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 04, 2025
Q4 2024
|
Weil Company, Inc.
|
BUY
|
- |
15.6K+ 33.91% |
$898K - $949K
|
61.6K
$3.65M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-4.26K- 8.27% |
$245K - $259K
|
47.2K
$2.79M
|
|
|
Feb 04, 2025
Q4 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
898+ 2.75% |
$51.7K - $54.6K
|
33.5K
$1.98M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
7.43K+ 75.83% |
$427K - $452K
|
17.2K
$1.02M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.38K+ 1.27% |
$79.3K - $83.8K
|
110K
$6.51M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
11.3K+ 7.34% |
$652K - $689K
|
166K
$9.81M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-144K- 61.76% |
$8.3M - $8.77M
|
89.3K
$5.28M
|
|
|
Feb 04, 2025
Q4 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-369- 3.46% |
$21.2K - $22.4K
|
10.3K
$608K
|
|
|
Feb 04, 2025
Q4 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
424+ 4.04% |
$24.4K - $25.8K
|
10.9K
$646K
|
|
|
Feb 04, 2025
Q4 2024
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
6.47KNew |
$372K - $393K
|
6.47K
$383K
|
|
|
Feb 04, 2025
Q4 2024
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
20.7KNew |
$1.19M - $1.26M
|
20.7K
$1.23M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
38KNew |
$2.19M - $2.31M
|
38K
$2.25M
|
|
|
Feb 03, 2025
Q4 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
849+ 1.9% |
$48.8K - $51.6K
|
45.4K
$2.69M
|
|
|
Feb 03, 2025
Q4 2024
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
7.63KNew |
$439K - $464K
|
7.63K
$451K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
5.79K+ 30.43% |
$333K - $352K
|
24.8K
$1.47M
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
18.2K+ 72.48% |
$1.05M - $1.11M
|
43.3K
$2.56M
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-2.77K- 15.11% |
$159K - $168K
|
15.5K
$920K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
20.3K+ 27.97% |
$1.17M - $1.23M
|
92.7K
$5.48M
|
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
2.35K+ 0.98% |
$135K - $143K
|
242K
$14.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
64.7KNew |
$3.72M - $3.93M
|
64.7K
$3.83M
|
|
|
Feb 03, 2025
Q4 2024
|
Schaeffer Financial LLC
|
BUY
|
- |
3.79KNew |
$218K - $231K
|
3.79K
$224K
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
381+ 8.11% |
$21.9K - $23.2K
|
5.08K
$301K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
245+ 0.73% |
$14.1K - $14.9K
|
33.7K
$1.99M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
974New |
$56K - $59.2K
|
974
$57.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
7.42K+ 26.14% |
$427K - $451K
|
35.8K
$2.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
62+ 1.38% |
$3.57K - $3.77K
|
4.55K
$269K
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
2.03K+ 49.09% |
$117K - $123K
|
6.16K
$364K
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
270+ 1.95% |
$15.5K - $16.4K
|
14.1K
$836K
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
41.8K+ 828.94% |
$2.4M - $2.54M
|
46.8K
$2.77M
|
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-732- 7.22% |
$42.1K - $44.5K
|
9.4K
$556K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital City Trust CO
|
SELL
|
- |
-415- 5.52% |
$23.9K - $25.2K
|
7.1K
$420K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
51.3K+ 51.33% |
$2.95M - $3.12M
|
151K
$8.95M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4.12K+ 223.79% |
$237K - $251K
|
5.96K
$353K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-59.2K- 21.74% |
$3.41M - $3.6M
|
213K
$12.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
231+ 0.47% |
$13.3K - $14.1K
|
49K
$2.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-3.66K- 46.17% |
$211K - $223K
|
4.27K
$252K
|
|
|
Feb 03, 2025
Q4 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
4.2K+ 45.9% |
$242K - $255K
|
13.4K
$790K
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
29.3KNew |
$1.69M - $1.78M
|
29.3K
$1.73M
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-2.38K- 2.8% |
$137K - $144K
|
82.5K
$4.88M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-3.53K- 27.56% |
$203K - $214K
|
9.26K
$548K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
7.37KNew |
$424K - $448K
|
7.37K
$436K
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
11.7K+ 5.57% |
$672K - $711K
|
222K
$13.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
9.45K+ 10.52% |
$544K - $575K
|
99.4K
$5.88M
|
|
|
Feb 03, 2025
Q4 2024
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
30.9KNew |
$1.78M - $1.88M
|
30.9K
$1.83M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.66K+ 15.56% |
$95.3K - $101K
|
12.3K
$728K
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
6.9KNew |
$397K - $420K
|
6.9K
$408K
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-121K- 18.08% |
$6.96M - $7.36M
|
548K
$32.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
14.3K+ 2.33% |
$821K - $868K
|
626K
$37M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
63New |
$3.62K - $3.83K
|
63
$3.73K
|
|
|
Jan 31, 2025
Q4 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-6.19K- 5.02% |
$356K - $377K
|
117K
$6.93M
|