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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
283K+ 519.05% |
$15.9M - $16.3M
|
338K
$19.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
137K+ 17.07% |
$7.65M - $7.87M
|
937K
$53.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Mor Wealth Management, LLC
Philadelphia, PA |
BUY
|
- |
81.6KNew |
$4.57M - $4.7M
|
81.6K
$4.63M
|
|
|
Jan 20, 2026
Q4 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
65.1KNew |
$3.64M - $3.75M
|
65.1K
$3.69M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
55.6K+ 32.69% |
$3.11M - $3.2M
|
226K
$12.8M
|
|
|
Jan 23, 2026
Q4 2025
|
Nationwide Fund Advisors
|
BUY
|
- |
51.2K+ 0.73% |
$2.87M - $2.95M
|
7.09M
$402M
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
44.4K+ 6.45% |
$2.49M - $2.56M
|
732K
$41.6M
|
|
|
Jan 16, 2026
Q4 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
43K+ 9.07% |
$2.41M - $2.48M
|
517K
$29.3M
|
|
|
Jan 05, 2026
Q4 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
43K+ 27.88% |
$2.41M - $2.47M
|
197K
$11.2M
|
|
|
Jan 02, 2026
Q4 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
41.6K+ 7.37% |
$2.33M - $2.39M
|
605K
$34.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
40.9K+ 242.17% |
$2.29M - $2.36M
|
57.8K
$3.28M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
36.3K+ 4.41% |
$2.03M - $2.09M
|
860K
$48.8M
|
|
|
Jan 21, 2026
Q4 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
32.7KNew |
$1.83M - $1.89M
|
32.7K
$1.86M
|
|
|
Jan 15, 2026
Q4 2025
|
Capital Advisors Inc
|
BUY
|
- |
32K+ 2.98% |
$1.79M - $1.84M
|
1.11M
$62.7M
|
|
|
Jan 07, 2026
Q4 2025
|
Qp Wealth Management, LLC
|
BUY
|
- |
30KNew |
$1.68M - $1.73M
|
30K
$1.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
29.8K+ 7.08% |
$1.67M - $1.72M
|
451K
$25.6M
|
|
|
Jan 14, 2026
Q4 2025
|
Columbus Macro, LLC
|
BUY
|
- |
25.1K+ 9.86% |
$1.4M - $1.44M
|
279K
$15.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
23.4K+ 16.77% |
$1.31M - $1.35M
|
163K
$9.26M
|
|
|
Jan 12, 2026
Q4 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
23.2K+ 18.74% |
$1.3M - $1.33M
|
147K
$8.33M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
22.1K+ 22.66% |
$1.24M - $1.27M
|
120K
$6.78M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
19.2K+ 7.21% |
$1.07M - $1.1M
|
285K
$16.2M
|
|
|
Jan 05, 2026
Q4 2025
|
First Hawaiian Bank
|
BUY
|
- |
17.9K+ 10.75% |
$1M - $1.03M
|
184K
$10.5M
|
|
|
Jan 23, 2026
Q4 2025
|
Integrated Financial Solutions, Inc.
Reston, VA |
BUY
|
- |
17.8K+ 32.78% |
$997K - $1.03M
|
72.1K
$4.09M
|
|
|
Jan 21, 2026
Q4 2025
|
Pro Core Advisors, LLC
Newport Beach, CA |
BUY
|
- |
17.4KNew |
$972K - $999K
|
17.4K
$984K
|
|
|
Jan 15, 2026
Q4 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
17.3K+ 19.77% |
$971K - $998K
|
105K
$5.96M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
16.7K+ 89.79% |
$937K - $964K
|
35.4K
$2.01M
|
|
|
Jan 07, 2026
Q4 2025
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
BUY
|
- |
16.6K+ 30.48% |
$930K - $956K
|
71.1K
$4.03M
|
|
|
Jan 21, 2026
Q4 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
15.9K+ 21.59% |
$892K - $917K
|
89.7K
$5.09M
|
|
|
Jan 15, 2026
Q4 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
15.8K+ 22.21% |
$884K - $909K
|
86.8K
$4.93M
|
|
|
Jan 23, 2026
Q4 2025
|
Patten Group, Inc.
|
BUY
|
- |
14.8K+ 25.39% |
$828K - $852K
|
73.1K
$4.15M
|
|
|
Jan 22, 2026
Q4 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
14.6KNew |
$816K - $840K
|
14.6K
$827K
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
13.6K+ 13.78% |
$764K - $786K
|
113K
$6.39M
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
13.2KNew |
$741K - $762K
|
13.2K
$751K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
12.8K+ 90.41% |
$716K - $737K
|
26.9K
$1.53M
|
|
|
Jan 20, 2026
Q4 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
12.4K+ 9.04% |
$694K - $714K
|
149K
$8.48M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
12.3KNew |
$687K - $707K
|
12.3K
$696K
|
|
|
Jan 23, 2026
Q4 2025
|
Forefront Wealth Management Inc.
|
BUY
|
- |
12.1K+ 7.08% |
$678K - $697K
|
183K
$10.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
BUY
|
- |
12KNew |
$671K - $690K
|
12K
$680K
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
11.4K+ 2.69% |
$639K - $657K
|
435K
$24.7M
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
11.1K+ 33.49% |
$620K - $638K
|
44.1K
$2.5M
|
|
|
Jan 22, 2026
Q4 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
10.7K+ 4.51% |
$599K - $616K
|
248K
$14.1M
|
|
|
Jan 22, 2026
Q4 2025
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
9.91K+ 7.3% |
$555K - $571K
|
146K
$8.26M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
9.57K+ 38.29% |
$536K - $551K
|
34.6K
$1.96M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
9.54K+ 245.54% |
$534K - $550K
|
13.4K
$762K
|
|
|
Jan 20, 2026
Q4 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
9.52K+ 8.48% |
$533K - $548K
|
122K
$6.91M
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
9.51K+ 32.93% |
$533K - $548K
|
38.4K
$2.18M
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
9.5K+ 2.81% |
$532K - $547K
|
348K
$19.7M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.27K+ 11.28% |
$519K - $534K
|
91.4K
$5.18M
|
|
|
Jan 23, 2026
Q4 2025
|
Jm2 Capital Inc.
Edmond, OK |
BUY
|
- |
9.04KNew |
$506K - $520K
|
9.04K
$513K
|
|
|
Jan 16, 2026
Q4 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
8.77K+ 4.52% |
$491K - $505K
|
203K
$11.5M
|
|