.0% |
$176K - $186K
|
105K
$6.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
2.98K+ 15.67% |
$171K - $181K
|
22K
$1.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.93K+ 32.36% |
$168K - $178K
|
12K
$703K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2.84K+ 6.89% |
$164K - $173K
|
44.1K
$2.59M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2.82KNew |
$162K - $172K
|
2.82K
$166K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
2.82K+ 4.2% |
$162K - $172K
|
69.9K
$4.11M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
2.82K+ 11.27% |
$162K - $171K
|
27.8K
$1.63M
|