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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
10.9K+ 151.27% |
$613K - $652K
|
18.1K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7.1K+ 11.97% |
$399K - $424K
|
66.4K
$3.79M
|
|
|
May 15, 2025
Q1 2025
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
2.99K+ 4.13% |
$168K - $178K
|
75.3K
$4.31M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
5.46K+ 22.58% |
$307K - $326K
|
29.6K
$1.69M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.15K- 1.51% |
$233K - $248K
|
271K
$15.5M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.59K- 10.54% |
$89.4K - $95.1K
|
13.5K
$772K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
23.2K+ 9.85% |
$1.3M - $1.38M
|
258K
$14.8M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-6.59K- 4.39% |
$370K - $394K
|
144K
$8.2M
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
2.27K+ 33.21% |
$128K - $136K
|
9.12K
$521K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.3K+ 109.21% |
$466K - $496K
|
15.9K
$909K
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-3.9K- 39.39% |
$219K - $233K
|
6K
$343K
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
10K+ 14.39% |
$562K - $597K
|
79.5K
$4.54M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
18.6K+ 28.14% |
$1.05M - $1.11M
|
84.8K
$4.85M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-432- 1.08% |
$24.3K - $25.8K
|
39.6K
$2.27M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
159K+ 149.96% |
$8.94M - $9.5M
|
265K
$15.2M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
52.1K+ 107.64% |
$2.93M - $3.11M
|
101K
$5.74M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
91.5K+ 61.65% |
$5.14M - $5.46M
|
240K
$13.7M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-54K- 78.11% |
$3.04M - $3.23M
|
15.1K
$865K
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-4.23K- 3.66% |
$238K - $253K
|
111K
$6.36M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
1.9K+ 7.95% |
$107K - $113K
|
25.8K
$1.47M
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
4.36K+ 9.81% |
$245K - $260K
|
48.7K
$2.79M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.75K+ 1375.0% |
$154K - $164K
|
2.95K
$169K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
5.72K+ 11.75% |
$321K - $341K
|
54.4K
$3.11M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.45K+ 7.15% |
$306K - $325K
|
81.6K
$4.66M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-11.4K- 16.15% |
$639K - $679K
|
59.1K
$3.38M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
11.3K+ 92.02% |
$636K - $676K
|
23.6K
$1.35M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-5.77K- 3.15% |
$324K - $344K
|
177K
$10.1M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.23K+ 15.78% |
$125K - $133K
|
16.4K
$936K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-13.5K- 4.18% |
$756K - $804K
|
308K
$17.6M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.3K+ 2.98% |
$73.1K - $77.7K
|
45K
$2.57M
|
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
65.5K+ 189.88% |
$3.68M - $3.91M
|
100K
$5.71M
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
100New |
$5.62K - $5.97K
|
100
$5.72K
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
2.93K+ 3.77% |
$165K - $175K
|
80.7K
$4.61M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.67K+ 15.68% |
$93.6K - $99.5K
|
12.3K
$703K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5.22K+ 21.16% |
$293K - $312K
|
29.9K
$1.71M
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
110+ 44.0% |
$6.18K - $6.57K
|
360
$20.6K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.25K+ 20.88% |
$70.2K - $74.6K
|
7.23K
$413K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
50.7K+ 45.27% |
$2.85M - $3.03M
|
163K
$9.29M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
172K+ 13.04% |
$9.68M - $10.3M
|
1.49M
$85.4M
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
27+ 0.57% |
$1.52K - $1.61K
|
4.78K
$273K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
54.7K+ 474.82% |
$3.08M - $3.27M
|
66.3K
$3.79M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
13K+ 32.15% |
$728K - $774K
|
53.3K
$3.05M
|
|
|
May 14, 2025
Q1 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-6.21K- 6.72% |
$349K - $371K
|
86.2K
$4.92M
|
|
|
May 14, 2025
Q1 2025
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
23.3KNew |
$1.31M - $1.39M
|
23.3K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
5.25K+ 16.01% |
$295K - $313K
|
38K
$2.17M
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
2.87K+ 25.05% |
$161K - $171K
|
14.3K
$819K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
5.83K+ 25.47% |
$327K - $348K
|
28.7K
$1.64M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-85.3K- 65.48% |
$4.79M - $5.09M
|
45K
$2.57M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
14+ 0.07% |
$786 - $836
|
19.2K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
15.6K+ 28.23% |
$875K - $930K
|
70.8K
$4.04M
|