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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.92M+ 4.38% |
$98.3M - $110M
|
45.8M
$2.57B
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.15K- 11.86% |
$314K - $350K
|
45.7K
$2.56M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
57.3K+ 127.43% |
$2.93M - $3.27M
|
102K
$5.74M
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
9.46K+ 36.73% |
$484K - $539K
|
35.2K
$1.97M
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.79K- 6.28% |
$91.7K - $102K
|
26.8K
$1.5M
|
|
|
Aug 15, 2025
Q2 2025
|
Chapman Financial Group, LLC
Kailua, HI |
SELL
|
- |
-150- 1.55% |
$7.67K - $8.55K
|
9.55K
$536K
|
|
|
Aug 15, 2025
Q2 2025
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-3.48K- 31.57% |
$178K - $198K
|
7.55K
$423K
|
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-531- 3.7% |
$27.2K - $30.3K
|
13.8K
$776K
|
|
|
Aug 15, 2025
Q2 2025
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
9.45K+ 46.24% |
$483K - $539K
|
29.9K
$1.68M
|
|
|
Aug 15, 2025
Q2 2025
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
13.8K+ 140.17% |
$706K - $787K
|
23.6K
$1.33M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
242+ 1.1% |
$12.4K - $13.8K
|
22.3K
$1.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
3.85KNew |
$197K - $220K
|
3.85K
$216K
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
23.8KNew |
$1.21M - $1.35M
|
23.8K
$1.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-734- 8.24% |
$37.5K - $41.8K
|
8.17K
$458K
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
BUY
|
- |
39+ 1.05% |
$1.99K - $2.22K
|
3.74K
$210K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
131K+ 21.73% |
$6.7M - $7.47M
|
734K
$41.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
5.75K+ 283.0% |
$294K - $327K
|
7.78K
$436K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
114K+ 1.37% |
$5.83M - $6.5M
|
8.47M
$475M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
14.7K+ 4.05% |
$754K - $841K
|
379K
$21.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
9.34K+ 4.07% |
$478K - $532K
|
239K
$13.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
546+ 0.78% |
$27.9K - $31.1K
|
70.7K
$3.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Staley Capital Advisers Inc
|
BUY
|
- |
81+ 1.58% |
$4.14K - $4.62K
|
5.22K
$293K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
290K+ 110.94% |
$14.8M - $16.5M
|
551K
$30.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
159K+ 4.96% |
$8.11M - $9.04M
|
3.36M
$188M
|
|
|
Aug 14, 2025
Q2 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
90KNew |
$4.6M - $5.13M
|
90K
$5.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
13.6K+ 94.41% |
$695K - $774K
|
28K
$1.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
5.51K+ 3025.27% |
$282K - $314K
|
5.69K
$319K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-30.3K- 29.15% |
$1.55M - $1.73M
|
73.7K
$4.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
9.72K+ 38.27% |
$497K - $554K
|
35.1K
$1.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
SELL
|
- |
-555- 7.03% |
$28.4K - $31.6K
|
7.34K
$411K
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
115+ 2.44% |
$5.88K - $6.56K
|
4.83K
$271K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
830New |
$42.4K - $47.3K
|
830
$46.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
720K+ 4.58% |
$36.8M - $41M
|
16.4M
$921M
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
1.85K+ 3.48% |
$94.6K - $105K
|
55K
$3.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
168K+ 118.93% |
$8.58M - $9.56M
|
309K
$17.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
5.14K+ 131.18% |
$263K - $293K
|
9.06K
$508K
|
|
|
Aug 14, 2025
Q2 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
7.64K+ 145.44% |
$391K - $435K
|
12.9K
$723K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
36.4K+ 209.39% |
$1.86M - $2.07M
|
53.7K
$3.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
3.27K+ 35.87% |
$167K - $186K
|
12.4K
$694K
|
|
|
Aug 14, 2025
Q2 2025
|
Newport Capital Group, LLC
|
SELL
|
- |
-22K- 39.05% |
$1.13M - $1.25M
|
34.3K
$1.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.12K+ 9.74% |
$57.1K - $63.7K
|
12.6K
$706K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
63.9K+ 4.52% |
$3.27M - $3.64M
|
1.48M
$82.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-53.3K- 38.9% |
$2.72M - $3.04M
|
83.7K
$4.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
105K+ 16.56% |
$5.35M - $5.96M
|
736K
$41.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
12.2K+ 2.96% |
$625K - $697K
|
425K
$23.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
13.3K+ 73.27% |
$679K - $757K
|
31.4K
$1.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-79.6K- 48.98% |
$4.07M - $4.54M
|
83K
$4.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
26.9K+ 4.32% |
$1.38M - $1.53M
|
650K
$36.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
9.73K+ 18.25% |
$497K - $554K
|
63K
$3.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-668- 2.0% |
$34.2K - $38.1K
|
32.7K
$1.83M
|