Latest Institutional Purchases of J P Morgan Exchange Traded Fd (JEPI)
This list provides information on the latest institutional transactions involving J P Morgan Exchange Traded Fd (JEPI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.47M+ 39.66% |
$81.5M - $84.1M
|
5.16M
$293M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.14M+ 2.49% |
$63.4M - $65.4M
|
47M
$2.67B
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
581K+ 40.19% |
$32.3M - $33.3M
|
2.03M
$115M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
544K+ 3.31% |
$30.2M - $31.2M
|
17M
$963M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
494K+ 5.52% |
$27.5M - $28.3M
|
9.43M
$535M
|
|
|
Nov 12, 2025
Q3 2025
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
415KNew |
$23.1M - $23.8M
|
415K
$23.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
333K+ 8.51% |
$18.5M - $19.1M
|
4.25M
$241M
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
319K+ 39.17% |
$17.8M - $18.3M
|
1.13M
$64.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
256K+ 120.08% |
$14.2M - $14.7M
|
468K
$26.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
255K+ 303.5% |
$14.2M - $14.6M
|
338K
$19.2M
|
|
|
Nov 05, 2025
Q3 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
243K+ 3768.07% |
$13.5M - $13.9M
|
249K
$14.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Imc Chicago, LLC
|
BUY
|
- |
241KNew |
$13.4M - $13.8M
|
241K
$13.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
227KNew |
$12.6M - $13M
|
227K
$12.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
201K+ 2.84% |
$11.2M - $11.5M
|
7.27M
$413M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
193KNew |
$10.7M - $11M
|
193K
$10.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
177K+ 2.83% |
$9.85M - $10.2M
|
6.43M
$365M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
174K+ 65.66% |
$9.7M - $10M
|
440K
$25M
|
|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
165K+ 99.63% |
$9.15M - $9.44M
|
330K
$18.7M
|
|
|
Nov 13, 2025
Q3 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
164K+ 5.64% |
$9.11M - $9.39M
|
3.07M
$174M
|
|
|
Nov 03, 2025
Q3 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
141K+ 21.33% |
$7.83M - $8.07M
|
800K
$45.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
140K+ 10555.48% |
$7.77M - $8.01M
|
141K
$8M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
133K+ 10.01% |
$7.39M - $7.62M
|
1.46M
$82.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
123K+ 300.23% |
$6.86M - $7.08M
|
165K
$9.34M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
121K+ 6.75% |
$6.7M - $6.92M
|
1.91M
$108M
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
109K+ 20.86% |
$6.08M - $6.27M
|
633K
$35.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
107K+ 5.8% |
$5.98M - $6.17M
|
1.96M
$111M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
106K+ 36.86% |
$5.91M - $6.1M
|
395K
$22.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
97KNew |
$5.39M - $5.56M
|
97K
$5.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
95.8KNew |
$5.32M - $5.49M
|
95.8K
$5.43M
|
|
|
Nov 13, 2025
Q3 2025
|
Stonegate Management LLC
Lake Forest, IL |
BUY
|
- |
94.9KNew |
$5.28M - $5.44M
|
94.9K
$5.38M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
92.4K+ 47.69% |
$5.14M - $5.3M
|
286K
$16.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
91.8K+ 32.94% |
$5.1M - $5.26M
|
370K
$21M
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
83.5K+ 194.52% |
$4.64M - $4.79M
|
126K
$7.17M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
81.3K+ 14.74% |
$4.52M - $4.66M
|
632K
$35.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
80.4K+ 18.65% |
$4.47M - $4.61M
|
512K
$29M
|
|
|
Nov 13, 2025
Q3 2025
|
Boston Partners
Boston, MA |
BUY
|
- |
79.4KNew |
$4.42M - $4.56M
|
79.4K
$4.51M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
75.6K+ 7.7% |
$4.2M - $4.34M
|
1.06M
$60M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
69.8KNew |
$3.88M - $4M
|
69.8K
$3.96M
|
|
|
Oct 15, 2025
Q3 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
68.5K+ 124.42% |
$3.81M - $3.93M
|
124K
$7.02M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
66.6K+ 25.63% |
$3.7M - $3.82M
|
326K
$18.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
64.3K+ 3.28% |
$3.57M - $3.69M
|
2.03M
$115M
|
|
|
Nov 14, 2025
Q3 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
62.5K+ 4.37% |
$3.48M - $3.59M
|
1.49M
$84.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
62.3KNew |
$3.47M - $3.58M
|
62.3K
$3.54M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
61.8K+ 2.12% |
$3.44M - $3.55M
|
2.98M
$169M
|
|
|
Oct 22, 2025
Q3 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
60.5K+ 9.75% |
$3.36M - $3.47M
|
681K
$38.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
60.3K+ 10.76% |
$3.35M - $3.46M
|
621K
$35.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
60K+ 307.77% |
$3.34M - $3.44M
|
79.5K
$4.51M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
55.8K+ 2.15% |
$3.1M - $3.2M
|
2.66M
$151M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
55.8K+ 17.46% |
$3.1M - $3.2M
|
375K
$21.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Nationwide Fund Advisors
|
BUY
|
- |
55.5K+ 0.79% |
$3.08M - $3.18M
|
7.04M
$399M
|
|