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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.44M+ 35.91% |
$418M - $444M
|
28.2M
$1.56B
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.4M+ 5.77% |
$135M - $143M
|
43.9M
$2.44B
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.43M+ 4.57% |
$80.2M - $85.2M
|
32.7M
$1.81B
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.26M+ 25.68% |
$70.7M - $75.2M
|
6.16M
$342M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.16M+ 7.97% |
$65.1M - $69.2M
|
15.7M
$872M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
833K+ 14.87% |
$46.8M - $49.8M
|
6.44M
$357M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
778K+ 18.87% |
$43.7M - $46.5M
|
4.9M
$272M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
775K+ 11.33% |
$43.5M - $46.3M
|
7.61M
$423M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
773K+ 10.52% |
$43.4M - $46.1M
|
8.12M
$451M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
683K+ 8.91% |
$38.4M - $40.8M
|
8.35M
$464M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
466K+ 17.06% |
$26.2M - $27.8M
|
3.2M
$178M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
427K+ 83.86% |
$24M - $25.5M
|
936K
$52M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
312K+ 1615.3% |
$17.5M - $18.6M
|
331K
$18.4M
|
|
|
May 14, 2025
Q1 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
279KNew |
$15.6M - $16.6M
|
279K
$15.5M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
275K+ 12.36% |
$15.5M - $16.4M
|
2.5M
$139M
|
|
|
Apr 25, 2025
Q1 2025
|
Advisors Management Group Inc
|
BUY
|
- |
243K+ 1029.56% |
$13.6M - $14.5M
|
266K
$14.8M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
241K+ 6.65% |
$13.5M - $14.4M
|
3.87M
$215M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
230K+ 125.55% |
$12.9M - $13.8M
|
414K
$23M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
226K+ 29.43% |
$12.7M - $13.5M
|
996K
$55.3M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
219K+ 9.73% |
$12.3M - $13.1M
|
2.47M
$137M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
210K+ 21.35% |
$11.8M - $12.5M
|
1.19M
$66.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
207K+ 187.61% |
$11.6M - $12.3M
|
317K
$17.6M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
202K+ 7.12% |
$11.3M - $12M
|
3.03M
$168M
|
|
|
May 12, 2025
Q1 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
197KNew |
$11.1M - $11.8M
|
197K
$11M
|
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
192K+ 84.65% |
$10.8M - $11.5M
|
418K
$23.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
183K+ 11.54% |
$10.3M - $10.9M
|
1.77M
$98.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
173K+ 90.87% |
$9.7M - $10.3M
|
363K
$20.1M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
172K+ 13.04% |
$9.68M - $10.3M
|
1.49M
$82.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Enterprises, LLC
Appleton, WI |
BUY
|
- |
166K+ 59.2% |
$9.33M - $9.91M
|
446K
$24.8M
|
|
|
May 13, 2025
Q1 2025
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
160KNew |
$8.97M - $9.54M
|
160K
$8.87M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
159K+ 149.96% |
$8.94M - $9.5M
|
265K
$14.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
155K+ 86.55% |
$8.71M - $9.26M
|
334K
$18.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
154K+ 17.62% |
$8.63M - $9.17M
|
1.03M
$57M
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
149K+ 1583.74% |
$8.37M - $8.89M
|
158K
$8.79M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
146K+ 13.59% |
$8.2M - $8.71M
|
1.22M
$67.7M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
140K+ 2337300.0% |
$7.88M - $8.37M
|
140K
$7.79M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
140K+ 69.96% |
$7.86M - $8.36M
|
340K
$18.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
139K+ 332.66% |
$7.82M - $8.31M
|
181K
$10.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
134K+ 178.29% |
$7.52M - $7.99M
|
209K
$11.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
131K+ 8.28% |
$7.35M - $7.81M
|
1.71M
$95M
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
127K+ 20.17% |
$7.11M - $7.55M
|
754K
$41.8M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
120K+ 55.33% |
$6.72M - $7.14M
|
336K
$18.6M
|
|
|
May 05, 2025
Q1 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
119KNew |
$6.69M - $7.12M
|
119K
$6.62M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
105K+ 30.94% |
$5.91M - $6.28M
|
445K
$24.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
102K+ 124.21% |
$5.76M - $6.12M
|
185K
$10.3M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
101K+ 17.74% |
$5.69M - $6.05M
|
673K
$37.4M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
101K+ 38.28% |
$5.66M - $6.02M
|
364K
$20.2M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
101K+ 7.65% |
$5.65M - $6M
|
1.42M
$78.6M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
99.6K+ 7.9% |
$5.6M - $5.95M
|
1.36M
$75.6M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
92K+ 34.1% |
$5.17M - $5.49M
|
362K
$20.1M
|