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 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-3.53K- 68.06% |
$203K - $215K
|
1.66K
$97.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
939+ 7.1% |
$54K - $57.1K
|
14.2K
$838K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
57.7K+ 22.47% |
$3.32M - $3.51M
|
315K
$18.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
6.31K+ 5.56% |
$363K - $384K
|
120K
$7.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-485- 6.89% |
$27.9K - $29.5K
|
6.56K
$387K
|
|
|
Jan 24, 2025
Q4 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-15.5K- 10.61% |
$891K - $942K
|
130K
$7.71M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
8.17KNew |
$470K - $497K
|
8.17K
$483K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
54.6K+ 40.85% |
$3.14M - $3.32M
|
188K
$11.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-1.08K- 2.94% |
$62K - $65.6K
|
35.5K
$2.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
67.7K+ 39615.79% |
$3.9M - $4.12M
|
67.9K
$4.01M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-71K- 24.18% |
$4.08M - $4.32M
|
223K
$13.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
5.7KNew |
$328K - $347K
|
5.7K
$337K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
23.7K+ 16.53% |
$1.36M - $1.44M
|
167K
$9.88M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
373+ 5.31% |
$21.5K - $22.7K
|
7.39K
$437K
|
|
|
Jan 24, 2025
Q4 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
9.07K+ 1.8% |
$522K - $552K
|
514K
$30.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
8.67K+ 21.09% |
$499K - $527K
|
49.8K
$2.94M
|
|
|
Jan 24, 2025
Q4 2024
|
Sterling Manor Financial, LLC
|
BUY
|
- |
56+ 0.66% |
$3.22K - $3.41K
|
8.48K
$501K
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-68- 1.68% |
$3.91K - $4.14K
|
3.98K
$235K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
2.82K+ 4.2% |
$162K - $172K
|
69.9K
$4.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.62K- 2.04% |
$93.1K - $98.5K
|
77.8K
$4.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-16.1K- 3.4% |
$924K - $977K
|
456K
$27M
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
2.07K+ 4.27% |
$119K - $126K
|
50.5K
$2.98M
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
6.78KNew |
$390K - $412K
|
6.78K
$400K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
6.12K+ 4.39% |
$352K - $372K
|
146K
$8.61M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
180New |
$10.4K - $10.9K
|
180
$10.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
10.6K+ 30.81% |
$610K - $645K
|
45K
$2.66M
|
|
|
Jan 24, 2025
Q4 2024
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
4.34KNew |
$250K - $264K
|
4.34K
$257K
|
|
|
Jan 24, 2025
Q4 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
37+ 0.81% |
$2.13K - $2.25K
|
4.6K
$272K
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
173K+ 1554.62% |
$9.97M - $10.5M
|
185K
$10.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
BUY
|
- |
100+ 2.86% |
$5.75K - $6.08K
|
3.59K
$212K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
10.1KNew |
$580K - $614K
|
10.1K
$596K
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
12K+ 3.5% |
$692K - $732K
|
356K
$21M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
13.1K+ 23.02% |
$752K - $795K
|
69.9K
$4.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
6.37K+ 5.1% |
$366K - $387K
|
131K
$7.76M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
11.6K+ 6.05% |
$669K - $708K
|
204K
$12M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
19K+ 24.04% |
$1.09M - $1.15M
|
98K
$5.79M
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-18- 0.08% |
$1.04K - $1.09K
|
21.9K
$1.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
52.5K+ 38.22% |
$3.02M - $3.2M
|
190K
$11.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
6.05K+ 7.47% |
$348K - $368K
|
87K
$5.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
25.6K+ 49.91% |
$1.47M - $1.56M
|
76.9K
$4.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
389New |
$22.4K - $23.7K
|
389
$23K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
13.4K+ 16.18% |
$769K - $813K
|
95.9K
$5.67M
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-42- 0.27% |
$2.42K - $2.55K
|
15.5K
$914K
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-4.7K- 2.55% |
$270K - $286K
|
180K
$10.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-57.4K- 93.71% |
$3.3M - $3.49M
|
3.86K
$228K
|
|
|
Jan 23, 2025
Q4 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-4.33K- 47.62% |
$249K - $263K
|
4.76K
$281K
|
|
|
Jan 23, 2025
Q4 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
1.57K+ 1.99% |
$90.3K - $95.5K
|
80.4K
$4.75M
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
10.4K+ 9.53% |
$600K - $635K
|
120K
$7.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Hixon Zuercher, LLC
|
BUY
|
- |
3.87K+ 79.74% |
$223K - $236K
|
8.73K
$516K
|
|
|
Jan 23, 2025
Q4 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-2.48K- 8.46% |
$143K - $151K
|
26.8K
$1.58M
|