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 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
10.9K+ 2.96% |
$557K - $621K
|
379K
$21.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-183K- 10.69% |
$9.36M - $10.4M
|
1.53M
$86.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
39New |
$1.99K - $2.22K
|
39
$2.21K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
6.39K+ 481.96% |
$327K - $364K
|
7.71K
$438K
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
7.2K+ 4.05% |
$368K - $410K
|
185K
$10.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-123- 0.36% |
$6.29K - $7.01K
|
34K
$1.93M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-4.57K- 20.0% |
$234K - $261K
|
18.3K
$1.04M
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
2K+ 2.92% |
$102K - $114K
|
70.5K
$4.01M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
192KNew |
$9.81M - $10.9M
|
192K
$10.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-427- 3.9% |
$21.8K - $24.3K
|
10.5K
$598K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
5.13KNew |
$262K - $292K
|
5.13K
$291K
|
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-2.44K- 5.3% |
$125K - $139K
|
43.6K
$2.48M
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
107+ 0.32% |
$5.47K - $6.1K
|
33.5K
$1.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
BUY
|
- |
2.63K+ 1.33% |
$134K - $150K
|
200K
$11.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-15.1K- 9.34% |
$774K - $863K
|
147K
$8.35M
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-12.4K- 36.55% |
$634K - $707K
|
21.5K
$1.22M
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
5.08KNew |
$260K - $290K
|
5.08K
$288K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-65- 10.32% |
$3.32K - $3.71K
|
565
$32.1K
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
78.7K+ 543.22% |
$4.02M - $4.49M
|
93.2K
$5.29M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
SELL
|
- |
-984- 20.96% |
$50.3K - $56.1K
|
3.71K
$211K
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-3.31K- 20.48% |
$169K - $189K
|
12.9K
$731K
|
|
|
Jul 09, 2025
Q2 2025
|
Bay Rivers Group
|
BUY
|
- |
417+ 4.1% |
$21.3K - $23.8K
|
10.6K
$601K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
3.63KNew |
$186K - $207K
|
3.63K
$206K
|
|
|
Jul 09, 2025
Q2 2025
|
Sterling Manor Financial, LLC
|
BUY
|
- |
409+ 4.86% |
$20.9K - $23.3K
|
8.83K
$502K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-5.41K- 12.39% |
$276K - $308K
|
38.2K
$2.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
SELL
|
- |
-1.13K- 19.05% |
$58K - $64.6K
|
4.82K
$274K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-1.17K- 3.45% |
$59.8K - $66.6K
|
32.7K
$1.86M
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
1.72K+ 1.99% |
$87.8K - $97.8K
|
87.8K
$4.98M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-30K- 32.51% |
$1.54M - $1.71M
|
62.3K
$3.54M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.38K+ 24.02% |
$70.5K - $78.6K
|
7.12K
$404K
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-3.58K- 9.4% |
$183K - $204K
|
34.4K
$1.96M
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
149KNew |
$7.61M - $8.48M
|
149K
$8.45M
|
|
|
Jul 09, 2025
Q2 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
3.84K+ 2.65% |
$196K - $219K
|
149K
$8.45M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.91K+ 1.63% |
$200K - $223K
|
244K
$13.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
26K+ 13.61% |
$1.33M - $1.48M
|
217K
$12.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-40- 0.88% |
$2.05K - $2.28K
|
4.49K
$255K
|
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-1.32K- 4.4% |
$67.5K - $75.2K
|
28.7K
$1.63M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-23.4K- 12.48% |
$1.19M - $1.33M
|
164K
$9.31M
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-34.4K- 28.91% |
$1.76M - $1.96M
|
84.7K
$4.81M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-3.37K- 4.91% |
$172K - $192K
|
65.3K
$3.71M
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
99+ 0.63% |
$5.06K - $5.64K
|
15.7K
$893K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.28K+ 2.76% |
$65.5K - $73K
|
47.7K
$2.71M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
1.21K+ 2.48% |
$61.6K - $68.7K
|
49.9K
$2.83M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
1.61K+ 3.54% |
$82.1K - $91.5K
|
46.9K
$2.66M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-2.29K- 2.37% |
$117K - $130K
|
94.3K
$5.36M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-11.8K- 6.94% |
$605K - $675K
|
159K
$9.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
9.16K+ 16.68% |
$468K - $522K
|
64.1K
$3.64M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-16.2K- 30.11% |
$826K - $921K
|
37.5K
$2.13M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-45.1K- 34.66% |
$2.31M - $2.57M
|
85K
$4.83M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.71K+ 7.24% |
$190K - $211K
|
54.9K
$3.12M
|