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 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-4- 0.97% |
$205 - $228
|
409
$23.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
8.4K+ 5.86% |
$429K - $479K
|
152K
$8.61M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-94.9K- 50.68% |
$4.85M - $5.41M
|
92.4K
$5.24M
|
|
|
Jul 14, 2025
Q2 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
SELL
|
- |
-6.34K- 28.04% |
$324K - $362K
|
16.3K
$924K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-514- 62.0% |
$26.3K - $29.3K
|
315
$17.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
93.3K+ 60.92% |
$4.77M - $5.32M
|
246K
$14M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
676+ 0.72% |
$34.6K - $38.5K
|
94.2K
$5.35M
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
14.7K+ 5.88% |
$750K - $836K
|
264K
$15M
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
24.4K+ 138.15% |
$1.25M - $1.39M
|
42K
$2.39M
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-34.7K- 10.47% |
$1.78M - $1.98M
|
297K
$16.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
6.92K+ 18.04% |
$354K - $394K
|
45.3K
$2.57M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-104K- 79.77% |
$5.33M - $5.94M
|
26.4K
$1.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
3.56KNew |
$182K - $203K
|
3.56K
$202K
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-75- 1.81% |
$3.84K - $4.28K
|
4.07K
$231K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
5.33K+ 14.71% |
$273K - $304K
|
41.6K
$2.36M
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
11.4K+ 27.0% |
$581K - $647K
|
53.4K
$3.03M
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
3.62KNew |
$185K - $206K
|
3.62K
$206K
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
5.72KNew |
$292K - $326K
|
5.72K
$325K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
200+ 3.5% |
$10.2K - $11.4K
|
5.91K
$335K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-91- 0.11% |
$4.65K - $5.19K
|
79.8K
$4.53M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-2.87K- 2.06% |
$147K - $164K
|
136K
$7.75M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
73+ 3.61% |
$3.73K - $4.16K
|
2.1K
$119K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.46K+ 30.94% |
$126K - $140K
|
10.4K
$590K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
90+ 2.61% |
$4.6K - $5.13K
|
3.54K
$201K
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
2.45K+ 6.75% |
$125K - $139K
|
38.7K
$2.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
11.4K+ 8.6% |
$583K - $649K
|
144K
$8.17M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
1.11K+ 3.16% |
$56.9K - $63.4K
|
36.4K
$2.07M
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-17.7K- 17.04% |
$904K - $1.01M
|
86.1K
$4.89M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
8.42K+ 49.28% |
$431K - $480K
|
25.5K
$1.45M
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
126+ 14.53% |
$6.44K - $7.18K
|
993
$56.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
4.07K+ 6.06% |
$208K - $232K
|
71.2K
$4.04M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
400New |
$20.5K - $22.8K
|
400
$22.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
3.68KNew |
$188K - $210K
|
3.68K
$209K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-8.4K- 14.54% |
$429K - $479K
|
49.3K
$2.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-39K- 21.56% |
$2M - $2.22M
|
142K
$8.06M
|
|
|
Jul 11, 2025
Q2 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
SELL
|
- |
-180- 3.4% |
$9.21K - $10.3K
|
5.12K
$290K
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-729- 1.54% |
$37.3K - $41.6K
|
46.5K
$2.64M
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
371+ 6.35% |
$19K - $21.1K
|
6.21K
$353K
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
14.3K+ 3.95% |
$732K - $816K
|
377K
$21.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-36.8K- 20.59% |
$1.88M - $2.1M
|
142K
$8.07M
|
|
|
Jul 11, 2025
Q2 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
4.19K+ 8.23% |
$214K - $239K
|
55.1K
$3.13M
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
20+ 0.36% |
$1.02K - $1.14K
|
5.5K
$312K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
1+ 0.01% |
$51.1 - $57
|
13.7K
$778K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-6.09K- 36.25% |
$311K - $347K
|
10.7K
$608K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
82+ 1.92% |
$4.19K - $4.67K
|
4.36K
$247K
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
201+ 1.4% |
$10.3K - $11.5K
|
14.6K
$829K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
192+ 0.18% |
$9.82K - $10.9K
|
105K
$5.95M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
8.3K+ 23.16% |
$424K - $473K
|
44.1K
$2.51M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
1.83K+ 30.01% |
$93.4K - $104K
|
7.92K
$449K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.46K- 14.1% |
$74.5K - $83K
|
8.88K
$504K
|