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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.6MNew |
$322M - $341M
|
5.6M
$326M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.11M+ 5.35% |
$121M - $128M
|
41.5M
$2.42B
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.05M+ 16.41% |
$118M - $125M
|
14.6M
$847M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
931KNew |
$53.5M - $56.6M
|
931K
$54.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
834K+ 12441.52% |
$48M - $50.7M
|
840K
$48.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
715K+ 10.78% |
$41.1M - $43.5M
|
7.35M
$428M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
653KNew |
$37.6M - $39.7M
|
653K
$38M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
543K+ 7.63% |
$31.3M - $33M
|
7.67M
$446M
|
|
|
Feb 10, 2025
Q4 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
516K+ 10733.32% |
$29.7M - $31.4M
|
521K
$30.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
507K+ 1.65% |
$29.1M - $30.8M
|
31.3M
$1.82B
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
484K+ 7.62% |
$27.9M - $29.5M
|
6.84M
$398M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
460K+ 12.55% |
$26.5M - $28M
|
4.12M
$240M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
407KNew |
$23.4M - $24.8M
|
407K
$23.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
368KNew |
$21.2M - $22.4M
|
368K
$21.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
329K+ 17.31% |
$18.9M - $20M
|
2.23M
$130M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
324K+ 12.93% |
$18.7M - $19.7M
|
2.83M
$165M
|
|
|
Feb 14, 2025
Q4 2024
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
287KNew |
$16.5M - $17.5M
|
287K
$16.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Cornerstone Enterprises, LLC
Appleton, WI |
BUY
|
- |
280KNew |
$16.1M - $17.1M
|
280K
$16.3M
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
246KNew |
$14.2M - $15M
|
246K
$14.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
234K+ 21.46% |
$13.4M - $14.2M
|
1.32M
$76.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
226KNew |
$13M - $13.8M
|
226K
$13.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
219K+ 4176.26% |
$12.6M - $13.3M
|
224K
$13M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
216K+ 69.11% |
$12.4M - $13.2M
|
530K
$30.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
215KNew |
$12.4M - $13.1M
|
215K
$12.5M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
213KNew |
$12.3M - $13M
|
213K
$12.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
212K+ 87.79% |
$12.2M - $12.9M
|
453K
$26.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
205KNew |
$11.8M - $12.5M
|
205K
$11.9M
|
|
|
Feb 13, 2025
Q4 2024
|
F
|
BUY
|
- |
191K+ 1289.52% |
$11M - $11.6M
|
206K
$12M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
180K+ 2384.11% |
$10.4M - $11M
|
188K
$10.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
173K+ 1554.62% |
$9.97M - $10.5M
|
185K
$10.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
168K+ 11.84% |
$9.65M - $10.2M
|
1.58M
$92.2M
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
167K+ 9.11% |
$9.62M - $10.2M
|
2M
$117M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
163K+ 7.82% |
$9.4M - $9.94M
|
2.25M
$131M
|
|
|
Feb 05, 2025
Q4 2024
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
163KNew |
$9.38M - $9.92M
|
163K
$9.49M
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
152K+ 10.5% |
$8.73M - $9.23M
|
1.6M
$92.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
143K+ 7.82% |
$8.24M - $8.72M
|
1.98M
$115M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
140K+ 1399.81% |
$8.06M - $8.53M
|
150K
$8.74M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
139KNew |
$8.01M - $8.47M
|
139K
$8.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
131K+ 1035.98% |
$7.51M - $7.94M
|
143K
$8.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
128K+ 13.53% |
$7.36M - $7.79M
|
1.07M
$62.5M
|
|
|
Feb 19, 2025
Q4 2024
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
124KNew |
$7.15M - $7.56M
|
124K
$7.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
123K+ 4.71% |
$7.07M - $7.47M
|
2.73M
$159M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
122KNew |
$7.03M - $7.43M
|
122K
$7.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
121K+ 14.0% |
$6.94M - $7.34M
|
983K
$57.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Forefront Wealth Management Inc.
|
BUY
|
- |
118KNew |
$6.8M - $7.19M
|
118K
$6.88M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
118K+ 10.34% |
$6.8M - $7.19M
|
1.26M
$73.4M
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
117K+ 6.75% |
$6.71M - $7.09M
|
1.84M
$107M
|
|
|
Feb 10, 2025
Q4 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
113K+ 13.16% |
$6.51M - $6.89M
|
974K
$56.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
113K+ 15.96% |
$6.48M - $6.85M
|
819K
$47.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
112K+ 29.55% |
$6.44M - $6.81M
|
491K
$28.6M
|