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 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
9.91K+ 39.73% |
$507K - $565K
|
34.9K
$1.99M
|
|
|
Jul 24, 2025
Q2 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-3.86K- 3.63% |
$197K - $220K
|
102K
$5.85M
|
|
|
Jul 24, 2025
Q2 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
106+ 2.5% |
$5.42K - $6.04K
|
4.35K
$249K
|
|
|
Jul 24, 2025
Q2 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
4.57K+ 119.81% |
$234K - $260K
|
8.38K
$479K
|
|
|
Jul 24, 2025
Q2 2025
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
15.9K+ 20.43% |
$813K - $906K
|
93.7K
$5.36M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
44.5K+ 26.45% |
$2.28M - $2.54M
|
213K
$12.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
3.84K+ 15.03% |
$196K - $219K
|
29.4K
$1.68M
|
|
|
Jul 24, 2025
Q2 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
300New |
$15.3K - $17.1K
|
300
$17.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
202+ 1.34% |
$10.3K - $11.5K
|
15.3K
$873K
|
|
|
Jul 24, 2025
Q2 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
2.95K+ 8.45% |
$151K - $168K
|
37.8K
$2.16M
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
666+ 2.47% |
$34.1K - $38K
|
27.6K
$1.58M
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-52.3K- 30.64% |
$2.68M - $2.98M
|
118K
$6.77M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
4.89K+ 7.13% |
$250K - $279K
|
73.5K
$4.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
5.5K+ 17.21% |
$281K - $313K
|
37.4K
$2.14M
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
77+ 2.2% |
$3.94K - $4.39K
|
3.58K
$205K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-787- 3.75% |
$40.2K - $44.9K
|
20.2K
$1.16M
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-9- 0.54% |
$460 - $513
|
1.66K
$94.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.99K- 3.15% |
$102K - $113K
|
61.1K
$3.49M
|
|
|
Jul 24, 2025
Q2 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
291+ 0.95% |
$14.9K - $16.6K
|
31K
$1.77M
|
|
|
Jul 24, 2025
Q2 2025
|
Nationwide Fund Advisors
|
BUY
|
- |
6.98MNew |
$357M - $398M
|
6.98M
$399M
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
101+ 0.56% |
$5.17K - $5.76K
|
18.3K
$1.05M
|
|
|
Jul 24, 2025
Q2 2025
|
Monument Capital Management
|
SELL
|
- |
-956- 5.86% |
$48.9K - $54.5K
|
15.3K
$877K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
16+ 0.08% |
$818 - $912
|
18.9K
$1.08M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
BUY
|
- |
18.7K+ 15.98% |
$959K - $1.07M
|
136K
$7.78M
|
|
|
Jul 24, 2025
Q2 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
36.5KNew |
$1.86M - $2.08M
|
36.5K
$2.08M
|
|
|
Jul 24, 2025
Q2 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
2.93K+ 15.31% |
$150K - $167K
|
22K
$1.26M
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
540+ 1.82% |
$27.6K - $30.8K
|
30.2K
$1.73M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.37K- 35.34% |
$70K - $78K
|
2.51K
$143K
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
3.7K+ 52.01% |
$189K - $211K
|
10.8K
$618K
|
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
5.24KNew |
$268K - $299K
|
5.24K
$299K
|
|
|
Jul 24, 2025
Q2 2025
|
West Bancorporation Inc
|
SELL
|
- |
-1.71K- 12.68% |
$87.4K - $97.5K
|
11.8K
$673K
|
|
|
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
|