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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Nationwide Fund Advisors
|
BUY
|
- |
6.98MNew |
$357M - $398M
|
6.98M
$391M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.92M+ 4.38% |
$98.3M - $110M
|
45.8M
$2.57B
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.41M+ 56.29% |
$72.1M - $80.4M
|
3.91M
$219M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.33M+ 17.45% |
$67.9M - $75.7M
|
8.94M
$501M
|
|
|
Aug 14, 2025
Q2 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
1.27MNew |
$65.1M - $72.6M
|
1.27M
$71.4M
|
|
|
Aug 12, 2025
Q2 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
860K+ 42.07% |
$44M - $49M
|
2.9M
$163M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
820K+ 602.25% |
$41.9M - $46.7M
|
956K
$53.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
778K+ 116.32% |
$39.8M - $44.3M
|
1.45M
$81.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
720K+ 4.58% |
$36.8M - $41M
|
16.4M
$921M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
691K+ 2.11% |
$35.3M - $39.4M
|
33.4M
$1.87B
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
637K+ 9.89% |
$32.6M - $36.3M
|
7.07M
$396M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
623K+ 3250.58% |
$31.9M - $35.5M
|
642K
$36M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
622KNew |
$31.8M - $35.5M
|
622K
$34.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
531K+ 414.21% |
$27.2M - $30.3M
|
660K
$37M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
529KNew |
$27M - $30.1M
|
529K
$29.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
450K+ 18.22% |
$23M - $25.7M
|
2.92M
$164M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
405KNew |
$20.7M - $23.1M
|
405K
$22.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
375K+ 33.74% |
$19.2M - $21.4M
|
1.49M
$83.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
305KNew |
$15.6M - $17.4M
|
305K
$17.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
297K+ 155.77% |
$15.2M - $16.9M
|
488K
$27.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
292K+ 19.55% |
$14.9M - $16.6M
|
1.79M
$100M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
290K+ 110.94% |
$14.8M - $16.5M
|
551K
$30.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
261KNew |
$13.3M - $14.9M
|
261K
$14.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
243K+ 527.46% |
$12.4M - $13.8M
|
289K
$16.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
218K+ 64.99% |
$11.2M - $12.4M
|
554K
$31.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilton Capital Management, LLC
|
BUY
|
- |
206K+ 38.86% |
$10.5M - $11.7M
|
735K
$41.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
192KNew |
$9.81M - $10.9M
|
192K
$10.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
189K+ 3.85% |
$9.65M - $10.8M
|
5.09M
$285M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
179K+ 52.16% |
$9.16M - $10.2M
|
522K
$29.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
168K+ 118.93% |
$8.58M - $9.56M
|
309K
$17.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
162K+ 40.5% |
$8.26M - $9.21M
|
560K
$31.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
159K+ 4.96% |
$8.11M - $9.04M
|
3.36M
$188M
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
154K+ 20.47% |
$7.89M - $8.79M
|
908K
$50.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
149KNew |
$7.61M - $8.48M
|
149K
$8.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
148K+ 1.83% |
$7.59M - $8.46M
|
8.27M
$463M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
142KNew |
$7.26M - $8.1M
|
142K
$7.96M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
132K+ 324.21% |
$6.75M - $7.52M
|
173K
$9.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
131K+ 21.73% |
$6.7M - $7.47M
|
734K
$41.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
123K+ 4.98% |
$6.31M - $7.03M
|
2.6M
$146M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
119K+ 9.41% |
$6.09M - $6.78M
|
1.38M
$77.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
115K+ 12.95% |
$5.91M - $6.58M
|
1.01M
$56.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
114K+ 1.37% |
$5.83M - $6.5M
|
8.47M
$475M
|
|
|
Jul 15, 2025
Q2 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
112K+ 765.49% |
$5.73M - $6.39M
|
127K
$7.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
110K+ 21.04% |
$5.6M - $6.25M
|
630K
$35.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
107K+ 8.78% |
$5.48M - $6.11M
|
1.33M
$74.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
107K+ 34.71% |
$5.46M - $6.08M
|
414K
$23.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
106K+ 60.3% |
$5.42M - $6.04M
|
282K
$15.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
105K+ 16.56% |
$5.35M - $5.96M
|
736K
$41.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
104KNew |
$5.31M - $5.92M
|
104K
$5.82M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
100K+ 6.97% |
$5.13M - $5.72M
|
1.54M
$86.3M
|