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 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
401+ 0.73% |
$23.1K - $24.4K
|
55.7K
$3.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
389New |
$22.4K - $23.7K
|
389
$22.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
388+ 2.88% |
$22.3K - $23.6K
|
13.9K
$817K
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
381+ 8.11% |
$21.9K - $23.2K
|
5.08K
$300K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
373+ 5.31% |
$21.5K - $22.7K
|
7.39K
$436K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
362+ 25.21% |
$20.8K - $22K
|
1.8K
$106K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
347+ 0.79% |
$20K - $21.1K
|
44K
$2.6M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
345+ 7.83% |
$19.8K - $21K
|
4.75K
$280K
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
344+ 0.81% |
$19.8K - $20.9K
|
42.7K
$2.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
340+ 4.73% |
$19.6K - $20.7K
|
7.54K
$444K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
328+ 0.54% |
$18.9K - $20K
|
61.5K
$3.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
323+ 5.41% |
$18.6K - $19.6K
|
6.3K
$371K
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
318+ 2.04% |
$18.3K - $19.3K
|
15.9K
$937K
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
315+ 5.88% |
$18.1K - $19.2K
|
5.67K
$335K
|
|
|
Jan 27, 2025
Q4 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
310+ 0.16% |
$17.8K - $18.9K
|
191K
$11.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
302+ 1.65% |
$17.4K - $18.4K
|
18.6K
$1.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
287+ 1.92% |
$16.5K - $17.5K
|
15.3K
$900K
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
287+ 1.98% |
$16.5K - $17.5K
|
14.8K
$872K
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
270+ 1.95% |
$15.5K - $16.4K
|
14.1K
$833K
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
258+ 1.09% |
$14.8K - $15.7K
|
24K
$1.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
250New |
$14.4K - $15.2K
|
250
$14.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
245+ 0.73% |
$14.1K - $14.9K
|
33.7K
$1.99M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
240+ 2.14% |
$13.8K - $14.6K
|
11.4K
$674K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
239+ 6.87% |
$13.7K - $14.5K
|
3.72K
$219K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
231+ 0.32% |
$13.3K - $14.1K
|
72.7K
$4.29M
|
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
231+ 0.47% |
$13.3K - $14.1K
|
49K
$2.89M
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
216+ 2.95% |
$12.4K - $13.1K
|
7.54K
$445K
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
206+ 2.69% |
$11.9K - $12.5K
|
7.85K
$463K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
200+ 12.5% |
$11.5K - $12.2K
|
1.8K
$106K
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
196+ 1.99% |
$11.3K - $11.9K
|
10.1K
$593K
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
185+ 5.07% |
$10.6K - $11.3K
|
3.83K
$226K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
180New |
$10.4K - $10.9K
|
180
$10.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
179+ 0.54% |
$10.3K - $10.9K
|
33.6K
$1.98M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
172+ 0.1% |
$9.9K - $10.5K
|
175K
$10.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
165+ 3.03% |
$9.49K - $10K
|
5.61K
$331K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
150+ 2.81% |
$8.63K - $9.12K
|
5.48K
$323K
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
144+ 1.16% |
$8.28K - $8.76K
|
12.6K
$744K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
144+ 2.88% |
$8.28K - $8.76K
|
5.15K
$304K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
143+ 1.33% |
$8.23K - $8.7K
|
10.9K
$641K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
142+ 1.37% |
$8.17K - $8.64K
|
10.5K
$622K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
141+ 4.56% |
$8.11K - $8.58K
|
3.23K
$190K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
141+ 17.03% |
$8.11K - $8.58K
|
969
$57.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
140+ 13.71% |
$8.05K - $8.52K
|
1.16K
$68.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
138+ 0.65% |
$7.94K - $8.39K
|
21.3K
$1.26M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
138New |
$7.94K - $8.39K
|
138
$8.14K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
135+ 2.42% |
$7.77K - $8.21K
|
5.71K
$337K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
125+ 0.44% |
$7.19K - $7.6K
|
28.4K
$1.68M
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
BUY
|
- |
123+ 0.82% |
$7.08K - $7.48K
|
15K
$887K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
120+ 28.5% |
$6.9K - $7.3K
|
541
$31.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
115+ 2.32% |
$6.62K - $7K
|
5.07K
$299K
|