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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
4.38KNew |
$252K - $267K
|
4.38K
$251K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.35KNew |
$250K - $264K
|
4.35K
$249K
|
|
|
Jan 24, 2025
Q4 2024
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
4.34KNew |
$250K - $264K
|
4.34K
$249K
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
4.34K+ 6.77% |
$250K - $264K
|
68.4K
$3.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.29K+ 1.98% |
$247K - $261K
|
221K
$12.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
4.28KNew |
$246K - $260K
|
4.28K
$245K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
4.27K+ 3.0% |
$246K - $260K
|
146K
$8.39M
|
|
|
Jan 16, 2025
Q4 2024
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
4.23K+ 1.81% |
$243K - $257K
|
237K
$13.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
4.2K+ 45.9% |
$242K - $255K
|
13.4K
$765K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
4.18K+ 7.88% |
$240K - $254K
|
57.2K
$3.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.18K+ 2.72% |
$240K - $254K
|
158K
$9.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
4.15K+ 0.55% |
$239K - $252K
|
759K
$43.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4.13K+ 42.07% |
$237K - $251K
|
13.9K
$798K
|
|
|
Jan 13, 2025
Q4 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
4.12K+ 0.91% |
$237K - $251K
|
455K
$26.1M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4.12K+ 223.79% |
$237K - $251K
|
5.96K
$341K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4.08KNew |
$235K - $248K
|
4.08K
$234K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4.05K+ 2.69% |
$233K - $246K
|
154K
$8.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
4.03K+ 27.01% |
$232K - $245K
|
19K
$1.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
4.01KNew |
$231K - $244K
|
4.01K
$230K
|
|
|
Feb 12, 2025
Q4 2024
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
4KNew |
$230K - $243K
|
4K
$229K
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
4K+ 64.04% |
$230K - $243K
|
10.2K
$587K
|
|
|
Feb 11, 2025
Q4 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
3.97KNew |
$228K - $241K
|
3.97K
$227K
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
3.92K+ 82.22% |
$225K - $238K
|
8.68K
$497K
|
|
|
Jan 23, 2025
Q4 2024
|
Hixon Zuercher, LLC
|
BUY
|
- |
3.87K+ 79.74% |
$223K - $236K
|
8.73K
$500K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3.87K+ 5.16% |
$223K - $235K
|
79K
$4.52M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
3.86K+ 6.96% |
$222K - $235K
|
59.4K
$3.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.86KNew |
$222K - $234K
|
3.86K
$221K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
3.84K+ 17.51% |
$221K - $233K
|
25.8K
$1.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
3.84K+ 21.74% |
$221K - $233K
|
21.5K
$1.23M
|
|
|
Feb 04, 2025
Q4 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
3.83K+ 24.48% |
$220K - $233K
|
19.5K
$1.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
3.81KNew |
$219K - $232K
|
3.81K
$218K
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
3.81K+ 21.59% |
$219K - $232K
|
21.4K
$1.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
3.81KNew |
$219K - $232K
|
3.81K
$218K
|
|
|
Feb 03, 2025
Q4 2024
|
Schaeffer Financial LLC
|
BUY
|
- |
3.79KNew |
$218K - $231K
|
3.79K
$217K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.78K+ 48.81% |
$218K - $230K
|
11.5K
$660K
|
|
|
Feb 12, 2025
Q4 2024
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
3.75KNew |
$216K - $228K
|
3.75K
$215K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.74KNew |
$215K - $228K
|
3.74K
$214K
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
3.74K+ 12.38% |
$215K - $227K
|
33.9K
$1.94M
|
|
|
Jan 15, 2025
Q4 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
3.73K+ 5.81% |
$215K - $227K
|
68K
$3.9M
|
|
|
Mar 14, 2025
Q4 2024
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
3.73KNew |
$215K - $227K
|
3.73K
$214K
|
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
3.72K+ 5.76% |
$214K - $226K
|
68.3K
$3.91M
|
|
|
Feb 07, 2025
Q4 2024
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
3.71KNew |
$213K - $225K
|
3.71K
$212K
|
|
|
Jan 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
3.7KNew |
$213K - $225K
|
3.7K
$212K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
3.69K+ 18.5% |
$212K - $224K
|
23.6K
$1.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
3.68KNew |
$212K - $224K
|
3.68K
$211K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.67K+ 10.75% |
$211K - $223K
|
37.8K
$2.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
3.64KNew |
$209K - $221K
|
3.64K
$208K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
3.63KNew |
$209K - $221K
|
3.63K
$208K
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
3.63KNew |
$209K - $221K
|
3.63K
$208K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
3.63K+ 4.13% |
$209K - $221K
|
91.3K
$5.23M
|