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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
59.8K+ 33.35% |
$3.06M - $3.41M
|
239K
$13.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-6.84K- 20.33% |
$350K - $390K
|
26.8K
$1.52M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
5.18KNew |
$265K - $295K
|
5.18K
$294K
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-39.6K- 10.71% |
$2.03M - $2.26M
|
330K
$18.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
2.9K+ 10.04% |
$148K - $165K
|
31.8K
$1.81M
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
13.3KNew |
$680K - $758K
|
13.3K
$755K
|
|
|
Jul 22, 2025
Q2 2025
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-659- 2.0% |
$33.7K - $37.6K
|
32.3K
$1.83M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
217+ 3.6% |
$11.1K - $12.4K
|
6.25K
$355K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
1.7K+ 24.75% |
$87K - $97K
|
8.58K
$487K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
38.9K+ 15.96% |
$1.99M - $2.22M
|
283K
$16.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-15.2K- 5.36% |
$775K - $864K
|
268K
$15.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
358+ 1.12% |
$18.3K - $20.4K
|
32.2K
$1.83M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
5.37K+ 64.21% |
$275K - $306K
|
13.7K
$781K
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-34.9K- 18.46% |
$1.78M - $1.99M
|
154K
$8.75M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
18.8K+ 1.83% |
$962K - $1.07M
|
1.04M
$59.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.13K+ 2.57% |
$211K - $235K
|
165K
$9.36M
|
|
|
Jul 22, 2025
Q2 2025
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-4.69K- 10.13% |
$240K - $267K
|
41.6K
$2.36M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
500+ 61.05% |
$25.6K - $28.5K
|
1.32K
$74.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
87.3K+ 4.94% |
$4.46M - $4.98M
|
1.85M
$105M
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2.52K- 19.43% |
$129K - $144K
|
10.5K
$594K
|
|
|
Jul 22, 2025
Q2 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
919+ 6.14% |
$47K - $52.4K
|
15.9K
$902K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.56K- 5.36% |
$79.8K - $88.9K
|
27.6K
$1.57M
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
BUY
|
- |
412+ 0.16% |
$21.1K - $23.5K
|
260K
$14.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
280New |
$14.3K - $16K
|
280
$15.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
907+ 22.38% |
$46.4K - $51.7K
|
4.96K
$282K
|
|
|
Jul 22, 2025
Q2 2025
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-2.45K- 11.27% |
$125K - $140K
|
19.3K
$1.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
14.4K+ 66.83% |
$736K - $820K
|
35.9K
$2.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
12K+ 3.99% |
$613K - $683K
|
312K
$17.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
53.1K+ 15.72% |
$2.71M - $3.03M
|
391K
$22.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
100+ 1.77% |
$5.11K - $5.7K
|
5.76K
$327K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-205K- 64.8% |
$10.5M - $11.7M
|
112K
$6.33M
|
|
|
Jul 21, 2025
Q2 2025
|
J2 Capital Management Inc
|
SELL
|
- |
-3.68K- 4.01% |
$188K - $209K
|
87.9K
$4.99M
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
2.07K+ 28.02% |
$106K - $118K
|
9.44K
$536K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
6.82K+ 4.25% |
$349K - $388K
|
167K
$9.48M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
5.43K+ 76.32% |
$278K - $310K
|
12.5K
$713K
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-15.7K- 23.67% |
$801K - $892K
|
50.5K
$2.87M
|
|
|
Jul 21, 2025
Q2 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
5.52K+ 2.19% |
$282K - $315K
|
257K
$14.6M
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-76- 1.2% |
$3.89K - $4.33K
|
6.26K
$356K
|
|
|
Jul 21, 2025
Q2 2025
|
Capital Planning LLC
|
SELL
|
- |
-3.68K- 25.94% |
$188K - $210K
|
10.5K
$597K
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-3.29K- 16.7% |
$168K - $188K
|
16.4K
$932K
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-9.77K- 90.72% |
$500K - $557K
|
1K
$56.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-11.7K- 19.87% |
$598K - $666K
|
47.1K
$2.68M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-22.3K- 41.15% |
$1.14M - $1.27M
|
31.9K
$1.81M
|
|
|
Jul 21, 2025
Q2 2025
|
Quattro Financial Advisors LLC
|
BUY
|
- |
5.6KNew |
$286K - $319K
|
5.6K
$318K
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-460- 5.8% |
$23.5K - $26.2K
|
7.48K
$425K
|
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
27K+ 9.79% |
$1.38M - $1.54M
|
302K
$17.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-135- 1.83% |
$6.9K - $7.7K
|
7.23K
$411K
|
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
983+ 18.94% |
$50.3K - $56K
|
6.17K
$351K
|
|
|
Jul 21, 2025
Q2 2025
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-201K- 48.59% |
$10.3M - $11.5M
|
213K
$12.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-60.2K- 41.5% |
$3.08M - $3.43M
|
84.9K
$4.82M
|