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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
448New |
$22.9K - $25.5K
|
448
$25.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Sepio Capital, LP
|
BUY
|
- |
434+ 8.69% |
$22.2K - $24.7K
|
5.43K
$311K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
433+ 6.44% |
$22.1K - $24.7K
|
7.15K
$409K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
432New |
$22.1K - $24.6K
|
432
$24.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
431New |
$22K - $24.6K
|
431
$24.7K
|
|
|
Aug 01, 2025
Q2 2025
|
Planning Directions Inc
|
BUY
|
- |
425+ 0.76% |
$21.7K - $24.2K
|
56.6K
$3.24M
|
|
|
Jul 23, 2025
Q2 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
424+ 1.93% |
$21.7K - $24.2K
|
22.4K
$1.28M
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
423+ 14.71% |
$21.6K - $24.1K
|
3.3K
$189K
|
|
|
Jul 09, 2025
Q2 2025
|
Bay Rivers Group
|
BUY
|
- |
417+ 4.1% |
$21.3K - $23.8K
|
10.6K
$606K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
414New |
$21.2K - $23.6K
|
414
$23.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
BUY
|
- |
412+ 0.16% |
$21.1K - $23.5K
|
260K
$14.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
409+ 0.59% |
$20.9K - $23.3K
|
69.4K
$3.97M
|
|
|
Jul 09, 2025
Q2 2025
|
Sterling Manor Financial, LLC
|
BUY
|
- |
409+ 4.86% |
$20.9K - $23.3K
|
8.83K
$506K
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
400+ 6.96% |
$20.5K - $22.8K
|
6.15K
$352K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
400New |
$20.5K - $22.8K
|
400
$22.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
388+ 3.89% |
$19.8K - $22.1K
|
10.4K
$594K
|
|
|
Aug 01, 2025
Q2 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
381+ 3.28% |
$19.5K - $21.7K
|
12K
$687K
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
371+ 6.35% |
$19K - $21.1K
|
6.21K
$356K
|
|
|
Aug 08, 2025
Q2 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
361+ 2.51% |
$18.5K - $20.6K
|
14.7K
$844K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
358+ 1.12% |
$18.3K - $20.4K
|
32.2K
$1.84M
|
|
|
Jul 31, 2025
Q2 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
350+ 9.62% |
$17.9K - $20K
|
3.99K
$228K
|
|
|
Aug 04, 2025
Q2 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
346+ 0.52% |
$17.7K - $19.7K
|
66.7K
$3.82M
|
|
|
Aug 12, 2025
Q2 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
333+ 1.98% |
$17K - $19K
|
17.1K
$980K
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
BUY
|
- |
333+ 1.04% |
$17K - $19K
|
32.3K
$1.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
331+ 5.98% |
$16.9K - $18.9K
|
5.87K
$336K
|
|
|
Aug 05, 2025
Q2 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
325+ 0.97% |
$16.6K - $18.5K
|
33.7K
$1.93M
|
|
|
Aug 04, 2025
Q2 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
300+ 18.18% |
$15.3K - $17.1K
|
1.95K
$112K
|
|
|
Jul 24, 2025
Q2 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
300New |
$15.3K - $17.1K
|
300
$17.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
293+ 7.18% |
$15K - $16.7K
|
4.37K
$250K
|
|
|
Jul 24, 2025
Q2 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
291+ 0.95% |
$14.9K - $16.6K
|
31K
$1.77M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
290+ 5.8% |
$14.8K - $16.5K
|
5.29K
$303K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
290+ 580.0% |
$14.8K - $16.5K
|
340
$19.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
281+ 2.56% |
$14.4K - $16K
|
11.3K
$645K
|
|
|
Jul 22, 2025
Q2 2025
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
280New |
$14.3K - $16K
|
280
$16K
|
|
|
Aug 08, 2025
Q2 2025
|
Hudock, Inc.
|
BUY
|
- |
276+ 5.98% |
$14.1K - $15.7K
|
4.89K
$280K
|
|
|
Aug 08, 2025
Q2 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
271+ 2.6% |
$13.9K - $15.4K
|
10.7K
$613K
|
|
|
Jul 30, 2025
Q2 2025
|
Bts Asset Management, Inc.
|
BUY
|
- |
271+ 2.89% |
$13.9K - $15.4K
|
9.66K
$553K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
270+ 3.84% |
$13.8K - $15.4K
|
7.3K
$418K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
267+ 544.9% |
$13.7K - $15.2K
|
316
$18.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
267+ 5.07% |
$13.7K - $15.2K
|
5.53K
$317K
|
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
261+ 2.03% |
$13.3K - $14.9K
|
13.1K
$749K
|
|
|
Jul 23, 2025
Q2 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
260+ 3.28% |
$13.3K - $14.8K
|
8.19K
$469K
|
|
|
Aug 06, 2025
Q2 2025
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
254+ 6.7% |
$13K - $14.5K
|
4.04K
$231K
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
253+ 6.17% |
$12.9K - $14.4K
|
4.35K
$249K
|
|
|
Jul 29, 2025
Q2 2025
|
Koa Wealth Management, LLC
Encinitas, CA |
BUY
|
- |
249+ 5.79% |
$12.7K - $14.2K
|
4.55K
$261K
|
|
|
Jul 23, 2025
Q2 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
244+ 2.6% |
$12.5K - $13.9K
|
9.65K
$552K
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
243+ 1.33% |
$12.4K - $13.9K
|
18.5K
$1.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
BUY
|
- |
243+ 13.98% |
$12.4K - $13.9K
|
1.98K
$113K
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
242+ 1.1% |
$12.4K - $13.8K
|
22.3K
$1.28M
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
241+ 1.42% |
$12.3K - $13.7K
|
17.2K
$985K
|