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 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-810- 3.26% |
$45.5K - $48.4K
|
24K
$1.36M
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
SELL
|
- |
-826- 4.72% |
$46.4K - $49.3K
|
16.7K
$947K
|
|
|
Apr 22, 2025
Q1 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-828- 2.68% |
$46.5K - $49.4K
|
30K
$1.71M
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-848- 3.95% |
$47.6K - $50.6K
|
20.6K
$1.17M
|
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
SELL
|
- |
-880- 1.91% |
$49.4K - $52.5K
|
45.3K
$2.57M
|
|
|
May 05, 2025
Q1 2025
|
Nelson Capital Management, LLC
|
SELL
|
- |
-902- 2.91% |
$50.7K - $53.9K
|
30.1K
$1.71M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Financial, LLC
Casselberry, FL |
SELL
|
- |
-906- 1.4% |
$50.9K - $54.1K
|
63.8K
$3.62M
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-908- 8.8% |
$51K - $54.2K
|
9.41K
$534K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-922- 0.22% |
$51.8K - $55.1K
|
424K
$24.1M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-943- 1.7% |
$53K - $56.3K
|
54.4K
$3.09M
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-945- 3.4% |
$53.1K - $56.4K
|
26.9K
$1.53M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-977- 8.66% |
$54.9K - $58.3K
|
10.3K
$585K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1K- 62.93% |
$56.2K - $59.7K
|
589
$33.4K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.02K- 3.54% |
$57K - $60.6K
|
27.7K
$1.57M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.02K- 66.64% |
$57.3K - $61K
|
511
$29K
|
|
|
Apr 16, 2025
Q1 2025
|
Bts Asset Management, Inc.
|
SELL
|
- |
-1.05K- 10.02% |
$58.7K - $62.4K
|
9.39K
$533K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.1K- 8.64% |
$61.5K - $65.4K
|
11.6K
$658K
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-1.13K- 84.88% |
$63.4K - $67.4K
|
201
$11.4K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.15K- 1.57% |
$64.7K - $68.7K
|
72.2K
$4.1M
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-1.17K- 1.89% |
$65.4K - $69.6K
|
60.5K
$3.44M
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
SELL
|
- |
-1.21K- 10.0% |
$67.9K - $72.1K
|
10.9K
$617K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.25K- 1.6% |
$70.1K - $74.5K
|
76.6K
$4.35M
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-1.25K- 16.85% |
$70.4K - $74.9K
|
6.19K
$351K
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-1.26K- 9.8% |
$70.8K - $75.2K
|
11.6K
$659K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.3K- 53.02% |
$72.9K - $77.5K
|
1.15K
$65.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-1.3K- 5.83% |
$73.1K - $77.7K
|
21K
$1.19M
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.33K- 4.46% |
$74.9K - $79.7K
|
28.6K
$1.62M
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.35K- 1.3% |
$75.9K - $80.7K
|
103K
$5.84M
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-1.36K- 21.62% |
$76.4K - $81.3K
|
4.94K
$280K
|
|
|
May 01, 2025
Q1 2025
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
SELL
|
- |
-1.42K- 0.3% |
$79.8K - $84.8K
|
465K
$26.4M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-1.42K- 2.31% |
$79.8K - $84.8K
|
60.1K
$3.41M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-1.45K- 43.75% |
$81.4K - $86.5K
|
1.86K
$106K
|
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-1.45K- 2.14% |
$81.4K - $86.5K
|
66.1K
$3.76M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-1.45K- 7.03% |
$81.4K - $86.6K
|
19.2K
$1.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-1.48K- 6.18% |
$83.4K - $88.6K
|
22.5K
$1.28M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.59K- 10.54% |
$89.4K - $95.1K
|
13.5K
$767K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-1.61K- 14.04% |
$90.5K - $96.2K
|
9.86K
$560K
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.67K- 3.26% |
$93.7K - $99.7K
|
49.6K
$2.82M
|
|
|
May 21, 2025
Q1 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
SELL
|
- |
-1.69K- 6.95% |
$94.9K - $101K
|
22.6K
$1.28M
|
|
|
May 05, 2025
Q1 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-1.74K- 15.84% |
$97.5K - $104K
|
9.22K
$524K
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-1.76K- 19.82% |
$98.8K - $105K
|
7.12K
$404K
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-1.8K- 12.24% |
$101K - $108K
|
12.9K
$734K
|
|
|
May 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
SELL
|
- |
-1.84K- 6.85% |
$104K - $110K
|
25.1K
$1.42M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.85K- 7.87% |
$104K - $111K
|
21.7K
$1.23M
|
|
|
Apr 08, 2025
Q1 2025
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-1.87K- 11.47% |
$105K - $111K
|
14.4K
$818K
|
|
|
Apr 24, 2025
Q1 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-1.87K- 0.65% |
$105K - $112K
|
286K
$16.2M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-1.92K- 21.48% |
$108K - $115K
|
7.03K
$399K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.94K- 16.83% |
$109K - $116K
|
9.6K
$545K
|
|
|
Apr 14, 2025
Q1 2025
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-1.97K- 5.63% |
$110K - $117K
|
32.9K
$1.87M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-1.97K- 16.46% |
$110K - $117K
|
9.98K
$567K
|