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 14, 2025
Q1 2025
|
Patten Group, Inc.
|
BUY
|
- |
255+ 0.51% |
$14.3K - $15.2K
|
50.6K
$2.89M
|
|
|
May 14, 2025
Q1 2025
|
F
|
SELL
|
- |
-3.97K- 1.93% |
$223K - $237K
|
202K
$11.5M
|
|
|
May 14, 2025
Q1 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-329- 0.72% |
$18.5K - $19.6K
|
45.7K
$2.61M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
72.4K+ 5.3% |
$4.07M - $4.32M
|
1.44M
$82.3M
|
|
|
May 14, 2025
Q1 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-447- 1.43% |
$25.1K - $26.7K
|
30.7K
$1.76M
|
|
|
May 14, 2025
Q1 2025
|
B&L Asset Management LLC
Boston, MA |
SELL
|
- |
-115- 1.43% |
$6.46K - $6.87K
|
7.94K
$454K
|
|
|
May 14, 2025
Q1 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
279KNew |
$15.6M - $16.6M
|
279K
$15.9M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-3.16K- 6.57% |
$178K - $189K
|
45K
$2.57M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
202K+ 7.12% |
$11.3M - $12M
|
3.03M
$173M
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
41.1K+ 2.05% |
$2.31M - $2.45M
|
2.04M
$117M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
73.8KNew |
$4.15M - $4.41M
|
73.8K
$4.22M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-14.8K- 7.2% |
$831K - $884K
|
191K
$10.9M
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
14.4KNew |
$810K - $861K
|
14.4K
$824K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
892+ 1.2% |
$50.1K - $53.3K
|
75.5K
$4.32M
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-17.1K- 15.68% |
$962K - $1.02M
|
92.1K
$5.26M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
2.45K+ 3.03% |
$138K - $146K
|
83.3K
$4.76M
|
|
|
May 14, 2025
Q1 2025
|
Beck Bode, LLC
|
SELL
|
- |
-3.16K- 17.44% |
$177K - $189K
|
15K
$854K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
27.6K+ 8.3% |
$1.55M - $1.65M
|
361K
$20.6M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-11.7K- 0.34% |
$654K - $696K
|
3.43M
$196M
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
820+ 2.32% |
$46.1K - $49K
|
36.2K
$2.07M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.02KNew |
$57.1K - $60.7K
|
1.02K
$58.1K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
85.9K+ 15.99% |
$4.83M - $5.13M
|
623K
$35.6M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-8.13K- 3.31% |
$457K - $486K
|
237K
$13.6M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
60New |
$3.37K - $3.58K
|
60
$3.43K
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
27.8K+ 19.41% |
$1.56M - $1.66M
|
171K
$9.79M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
25.9K+ 19.93% |
$1.46M - $1.55M
|
156K
$8.91M
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
5.72K+ 159.94% |
$321K - $341K
|
9.29K
$531K
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
26.2K+ 118.83% |
$1.47M - $1.56M
|
48.2K
$2.76M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
466K+ 17.06% |
$26.2M - $27.8M
|
3.2M
$183M
|
|
|
May 14, 2025
Q1 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
6.65K+ 12.03% |
$374K - $397K
|
62K
$3.54M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-2.16K- 24.06% |
$121K - $129K
|
6.81K
$389K
|
|
|
May 14, 2025
Q1 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
4.37K+ 4.45% |
$245K - $261K
|
102K
$5.85M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
23.7K+ 119.1% |
$1.33M - $1.42M
|
43.6K
$2.49M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.83KNew |
$103K - $110K
|
1.83K
$105K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.43K+ 5.53% |
$80.4K - $85.5K
|
27.3K
$1.56M
|
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
484+ 1.37% |
$27.2K - $28.9K
|
35.7K
$2.04M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-1.97K- 16.46% |
$110K - $117K
|
9.98K
$570K
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-4.25K- 34.43% |
$239K - $254K
|
8.1K
$463K
|
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
41+ 1.84% |
$2.3K - $2.45K
|
2.28K
$130K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-36.3KClosed |
$2.04M - $2.16M
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-35.8K- 15.82% |
$2.01M - $2.14M
|
190K
$10.9M
|
|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
11.1K+ 8.84% |
$622K - $661K
|
136K
$7.79M
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
4.81KNew |
$270K - $287K
|
4.81K
$275K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-723- 2.18% |
$40.6K - $43.2K
|
32.5K
$1.85M
|
|
|
May 14, 2025
Q1 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
2.8K+ 11.96% |
$157K - $167K
|
26.2K
$1.5M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
7.71K+ 9.28% |
$433K - $460K
|
90.7K
$5.19M
|
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
10.7K+ 1.72% |
$599K - $637K
|
632K
$36.1M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
6.43K+ 6.8% |
$361K - $384K
|
101K
$5.78M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.94K- 16.83% |
$109K - $116K
|
9.6K
$549K
|
|
|
May 14, 2025
Q1 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-7.41K- 12.93% |
$416K - $442K
|
49.9K
$2.85M
|