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 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.34K+ 4.43% |
$76.9K - $81.3K
|
31.5K
$1.86M
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
1.33KNew |
$76.5K - $80.8K
|
1.33K
$78.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
1.33K+ 1.58% |
$76.2K - $80.6K
|
85.1K
$5.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.31K+ 1.75% |
$75.5K - $79.9K
|
76.4K
$4.51M
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
1.26K+ 34.85% |
$72.3K - $76.4K
|
4.86K
$287K
|
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
1.24K+ 15.77% |
$71.5K - $75.6K
|
9.13K
$538K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.24K+ 5.33% |
$71.5K - $75.6K
|
24.6K
$1.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.1KNew |
$63.3K - $66.9K
|
1.1K
$64.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
1.08K+ 19.63% |
$61.8K - $65.4K
|
6.55K
$386K
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1.04K+ 21.82% |
$59.9K - $63.3K
|
5.81K
$343K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.02K+ 1320.78% |
$58.5K - $61.9K
|
1.09K
$64.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
974New |
$56K - $59.2K
|
974
$57.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
943+ 27.69% |
$54.3K - $57.4K
|
4.35K
$256K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
939+ 7.1% |
$54K - $57.1K
|
14.2K
$836K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
939+ 3.09% |
$54K - $57.1K
|
31.3K
$1.85M
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
907+ 3.87% |
$52.2K - $55.2K
|
24.3K
$1.43M
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
903+ 0.57% |
$51.9K - $54.9K
|
160K
$9.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
875+ 2.93% |
$50.3K - $53.2K
|
30.8K
$1.82M
|
|
|
Feb 03, 2025
Q4 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
849+ 1.9% |
$48.8K - $51.6K
|
45.4K
$2.68M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
834+ 1.24% |
$48K - $50.7K
|
67.8K
$4M
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
832+ 21.45% |
$47.9K - $50.6K
|
4.71K
$278K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
781+ 0.8% |
$44.9K - $47.5K
|
98.2K
$5.79M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
780+ 46.76% |
$44.9K - $47.4K
|
2.45K
$144K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
750+ 10.84% |
$43.1K - $45.6K
|
7.67K
$452K
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
738+ 9.4% |
$42.5K - $44.9K
|
8.59K
$507K
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
697+ 15.3% |
$40.1K - $42.4K
|
5.25K
$310K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
696+ 3.83% |
$40K - $42.3K
|
18.9K
$1.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
693+ 2.11% |
$39.9K - $42.2K
|
33.6K
$1.98M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
685New |
$39.4K - $41.7K
|
685
$40.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
667+ 1.0% |
$38.4K - $40.6K
|
67.6K
$3.99M
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
664+ 13.32% |
$38.2K - $40.4K
|
5.65K
$333K
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
644+ 1.85% |
$37K - $39.2K
|
35.4K
$2.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
634+ 737.21% |
$36.5K - $38.6K
|
720
$42.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
607+ 5.03% |
$34.9K - $36.9K
|
12.7K
$748K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
602+ 10.64% |
$34.6K - $36.6K
|
6.26K
$369K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
594+ 10.15% |
$34.2K - $36.1K
|
6.45K
$380K
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
564New |
$32.4K - $34.3K
|
564
$33.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
557+ 0.37% |
$32K - $33.9K
|
153K
$9M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
543+ 15.33% |
$31.2K - $33K
|
4.08K
$241K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
541+ 0.44% |
$31.1K - $32.9K
|
124K
$7.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
530New |
$30.5K - $32.2K
|
530
$31.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
521+ 1.27% |
$30K - $31.7K
|
41.6K
$2.45M
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
496+ 3.13% |
$28.5K - $30.2K
|
16.3K
$963K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
490+ 90.57% |
$28.2K - $29.8K
|
1.03K
$60.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
483New |
$27.8K - $29.4K
|
483
$28.5K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
471+ 2.24% |
$27.1K - $28.7K
|
21.5K
$1.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
443+ 6.23% |
$25.5K - $26.9K
|
7.56K
$446K
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
BUY
|
- |
432+ 2.37% |
$24.9K - $26.3K
|
18.6K
$1.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
430+ 6.95% |
$24.7K - $26.2K
|
6.62K
$390K
|
|
|
Jan 16, 2025
Q4 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
420+ 9.14% |
$24.2K - $25.5K
|
5.02K
$296K
|