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 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-344- 5.56% |
$17.6K - $19.6K
|
5.84K
$332K
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
203+ 4.21% |
$10.4K - $11.6K
|
5.03K
$286K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5.23K- 6.34% |
$268K - $298K
|
77.3K
$4.39M
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
409+ 0.59% |
$20.9K - $23.3K
|
69.4K
$3.94M
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
110+ 2.24% |
$5.63K - $6.27K
|
5.01K
$285K
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
13+ 0.01% |
$665 - $741
|
87.7K
$4.98M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-292K- 89.84% |
$14.9M - $16.7M
|
33.1K
$1.88M
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
3.73KNew |
$191K - $213K
|
3.73K
$212K
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
2.12K+ 0.85% |
$109K - $121K
|
253K
$14.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-227- 3.2% |
$11.6K - $12.9K
|
6.87K
$390K
|
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
1.29K+ 2.19% |
$65.8K - $73.3K
|
59.9K
$3.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
1.04K+ 13.49% |
$53.2K - $59.3K
|
8.75K
$497K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
686+ 1.74% |
$35.1K - $39.1K
|
40.1K
$2.27M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-2.02K- 7.93% |
$103K - $115K
|
23.4K
$1.33M
|
|
|
Jul 15, 2025
Q2 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-1.72K- 4.72% |
$88K - $98K
|
34.7K
$1.97M
|
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
3.65KNew |
$187K - $208K
|
3.65K
$207K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
6.58K+ 100.3% |
$337K - $375K
|
13.1K
$746K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-3.33K- 36.49% |
$170K - $190K
|
5.8K
$329K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-4.17K- 23.12% |
$213K - $238K
|
13.9K
$787K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
13+ 2.75% |
$665 - $741
|
485
$27.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-132K- 35.13% |
$6.76M - $7.54M
|
244K
$13.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
270+ 3.84% |
$13.8K - $15.4K
|
7.3K
$414K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
1.88K+ 2.71% |
$96K - $107K
|
71.3K
$4.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
38.5K+ 84.8% |
$1.97M - $2.19M
|
83.8K
$4.76M
|
|
|
Jul 15, 2025
Q2 2025
|
Ims Capital Management
|
SELL
|
- |
-222- 3.1% |
$11.4K - $12.7K
|
6.93K
$394K
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
1.62K+ 3.77% |
$82.6K - $92.1K
|
44.4K
$2.52M
|
|
|
Jul 15, 2025
Q2 2025
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-9.1K- 9.98% |
$465K - $519K
|
82.1K
$4.66M
|
|
|
Jul 15, 2025
Q2 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
1.89K+ 4.12% |
$96.4K - $107K
|
47.6K
$2.71M
|
|
|
Jul 15, 2025
Q2 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
112K+ 765.49% |
$5.73M - $6.39M
|
127K
$7.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-36- 0.52% |
$1.84K - $2.05K
|
6.88K
$391K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
26+ 2.55% |
$1.33K - $1.48K
|
1.04K
$59.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
2.32K+ 5.28% |
$119K - $132K
|
46.2K
$2.62M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
4.1KNew |
$210K - $234K
|
4.1K
$233K
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
281+ 2.56% |
$14.4K - $16K
|
11.3K
$640K
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
SELL
|
- |
-1.67K- 5.93% |
$85.5K - $95.3K
|
26.5K
$1.51M
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
8.89KNew |
$455K - $507K
|
8.89K
$505K
|
|
|
Jul 15, 2025
Q2 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
10.7K+ 5.74% |
$548K - $610K
|
197K
$11.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
3.36K+ 8.29% |
$172K - $191K
|
43.8K
$2.49M
|
|
|
Jul 15, 2025
Q2 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
2.54K+ 3.64% |
$130K - $145K
|
72.4K
$4.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.29K+ 76.05% |
$65.8K - $73.3K
|
2.98K
$169K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-319K- 54.79% |
$16.3M - $18.2M
|
263K
$14.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
22.1K+ 37.65% |
$1.13M - $1.26M
|
80.7K
$4.58M
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
2.1K+ 1.97% |
$107K - $119K
|
109K
$6.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
4.88KNew |
$250K - $278K
|
4.88K
$277K
|
|
|
Jul 15, 2025
Q2 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
SELL
|
- |
-4.13K- 10.32% |
$211K - $235K
|
35.9K
$2.04M
|
|
|
Jul 15, 2025
Q2 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
SELL
|
- |
-619- 0.17% |
$31.7K - $35.3K
|
372K
$21.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
195+ 4.76% |
$9.97K - $11.1K
|
4.29K
$244K
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
2.21K+ 11.45% |
$113K - $126K
|
21.5K
$1.22M
|
|
|
Jul 14, 2025
Q2 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
SELL
|
- |
-8.04K- 55.86% |
$411K - $458K
|
6.35K
$361K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-599- 7.92% |
$30.6K - $34.1K
|
6.96K
$395K
|