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 06, 2025
Q2 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
1KNew |
$51.1K - $57K
|
1K
$57.3K
|
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
983+ 18.94% |
$50.3K - $56K
|
6.17K
$353K
|
|
|
Aug 08, 2025
Q2 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
938+ 3.66% |
$48K - $53.5K
|
26.5K
$1.52M
|
|
|
Jul 22, 2025
Q2 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
919+ 6.14% |
$47K - $52.4K
|
15.9K
$909K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
917+ 3.25% |
$46.9K - $52.3K
|
29.1K
$1.67M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
909+ 3.68% |
$46.5K - $51.8K
|
25.6K
$1.47M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
907+ 22.38% |
$46.4K - $51.7K
|
4.96K
$284K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
880+ 73.95% |
$45K - $50.2K
|
2.07K
$119K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
865+ 8.27% |
$44.2K - $49.3K
|
11.3K
$648K
|
|
|
Jul 31, 2025
Q2 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
850+ 340.0% |
$43.5K - $48.5K
|
1.1K
$63K
|
|
|
Aug 05, 2025
Q2 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
845+ 3.51% |
$43.2K - $48.2K
|
24.9K
$1.43M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
843+ 1.4% |
$43.1K - $48.1K
|
60.9K
$3.49M
|
|
|
Aug 12, 2025
Q2 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
838+ 0.45% |
$42.9K - $47.8K
|
189K
$10.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
830New |
$42.4K - $47.3K
|
830
$47.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
822+ 7.84% |
$42K - $46.9K
|
11.3K
$647K
|
|
|
Aug 07, 2025
Q2 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
813+ 1.64% |
$41.6K - $46.3K
|
50.5K
$2.89M
|
|
|
Aug 05, 2025
Q2 2025
|
Carson Advisory Inc.
|
BUY
|
- |
802+ 18.37% |
$41K - $45.7K
|
5.17K
$296K
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
799+ 5.58% |
$40.9K - $45.5K
|
15.1K
$866K
|
|
|
Jul 25, 2025
Q2 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
769+ 11.82% |
$39.3K - $43.8K
|
7.28K
$417K
|
|
|
Jul 31, 2025
Q2 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
767+ 3.11% |
$39.2K - $43.7K
|
25.5K
$1.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
731+ 4.15% |
$37.4K - $41.7K
|
18.3K
$1.05M
|
|
|
Aug 11, 2025
Q2 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
720+ 11.21% |
$36.8K - $41K
|
7.15K
$409K
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
716+ 1.65% |
$36.6K - $40.8K
|
44K
$2.52M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
714+ 2.11% |
$36.5K - $40.7K
|
34.5K
$1.97M
|
|
|
Aug 04, 2025
Q2 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
703+ 0.87% |
$36K - $40.1K
|
81.4K
$4.66M
|
|
|
Aug 13, 2025
Q2 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
BUY
|
- |
701+ 4.49% |
$35.8K - $40K
|
16.3K
$934K
|
|
|
Sep 02, 2025
Q2 2025
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
699+ 11.35% |
$35.7K - $39.8K
|
6.86K
$393K
|
|
|
Aug 13, 2025
Q2 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
690+ 13.98% |
$35.3K - $39.3K
|
5.63K
$322K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
686+ 1.74% |
$35.1K - $39.1K
|
40.1K
$2.29M
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
685New |
$35K - $39K
|
685
$39.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
676+ 0.72% |
$34.6K - $38.5K
|
94.2K
$5.39M
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
666+ 2.47% |
$34.1K - $38K
|
27.6K
$1.58M
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
666+ 0.77% |
$34.1K - $38K
|
86.9K
$4.97M
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
656+ 3.52% |
$33.5K - $37.4K
|
19.3K
$1.11M
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
BUY
|
- |
632+ 13.02% |
$32.3K - $36K
|
5.49K
$314K
|
|
|
Jul 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
619+ 14.58% |
$31.7K - $35.3K
|
4.86K
$278K
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
605+ 3.75% |
$30.9K - $34.5K
|
16.7K
$957K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
597+ 1.23% |
$30.5K - $34K
|
49.2K
$2.82M
|
|
|
Jul 31, 2025
Q2 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
567+ 4.65% |
$29K - $32.3K
|
12.8K
$730K
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
546+ 0.78% |
$27.9K - $31.1K
|
70.7K
$4.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
540New |
$27.6K - $30.8K
|
540
$30.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
540+ 1.82% |
$27.6K - $30.8K
|
30.2K
$1.73M
|
|
|
Jul 17, 2025
Q2 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
536+ 3.53% |
$27.4K - $30.6K
|
15.7K
$900K
|
|
|
Aug 14, 2025
Q2 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
517+ 10.59% |
$26.4K - $29.5K
|
5.4K
$309K
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
513+ 4.32% |
$26.2K - $29.2K
|
12.4K
$709K
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
505+ 4.07% |
$25.8K - $28.8K
|
12.9K
$740K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
500+ 61.05% |
$25.6K - $28.5K
|
1.32K
$75.5K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
490New |
$25.1K - $27.9K
|
490
$28.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
472+ 15.59% |
$24.1K - $26.9K
|
3.5K
$200K
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
459+ 0.7% |
$23.5K - $26.2K
|
66.4K
$3.8M
|