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 13, 2025
Q2 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1.79K+ 34.86% |
$91.6K - $102K
|
6.93K
$397K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.79K+ 9.41% |
$91.3K - $102K
|
20.8K
$1.19M
|
|
|
Jul 18, 2025
Q2 2025
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
1.78K+ 1.6% |
$91K - $101K
|
113K
$6.48M
|
|
|
Aug 11, 2025
Q2 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
1.78K+ 2.52% |
$90.8K - $101K
|
72.3K
$4.14M
|
|
|
Aug 07, 2025
Q2 2025
|
Vera Bank, N.A.
|
BUY
|
- |
1.78K+ 1.09% |
$90.8K - $101K
|
164K
$9.39M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.77K+ 7.35% |
$90.3K - $101K
|
25.8K
$1.48M
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
1.72K+ 1.99% |
$87.8K - $97.8K
|
87.8K
$5.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
1.7K+ 24.75% |
$87K - $97K
|
8.58K
$491K
|
|
|
Aug 13, 2025
Q2 2025
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
1.69K+ 7.52% |
$86.3K - $96.2K
|
24.1K
$1.38M
|
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
1.66K+ 9.48% |
$85K - $94.7K
|
19.2K
$1.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
1.63K+ 2.27% |
$83.6K - $93.1K
|
73.7K
$4.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.63K+ 8.44% |
$83.5K - $93K
|
21K
$1.2M
|
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
1.63K+ 2.68% |
$83.3K - $92.9K
|
62.3K
$3.57M
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
1.62K+ 3.77% |
$82.6K - $92.1K
|
44.4K
$2.54M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
1.61K+ 3.54% |
$82.1K - $91.5K
|
46.9K
$2.69M
|
|
|
Aug 06, 2025
Q2 2025
|
Rovin Capital
|
BUY
|
- |
1.58K+ 3.44% |
$80.9K - $90.1K
|
47.6K
$2.72M
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.57K+ 7.3% |
$80.3K - $89.5K
|
23.1K
$1.32M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.54K+ 1.32% |
$78.7K - $87.7K
|
118K
$6.75M
|
|
|
Aug 01, 2025
Q2 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
1.46K+ 2.23% |
$74.6K - $83.2K
|
66.9K
$3.83M
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.45K+ 11.72% |
$74.2K - $82.7K
|
13.8K
$792K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.42KNew |
$72.5K - $80.8K
|
1.42K
$81.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.42K+ 20.05% |
$72.4K - $80.7K
|
8.47K
$485K
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.41K+ 4.06% |
$72K - $80.3K
|
36.1K
$2.07M
|
|
|
Aug 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
1.4K+ 12.92% |
$71.6K - $79.8K
|
12.2K
$700K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
1.38K+ 15.09% |
$70.8K - $78.9K
|
10.6K
$604K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.38K+ 24.02% |
$70.5K - $78.6K
|
7.12K
$408K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.37K+ 3.1% |
$70.2K - $78.2K
|
45.6K
$2.61M
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.32K+ 5.18% |
$67.5K - $75.2K
|
26.8K
$1.53M
|
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
1.29K+ 2.19% |
$65.8K - $73.3K
|
59.9K
$3.43M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.29K+ 76.05% |
$65.8K - $73.3K
|
2.98K
$170K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.28K+ 2.76% |
$65.5K - $73K
|
47.7K
$2.73M
|
|
|
Aug 07, 2025
Q2 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
1.24K+ 17.68% |
$63.3K - $70.5K
|
8.24K
$471K
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.23K+ 20.6% |
$63.1K - $70.3K
|
7.22K
$414K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.21K+ 3.08% |
$61.8K - $68.9K
|
40.4K
$2.31M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
1.21K+ 2.48% |
$61.6K - $68.7K
|
49.9K
$2.85M
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
1.18K+ 8.56% |
$60.4K - $67.3K
|
15K
$857K
|
|
|
Jul 23, 2025
Q2 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
1.18K+ 1.38% |
$60.2K - $67.1K
|
86.3K
$4.94M
|
|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.15K+ 3.22% |
$59K - $65.7K
|
37K
$2.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.12K+ 9.74% |
$57.1K - $63.7K
|
12.6K
$721K
|
|
|
Jul 29, 2025
Q2 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.11K+ 3.54% |
$57K - $63.5K
|
32.6K
$1.87M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
1.11K+ 3.16% |
$56.9K - $63.4K
|
36.4K
$2.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1.11K+ 10.16% |
$56.8K - $63.3K
|
12K
$689K
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.11KNew |
$56.5K - $63K
|
1.11K
$63.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
1.09K+ 4.69% |
$55.9K - $62.3K
|
24.4K
$1.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
1.06K+ 1.52% |
$54.3K - $60.5K
|
71.1K
$4.07M
|
|
|
Jul 22, 2025
Q2 2025
|
Innovative Wealth Building LLC
California, MD |
BUY
|
- |
1.05K+ 5.93% |
$53.9K - $60K
|
18.8K
$1.08M
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.05K+ 15.43% |
$53.7K - $59.9K
|
7.86K
$450K
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
BUY
|
- |
1.04K+ 3.88% |
$53.3K - $59.5K
|
27.9K
$1.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
1.04K+ 13.49% |
$53.2K - $59.3K
|
8.75K
$501K
|
|
|
Jul 31, 2025
Q2 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
1.02K+ 10.2% |
$52.3K - $58.3K
|
11K
$632K
|