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 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-21- 6.98% |
$1.18K - $1.25K
|
280
$15.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-25- 44.64% |
$1.4K - $1.49K
|
31
$1.76K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-26- 0.49% |
$1.46K - $1.55K
|
5.28K
$300K
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-28- 0.79% |
$1.57K - $1.67K
|
3.52K
$200K
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
SELL
|
- |
-29- 0.09% |
$1.63K - $1.73K
|
33.3K
$1.89M
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-34- 0.31% |
$1.91K - $2.03K
|
11K
$626K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-50- 5.75% |
$2.81K - $2.99K
|
819
$46.5K
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-50- 0.49% |
$2.81K - $2.99K
|
10.2K
$579K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-53- 1.75% |
$2.98K - $3.16K
|
2.97K
$169K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-60- 6.16% |
$3.37K - $3.58K
|
914
$51.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-61- 0.72% |
$3.43K - $3.64K
|
8.42K
$478K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-67- 0.39% |
$3.76K - $4K
|
17.1K
$972K
|
|
|
Apr 24, 2025
Q1 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
SELL
|
- |
-71- 1.32% |
$3.99K - $4.24K
|
5.3K
$301K
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-73- 0.78% |
$4.1K - $4.36K
|
9.26K
$526K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-73Closed |
$4.1K - $4.36K
|
0
$0
|
|
|
May 02, 2025
Q1 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-76- 0.48% |
$4.27K - $4.54K
|
15.6K
$888K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-81- 0.81% |
$4.55K - $4.84K
|
9.95K
$565K
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-86- 0.88% |
$4.83K - $5.14K
|
9.68K
$550K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-88- 0.51% |
$4.94K - $5.25K
|
17.1K
$973K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-90- 1.99% |
$5.06K - $5.37K
|
4.43K
$252K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-96- 0.83% |
$5.39K - $5.73K
|
11.5K
$651K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-100- 1.36% |
$5.62K - $5.97K
|
7.27K
$413K
|
|
|
May 14, 2025
Q1 2025
|
B&L Asset Management LLC
Boston, MA |
SELL
|
- |
-115- 1.43% |
$6.46K - $6.87K
|
7.94K
$451K
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-129- 1.63% |
$7.25K - $7.7K
|
7.77K
$441K
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-132- 1.95% |
$7.41K - $7.88K
|
6.65K
$377K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-138- 43.13% |
$7.75K - $8.24K
|
182
$10.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-141- 26.06% |
$7.92K - $8.42K
|
400
$22.7K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-146- 1.87% |
$8.2K - $8.72K
|
7.66K
$435K
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
SELL
|
- |
-151- 0.32% |
$8.48K - $9.02K
|
47.2K
$2.68M
|
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
SELL
|
- |
-157- 0.08% |
$8.82K - $9.37K
|
198K
$11.2M
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-201- 2.91% |
$11.3K - $12K
|
6.71K
$381K
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-208- 1.97% |
$11.7K - $12.4K
|
10.3K
$587K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-225- 1.88% |
$12.6K - $13.4K
|
11.7K
$667K
|
|
|
Apr 25, 2025
Q1 2025
|
West Bancorporation Inc
|
SELL
|
- |
-240- 1.75% |
$13.5K - $14.3K
|
13.5K
$766K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-243- 5.38% |
$13.6K - $14.5K
|
4.28K
$243K
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-247- 1.02% |
$13.9K - $14.7K
|
24.1K
$1.37M
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-248- 3.17% |
$13.9K - $14.8K
|
7.57K
$430K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-260- 1.51% |
$14.6K - $15.5K
|
17K
$963K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-276- 0.73% |
$15.5K - $16.5K
|
37.3K
$2.12M
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-281- 0.13% |
$15.8K - $16.8K
|
221K
$12.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-284- 3.76% |
$16K - $17K
|
7.27K
$413K
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-293- 0.87% |
$16.5K - $17.5K
|
33.3K
$1.89M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-298- 0.89% |
$16.7K - $17.8K
|
33.3K
$1.89M
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-307- 19.96% |
$17.2K - $18.3K
|
1.23K
$69.9K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-315- 1.44% |
$17.7K - $18.8K
|
21.5K
$1.22M
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-327- 4.59% |
$18.4K - $19.5K
|
6.8K
$386K
|
|
|
May 14, 2025
Q1 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-329- 0.72% |
$18.5K - $19.6K
|
45.7K
$2.59M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-340- 0.76% |
$19.1K - $20.3K
|
44.2K
$2.51M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-344- 4.36% |
$19.3K - $20.5K
|
7.55K
$429K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-348- 87.66% |
$19.5K - $20.8K
|
49
$2.78K
|