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 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
BUY
|
- |
123+ 0.82% |
$7.08K - $7.48K
|
15K
$887K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
120+ 28.5% |
$6.9K - $7.3K
|
541
$31.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
115+ 2.32% |
$6.62K - $7K
|
5.07K
$299K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
106+ 2.0% |
$6.1K - $6.45K
|
5.4K
$318K
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
105+ 1.77% |
$6.04K - $6.39K
|
6.05K
$357K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
101+ 0.82% |
$5.81K - $6.14K
|
12.4K
$734K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
100+ 0.33% |
$5.75K - $6.08K
|
30.3K
$1.78M
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
BUY
|
- |
100+ 2.86% |
$5.75K - $6.08K
|
3.59K
$212K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
99+ 2.57% |
$5.7K - $6.02K
|
3.95K
$233K
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
76+ 0.12% |
$4.37K - $4.62K
|
62.4K
$3.68M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
65+ 0.3% |
$3.74K - $3.95K
|
21.5K
$1.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
63New |
$3.62K - $3.83K
|
63
$3.72K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
62+ 1.38% |
$3.57K - $3.77K
|
4.55K
$268K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
57+ 0.89% |
$3.28K - $3.47K
|
6.44K
$380K
|
|
|
Jan 24, 2025
Q4 2024
|
Sterling Manor Financial, LLC
|
BUY
|
- |
56+ 0.66% |
$3.22K - $3.41K
|
8.48K
$500K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
50+ 0.11% |
$2.88K - $3.04K
|
46.2K
$2.72M
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
46+ 0.71% |
$2.65K - $2.8K
|
6.49K
$383K
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
41+ 0.17% |
$2.36K - $2.49K
|
24K
$1.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
37+ 0.81% |
$2.13K - $2.25K
|
4.6K
$271K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
33+ 1.96% |
$1.9K - $2.01K
|
1.72K
$101K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
32+ 0.9% |
$1.84K - $1.95K
|
3.57K
$211K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
25+ 2.29% |
$1.44K - $1.52K
|
1.12K
$65.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
25+ 1.96% |
$1.44K - $1.52K
|
1.3K
$76.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
22+ 0.48% |
$1.27K - $1.34K
|
4.63K
$273K
|
|
|
Jan 16, 2025
Q4 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
21+ 1.24% |
$1.21K - $1.28K
|
1.71K
$101K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
17+ 0.65% |
$978 - $1.03K
|
2.64K
$156K
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
16+ 1.92% |
$920 - $973
|
851
$50.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
16+ 0.36% |
$920 - $973
|
4.41K
$260K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
11+ 0.06% |
$633 - $669
|
18.2K
$1.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
9+ 1.98% |
$518 - $547
|
464
$27.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
6+ 0.11% |
$345 - $365
|
5.44K
$321K
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
5+ 0.11% |
$288 - $304
|
4.45K
$262K
|
|
|
Jan 22, 2025
Q4 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
1+ 0.01% |
$57.5 - $60.8
|
17.5K
$1.03M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-6- 0.07% |
$345 - $365
|
8.38K
$494K
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-18- 0.08% |
$1.04K - $1.09K
|
21.9K
$1.29M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-20- 0.3% |
$1.15K - $1.22K
|
6.69K
$395K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-29- 0.28% |
$1.67K - $1.76K
|
10.3K
$608K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-35- 0.2% |
$2.01K - $2.13K
|
17.5K
$1.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-42- 0.27% |
$2.42K - $2.55K
|
15.5K
$912K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-57- 0.53% |
$3.28K - $3.47K
|
10.7K
$629K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-62- 1.03% |
$3.57K - $3.77K
|
5.95K
$351K
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-68- 1.68% |
$3.91K - $4.14K
|
3.98K
$235K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-100- 86.96% |
$5.75K - $6.08K
|
15
$885
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-124- 0.68% |
$7.13K - $7.54K
|
18.2K
$1.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-136- 0.58% |
$7.82K - $8.27K
|
23.4K
$1.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-150- 3.54% |
$8.63K - $9.12K
|
4.09K
$241K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-150- 0.99% |
$8.63K - $9.12K
|
15K
$885K
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-150- 0.74% |
$8.63K - $9.12K
|
20K
$1.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-174- 2.09% |
$10K - $10.6K
|
8.13K
$480K
|