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
|
Private Wealth Partners, LLC
|
BUY
|
- |
6.03K+ 19.88% |
$347K - $367K
|
36.4K
$2.08M
|
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
6.02KNew |
$346K - $366K
|
6.02K
$344K
|
|
|
Feb 24, 2025
Q4 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
6KNew |
$345K - $365K
|
6K
$343K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
5.94K+ 29.97% |
$342K - $362K
|
25.8K
$1.47M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.91K+ 12.09% |
$340K - $360K
|
54.8K
$3.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
5.9K+ 62.1% |
$340K - $359K
|
15.4K
$880K
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
BUY
|
- |
5.88K+ 2.66% |
$338K - $357K
|
227K
$13M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
5.79K+ 30.43% |
$333K - $352K
|
24.8K
$1.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
5.79KNew |
$333K - $352K
|
5.79K
$331K
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
5.79K+ 8.74% |
$333K - $352K
|
72K
$4.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
5.72KNew |
$329K - $348K
|
5.72K
$327K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
5.7KNew |
$328K - $347K
|
5.7K
$326K
|
|
|
Feb 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
5.67K+ 8.13% |
$326K - $345K
|
75.4K
$4.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
5.67K+ 41.63% |
$326K - $345K
|
19.3K
$1.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
5.66K+ 69.56% |
$325K - $344K
|
13.8K
$788K
|
|
|
Apr 21, 2025
Q4 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
5.58KNew |
$321K - $339K
|
5.58K
$319K
|
|
|
Jan 29, 2025
Q4 2024
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
5.56KNew |
$320K - $338K
|
5.56K
$318K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
5.55K+ 13.27% |
$319K - $337K
|
47.4K
$2.71M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
5.54K+ 12.37% |
$319K - $337K
|
50.3K
$2.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
5.48K+ 4.98% |
$315K - $334K
|
116K
$6.6M
|
|
|
Mar 03, 2025
Q4 2024
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
5.45K+ 1.4% |
$314K - $332K
|
396K
$22.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
5.44KNew |
$313K - $331K
|
5.44K
$311K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
5.42K+ 14.86% |
$312K - $329K
|
41.9K
$2.39M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
5.4K+ 80.15% |
$311K - $329K
|
12.1K
$694K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
5.4K+ 12.03% |
$310K - $328K
|
50.2K
$2.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
5.4K+ 4.95% |
$310K - $328K
|
114K
$6.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
5.37KNew |
$309K - $326K
|
5.37K
$307K
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
5.35KNew |
$308K - $325K
|
5.35K
$306K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
5.35K+ 1.5% |
$308K - $325K
|
363K
$20.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.35K+ 10.26% |
$308K - $325K
|
57.4K
$3.28M
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
5.3K+ 38.19% |
$305K - $322K
|
19.2K
$1.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
5.27K+ 126.22% |
$303K - $320K
|
9.44K
$539K
|
|
|
Feb 10, 2025
Q4 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
5.26K+ 28.26% |
$302K - $320K
|
23.9K
$1.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
5.25K+ 16.9% |
$302K - $319K
|
36.3K
$2.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
5.21KNew |
$299K - $317K
|
5.21K
$297K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
5.19K+ 7.15% |
$298K - $316K
|
77.7K
$4.44M
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
5.18K+ 9.58% |
$298K - $315K
|
59.3K
$3.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
5.18K+ 9.76% |
$298K - $315K
|
58.3K
$3.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
5.18K+ 5.44% |
$298K - $315K
|
100K
$5.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
5.17K+ 109.63% |
$297K - $314K
|
9.88K
$565K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.1K+ 8.03% |
$294K - $310K
|
68.6K
$3.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
5.09K+ 51.9% |
$293K - $309K
|
14.9K
$851K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.06K+ 31.14% |
$291K - $308K
|
21.3K
$1.22M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
4.9K+ 45.48% |
$282K - $298K
|
15.7K
$896K
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
4.88KNew |
$281K - $297K
|
4.88K
$279K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
4.87K+ 23.12% |
$280K - $296K
|
25.9K
$1.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
4.84K+ 109.18% |
$279K - $295K
|
9.28K
$530K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
4.81KNew |
$277K - $293K
|
4.81K
$275K
|
|
|
Feb 05, 2025
Q4 2024
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
4.78KNew |
$275K - $291K
|
4.78K
$273K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
4.77K+ 16.52% |
$274K - $290K
|
33.6K
$1.92M
|