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 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
2.75K+ 6.15% |
$158K - $167K
|
47.5K
$2.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.66K+ 13.02% |
$153K - $162K
|
23.1K
$1.36M
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
2.65K+ 9.09% |
$153K - $161K
|
31.8K
$1.88M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2.62K+ 7.8% |
$151K - $159K
|
36.3K
$2.14M
|
|
|
Jan 30, 2025
Q4 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
2.53K+ 2.5% |
$145K - $154K
|
104K
$6.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.53K+ 31.15% |
$145K - $154K
|
10.6K
$627K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
2.47K+ 2.21% |
$142K - $150K
|
115K
$6.76M
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
2.45K+ 12.5% |
$141K - $149K
|
22K
$1.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.42K+ 1.05% |
$139K - $147K
|
234K
$13.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.4K+ 13.02% |
$138K - $146K
|
20.9K
$1.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
2.39K+ 10.89% |
$137K - $145K
|
24.3K
$1.43M
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
2.36K+ 13.64% |
$136K - $144K
|
19.7K
$1.16M
|
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
2.35K+ 0.98% |
$135K - $143K
|
242K
$14.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
2.35K+ 8.03% |
$135K - $143K
|
31.6K
$1.86M
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.32K+ 4.83% |
$133K - $141K
|
50.3K
$2.96M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.28K+ 3.33% |
$131K - $139K
|
70.7K
$4.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.27K+ 2.07% |
$130K - $138K
|
112K
$6.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.23K+ 0.16% |
$129K - $136K
|
1.41M
$83.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.2K+ 16.09% |
$127K - $134K
|
15.9K
$936K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
2.15KNew |
$124K - $131K
|
2.15K
$127K
|
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
2.15K+ 30.87% |
$124K - $131K
|
9.12K
$538K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2.11K+ 5.22% |
$121K - $128K
|
42.5K
$2.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
2.1K+ 3.43% |
$121K - $128K
|
63.3K
$3.73M
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
2.07K+ 4.27% |
$119K - $126K
|
50.5K
$2.98M
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
- |
2.05KNew |
$118K - $125K
|
2.05K
$121K
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
2.04K+ 12.51% |
$117K - $124K
|
18.4K
$1.08M
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
2.03K+ 49.09% |
$117K - $123K
|
6.16K
$363K
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1.97K+ 20.08% |
$113K - $120K
|
11.8K
$693K
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
1.9K+ 2.71% |
$109K - $116K
|
72.1K
$4.25M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.89K+ 32.78% |
$108K - $115K
|
7.64K
$450K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
1.88K+ 17.26% |
$108K - $114K
|
12.8K
$753K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
1.82K+ 20.96% |
$105K - $111K
|
10.5K
$620K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.82K+ 1.65% |
$105K - $111K
|
112K
$6.63M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
1.8KNew |
$104K - $109K
|
1.8K
$106K
|
|
|
Jan 15, 2025
Q4 2024
|
Somerset Trust CO
|
BUY
|
- |
1.75K+ 6.45% |
$101K - $107K
|
28.9K
$1.71M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
1.74K+ 4.37% |
$99.9K - $106K
|
41.5K
$2.45M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.73K+ 1.25% |
$99.8K - $105K
|
140K
$8.26M
|
|
|
Jan 16, 2025
Q4 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
1.71K+ 3.66% |
$98.3K - $104K
|
48.3K
$2.85M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.69K+ 7.82% |
$97.3K - $103K
|
23.3K
$1.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
1.68K+ 4.02% |
$96.4K - $102K
|
43.3K
$2.55M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.66K+ 15.56% |
$95.3K - $101K
|
12.3K
$725K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1.63KNew |
$93.7K - $99K
|
1.63K
$96K
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
1.61K+ 8.1% |
$92.6K - $97.9K
|
21.5K
$1.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
1.6K+ 19.82% |
$92K - $97.3K
|
9.67K
$570K
|
|
|
Jan 23, 2025
Q4 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
1.57K+ 1.99% |
$90.3K - $95.5K
|
80.4K
$4.74M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.55K+ 7.03% |
$89.1K - $94.2K
|
23.6K
$1.39M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
1.52K+ 10.23% |
$87.6K - $92.6K
|
16.4K
$967K
|
|
|
Jan 22, 2025
Q4 2024
|
Bay Rivers Group
|
BUY
|
- |
1.52K+ 24.79% |
$87.3K - $92.3K
|
7.64K
$450K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.48K+ 48.25% |
$84.9K - $89.7K
|
4.53K
$267K
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.46K+ 11.51% |
$84.2K - $89.1K
|
14.2K
$837K
|