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 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.66K+ 15.56% |
$95.3K - $101K
|
12.3K
$723K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1.63KNew |
$93.7K - $99K
|
1.63K
$95.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
1.61K+ 8.1% |
$92.6K - $97.9K
|
21.5K
$1.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
1.6K+ 19.82% |
$92K - $97.3K
|
9.67K
$569K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.59KNew |
$91.4K - $96.7K
|
1.59K
$93.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
1.57K+ 1.99% |
$90.3K - $95.5K
|
80.4K
$4.73M
|
|
|
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
$964K
|
|
|
Jan 22, 2025
Q4 2024
|
Bay Rivers Group
|
BUY
|
- |
1.52K+ 24.79% |
$87.3K - $92.3K
|
7.64K
$449K
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
1.49K+ 17.4% |
$85.5K - $90.4K
|
10K
$589K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.48K+ 48.25% |
$84.9K - $89.7K
|
4.53K
$266K
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.46K+ 11.51% |
$84.2K - $89.1K
|
14.2K
$834K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
1.42K+ 3.53% |
$81.7K - $86.4K
|
41.7K
$2.45M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.38K+ 1.27% |
$79.3K - $83.8K
|
110K
$6.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
1.36K+ 16.27% |
$78.2K - $82.7K
|
9.72K
$571K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.34K+ 4.43% |
$76.9K - $81.3K
|
31.5K
$1.85M
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
1.33KNew |
$76.5K - $80.8K
|
1.33K
$78.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
1.33K+ 1.58% |
$76.2K - $80.6K
|
85.1K
$5.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.31K+ 1.75% |
$75.5K - $79.9K
|
76.4K
$4.49M
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
1.26K+ 34.85% |
$72.3K - $76.4K
|
4.86K
$286K
|
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
1.24K+ 15.77% |
$71.5K - $75.6K
|
9.13K
$536K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.24K+ 5.33% |
$71.5K - $75.6K
|
24.6K
$1.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
1.23K+ 2.86% |
$71K - $75.1K
|
44.4K
$2.61M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.1KNew |
$63.3K - $66.9K
|
1.1K
$64.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
1.08K+ 19.63% |
$61.8K - $65.4K
|
6.55K
$385K
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1.04K+ 21.82% |
$59.9K - $63.3K
|
5.81K
$342K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
1.02K+ 32.86% |
$58.7K - $62.1K
|
4.13K
$243K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.02K+ 1320.78% |
$58.5K - $61.9K
|
1.09K
$64.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.01K+ 4.33% |
$57.9K - $61.2K
|
24.2K
$1.42M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
974New |
$56K - $59.2K
|
974
$57.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
943+ 27.69% |
$54.3K - $57.4K
|
4.35K
$256K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
939+ 7.1% |
$54K - $57.1K
|
14.2K
$833K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
939+ 3.09% |
$54K - $57.1K
|
31.3K
$1.84M
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
907+ 3.87% |
$52.2K - $55.2K
|
24.3K
$1.43M
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
903+ 0.57% |
$51.9K - $54.9K
|
160K
$9.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
898+ 2.75% |
$51.7K - $54.6K
|
33.5K
$1.97M
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
875+ 2.93% |
$50.3K - $53.2K
|
30.8K
$1.81M
|
|
|
Feb 03, 2025
Q4 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
849+ 1.9% |
$48.8K - $51.6K
|
45.4K
$2.67M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
838+ 222.28% |
$48.2K - $51K
|
1.22K
$71.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
835+ 18.87% |
$48K - $50.8K
|
5.26K
$309K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
834+ 1.24% |
$48K - $50.7K
|
67.8K
$3.99M
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
832+ 21.45% |
$47.9K - $50.6K
|
4.71K
$277K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
792+ 1.5% |
$45.6K - $48.2K
|
53.6K
$3.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
781+ 0.8% |
$44.9K - $47.5K
|
98.2K
$5.77M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
780+ 46.76% |
$44.9K - $47.4K
|
2.45K
$144K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
750+ 10.84% |
$43.1K - $45.6K
|
7.67K
$451K
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
738+ 9.4% |
$42.5K - $44.9K
|
8.59K
$505K
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
697+ 15.3% |
$40.1K - $42.4K
|
5.25K
$309K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
696+ 3.83% |
$40K - $42.3K
|
18.9K
$1.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
693+ 2.11% |
$39.9K - $42.2K
|
33.6K
$1.97M
|