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 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
104KNew |
$5.31M - $5.92M
|
104K
$5.89M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2.8K+ 6.03% |
$143K - $160K
|
49.3K
$2.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.63K+ 8.44% |
$83.5K - $93K
|
21K
$1.19M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-30.2K- 82.42% |
$1.55M - $1.72M
|
6.45K
$366K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
16.7K+ 22.44% |
$856K - $955K
|
91.4K
$5.19M
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
BUY
|
- |
2.78K+ 1.95% |
$142K - $159K
|
146K
$8.27M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
2.02K+ 0.31% |
$103K - $115K
|
652K
$37.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
8.8K+ 7.45% |
$450K - $502K
|
127K
$7.21M
|
|
|
Jul 17, 2025
Q2 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
3.8KNew |
$194K - $216K
|
3.8K
$216K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-127- 1.9% |
$6.49K - $7.24K
|
6.56K
$372K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
112+ 0.29% |
$5.73K - $6.38K
|
38.6K
$2.19M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-7.84K- 15.85% |
$401K - $447K
|
41.6K
$2.36M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
123K+ 4.98% |
$6.31M - $7.03M
|
2.6M
$148M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
10.4K+ 24.03% |
$530K - $591K
|
53.5K
$3.04M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
622KNew |
$31.8M - $35.5M
|
622K
$35.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
261+ 2.03% |
$13.3K - $14.9K
|
13.1K
$743K
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
178+ 1.8% |
$9.1K - $10.1K
|
10.1K
$573K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
3.55K+ 20.98% |
$181K - $202K
|
20.4K
$1.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
107K+ 34.71% |
$5.46M - $6.08M
|
414K
$23.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Leverty Financial Group, LLC
|
BUY
|
- |
4.09KNew |
$209K - $233K
|
4.09K
$232K
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
17K+ 15.05% |
$871K - $971K
|
130K
$7.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-314- 0.35% |
$16.1K - $17.9K
|
89.4K
$5.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
46.7K+ 12.95% |
$2.39M - $2.66M
|
408K
$23.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-7.22K- 20.35% |
$369K - $411K
|
28.3K
$1.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
23K+ 20.72% |
$1.18M - $1.31M
|
134K
$7.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
8.6K+ 68.43% |
$440K - $490K
|
21.2K
$1.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.51K+ 3.54% |
$179K - $200K
|
103K
$5.83M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-235- 1.37% |
$12K - $13.4K
|
16.9K
$959K
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
7.65K+ 13.8% |
$391K - $436K
|
63.1K
$3.58M
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
4.99K+ 2.98% |
$255K - $284K
|
172K
$9.79M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-13.9K- 26.78% |
$713K - $795K
|
38.1K
$2.17M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
6+ 2.76% |
$307 - $342
|
223
$12.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-9.65K- 25.76% |
$493K - $550K
|
27.8K
$1.58M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
4.97K+ 56.8% |
$254K - $283K
|
13.7K
$779K
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
53+ 1.06% |
$2.71K - $3.02K
|
5.04K
$286K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
433+ 6.44% |
$22.1K - $24.7K
|
7.15K
$406K
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
4.57KNew |
$234K - $260K
|
4.57K
$259K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-154- 0.62% |
$7.88K - $8.78K
|
24.6K
$1.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
3.33K+ 2.79% |
$170K - $190K
|
123K
$6.97M
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
BUY
|
- |
8.53K+ 23.86% |
$436K - $486K
|
44.3K
$2.51M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
26.7K+ 4.22% |
$1.37M - $1.52M
|
661K
$37.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
666+ 0.77% |
$34.1K - $38K
|
86.9K
$4.93M
|
|
|
Jul 16, 2025
Q2 2025
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
10.2K+ 3.81% |
$523K - $583K
|
279K
$15.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
180+ 13.45% |
$9.21K - $10.3K
|
1.52K
$86.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
BUY
|
- |
30.5K+ 11.44% |
$1.56M - $1.74M
|
297K
$16.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.57K- 16.03% |
$80.4K - $89.6K
|
8.24K
$468K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-3.77K- 24.26% |
$193K - $215K
|
11.8K
$668K
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-452K- 98.12% |
$23.1M - $25.7M
|
8.63K
$490K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.21K+ 3.08% |
$61.8K - $68.9K
|
40.4K
$2.29M
|
|
|
Jul 16, 2025
Q2 2025
|
Rba Wealth Management, LLC
|
SELL
|
- |
-237- 5.11% |
$12.1K - $13.5K
|
4.4K
$250K
|