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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-460- 5.8% |
$23.5K - $26.2K
|
7.48K
$425K
|
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
27K+ 9.79% |
$1.38M - $1.54M
|
302K
$17.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-135- 1.83% |
$6.9K - $7.7K
|
7.23K
$411K
|
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
983+ 18.94% |
$50.3K - $56K
|
6.17K
$351K
|
|
|
Jul 21, 2025
Q2 2025
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-201K- 48.59% |
$10.3M - $11.5M
|
213K
$12.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-60.2K- 41.5% |
$3.08M - $3.43M
|
84.9K
$4.82M
|
|
|
Jul 21, 2025
Q2 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
53+ 0.25% |
$2.71K - $3.02K
|
20.8K
$1.18M
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-20.6K- 62.02% |
$1.06M - $1.18M
|
12.6K
$717K
|
|
|
Jul 21, 2025
Q2 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
14.4K+ 6.43% |
$734K - $818K
|
238K
$13.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
SELL
|
- |
-250- 3.14% |
$12.8K - $14.3K
|
7.72K
$438K
|
|
|
Jul 21, 2025
Q2 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-1K- 6.98% |
$51.1K - $57K
|
13.3K
$757K
|
|
|
Jul 21, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
SELL
|
- |
-402M- 99.98% |
$20.5B - $22.9B
|
61.3K
$3.48M
|
|
|
Jul 18, 2025
Q2 2025
|
Miller Wealth Advisors, LLC
|
SELL
|
- |
-72- 11.39% |
$3.68K - $4.1K
|
560
$31.8K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
115K+ 12.95% |
$5.91M - $6.58M
|
1.01M
$57.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
909+ 3.68% |
$46.5K - $51.8K
|
25.6K
$1.46M
|
|
|
Jul 18, 2025
Q2 2025
|
Requisite Capital Management, LLC
|
SELL
|
- |
-1.03M- 81.92% |
$52.7M - $58.7M
|
228K
$12.9M
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-969- 1.15% |
$49.6K - $55.2K
|
83.1K
$4.72M
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
17.1K+ 37.33% |
$875K - $975K
|
62.9K
$3.57M
|
|
|
Jul 18, 2025
Q2 2025
|
Independent Investors Inc
|
SELL
|
- |
-1.35K- 8.1% |
$69K - $77K
|
15.3K
$870K
|
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-6.59K- 8.62% |
$337K - $375K
|
69.8K
$3.97M
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-41.4K- 13.33% |
$2.12M - $2.36M
|
269K
$15.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
448New |
$22.9K - $25.5K
|
448
$25.4K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-960- 50.53% |
$49.1K - $54.7K
|
940
$53.4K
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-36.1KClosed |
$1.84M - $2.06M
|
0
$0
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
10+ 3.29% |
$511 - $570
|
314
$17.8K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-20.2K- 28.58% |
$1.03M - $1.15M
|
50.4K
$2.86M
|
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
SELL
|
- |
-2.16K- 2.66% |
$111K - $123K
|
79.1K
$4.49M
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
15.7K+ 7.86% |
$802K - $894K
|
215K
$12.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
1.78K+ 1.6% |
$91K - $101K
|
113K
$6.43M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
13.2KNew |
$678K - $755K
|
13.2K
$752K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
1.63K+ 2.27% |
$83.6K - $93.1K
|
73.7K
$4.19M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
4.09K+ 3.22% |
$209K - $233K
|
131K
$7.44M
|
|
|
Jul 18, 2025
Q2 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
186+ 2.6% |
$9.51K - $10.6K
|
7.35K
$417K
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-305- 0.92% |
$15.6K - $17.4K
|
33K
$1.87M
|
|
|
Jul 18, 2025
Q2 2025
|
Marks Wealth, LLC
|
BUY
|
- |
2+ 0.02% |
$102 - $114
|
8.05K
$457K
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
BUY
|
- |
243+ 13.98% |
$12.4K - $13.9K
|
1.98K
$113K
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
1.18K+ 8.56% |
$60.4K - $67.3K
|
15K
$850K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1.14K- 57.74% |
$58.2K - $64.9K
|
833
$47.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
26.9K+ 6.99% |
$1.38M - $1.53M
|
412K
$23.4M
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-20- 0.04% |
$1.02K - $1.14K
|
46.1K
$2.62M
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.79K+ 9.41% |
$91.3K - $102K
|
20.8K
$1.18M
|
|
|
Jul 17, 2025
Q2 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
536+ 3.53% |
$27.4K - $30.6K
|
15.7K
$892K
|
|
|
Jul 17, 2025
Q2 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
1.87K+ 24.95% |
$95.7K - $107K
|
9.37K
$532K
|
|
|
Jul 17, 2025
Q2 2025
|
Forefront Wealth Management Inc.
|
BUY
|
- |
48.5K+ 39.28% |
$2.48M - $2.77M
|
172K
$9.77M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-675- 58.7% |
$34.5K - $38.5K
|
475
$27K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
14.7K+ 5.3% |
$750K - $836K
|
291K
$16.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
714+ 2.11% |
$36.5K - $40.7K
|
34.5K
$1.96M
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
96New |
$4.91K - $5.47K
|
96
$5.45K
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-1.01K- 10.71% |
$51.5K - $57.5K
|
8.4K
$477K
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-4.91K- 22.25% |
$251K - $280K
|
17.2K
$975K
|