Latest Institutional Transactions on J P Morgan Exchange Traded Fd (JEPI)
This table provides information on the latest institutional transactions involving J P Morgan Exchange Traded Fd (JEPI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2026
Q4 2025
|
Qp Wealth Management, LLC
|
BUY
|
- |
30KNew |
$1.68M - $1.73M
|
30K
$1.7M
|
|
|
Jan 07, 2026
Q4 2025
|
Bay Rivers Group
|
BUY
|
- |
4.32K+ 35.89% |
$242K - $249K
|
16.3K
$927K
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.24K- 2.53% |
$69.3K - $71.3K
|
47.6K
$2.7M
|
|
|
Jan 07, 2026
Q4 2025
|
Sterling Manor Financial, LLC
|
BUY
|
- |
1.6K+ 18.85% |
$89.4K - $92K
|
10.1K
$571K
|
|
|
Jan 07, 2026
Q4 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-4.8K- 20.87% |
$269K - $277K
|
18.2K
$1.03M
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-1.93K- 16.83% |
$108K - $111K
|
9.52K
$540K
|
|
|
Jan 07, 2026
Q4 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
174+ 4.35% |
$9.74K - $10K
|
4.18K
$237K
|
|
|
Jan 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
5.19K+ 8.78% |
$291K - $299K
|
64.3K
$3.65M
|
|
|
Jan 07, 2026
Q4 2025
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
BUY
|
- |
16.6K+ 30.48% |
$930K - $956K
|
71.1K
$4.03M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-1.16K- 4.65% |
$65.2K - $67K
|
23.9K
$1.36M
|
|
|
Jan 07, 2026
Q4 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-4.09K- 17.34% |
$229K - $235K
|
19.5K
$1.11M
|
|
|
Jan 07, 2026
Q4 2025
|
Iam Advisory, LLC
|
BUY
|
- |
227+ 1.43% |
$12.7K - $13.1K
|
16.1K
$915K
|
|
|
Jan 07, 2026
Q4 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-47.3K- 72.99% |
$2.65M - $2.72M
|
17.5K
$992K
|
|
|
Jan 07, 2026
Q4 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
221+ 1.78% |
$12.4K - $12.7K
|
12.6K
$715K
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-725- 1.13% |
$40.6K - $41.8K
|
63.7K
$3.61M
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-2.17K- 32.34% |
$121K - $125K
|
4.53K
$257K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-16.8K- 26.01% |
$939K - $966K
|
47.7K
$2.71M
|
|
|
Jan 07, 2026
Q4 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
1.17K+ 19.84% |
$65.5K - $67.3K
|
7.06K
$401K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
831+ 1.3% |
$46.5K - $47.9K
|
64.7K
$3.67M
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-5.09K- 4.11% |
$285K - $293K
|
119K
$6.74M
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-7.93K- 3.01% |
$444K - $457K
|
255K
$14.5M
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
12.8K+ 90.41% |
$716K - $737K
|
26.9K
$1.53M
|
|
|
Jan 07, 2026
Q4 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-724- 0.36% |
$40.5K - $41.7K
|
198K
$11.2M
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
6.24K+ 17.84% |
$349K - $359K
|
41.2K
$2.34M
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
BUY
|
- |
134New |
$7.5K - $7.72K
|
134
$7.6K
|
|
|
Jan 06, 2026
Q4 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-3.09K- 17.75% |
$173K - $178K
|
14.3K
$812K
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-1.89K- 9.98% |
$106K - $109K
|
17.1K
$968K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-41.4K- 40.83% |
$2.32M - $2.39M
|
60K
$3.41M
|
|
|
Jan 06, 2026
Q4 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
SELL
|
- |
-40- 0.78% |
$2.24K - $2.3K
|
5.08K
$288K
|
|
|
Jan 06, 2026
Q4 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-2.56K- 4.36% |
$143K - $147K
|
56.1K
$3.18M
|
|
|
Jan 06, 2026
Q4 2025
|
Penbrook Management LLC
|
SELL
|
- |
-100- 2.31% |
$5.6K - $5.76K
|
4.23K
$240K
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
SELL
|
- |
-646- 0.83% |
$36.2K - $37.2K
|
77.6K
$4.4M
|
|
|
Jan 05, 2026
Q4 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
43K+ 27.88% |
$2.41M - $2.47M
|
197K
$11.2M
|
|
|
Jan 05, 2026
Q4 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-2.1K- 6.53% |
$118K - $121K
|
30.1K
$1.71M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
305+ 2.0% |
$17.1K - $17.6K
|
15.5K
$881K
|
|
|
Jan 05, 2026
Q4 2025
|
Coastline Trust CO
|
BUY
|
- |
1.89K+ 95.25% |
$106K - $109K
|
3.87K
$219K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-135K- 70.02% |
$7.55M - $7.77M
|
57.7K
$3.28M
|
|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
BUY
|
- |
3.25K+ 41.83% |
$182K - $187K
|
11K
$624K
|
|
|
Jan 05, 2026
Q4 2025
|
First Hawaiian Bank
|
BUY
|
- |
17.9K+ 10.75% |
$1M - $1.03M
|
184K
$10.5M
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-738- 63.29% |
$41.3K - $42.5K
|
428
$24.3K
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1.58KNew |
$88.2K - $90.7K
|
1.58K
$89.4K
|
|
|
Jan 02, 2026
Q4 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
41.6K+ 7.37% |
$2.33M - $2.39M
|
605K
$34.4M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.57K- 19.15% |
$87.7K - $90.2K
|
6.61K
$375K
|
|
| Q3 2025 | |||||||
|
Jan 07, 2026
Q3 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
SELL
|
- |
-11.5K- 15.3% |
$637K - $657K
|
63.5K
$3.6M
|
|
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-90.2K- 12.15% |
$5.02M - $5.17M
|
652K
$37M
|
|
|
Jan 06, 2026
Q3 2025
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
4.49K+ 23.07% |
$249K - $257K
|
23.9K
$1.36M
|
|
|
Dec 31, 2025
Q3 2025
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
3.43K+ 50.07% |
$191K - $197K
|
10.3K
$584K
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-200- 9.66% |
$11.1K - $11.5K
|
1.87K
$106K
|
|
|
Dec 22, 2025
Q3 2025
|
Pmg Family Office LLC
Plano, TX |
BUY
|
- |
37.3KNew |
$2.07M - $2.14M
|
37.3K
$2.12M
|
|
|
Dec 18, 2025
Q3 2025
|
Advisors Management Group Inc
|
BUY
|
- |
3.3K+ 1.11% |
$183K - $189K
|
300K
$17M
|
|