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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
2.52K+ 15.34% |
$129K - $143K
|
18.9K
$1.08M
|
|
|
Jul 31, 2025
Q2 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
2.47K+ 5.8% |
$126K - $141K
|
45K
$2.58M
|
|
|
Jul 03, 2025
Q2 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
2.46K+ 12.82% |
$126K - $140K
|
21.7K
$1.24M
|
|
|
Jul 31, 2025
Q2 2025
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
2.46K+ 0.48% |
$126K - $140K
|
514K
$29.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.46K+ 30.94% |
$126K - $140K
|
10.4K
$595K
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
2.45K+ 6.75% |
$125K - $139K
|
38.7K
$2.21M
|
|
|
Aug 01, 2025
Q2 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
2.41K+ 10.37% |
$123K - $138K
|
25.7K
$1.47M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2.41K+ 5.77% |
$123K - $137K
|
44.1K
$2.53M
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.38K+ 4.38% |
$122K - $136K
|
56.8K
$3.25M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.37K+ 1611.56% |
$121K - $135K
|
2.52K
$144K
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.35K+ 6.51% |
$120K - $134K
|
38.5K
$2.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
2.33K+ 5.39% |
$119K - $133K
|
45.5K
$2.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
2.32K+ 7.5% |
$119K - $132K
|
33.2K
$1.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
2.32K+ 5.28% |
$119K - $132K
|
46.2K
$2.65M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
BUY
|
- |
2.25K+ 35.11% |
$115K - $128K
|
8.64K
$495K
|
|
|
Aug 14, 2025
Q2 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
2.23K+ 8.49% |
$114K - $127K
|
28.4K
$1.63M
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
2.21K+ 11.45% |
$113K - $126K
|
21.5K
$1.23M
|
|
|
Aug 11, 2025
Q2 2025
|
Platform Technology Partners
|
BUY
|
- |
2.19K+ 26.29% |
$112K - $125K
|
10.5K
$602K
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
2.19K+ 36.5% |
$112K - $125K
|
8.19K
$469K
|
|
|
Jul 30, 2025
Q2 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
2.17K+ 15.06% |
$111K - $124K
|
16.6K
$950K
|
|
|
Aug 13, 2025
Q2 2025
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
2.17K+ 3.81% |
$111K - $124K
|
59.1K
$3.38M
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
2.15K+ 17.69% |
$110K - $123K
|
14.3K
$819K
|
|
|
Aug 04, 2025
Q2 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
2.13K+ 4.61% |
$109K - $121K
|
48.3K
$2.77M
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
2.12K+ 0.85% |
$109K - $121K
|
253K
$14.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
2.11K+ 0.34% |
$108K - $120K
|
620K
$35.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
2.1K+ 1.97% |
$107K - $119K
|
109K
$6.23M
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
2.07K+ 28.02% |
$106K - $118K
|
9.44K
$540K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
2.05K+ 6.08% |
$105K - $117K
|
35.8K
$2.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
2.05K+ 404.95% |
$105K - $117K
|
2.55K
$146K
|
|
|
Aug 12, 2025
Q2 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
2.04K+ 5.98% |
$104K - $116K
|
36.1K
$2.07M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
2.02K+ 0.31% |
$103K - $115K
|
652K
$37.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.02K+ 27.96% |
$103K - $115K
|
9.24K
$529K
|
|
|
Jul 28, 2025
Q2 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
2.01K+ 30.63% |
$103K - $115K
|
8.59K
$492K
|
|
|
Aug 11, 2025
Q2 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2.01K+ 5.47% |
$103K - $115K
|
38.8K
$2.22M
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
2K+ 2.92% |
$102K - $114K
|
70.5K
$4.04M
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
2K+ 14.16% |
$102K - $114K
|
16.1K
$922K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.98K+ 1.9% |
$101K - $113K
|
106K
$6.07M
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.98K+ 3.53% |
$101K - $113K
|
57.9K
$3.32M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.94K+ 6.82% |
$99K - $110K
|
30.3K
$1.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.93K+ 21.21% |
$98.9K - $110K
|
11.1K
$633K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.9K+ 316.67% |
$97.2K - $108K
|
2.5K
$143K
|
|
|
Aug 06, 2025
Q2 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
1.89K+ 2.97% |
$96.8K - $108K
|
65.7K
$3.76M
|
|
|
Jul 15, 2025
Q2 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
1.89K+ 4.12% |
$96.4K - $107K
|
47.6K
$2.73M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
1.88K+ 2.71% |
$96K - $107K
|
71.3K
$4.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
1.87K+ 24.95% |
$95.7K - $107K
|
9.37K
$536K
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
1.85K+ 3.48% |
$94.6K - $105K
|
55K
$3.15M
|
|
|
Jul 29, 2025
Q2 2025
|
Mcia Inc
|
BUY
|
- |
1.84K+ 0.8% |
$94.3K - $105K
|
233K
$13.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
1.83K+ 30.01% |
$93.4K - $104K
|
7.92K
$453K
|
|
|
Aug 11, 2025
Q2 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
1.8K+ 2.84% |
$92.2K - $103K
|
65.2K
$3.73M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
1.79K+ 9.4% |
$91.7K - $102K
|
20.9K
$1.19M
|