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 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
402M+ 387324.28% |
$20.5B - $22.9B
|
402M
$22.8B
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
529KNew |
$27M - $30.1M
|
529K
$30M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
192KNew |
$9.81M - $10.9M
|
192K
$10.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
154K+ 20.47% |
$7.89M - $8.79M
|
908K
$51.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
149KNew |
$7.61M - $8.48M
|
149K
$8.45M
|
|
|
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
|
Apella Capital, LLC
|
BUY
|
- |
83.9KNew |
$4.29M - $4.78M
|
83.9K
$4.76M
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
78.7K+ 543.22% |
$4.02M - $4.49M
|
93.2K
$5.29M
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
BUY
|
- |
43.4K+ 49.1% |
$2.22M - $2.48M
|
132K
$7.49M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
30.8K+ 14.18% |
$1.57M - $1.75M
|
248K
$14.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
26K+ 13.61% |
$1.33M - $1.48M
|
217K
$12.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
19.4K+ 5.21% |
$992K - $1.11M
|
392K
$22.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
14.3K+ 3.95% |
$732K - $816K
|
377K
$21.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
11.4K+ 8.6% |
$583K - $649K
|
144K
$8.17M
|
|
|
Jul 07, 2025
Q2 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
11.4K+ 3.97% |
$580K - $647K
|
297K
$16.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
10.9K+ 2.96% |
$557K - $621K
|
379K
$21.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
9.16K+ 16.68% |
$468K - $522K
|
64.1K
$3.64M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
8.42K+ 49.28% |
$431K - $480K
|
25.5K
$1.45M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
8.3K+ 23.16% |
$424K - $473K
|
44.1K
$2.51M
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
7.2K+ 4.05% |
$368K - $410K
|
185K
$10.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
6.85K+ 93.14% |
$350K - $390K
|
14.2K
$806K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
6.39K+ 481.96% |
$327K - $364K
|
7.71K
$438K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
6.12K+ 8.77% |
$313K - $349K
|
75.9K
$4.31M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
5.37KNew |
$274K - $306K
|
5.37K
$305K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
5.13KNew |
$262K - $292K
|
5.13K
$291K
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
5.08KNew |
$260K - $290K
|
5.08K
$288K
|
|
|
Jul 11, 2025
Q2 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
4.19K+ 8.23% |
$214K - $239K
|
55.1K
$3.13M
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
4.18KNew |
$214K - $238K
|
4.18K
$237K
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
4.07K+ 6.06% |
$208K - $232K
|
71.2K
$4.04M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.91K+ 1.63% |
$200K - $223K
|
244K
$13.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
3.84K+ 2.65% |
$196K - $219K
|
149K
$8.45M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.71K+ 7.24% |
$190K - $211K
|
54.9K
$3.12M
|
|
|
Jul 11, 2025
Q2 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
3.68KNew |
$188K - $210K
|
3.68K
$209K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
3.63KNew |
$186K - $207K
|
3.63K
$206K
|
|
|
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
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
2.92K+ 4.64% |
$149K - $166K
|
65.8K
$3.74M
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
2.88K+ 5.05% |
$147K - $164K
|
60K
$3.41M
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
2.78K+ 2.46% |
$142K - $159K
|
116K
$6.57M
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
BUY
|
- |
2.63K+ 1.33% |
$134K - $150K
|
200K
$11.4M
|
|
|
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 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2.41K+ 5.77% |
$123K - $137K
|
44.1K
$2.51M
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
2K+ 2.92% |
$102K - $114K
|
70.5K
$4.01M
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.9K+ 316.67% |
$97.2K - $108K
|
2.5K
$142K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
1.83K+ 30.01% |
$93.4K - $104K
|
7.92K
$449K
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
1.72K+ 1.99% |
$87.8K - $97.8K
|
87.8K
$4.98M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
1.61K+ 3.54% |
$82.1K - $91.5K
|
46.9K
$2.66M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.38K+ 24.02% |
$70.5K - $78.6K
|
7.12K
$404K
|
|
|
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
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.32K+ 5.18% |
$67.5K - $75.2K
|
26.8K
$1.52M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.28K+ 2.76% |
$65.5K - $73K
|
47.7K
$2.71M
|