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 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
4.29KNew |
$241K - $256K
|
4.29K
$245K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
46.3K+ 1.26% |
$2.6M - $2.76M
|
3.73M
$213M
|
|
|
May 12, 2025
Q1 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
8.4KNew |
$472K - $502K
|
8.4K
$480K
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
2.38K+ 3.37% |
$133K - $142K
|
73K
$4.17M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
146K+ 13.59% |
$8.2M - $8.71M
|
1.22M
$69.7M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
778K+ 18.87% |
$43.7M - $46.5M
|
4.9M
$280M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-9.23K- 20.97% |
$518K - $551K
|
34.8K
$1.99M
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
1.12K+ 1.49% |
$62.7K - $66.7K
|
75.9K
$4.34M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
11.5K+ 5.8% |
$644K - $685K
|
209K
$12M
|
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-441- 2.97% |
$24.8K - $26.3K
|
14.4K
$822K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
2.58K+ 12.22% |
$145K - $154K
|
23.7K
$1.35M
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
17K+ 7.49% |
$954K - $1.01M
|
244K
$13.9M
|
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
4.03K+ 9.69% |
$226K - $241K
|
45.6K
$2.61M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-33.3K- 30.26% |
$1.87M - $1.99M
|
76.7K
$4.38M
|
|
|
May 09, 2025
Q1 2025
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
12.4K+ 124.08% |
$697K - $741K
|
22.4K
$1.28M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
730+ 10.52% |
$41K - $43.6K
|
7.67K
$438K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
72.1K+ 133.82% |
$4.05M - $4.3M
|
126K
$7.2M
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-248- 3.17% |
$13.9K - $14.8K
|
7.57K
$432K
|
|
|
May 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-416- 3.66% |
$23.4K - $24.8K
|
11K
$626K
|
|
|
May 09, 2025
Q1 2025
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
7.27K+ 1.6% |
$408K - $434K
|
460K
$26.3M
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-449- 4.13% |
$25.2K - $26.8K
|
10.4K
$596K
|
|
|
May 09, 2025
Q1 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
3.49K+ 9.61% |
$196K - $208K
|
39.8K
$2.27M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.25K- 20.29% |
$239K - $254K
|
16.7K
$954K
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
6+ 0.12% |
$337 - $358
|
5.09K
$291K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
13.7K+ 3.77% |
$769K - $817K
|
377K
$21.5M
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
5.14KNew |
$289K - $307K
|
5.14K
$294K
|
|
|
May 09, 2025
Q1 2025
|
Wills Financial Group LLC
Richmond, VA |
BUY
|
- |
6.43KNew |
$361K - $384K
|
6.43K
$367K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
99.6K+ 7.9% |
$5.6M - $5.95M
|
1.36M
$77.8M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
5.23KNew |
$294K - $312K
|
5.23K
$299K
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-709- 3.89% |
$39.8K - $42.3K
|
17.5K
$1M
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
10.8K+ 2.45% |
$609K - $647K
|
453K
$25.9M
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
349+ 5.67% |
$19.6K - $20.8K
|
6.51K
$372K
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
16+ 0.36% |
$899 - $955
|
4.43K
$253K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
21K+ 2.26% |
$1.18M - $1.25M
|
952K
$54.4M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-100- 1.36% |
$5.62K - $5.97K
|
7.27K
$416K
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
2.28K+ 3.9% |
$128K - $136K
|
60.7K
$3.47M
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
994+ 4.21% |
$55.8K - $59.4K
|
24.6K
$1.41M
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-5.19K- 46.4% |
$292K - $310K
|
6K
$343K
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
832New |
$46.7K - $49.7K
|
832
$47.5K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
14.8KNew |
$833K - $885K
|
14.8K
$848K
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
11.9K+ 8.05% |
$668K - $710K
|
160K
$9.13M
|
|
|
May 09, 2025
Q1 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
78.4K+ 55.37% |
$4.4M - $4.68M
|
220K
$12.6M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-348- 87.66% |
$19.5K - $20.8K
|
49
$2.8K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
40.3K+ 180.11% |
$2.26M - $2.41M
|
62.6K
$3.58M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-138- 43.13% |
$7.75K - $8.24K
|
182
$10.4K
|
|
|
May 09, 2025
Q1 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
183+ 1.2% |
$10.3K - $10.9K
|
15.4K
$882K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
3.65KNew |
$205K - $218K
|
3.65K
$209K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-4.71K- 7.46% |
$265K - $281K
|
58.5K
$3.34M
|
|
|
May 09, 2025
Q1 2025
|
Coign Capital Advisors LLC
Draper, UT |
SELL
|
- |
-2.96K- 23.23% |
$166K - $177K
|
9.79K
$559K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
38.4K+ 17.16% |
$2.16M - $2.29M
|
262K
$15M
|