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 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-606- 3.49% |
$34K - $36.2K
|
16.8K
$959K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.65K+ 0.57% |
$92.8K - $98.6K
|
291K
$16.6M
|
|
|
May 07, 2025
Q1 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
3.82K+ 19.6% |
$214K - $228K
|
23.3K
$1.33M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
275K+ 12.36% |
$15.5M - $16.4M
|
2.5M
$143M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.2K+ 26.37% |
$67.4K - $71.7K
|
5.75K
$329K
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
24.8KNew |
$1.39M - $1.48M
|
24.8K
$1.42M
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
4.14K+ 6.98% |
$232K - $247K
|
63.4K
$3.62M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
469+ 8.2% |
$26.3K - $28K
|
6.19K
$354K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
53.9K+ 7.58% |
$3.03M - $3.22M
|
764K
$43.7M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
4.12KNew |
$231K - $246K
|
4.12K
$235K
|
|
|
May 07, 2025
Q1 2025
|
Melia Wealth LLC
Tulsa, OK |
BUY
|
- |
11K+ 1.84% |
$621K - $660K
|
612K
$35M
|
|
|
May 07, 2025
Q1 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
17.6K+ 8.73% |
$987K - $1.05M
|
219K
$12.5M
|
|
|
May 07, 2025
Q1 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
950+ 23.96% |
$53.4K - $56.7K
|
4.92K
$281K
|
|
|
May 07, 2025
Q1 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-3.38K- 9.25% |
$190K - $202K
|
33.1K
$1.89M
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
4.7K+ 86.38% |
$264K - $281K
|
10.1K
$579K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
41.9K+ 12.3% |
$2.35M - $2.5M
|
382K
$21.8M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-922- 0.22% |
$51.8K - $55.1K
|
424K
$24.3M
|
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-363- 2.57% |
$20.4K - $21.7K
|
13.8K
$787K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.35K- 1.3% |
$75.9K - $80.7K
|
103K
$5.88M
|
|
|
May 07, 2025
Q1 2025
|
Wincap Financial LLC
Boston, MA |
BUY
|
- |
6.2K+ 16.37% |
$348K - $370K
|
44.1K
$2.52M
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-118K- 16.05% |
$6.64M - $7.06M
|
618K
$35.3M
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
175+ 154.87% |
$9.83K - $10.4K
|
288
$16.5K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
4New |
$225 - $239
|
4
$229
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
31.9K+ 44.18% |
$1.79M - $1.9M
|
104K
$5.94M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
734+ 4.26% |
$41.2K - $43.8K
|
18K
$1.03M
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-86- 0.88% |
$4.83K - $5.14K
|
9.68K
$553K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-93.5K- 5.86% |
$5.25M - $5.58M
|
1.5M
$85.9M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
79.9K+ 64.1% |
$4.49M - $4.77M
|
205K
$11.7M
|
|
|
May 06, 2025
Q1 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
2.17K+ 23.77% |
$122K - $130K
|
11.3K
$645K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
34.8KNew |
$1.95M - $2.08M
|
34.8K
$1.99M
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
756+ 4.07% |
$42.5K - $45.1K
|
19.3K
$1.1M
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
164+ 1.43% |
$9.21K - $9.79K
|
11.6K
$664K
|
|
|
May 06, 2025
Q1 2025
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
5+ 0.13% |
$281 - $299
|
3.79K
$217K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
8.09KNew |
$454K - $483K
|
8.09K
$462K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
552+ 7.52% |
$31K - $33K
|
7.89K
$451K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-31.9K- 14.85% |
$1.79M - $1.9M
|
183K
$10.5M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-12.8K- 6.13% |
$717K - $762K
|
196K
$11.2M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.15K- 1.57% |
$64.7K - $68.7K
|
72.2K
$4.13M
|
|
|
May 06, 2025
Q1 2025
|
Bg Investment Services, Inc.
|
BUY
|
- |
5.57K+ 20.62% |
$313K - $333K
|
32.6K
$1.86M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
47.3K+ 7.49% |
$2.66M - $2.82M
|
679K
$38.8M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-4.36K- 9.23% |
$245K - $260K
|
42.8K
$2.45M
|
|
|
May 06, 2025
Q1 2025
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
71.6KNew |
$4.02M - $4.27M
|
71.6K
$4.09M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
210K+ 21.35% |
$11.8M - $12.5M
|
1.19M
$68.2M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
8.55K+ 84.75% |
$480K - $511K
|
18.6K
$1.07M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
241K+ 6.65% |
$13.5M - $14.4M
|
3.87M
$221M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.31K+ 28.27% |
$130K - $138K
|
10.5K
$599K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
9.43K+ 8.39% |
$530K - $563K
|
122K
$6.96M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
22.7K+ 522.39% |
$1.27M - $1.36M
|
27K
$1.55M
|
|
|
May 06, 2025
Q1 2025
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
300+ 3.93% |
$16.9K - $17.9K
|
7.93K
$453K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-57.8K- 35.96% |
$3.25M - $3.45M
|
103K
$5.88M
|