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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
23.7K+ 24.81% |
$1.33M - $1.41M
|
119K
$6.76M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
67.4K+ 1224.54% |
$3.79M - $4.03M
|
72.9K
$4.14M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
24.1K+ 5.91% |
$1.35M - $1.44M
|
431K
$24.5M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-96- 0.83% |
$5.39K - $5.73K
|
11.5K
$651K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-16- 0.01% |
$899 - $955
|
143K
$8.13M
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-402- 2.43% |
$22.6K - $24K
|
16.2K
$918K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
51.2K+ 4.22% |
$2.88M - $3.06M
|
1.26M
$71.8M
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
46.5KNew |
$2.61M - $2.77M
|
46.5K
$2.64M
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
2.9K+ 0.43% |
$163K - $173K
|
672K
$38.2M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
101K+ 17.74% |
$5.69M - $6.05M
|
673K
$38.2M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.49K+ 8.21% |
$196K - $208K
|
46K
$2.61M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
773K+ 10.52% |
$43.4M - $46.1M
|
8.12M
$461M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-26.1K- 5.77% |
$1.47M - $1.56M
|
427K
$24.2M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.54KNew |
$311K - $330K
|
5.54K
$314K
|
|
|
May 15, 2025
Q1 2025
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-2.06K- 12.51% |
$116K - $123K
|
14.4K
$817K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
417+ 2.33% |
$23.4K - $24.9K
|
18.3K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-129- 1.63% |
$7.25K - $7.7K
|
7.77K
$441K
|
|
|
May 15, 2025
Q1 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
6.37K+ 50.05% |
$358K - $381K
|
19.1K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
1.13K+ 5.93% |
$63.2K - $67.2K
|
20.1K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.24K+ 43.34% |
$69.7K - $74K
|
4.1K
$233K
|
|
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
5.74K+ 62.7% |
$322K - $343K
|
14.9K
$846K
|
|
|
May 15, 2025
Q1 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-2K- 6.51% |
$112K - $119K
|
28.7K
$1.63M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
312K+ 1615.3% |
$17.5M - $18.6M
|
331K
$18.8M
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
SELL
|
- |
-376- 4.55% |
$21.1K - $22.5K
|
7.89K
$448K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
5.3KNew |
$298K - $316K
|
5.3K
$301K
|
|
|
May 15, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
65.1KNew |
$3.66M - $3.89M
|
65.1K
$3.7M
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
120+ 2.61% |
$6.74K - $7.17K
|
4.71K
$268K
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-2.39K- 32.43% |
$134K - $143K
|
4.98K
$283K
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
5.25KNew |
$295K - $314K
|
5.25K
$298K
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
3.49K+ 11.41% |
$196K - $208K
|
34K
$1.93M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.16K+ 11.21% |
$64.9K - $69K
|
11.5K
$651K
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
10.9K+ 151.27% |
$613K - $652K
|
18.1K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7.1K+ 11.97% |
$399K - $424K
|
66.4K
$3.77M
|
|
|
May 15, 2025
Q1 2025
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
2.99K+ 4.13% |
$168K - $178K
|
75.3K
$4.28M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
5.46K+ 22.58% |
$307K - $326K
|
29.6K
$1.68M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.15K- 1.51% |
$233K - $248K
|
271K
$15.4M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.59K- 10.54% |
$89.4K - $95.1K
|
13.5K
$767K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
23.2K+ 9.85% |
$1.3M - $1.38M
|
258K
$14.7M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-6.59K- 4.39% |
$370K - $394K
|
144K
$8.15M
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
2.27K+ 33.21% |
$128K - $136K
|
9.12K
$518K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.3K+ 109.21% |
$466K - $496K
|
15.9K
$903K
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-3.9K- 39.39% |
$219K - $233K
|
6K
$341K
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
10K+ 14.39% |
$562K - $597K
|
79.5K
$4.52M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
18.6K+ 28.14% |
$1.05M - $1.11M
|
84.8K
$4.82M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-432- 1.08% |
$24.3K - $25.8K
|
39.6K
$2.25M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
159K+ 149.96% |
$8.94M - $9.5M
|
265K
$15.1M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
52.1K+ 107.64% |
$2.93M - $3.11M
|
101K
$5.71M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
91.5K+ 61.65% |
$5.14M - $5.46M
|
240K
$13.6M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-54K- 78.11% |
$3.04M - $3.23M
|
15.1K
$860K
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-4.23K- 3.66% |
$238K - $253K
|
111K
$6.32M
|