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 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-534- 2.82% |
$30.7K - $32.5K
|
18.4K
$1.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
32+ 0.9% |
$1.84K - $1.95K
|
3.57K
$204K
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-6- 0.07% |
$345 - $365
|
8.38K
$479K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-124- 0.68% |
$7.13K - $7.54K
|
18.2K
$1.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-24.4K- 80.66% |
$1.41M - $1.49M
|
5.86K
$335K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.93K- 98.02% |
$111K - $117K
|
39
$2.23K
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
4.52KNew |
$260K - $275K
|
4.52K
$258K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
634+ 737.21% |
$36.5K - $38.6K
|
720
$41.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
1.26K+ 34.85% |
$72.3K - $76.4K
|
4.86K
$278K
|
|
|
Jan 16, 2025
Q4 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
21+ 1.24% |
$1.21K - $1.28K
|
1.71K
$97.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1.63KNew |
$93.7K - $99K
|
1.63K
$93K
|
|
|
Jan 16, 2025
Q4 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
420+ 9.14% |
$24.2K - $25.5K
|
5.02K
$287K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
9.9K+ 211.68% |
$569K - $602K
|
14.6K
$833K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-100- 86.96% |
$5.75K - $6.08K
|
15
$857
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-1.71K- 27.14% |
$98.2K - $104K
|
4.58K
$262K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.74KNew |
$215K - $228K
|
3.74K
$214K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
3.81KNew |
$219K - $232K
|
3.81K
$218K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
165+ 3.03% |
$9.49K - $10K
|
5.61K
$321K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
1.8KNew |
$104K - $109K
|
1.8K
$103K
|
|
|
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
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
141+ 4.56% |
$8.11K - $8.58K
|
3.23K
$185K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
4.28KNew |
$246K - $260K
|
4.28K
$245K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
685New |
$39.4K - $41.7K
|
685
$39.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-214- 17.63% |
$12.3K - $13K
|
1K
$57.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.4K- 18.91% |
$80.3K - $84.9K
|
5.99K
$342K
|
|
| Q3 2024 | |||||||
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
573New |
$31.5K - $34.1K
|
573
$32.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
3.44K+ 5.97% |
$189K - $204K
|
61K
$3.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
84.5K+ 84.25% |
$4.65M - $5.03M
|
185K
$10.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
5.4KNew |
$297K - $321K
|
5.4K
$309K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
15.2KNew |
$835K - $904K
|
15.2K
$868K
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
3.46KNew |
$190K - $206K
|
3.46K
$198K
|
|
|
Nov 14, 2024
Q3 2024
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-5.28K- 3.74% |
$290K - $314K
|
136K
$7.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-2.69K- 7.7% |
$148K - $160K
|
32.3K
$1.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
10.9KNew |
$599K - $649K
|
10.9K
$623K
|
|
|
Nov 14, 2024
Q3 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-100- 0.33% |
$5.5K - $5.95K
|
29.8K
$1.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
254KNew |
$14M - $15.1M
|
254K
$14.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
84.4KNew |
$4.64M - $5.02M
|
84.4K
$4.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
15.7KNew |
$866K - $937K
|
15.7K
$900K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-27- 1.29% |
$1.48K - $1.61K
|
2.07K
$118K
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
4.11KNew |
$226K - $245K
|
4.11K
$235K
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
10.4KNew |
$571K - $618K
|
10.4K
$594K
|
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-764- 16.55% |
$42K - $45.5K
|
3.85K
$220K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
19New |
$1.04K - $1.13K
|
19
$1.09K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
75.9KNew |
$4.17M - $4.52M
|
75.9K
$4.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-636- 6.67% |
$35K - $37.8K
|
8.9K
$509K
|
|
|
Nov 13, 2024
Q3 2024
|
Natixis
Paris, I0 |
BUY
|
- |
300New |
$16.5K - $17.9K
|
300
$17.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
348+ 2.32% |
$19.1K - $20.7K
|
15.4K
$879K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.77K- 2.5% |
$97K - $105K
|
68.7K
$3.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
51.4KNew |
$2.83M - $3.06M
|
51.4K
$2.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
BUY
|
- |
15+ 6.67% |
$825 - $893
|
240
$13.7K
|
|