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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
BUY
|
- |
57+ 1.32% |
$3.2K - $3.4K
|
4.37K
$248K
|
|
|
May 12, 2025
Q1 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
49+ 272.22% |
$2.75K - $2.93K
|
67
$3.8K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
49+ 0.38% |
$2.75K - $2.93K
|
12.8K
$728K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
44+ 1.18% |
$2.47K - $2.63K
|
3.76K
$214K
|
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
41+ 1.84% |
$2.3K - $2.45K
|
2.28K
$129K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
40+ 0.74% |
$2.25K - $2.39K
|
5.48K
$311K
|
|
|
Apr 24, 2025
Q1 2025
|
Rba Wealth Management, LLC
|
BUY
|
- |
38+ 0.83% |
$2.13K - $2.27K
|
4.64K
$264K
|
|
|
May 05, 2025
Q1 2025
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
36+ 0.35% |
$2.02K - $2.15K
|
10.3K
$586K
|
|
|
May 01, 2025
Q1 2025
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
35+ 0.17% |
$1.97K - $2.09K
|
20.1K
$1.14M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
31+ 1.8% |
$1.74K - $1.85K
|
1.75K
$99.4K
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
30+ 0.68% |
$1.69K - $1.79K
|
4.43K
$252K
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
27+ 0.57% |
$1.52K - $1.61K
|
4.78K
$271K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
26+ 0.35% |
$1.46K - $1.55K
|
7.56K
$429K
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
24+ 1.84% |
$1.35K - $1.43K
|
1.33K
$75.2K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
22+ 0.22% |
$1.24K - $1.31K
|
10.1K
$574K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
21New |
$1.18K - $1.25K
|
21
$1.19K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
21+ 0.57% |
$1.18K - $1.25K
|
3.7K
$210K
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
20+ 0.1% |
$1.12K - $1.19K
|
19.9K
$1.13M
|
|
|
May 16, 2025
Q1 2025
|
Ckw Financial Group
|
BUY
|
- |
20New |
$1.12K - $1.19K
|
20
$1.14K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
18+ 1.8% |
$1.01K - $1.07K
|
1.02K
$57.8K
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
16+ 0.36% |
$899 - $955
|
4.43K
$251K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
15+ 0.44% |
$843 - $896
|
3.45K
$196K
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
15+ 1.85% |
$843 - $896
|
828
$47K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
14+ 0.85% |
$786 - $836
|
1.67K
$94.8K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
14+ 0.07% |
$786 - $836
|
19.2K
$1.09M
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
13+ 5.91% |
$730 - $776
|
233
$13.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
12+ 0.08% |
$674 - $717
|
14.8K
$840K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
11+ 0.06% |
$618 - $657
|
18.9K
$1.07M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
11+ 1.43% |
$618 - $657
|
779
$44.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
10+ 0.07% |
$562 - $597
|
13.8K
$783K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
8+ 1.72% |
$449 - $478
|
472
$26.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
6+ 0.13% |
$337 - $358
|
4.46K
$253K
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
6+ 0.12% |
$337 - $358
|
5.09K
$289K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
5+ 18.52% |
$281 - $299
|
32
$1.82K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
5+ 1.67% |
$281 - $299
|
304
$17.3K
|
|
|
May 06, 2025
Q1 2025
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
5+ 0.13% |
$281 - $299
|
3.79K
$215K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
4New |
$225 - $239
|
4
$227
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
2+ 0.02% |
$112 - $119
|
8.13K
$462K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
2+ 0.02% |
$112 - $119
|
12.4K
$705K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1New |
$56.2 - $59.7
|
1
$56.8
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1+ 0.25% |
$56.2 - $59.7
|
408
$23.2K
|
|
|
May 02, 2025
Q1 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
1+ 6.25% |
$56.2 - $59.7
|
17
$965
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1+ 0.1% |
$56.2 - $59.7
|
1.03K
$58.6K
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1+ 0.01% |
$56.2 - $59.7
|
19.7K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1+ 0.01% |
$56.2 - $59.7
|
9.26K
$526K
|
|
|
May 13, 2025
Q1 2025
|
Strong Box Wealth, LLC
|
SELL
|
- |
-10- 0.01% |
$562 - $597
|
145K
$8.23M
|
|
|
May 12, 2025
Q1 2025
|
Staley Capital Advisers Inc
|
SELL
|
- |
-11- 0.21% |
$618 - $657
|
5.14K
$292K
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
SELL
|
- |
-15- 0.32% |
$843 - $896
|
4.62K
$262K
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-16- 0.35% |
$899 - $955
|
4.53K
$257K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-16- 0.01% |
$899 - $955
|
143K
$8.13M
|