Purchases and Sales Made in Q1 2025 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 Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
1.5K+ 0.91% |
$84K - $89.3K
|
165K
$9.37M
|
|
|
Apr 10, 2025
Q1 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
1.48K+ 11.22% |
$82.9K - $88.1K
|
14.6K
$831K
|
|
|
May 14, 2025
Q1 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1.46K+ 55.17% |
$81.8K - $87K
|
4.1K
$233K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.45K+ 2.71% |
$81.4K - $86.5K
|
54.9K
$3.12M
|
|
|
May 02, 2025
Q1 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
1.44K+ 4.69% |
$81.1K - $86.2K
|
32.2K
$1.83M
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
1.44KNew |
$81K - $86.1K
|
1.44K
$81.9K
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.44K+ 0.58% |
$80.9K - $86K
|
249K
$14.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.43K+ 0.36% |
$80.4K - $85.5K
|
399K
$22.6M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.43K+ 5.53% |
$80.4K - $85.5K
|
27.3K
$1.55M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1.4K+ 11.87% |
$78.4K - $83.3K
|
13.1K
$747K
|
|
|
Apr 11, 2025
Q1 2025
|
Iam Advisory, LLC
|
BUY
|
- |
1.35K+ 8.94% |
$75.5K - $80.3K
|
16.4K
$931K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.3K+ 2.98% |
$73.1K - $77.7K
|
45K
$2.55M
|
|
|
Apr 25, 2025
Q1 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
1.29K+ 14.78% |
$72.5K - $77K
|
10K
$569K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
1.27KNew |
$71.3K - $75.8K
|
1.27K
$72.1K
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.25K+ 3.61% |
$70.2K - $74.6K
|
35.8K
$2.03M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.25K+ 20.88% |
$70.2K - $74.6K
|
7.23K
$411K
|
|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
1.24K+ 6.05% |
$69.7K - $74K
|
21.7K
$1.23M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.24K+ 43.34% |
$69.7K - $74K
|
4.1K
$233K
|
|
|
Apr 21, 2025
Q1 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
1.24K+ 26.92% |
$69.6K - $74K
|
5.84K
$332K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.22K+ 3.01% |
$68.4K - $72.7K
|
41.7K
$2.37M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.2K+ 13.94% |
$67.4K - $71.7K
|
9.81K
$557K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.2K+ 26.37% |
$67.4K - $71.7K
|
5.75K
$327K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.2K+ 3.8% |
$67.1K - $71.4K
|
32.7K
$1.86M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
1.19K+ 22.82% |
$66.7K - $70.9K
|
6.4K
$363K
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1.19K+ 5.42% |
$66.6K - $70.8K
|
23.1K
$1.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
1.18K+ 2.12% |
$66.4K - $70.6K
|
56.9K
$3.23M
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
1.17K+ 18.56% |
$65.9K - $70.1K
|
7.5K
$426K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
1.16K+ 4.51% |
$65.3K - $69.4K
|
26.9K
$1.53M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
1.16KNew |
$65.1K - $69.2K
|
1.16K
$65.8K
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.16K+ 11.21% |
$64.9K - $69K
|
11.5K
$651K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.14K+ 1.12% |
$63.9K - $67.9K
|
103K
$5.85M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.14K+ 8.14% |
$63.8K - $67.8K
|
15.1K
$856K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
1.14K+ 4.67% |
$63.8K - $67.8K
|
25.4K
$1.44M
|
|
|
May 15, 2025
Q1 2025
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
1.13K+ 5.93% |
$63.2K - $67.2K
|
20.1K
$1.14M
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
1.12K+ 1.49% |
$62.7K - $66.7K
|
75.9K
$4.31M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.11K+ 16.28% |
$62.4K - $66.3K
|
7.94K
$451K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
1.09K+ 29.41% |
$61.4K - $65.3K
|
4.81K
$273K
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
1.09K+ 1.51% |
$61.3K - $65.1K
|
73.1K
$4.15M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.09K+ 2.32% |
$61K - $64.8K
|
47.8K
$2.72M
|
|
|
May 13, 2025
Q1 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
1.05K+ 15.27% |
$59K - $62.7K
|
7.93K
$450K
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
1.04K+ 1.22% |
$58.5K - $62.2K
|
86.2K
$4.89M
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
1.03K+ 7.59% |
$58.1K - $61.7K
|
14.7K
$832K
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
1.03K+ 5.26% |
$57.6K - $61.2K
|
20.5K
$1.16M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.02KNew |
$57.1K - $60.7K
|
1.02K
$57.7K
|
|
|
May 13, 2025
Q1 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
1.01K+ 7.56% |
$56.7K - $60.2K
|
14.4K
$815K
|
|
|
May 05, 2025
Q1 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
1.01K+ 1.33% |
$56.5K - $60.1K
|
76.4K
$4.34M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1K+ 198.41% |
$56.2K - $59.7K
|
1.5K
$85.4K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
994+ 4.21% |
$55.8K - $59.4K
|
24.6K
$1.4M
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
972+ 5.11% |
$54.6K - $58K
|
20K
$1.13M
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
960+ 1.79% |
$53.9K - $57.3K
|
54.5K
$3.1M
|