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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
13.9K+ 143.77% |
$800K - $846K
|
23.6K
$1.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2.62K+ 7.8% |
$151K - $159K
|
36.3K
$2.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-150- 0.99% |
$8.63K - $9.12K
|
15K
$857K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
3.81KNew |
$219K - $232K
|
3.81K
$218K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
471+ 2.24% |
$27.1K - $28.7K
|
21.5K
$1.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
1.68K+ 4.02% |
$96.4K - $102K
|
43.3K
$2.47M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
165+ 3.03% |
$9.49K - $10K
|
5.61K
$320K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
115+ 2.32% |
$6.62K - $7K
|
5.07K
$290K
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-1.88K- 1.28% |
$108K - $114K
|
145K
$8.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
7.51K+ 62.8% |
$432K - $457K
|
19.5K
$1.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
SELL
|
- |
-5.45K- 37.13% |
$314K - $332K
|
9.23K
$527K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
1.8KNew |
$104K - $109K
|
1.8K
$103K
|
|
|
Jan 14, 2025
Q4 2024
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-2.15K- 1.2% |
$124K - $131K
|
177K
$10.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
3.21K+ 8.81% |
$184K - $195K
|
39.6K
$2.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-677- 0.64% |
$38.9K - $41.2K
|
106K
$6.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.89K+ 32.78% |
$108K - $115K
|
7.64K
$436K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
1.36K+ 16.27% |
$78.2K - $82.7K
|
9.72K
$555K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
781+ 0.8% |
$44.9K - $47.5K
|
98.2K
$5.61M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
107K+ 141.75% |
$6.14M - $6.49M
|
182K
$10.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
15.4K+ 14.78% |
$886K - $937K
|
120K
$6.83M
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
30.9KNew |
$1.78M - $1.88M
|
30.9K
$1.76M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
1.74K+ 4.37% |
$99.9K - $106K
|
41.5K
$2.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4.08KNew |
$235K - $248K
|
4.08K
$233K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
4.15K+ 0.55% |
$239K - $252K
|
759K
$43.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-49.9K- 5.9% |
$2.87M - $3.04M
|
796K
$45.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
6.17K+ 6.38% |
$355K - $375K
|
103K
$5.87M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
141+ 4.56% |
$8.11K - $8.58K
|
3.23K
$184K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-57- 0.53% |
$3.28K - $3.47K
|
10.7K
$609K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-29.7K- 8.38% |
$1.71M - $1.8M
|
325K
$18.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
4.28KNew |
$246K - $260K
|
4.28K
$244K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
25+ 2.29% |
$1.44K - $1.52K
|
1.12K
$63.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-53.9K- 17.2% |
$3.1M - $3.28M
|
260K
$14.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-9.85K- 6.96% |
$566K - $599K
|
132K
$7.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
4.18K+ 7.88% |
$240K - $254K
|
57.2K
$3.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.02K+ 1320.78% |
$58.5K - $61.9K
|
1.09K
$62.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
4.12K+ 0.91% |
$237K - $251K
|
455K
$26M
|
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-17.2K- 31.31% |
$989K - $1.05M
|
37.7K
$2.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
70.6K+ 595.48% |
$4.06M - $4.3M
|
82.5K
$4.71M
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
302+ 1.65% |
$17.4K - $18.4K
|
18.6K
$1.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
543+ 15.33% |
$31.2K - $33K
|
4.08K
$233K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
347+ 0.79% |
$20K - $21.1K
|
44K
$2.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-2.14K- 3.59% |
$123K - $130K
|
57.5K
$3.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-9.04K- 16.3% |
$520K - $550K
|
46.4K
$2.65M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
28.5K+ 33.26% |
$1.64M - $1.73M
|
114K
$6.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
5.66K+ 69.56% |
$325K - $344K
|
13.8K
$787K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
685New |
$39.4K - $41.7K
|
685
$39.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
46+ 0.71% |
$2.65K - $2.8K
|
6.49K
$371K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
607+ 5.03% |
$34.9K - $36.9K
|
12.7K
$724K
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-681- 9.72% |
$39.2K - $41.4K
|
6.33K
$361K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
328+ 0.54% |
$18.9K - $20K
|
61.5K
$3.51M
|