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 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
20K+ 124.19% |
$1.02M - $1.14M
|
36.1K
$2.07M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-4.38K- 3.38% |
$224K - $250K
|
125K
$7.15M
|
|
|
Jul 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-198- 98.51% |
$10.1K - $11.3K
|
3
$171
|
|
|
Jul 23, 2025
Q2 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
260+ 3.28% |
$13.3K - $14.8K
|
8.19K
$468K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-3.1K- 6.91% |
$158K - $177K
|
41.7K
$2.38M
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-7.27K- 21.7% |
$372K - $414K
|
26.2K
$1.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
SELL
|
- |
-508- 11.67% |
$26K - $29K
|
3.84K
$220K
|
|
|
Jul 23, 2025
Q2 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
424+ 1.93% |
$21.7K - $24.2K
|
22.4K
$1.28M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
8.17K+ 19.01% |
$418K - $466K
|
51.2K
$2.92M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-17.9K- 75.7% |
$915K - $1.02M
|
5.74K
$328K
|
|
|
Jul 23, 2025
Q2 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
5.23K+ 2.02% |
$267K - $298K
|
264K
$15.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-112- 0.21% |
$5.73K - $6.38K
|
54.4K
$3.11M
|
|
|
Jul 23, 2025
Q2 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
1.18K+ 1.38% |
$60.2K - $67.1K
|
86.3K
$4.93M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
BUY
|
- |
2.25K+ 35.11% |
$115K - $128K
|
8.64K
$494K
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
BUY
|
- |
24.1K+ 12.05% |
$1.23M - $1.37M
|
224K
$12.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
267+ 5.07% |
$13.7K - $15.2K
|
5.53K
$316K
|
|
|
Jul 23, 2025
Q2 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-36.6K- 77.03% |
$1.87M - $2.09M
|
10.9K
$624K
|
|
|
Jul 23, 2025
Q2 2025
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
9.29K+ 2.0% |
$475K - $529K
|
474K
$27.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Cornerstone Enterprises, LLC
Appleton, WI |
BUY
|
- |
52.2K+ 11.69% |
$2.67M - $2.98M
|
499K
$28.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.94K- 5.21% |
$99.4K - $111K
|
35.3K
$2.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
59.8K+ 33.35% |
$3.06M - $3.41M
|
239K
$13.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-6.84K- 20.33% |
$350K - $390K
|
26.8K
$1.53M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
5.18KNew |
$265K - $295K
|
5.18K
$296K
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-39.6K- 10.71% |
$2.03M - $2.26M
|
330K
$18.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
2.9K+ 10.04% |
$148K - $165K
|
31.8K
$1.82M
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
13.3KNew |
$680K - $758K
|
13.3K
$760K
|
|
|
Jul 22, 2025
Q2 2025
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-659- 2.0% |
$33.7K - $37.6K
|
32.3K
$1.84M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
217+ 3.6% |
$11.1K - $12.4K
|
6.25K
$357K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
1.7K+ 24.75% |
$87K - $97K
|
8.58K
$490K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
38.9K+ 15.96% |
$1.99M - $2.22M
|
283K
$16.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-15.2K- 5.36% |
$775K - $864K
|
268K
$15.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
358+ 1.12% |
$18.3K - $20.4K
|
32.2K
$1.84M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
5.37K+ 64.21% |
$275K - $306K
|
13.7K
$785K
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-34.9K- 18.46% |
$1.78M - $1.99M
|
154K
$8.81M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
18.8K+ 1.83% |
$962K - $1.07M
|
1.04M
$59.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.13K+ 2.57% |
$211K - $235K
|
165K
$9.42M
|
|
|
Jul 22, 2025
Q2 2025
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-4.69K- 10.13% |
$240K - $267K
|
41.6K
$2.38M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
500+ 61.05% |
$25.6K - $28.5K
|
1.32K
$75.4K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
87.3K+ 4.94% |
$4.46M - $4.98M
|
1.85M
$106M
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2.52K- 19.43% |
$129K - $144K
|
10.5K
$598K
|
|
|
Jul 22, 2025
Q2 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
919+ 6.14% |
$47K - $52.4K
|
15.9K
$908K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.56K- 5.36% |
$79.8K - $88.9K
|
27.6K
$1.58M
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
BUY
|
- |
412+ 0.16% |
$21.1K - $23.5K
|
260K
$14.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
280New |
$14.3K - $16K
|
280
$16K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
907+ 22.38% |
$46.4K - $51.7K
|
4.96K
$283K
|
|
|
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
$2.05M
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
12K+ 3.99% |
$613K - $683K
|
312K
$17.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
53.1K+ 15.72% |
$2.71M - $3.03M
|
391K
$22.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
100+ 1.77% |
$5.11K - $5.7K
|
5.76K
$329K
|