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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
9.46KNew |
$544K - $575K
|
9.46K
$560K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
216K+ 69.11% |
$12.4M - $13.2M
|
530K
$31.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
23.1K+ 1.19% |
$1.33M - $1.41M
|
1.97M
$117M
|
|
|
Feb 14, 2025
Q4 2024
|
Beck Bode, LLC
|
SELL
|
- |
-6.92K- 27.64% |
$398K - $421K
|
18.1K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-27.9K- 40.12% |
$1.61M - $1.7M
|
41.7K
$2.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-3.8K- 1.81% |
$219K - $231K
|
206K
$12.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.39K- 1.21% |
$195K - $206K
|
276K
$16.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.22K- 11.68% |
$70.1K - $74.1K
|
9.21K
$545K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.21K+ 7.24% |
$69.4K - $73.4K
|
17.9K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
15K+ 6.02% |
$861K - $910K
|
263K
$15.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
14.3K+ 6.63% |
$823K - $870K
|
230K
$13.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
2.17K+ 2.01% |
$125K - $132K
|
110K
$6.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
5.18K+ 9.76% |
$298K - $315K
|
58.3K
$3.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
838+ 1.38% |
$48.2K - $51K
|
61.4K
$3.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
507K+ 1.65% |
$29.1M - $30.8M
|
31.3M
$1.85B
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
15K+ 14.89% |
$863K - $912K
|
116K
$6.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
1.19K+ 2.29% |
$68.2K - $72.1K
|
52.9K
$3.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
2.57K+ 52.45% |
$148K - $156K
|
7.46K
$441K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
407KNew |
$23.4M - $24.8M
|
407K
$24.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
57.7K+ 8.84% |
$3.32M - $3.51M
|
710K
$42M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
5.94K+ 29.97% |
$342K - $362K
|
25.8K
$1.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-1.55K- 7.22% |
$89.2K - $94.3K
|
19.9K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
6.92K+ 30.4% |
$398K - $421K
|
29.7K
$1.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-292- 0.22% |
$16.8K - $17.8K
|
134K
$7.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
44.3K+ 7.55% |
$2.55M - $2.7M
|
631K
$37.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
6.98K+ 17.34% |
$402K - $425K
|
47.2K
$2.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4.05K+ 2.69% |
$233K - $246K
|
154K
$9.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-21.7K- 4.15% |
$1.25M - $1.32M
|
502K
$29.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
3.58K+ 3.55% |
$206K - $218K
|
104K
$6.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
2.17K+ 54.89% |
$125K - $132K
|
6.13K
$363K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.11K+ 1.56% |
$352K - $372K
|
397K
$23.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
300+ 1.48% |
$17.3K - $18.2K
|
20.6K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
2.95K+ 69.17% |
$170K - $180K
|
7.22K
$427K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
543K+ 7.63% |
$31.3M - $33M
|
7.67M
$454M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
97.8K+ 8.77% |
$5.63M - $5.95M
|
1.21M
$71.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
417+ 5.49% |
$24K - $25.4K
|
8.01K
$474K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.11K+ 19.11% |
$64K - $67.7K
|
6.94K
$411K
|
|
|
Feb 14, 2025
Q4 2024
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-2.26K- 16.97% |
$130K - $138K
|
11.1K
$655K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
8.13K+ 116.42% |
$467K - $494K
|
15.1K
$894K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
94.1K+ 38.31% |
$5.41M - $5.72M
|
340K
$20.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.11K+ 9.84% |
$121K - $128K
|
23.5K
$1.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.93K+ 6.5% |
$456K - $482K
|
130K
$7.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
24.8K+ 6.7% |
$1.42M - $1.51M
|
394K
$23.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
37.2K+ 75.6% |
$2.14M - $2.26M
|
86.5K
$5.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.68K+ 1.49% |
$154K - $163K
|
183K
$10.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
3.46K+ 0.77% |
$199K - $211K
|
453K
$26.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.96K- 14.52% |
$113K - $119K
|
11.5K
$683K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.14K+ 23.68% |
$468K - $495K
|
42.5K
$2.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.6KNew |
$437K - $462K
|
7.6K
$450K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
715K+ 10.78% |
$41.1M - $43.5M
|
7.35M
$435M
|