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 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
20.6K+ 4.1% |
$1.16M - $1.23M
|
523K
$29.9M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
683K+ 8.91% |
$38.4M - $40.8M
|
8.35M
$477M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.85K- 7.87% |
$104K - $111K
|
21.7K
$1.24M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
5.74K+ 4155.8% |
$322K - $342K
|
5.87K
$336K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1+ 0.01% |
$56.2 - $59.7
|
9.26K
$529K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.51KNew |
$84.6K - $89.9K
|
1.51K
$86.1K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-977- 8.66% |
$54.9K - $58.3K
|
10.3K
$589K
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
350New |
$19.7K - $20.9K
|
350
$20K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
219K+ 9.73% |
$12.3M - $13.1M
|
2.47M
$141M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-4.71K- 55.87% |
$265K - $281K
|
3.72K
$213K
|
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
9.27K+ 5.73% |
$521K - $554K
|
171K
$9.78M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
19.1KNew |
$1.07M - $1.14M
|
19.1K
$1.09M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
140K+ 69.96% |
$7.86M - $8.36M
|
340K
$19.4M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
11.4K+ 98.54% |
$641K - $682K
|
23K
$1.31M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
11+ 1.43% |
$618 - $657
|
779
$44.5K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-943- 1.7% |
$53K - $56.3K
|
54.4K
$3.11M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
5.02K+ 121.07% |
$282K - $300K
|
9.17K
$524K
|
|
|
May 12, 2025
Q1 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
9.15K+ 72.81% |
$514K - $546K
|
21.7K
$1.24M
|
|
|
May 12, 2025
Q1 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
1.57K+ 0.38% |
$88.4K - $94K
|
415K
$23.7M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
8.76K+ 15.31% |
$492K - $523K
|
66K
$3.77M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.44M+ 35.91% |
$418M - $444M
|
28.2M
$1.61B
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1+ 0.1% |
$56.2 - $59.7
|
1.03K
$59K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
2.43K+ 9.44% |
$137K - $145K
|
28.2K
$1.61M
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
451+ 11.91% |
$25.3K - $26.9K
|
4.24K
$242K
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
8.64K+ 85.51% |
$485K - $516K
|
18.8K
$1.07M
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
36.9K+ 40.45% |
$2.08M - $2.21M
|
128K
$7.33M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-104K- 65.81% |
$5.83M - $6.2M
|
53.9K
$3.08M
|
|
|
May 12, 2025
Q1 2025
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-459- 9.64% |
$25.8K - $27.4K
|
4.3K
$246K
|
|
|
May 12, 2025
Q1 2025
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
29.3K+ 12.09% |
$1.65M - $1.75M
|
272K
$15.5M
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-25.1K- 39.56% |
$1.41M - $1.5M
|
38.3K
$2.19M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
17.8K+ 20.63% |
$1M - $1.07M
|
104K
$5.96M
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
504+ 12.1% |
$28.3K - $30.1K
|
4.67K
$267K
|
|
|
May 12, 2025
Q1 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
197KNew |
$11.1M - $11.8M
|
197K
$11.3M
|
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
4.5KNew |
$253K - $269K
|
4.5K
$257K
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.25K+ 3.61% |
$70.2K - $74.6K
|
35.8K
$2.05M
|
|
|
May 12, 2025
Q1 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
359+ 2.64% |
$20.2K - $21.4K
|
14K
$799K
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-13K- 21.27% |
$730K - $776K
|
48.1K
$2.75M
|
|
|
May 12, 2025
Q1 2025
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-3.49K- 15.12% |
$196K - $208K
|
19.6K
$1.12M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-76.3K- 80.38% |
$4.28M - $4.55M
|
18.6K
$1.06M
|
|
|
May 12, 2025
Q1 2025
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
BUY
|
- |
17.9K+ 79.18% |
$1.01M - $1.07M
|
40.5K
$2.31M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
35.8K+ 4.87% |
$2.01M - $2.14M
|
771K
$44M
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
522+ 6.07% |
$29.3K - $31.2K
|
9.12K
$521K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
2.86K+ 21.55% |
$160K - $171K
|
16.1K
$921K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
926+ 4.84% |
$52K - $55.3K
|
20.1K
$1.15M
|
|
|
May 12, 2025
Q1 2025
|
Staley Capital Advisers Inc
|
SELL
|
- |
-11- 0.21% |
$618 - $657
|
5.14K
$294K
|
|
|
May 12, 2025
Q1 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
49+ 272.22% |
$2.75K - $2.93K
|
67
$3.83K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
354New |
$19.9K - $21.1K
|
354
$20.2K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
637+ 6.47% |
$35.8K - $38K
|
10.5K
$599K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-9.47K- 21.87% |
$532K - $565K
|
33.8K
$1.93M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
2.93KNew |
$164K - $175K
|
2.93K
$167K
|