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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-10.5K- 87.31% |
$606K - $641K
|
1.53K
$90.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
SELL
|
- |
-10.7K- 2.25% |
$618K - $654K
|
466K
$27.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-11.7K- 61.22% |
$674K - $713K
|
7.43K
$438K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-13K- 13.5% |
$750K - $793K
|
83.5K
$4.93M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-13.3K- 7.22% |
$768K - $812K
|
172K
$10.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-13.4K- 46.29% |
$769K - $813K
|
15.5K
$914K
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-15.3K- 10.77% |
$883K - $933K
|
127K
$7.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-15.5K- 10.61% |
$891K - $942K
|
130K
$7.69M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-16.1K- 3.4% |
$924K - $977K
|
456K
$26.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-17.2K- 31.31% |
$989K - $1.05M
|
37.7K
$2.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-17.8K- 18.79% |
$1.03M - $1.09M
|
77.1K
$4.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-18.8K- 9.63% |
$1.08M - $1.14M
|
176K
$10.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-23.1K- 39.86% |
$1.33M - $1.4M
|
34.8K
$2.05M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-23.3K- 4.27% |
$1.34M - $1.41M
|
521K
$30.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
SELL
|
- |
-23.6K- 8.07% |
$1.36M - $1.44M
|
269K
$15.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-24.4K- 80.66% |
$1.41M - $1.49M
|
5.86K
$346K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-28.6K- 99.91% |
$1.64M - $1.74M
|
27
$1.59K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-29.7K- 8.38% |
$1.71M - $1.8M
|
325K
$19.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
SELL
|
- |
-33.1K- 17.19% |
$1.91M - $2.02M
|
160K
$9.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-35.4K- 23.36% |
$2.04M - $2.16M
|
116K
$6.85M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-37.2K- 50.0% |
$2.14M - $2.26M
|
37.2K
$2.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-45.3K- 88.41% |
$2.61M - $2.76M
|
5.94K
$350K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-49.9K- 5.9% |
$2.87M - $3.04M
|
796K
$47M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-53.9K- 17.2% |
$3.1M - $3.28M
|
260K
$15.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-57.4K- 93.71% |
$3.3M - $3.49M
|
3.86K
$227K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-59.2K- 21.74% |
$3.41M - $3.6M
|
213K
$12.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-63.5K- 68.04% |
$3.65M - $3.86M
|
29.8K
$1.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-65K- 46.98% |
$3.74M - $3.96M
|
73.4K
$4.33M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-71K- 24.18% |
$4.08M - $4.32M
|
223K
$13.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-107K- 4.16% |
$6.14M - $6.5M
|
2.46M
$145M
|
|
|
Jan 21, 2025
Q4 2024
|
Requisite Capital Management, LLC
|
SELL
|
- |
-109K- 7.5% |
$6.27M - $6.63M
|
1.34M
$79.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-109K- 40.33% |
$6.28M - $6.64M
|
161K
$9.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-115K- 64.88% |
$6.59M - $6.97M
|
62K
$3.66M
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-121K- 18.08% |
$6.96M - $7.36M
|
548K
$32.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-167K- 47.67% |
$9.62M - $10.2M
|
184K
$10.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Marks Wealth, LLC
|
SELL
|
- |
-485K- 98.55% |
$27.9M - $29.5M
|
7.13K
$421K
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.28M- 98.26% |
$73.6M - $77.8M
|
22.6K
$1.33M
|