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 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
83.9KNew |
$4.29M - $4.78M
|
83.9K
$4.76M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-806- 15.72% |
$41.2K - $45.9K
|
4.32K
$245K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
3.29K+ 5.36% |
$168K - $187K
|
64.7K
$3.67M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
89.3KNew |
$4.57M - $5.09M
|
89.3K
$5.07M
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
799+ 5.58% |
$40.9K - $45.5K
|
15.1K
$859K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
49+ 1.11% |
$2.51K - $2.79K
|
4.48K
$254K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
234New |
$12K - $13.3K
|
234
$13.3K
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
19.4K+ 5.21% |
$992K - $1.11M
|
392K
$22.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.9K+ 316.67% |
$97.2K - $108K
|
2.5K
$142K
|
|
|
Jul 08, 2025
Q2 2025
|
Iam Advisory, LLC
|
SELL
|
- |
-372- 2.27% |
$19K - $21.2K
|
16K
$909K
|
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
2.92K+ 4.64% |
$149K - $166K
|
65.8K
$3.74M
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-1.49K- 8.69% |
$76K - $84.7K
|
15.6K
$887K
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
2.88K+ 5.05% |
$147K - $164K
|
60K
$3.41M
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-16K- 19.16% |
$818K - $912K
|
67.5K
$3.83M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
46+ 2.63% |
$2.35K - $2.62K
|
1.8K
$102K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-439- 85.91% |
$22.5K - $25K
|
72
$4.09K
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-1.04K- 0.5% |
$53K - $59.1K
|
207K
$11.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-314- 2.18% |
$16.1K - $17.9K
|
14.1K
$800K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
100+ 8.39% |
$5.11K - $5.7K
|
1.29K
$73.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
30.8K+ 14.18% |
$1.57M - $1.75M
|
248K
$14.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
656+ 3.52% |
$33.5K - $37.4K
|
19.3K
$1.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-1.46K- 3.83% |
$74.7K - $83.3K
|
36.7K
$2.08M
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
BUY
|
- |
1.04K+ 3.88% |
$53.3K - $59.5K
|
27.9K
$1.58M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
3+ 0.03% |
$153 - $171
|
10K
$568K
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
BUY
|
- |
333+ 1.04% |
$17K - $19K
|
32.3K
$1.83M
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
154K+ 20.47% |
$7.89M - $8.79M
|
908K
$51.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.32K+ 5.18% |
$67.5K - $75.2K
|
26.8K
$1.52M
|
|
|
Jul 07, 2025
Q2 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
11.4K+ 3.97% |
$580K - $647K
|
297K
$16.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
6.85K+ 93.14% |
$350K - $390K
|
14.2K
$806K
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
2.78K+ 2.46% |
$142K - $159K
|
116K
$6.57M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.37K+ 3.1% |
$70.2K - $78.2K
|
45.6K
$2.59M
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
43+ 0.97% |
$2.2K - $2.45K
|
4.48K
$254K
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
BUY
|
- |
43.4K+ 49.1% |
$2.22M - $2.48M
|
132K
$7.49M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-2.88K- 5.7% |
$147K - $164K
|
47.6K
$2.71M
|
|
|
Jul 03, 2025
Q2 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
2.46K+ 12.82% |
$126K - $140K
|
21.7K
$1.23M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
6.12K+ 8.77% |
$313K - $349K
|
75.9K
$4.31M
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-13- 0.2% |
$665 - $741
|
6.65K
$378K
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
529KNew |
$27M - $30.1M
|
529K
$30M
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
4.18KNew |
$214K - $238K
|
4.18K
$237K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-23.8K- 4.35% |
$1.22M - $1.36M
|
524K
$29.8M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
66+ 0.32% |
$3.38K - $3.76K
|
20.7K
$1.18M
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-326- 6.09% |
$16.7K - $18.6K
|
5.03K
$285K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
865+ 8.27% |
$44.2K - $49.3K
|
11.3K
$643K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2.41K+ 5.77% |
$123K - $137K
|
44.1K
$2.51M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
5.37KNew |
$274K - $306K
|
5.37K
$305K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-422- 0.47% |
$21.6K - $24.1K
|
89K
$5.05M
|
|
| Q1 2025 | |||||||
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
396New |
$22.2K - $23.6K
|
396
$22.5K
|
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-4.76KClosed |
$267K - $284K
|
0
$0
|
|
|
Jun 04, 2025
Q1 2025
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
6.16KNew |
$346K - $368K
|
6.16K
$350K
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
12.1KNew |
$679K - $721K
|
12.1K
$686K
|
|