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
|
Harvest Investment Services, LLC
|
BUY
|
- |
2.57K+ 52.45% |
$148K - $156K
|
7.46K
$426K
|
|
|
Jan 30, 2025
Q4 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
2.53K+ 2.5% |
$145K - $154K
|
104K
$5.92M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.53K+ 31.15% |
$145K - $154K
|
10.6K
$608K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.52K+ 3.42% |
$145K - $153K
|
76.2K
$4.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
2.47K+ 2.21% |
$142K - $150K
|
115K
$6.55M
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
2.47K+ 54.29% |
$142K - $150K
|
7.01K
$401K
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
2.45K+ 12.5% |
$141K - $149K
|
22K
$1.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.42K+ 1.05% |
$139K - $147K
|
234K
$13.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.4K+ 13.02% |
$138K - $146K
|
20.9K
$1.19M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
2.4KNew |
$138K - $146K
|
2.4K
$137K
|
|
|
Jan 22, 2025
Q4 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
2.39K+ 10.89% |
$137K - $145K
|
24.3K
$1.39M
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
2.36K+ 13.64% |
$136K - $144K
|
19.7K
$1.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
2.35K+ 0.98% |
$135K - $143K
|
242K
$13.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
2.35K+ 8.03% |
$135K - $143K
|
31.6K
$1.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
2.34K+ 6.22% |
$134K - $142K
|
39.9K
$2.28M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.33K+ 63.69% |
$134K - $142K
|
5.98K
$342K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.32K+ 4.83% |
$133K - $141K
|
50.3K
$2.87M
|
|
|
Feb 10, 2025
Q4 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
2.31K+ 4.36% |
$133K - $140K
|
55.3K
$3.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
2.3K+ 22.86% |
$132K - $140K
|
12.4K
$707K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2.29K+ 10.75% |
$132K - $139K
|
23.6K
$1.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.28K+ 3.33% |
$131K - $139K
|
70.7K
$4.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.27K+ 2.07% |
$130K - $138K
|
112K
$6.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.27K+ 1.16% |
$130K - $138K
|
198K
$11.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.23K+ 0.16% |
$129K - $136K
|
1.41M
$80.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
2.23KNew |
$129K - $136K
|
2.23K
$128K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.2K+ 16.09% |
$127K - $134K
|
15.9K
$907K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
2.19KNew |
$126K - $133K
|
2.19K
$125K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2.19K+ 323.22% |
$126K - $133K
|
2.86K
$164K
|
|
|
Feb 14, 2025
Q4 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
2.17K+ 54.89% |
$125K - $132K
|
6.13K
$350K
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
2.17KNew |
$125K - $132K
|
2.17K
$124K
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
2.17K+ 2.01% |
$125K - $132K
|
110K
$6.3M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
2.15KNew |
$124K - $131K
|
2.15K
$123K
|
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
2.15K+ 30.87% |
$124K - $131K
|
9.12K
$521K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2.11K+ 5.22% |
$121K - $128K
|
42.5K
$2.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.11K+ 9.84% |
$121K - $128K
|
23.5K
$1.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
2.1K+ 3.43% |
$121K - $128K
|
63.3K
$3.62M
|
|
|
Feb 07, 2025
Q4 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
2.09KNew |
$120K - $127K
|
2.09K
$120K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
2.07K+ 4.27% |
$119K - $126K
|
50.5K
$2.88M
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
- |
2.05KNew |
$118K - $125K
|
2.05K
$117K
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
2.04K+ 12.51% |
$117K - $124K
|
18.4K
$1.05M
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
2.03K+ 49.09% |
$117K - $123K
|
6.16K
$352K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.01K+ 6.04% |
$116K - $122K
|
35.4K
$2.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1.97K+ 20.08% |
$113K - $120K
|
11.8K
$672K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.95K+ 11.31% |
$112K - $118K
|
19.1K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
1.9K+ 18.96% |
$110K - $116K
|
11.9K
$683K
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
1.9K+ 2.71% |
$109K - $116K
|
72.1K
$4.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.89K+ 32.78% |
$108K - $115K
|
7.64K
$436K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
1.88K+ 17.26% |
$108K - $114K
|
12.8K
$730K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
1.87K+ 56.04% |
$108K - $114K
|
5.21K
$298K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
1.82K+ 20.96% |
$105K - $111K
|
10.5K
$601K
|