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 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-13.3K- 7.22% |
$768K - $812K
|
172K
$9.81M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-13.4K- 46.29% |
$769K - $813K
|
15.5K
$886K
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-13.7K- 10.01% |
$786K - $831K
|
123K
$7.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-14.5K- 6.34% |
$836K - $884K
|
215K
$12.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-15.3K- 10.77% |
$883K - $933K
|
127K
$7.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-15.5K- 10.61% |
$891K - $942K
|
130K
$7.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-16.1K- 3.4% |
$924K - $977K
|
456K
$26.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-17.1K- 7.31% |
$985K - $1.04M
|
217K
$12.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-17.2K- 31.31% |
$989K - $1.05M
|
37.7K
$2.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-17.8K- 18.79% |
$1.03M - $1.09M
|
77.1K
$4.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-18.8K- 9.63% |
$1.08M - $1.14M
|
176K
$10.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-20.3KClosed |
$1.17M - $1.23M
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-21.7K- 4.15% |
$1.25M - $1.32M
|
502K
$28.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-23.1K- 39.86% |
$1.33M - $1.4M
|
34.8K
$1.99M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-23.3K- 4.27% |
$1.34M - $1.41M
|
521K
$29.8M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-23.5K- 6.46% |
$1.35M - $1.43M
|
340K
$19.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
SELL
|
- |
-23.6K- 8.07% |
$1.36M - $1.44M
|
269K
$15.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-24.4K- 80.66% |
$1.41M - $1.49M
|
5.86K
$335K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-25.6K- 31.53% |
$1.47M - $1.56M
|
55.6K
$3.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-27.9K- 40.12% |
$1.61M - $1.7M
|
41.7K
$2.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-28.6K- 99.91% |
$1.64M - $1.74M
|
27
$1.54K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-29.7K- 8.38% |
$1.71M - $1.8M
|
325K
$18.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
SELL
|
- |
-33.1K- 17.19% |
$1.91M - $2.02M
|
160K
$9.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-35.4K- 23.36% |
$2.04M - $2.16M
|
116K
$6.64M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-36.3K- 25.91% |
$2.09M - $2.21M
|
104K
$5.93M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-37.2K- 50.0% |
$2.14M - $2.26M
|
37.2K
$2.12M
|
|
|
Feb 11, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-38.4K- 94.27% |
$2.21M - $2.33M
|
2.33K
$133K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-39.3K- 36.46% |
$2.26M - $2.39M
|
68.5K
$3.91M
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-40.8K- 22.52% |
$2.35M - $2.48M
|
140K
$8.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-42K- 80.9% |
$2.41M - $2.55M
|
9.9K
$566K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-42.1K- 7.27% |
$2.42M - $2.56M
|
537K
$30.7M
|
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-42.6K- 90.28% |
$2.45M - $2.59M
|
4.59K
$262K
|
|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-45.3K- 88.41% |
$2.61M - $2.76M
|
5.94K
$339K
|
|
|
Feb 10, 2025
Q4 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-47.6K- 79.78% |
$2.74M - $2.9M
|
12.1K
$689K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-49.9K- 5.9% |
$2.87M - $3.04M
|
796K
$45.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-51.5K- 35.26% |
$2.97M - $3.14M
|
94.6K
$5.41M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-53.9K- 17.2% |
$3.1M - $3.28M
|
260K
$14.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-57.4K- 93.71% |
$3.3M - $3.49M
|
3.86K
$220K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-59.2K- 21.74% |
$3.41M - $3.6M
|
213K
$12.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-63.5K- 68.04% |
$3.65M - $3.86M
|
29.8K
$1.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-65K- 46.98% |
$3.74M - $3.96M
|
73.4K
$4.2M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-71K- 24.18% |
$4.08M - $4.32M
|
223K
$12.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-77.3K- 37.24% |
$4.45M - $4.7M
|
130K
$7.45M
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-79K- 9.69% |
$4.55M - $4.81M
|
736K
$42.1M
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-79.2K- 26.8% |
$4.55M - $4.82M
|
216K
$12.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-92.4K- 6.56% |
$5.32M - $5.62M
|
1.32M
$75.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-107K- 4.16% |
$6.14M - $6.5M
|
2.46M
$141M
|
|
|
Jan 21, 2025
Q4 2024
|
Requisite Capital Management, LLC
|
SELL
|
- |
-109K- 7.5% |
$6.27M - $6.63M
|
1.34M
$76.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-109K- 40.33% |
$6.28M - $6.64M
|
161K
$9.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-114K- 51.73% |
$6.54M - $6.92M
|
106K
$6.06M
|