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
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.14K+ 23.68% |
$468K - $495K
|
42.5K
$2.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
8.13K+ 116.42% |
$467K - $494K
|
15.1K
$863K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
8.12K+ 228.63% |
$467K - $494K
|
11.7K
$667K
|
|
|
Feb 13, 2025
Q4 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
7.97K+ 9.11% |
$458K - $485K
|
95.4K
$5.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.93K+ 6.5% |
$456K - $482K
|
130K
$7.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
7.9K+ 7.76% |
$454K - $480K
|
110K
$6.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
7.77KNew |
$447K - $472K
|
7.77K
$444K
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
7.63K+ 10.94% |
$439K - $464K
|
77.4K
$4.42M
|
|
|
Feb 03, 2025
Q4 2024
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
7.63KNew |
$439K - $464K
|
7.63K
$436K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.6KNew |
$437K - $462K
|
7.6K
$435K
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
7.56KNew |
$435K - $460K
|
7.56K
$432K
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
7.51K+ 62.8% |
$432K - $457K
|
19.5K
$1.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
7.5KNew |
$431K - $456K
|
7.5K
$428K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
7.48K+ 3.95% |
$430K - $455K
|
197K
$11.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
7.46K+ 2.5% |
$429K - $454K
|
305K
$17.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
7.43K+ 75.83% |
$427K - $452K
|
17.2K
$984K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
7.42K+ 26.14% |
$427K - $451K
|
35.8K
$2.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
7.41K+ 7.9% |
$427K - $451K
|
101K
$5.79M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
7.37KNew |
$424K - $448K
|
7.37K
$421K
|
|
|
Apr 24, 2025
Q4 2024
|
Innovative Wealth Building LLC
California, MD |
BUY
|
- |
7.33KNew |
$422K - $446K
|
7.33K
$419K
|
|
|
May 15, 2025
Q4 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
7.2K+ 43.23% |
$414K - $438K
|
23.9K
$1.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
7.14K+ 8.96% |
$411K - $434K
|
86.8K
$4.96M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
7.06K+ 41.28% |
$406K - $430K
|
24.2K
$1.38M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
7.05K+ 15.17% |
$406K - $429K
|
53.5K
$3.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
7.03K+ 26.51% |
$405K - $428K
|
33.6K
$1.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
7KNew |
$402K - $426K
|
7K
$400K
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
6.98K+ 17.34% |
$402K - $425K
|
47.2K
$2.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
6.92K+ 30.4% |
$398K - $421K
|
29.7K
$1.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.9K+ 1.37% |
$397K - $420K
|
509K
$29.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
6.9KNew |
$397K - $420K
|
6.9K
$394K
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
6.85K+ 45.1% |
$394K - $417K
|
22K
$1.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
6.78KNew |
$390K - $412K
|
6.78K
$387K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.73K+ 2.38% |
$387K - $409K
|
289K
$16.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
6.55K+ 2.93% |
$377K - $398K
|
230K
$13.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
6.47KNew |
$372K - $393K
|
6.47K
$370K
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
6.41K+ 2.91% |
$369K - $390K
|
227K
$13M
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
6.37K+ 5.1% |
$366K - $387K
|
131K
$7.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
6.33K+ 1.88% |
$364K - $385K
|
344K
$19.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
6.32K+ 5.32% |
$364K - $385K
|
125K
$7.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
6.31K+ 5.56% |
$363K - $384K
|
120K
$6.84M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
6.27K+ 28.0% |
$361K - $382K
|
28.7K
$1.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.19K+ 12.84% |
$356K - $377K
|
54.4K
$3.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
6.17K+ 6.38% |
$355K - $375K
|
103K
$5.88M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
6.17K+ 18.82% |
$355K - $375K
|
38.9K
$2.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
6.13K+ 5.31% |
$353K - $373K
|
122K
$6.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
6.12K+ 4.39% |
$352K - $372K
|
146K
$8.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.11K+ 1.56% |
$352K - $372K
|
397K
$22.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
6.09KNew |
$350K - $370K
|
6.09K
$348K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
6.06K+ 6.33% |
$349K - $369K
|
102K
$5.82M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
6.05K+ 7.47% |
$348K - $368K
|
87K
$4.97M
|