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
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
234+ 4.62% |
$12K - $13.3K
|
5.3K
$303K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
234New |
$12K - $13.3K
|
234
$13.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
233+ 133.91% |
$11.9K - $13.3K
|
407
$23.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
227+ 0.75% |
$11.6K - $12.9K
|
30.4K
$1.74M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
217+ 3.6% |
$11.1K - $12.4K
|
6.25K
$358K
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
212+ 73.61% |
$10.8K - $12.1K
|
500
$28.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
211+ 4.74% |
$10.8K - $12K
|
4.67K
$267K
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
203+ 4.21% |
$10.4K - $11.6K
|
5.03K
$288K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
202+ 1.34% |
$10.3K - $11.5K
|
15.3K
$874K
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
201+ 1.4% |
$10.3K - $11.5K
|
14.6K
$836K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
200New |
$10.2K - $11.4K
|
200
$11.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
200+ 3.5% |
$10.2K - $11.4K
|
5.91K
$338K
|
|
|
Jul 14, 2025
Q2 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
195+ 4.76% |
$9.97K - $11.1K
|
4.29K
$246K
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
192+ 1.19% |
$9.82K - $10.9K
|
16.4K
$936K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
192+ 0.18% |
$9.82K - $10.9K
|
105K
$5.99M
|
|
|
Aug 12, 2025
Q2 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
190+ 2.83% |
$9.72K - $10.8K
|
6.9K
$395K
|
|
|
Jul 18, 2025
Q2 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
186+ 2.6% |
$9.51K - $10.6K
|
7.35K
$421K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
183+ 8.98% |
$9.36K - $10.4K
|
2.22K
$127K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
180+ 13.45% |
$9.21K - $10.3K
|
1.52K
$86.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
178+ 1.8% |
$9.1K - $10.1K
|
10.1K
$577K
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
159+ 1.09% |
$8.13K - $9.06K
|
14.8K
$848K
|
|
|
Aug 13, 2025
Q2 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
150+ 2.59% |
$7.67K - $8.55K
|
5.94K
$340K
|
|
|
Aug 14, 2025
Q2 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
142+ 1.88% |
$7.26K - $8.09K
|
7.69K
$440K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
132+ 1.62% |
$6.75K - $7.52K
|
8.27K
$473K
|
|
|
Aug 12, 2025
Q2 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
131+ 0.23% |
$6.7K - $7.47K
|
57.6K
$3.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
126+ 14.53% |
$6.44K - $7.18K
|
993
$56.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
123+ 2.57% |
$6.29K - $7.01K
|
4.9K
$281K
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
115+ 2.44% |
$5.88K - $6.56K
|
4.83K
$276K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
112+ 0.29% |
$5.73K - $6.38K
|
38.6K
$2.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
111+ 2.31% |
$5.68K - $6.33K
|
4.93K
$282K
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
110+ 2.24% |
$5.63K - $6.27K
|
5.01K
$287K
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
107+ 0.32% |
$5.47K - $6.1K
|
33.5K
$1.92M
|
|
|
Jul 24, 2025
Q2 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
106+ 2.5% |
$5.42K - $6.04K
|
4.35K
$249K
|
|
|
Jul 22, 2025
Q2 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
105+ 1.71% |
$5.37K - $5.99K
|
6.23K
$357K
|
|
|
Jul 29, 2025
Q2 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
104+ 1.88% |
$5.32K - $5.93K
|
5.64K
$323K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
101+ 0.56% |
$5.17K - $5.76K
|
18.3K
$1.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
100New |
$5.11K - $5.7K
|
100
$5.73K
|
|
|
Aug 05, 2025
Q2 2025
|
Seelaus Asset Management LLC
|
BUY
|
- |
100+ 2.7% |
$5.11K - $5.7K
|
3.8K
$218K
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
100+ 1.77% |
$5.11K - $5.7K
|
5.76K
$329K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
100+ 8.39% |
$5.11K - $5.7K
|
1.29K
$74K
|
|
|
Aug 05, 2025
Q2 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
99+ 0.46% |
$5.06K - $5.64K
|
21.5K
$1.23M
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
99+ 0.63% |
$5.06K - $5.64K
|
15.7K
$901K
|
|
|
Jul 28, 2025
Q2 2025
|
Nvest Financial, LLC
|
BUY
|
- |
96+ 2.59% |
$4.91K - $5.47K
|
3.81K
$218K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
96New |
$4.91K - $5.47K
|
96
$5.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
94+ 2.57% |
$4.81K - $5.36K
|
3.75K
$215K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
90New |
$4.6K - $5.13K
|
90
$5.15K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
90+ 2.61% |
$4.6K - $5.13K
|
3.54K
$203K
|
|
|
Aug 05, 2025
Q2 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
89+ 2.26% |
$4.55K - $5.07K
|
4.03K
$231K
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
87+ 37.34% |
$4.45K - $4.96K
|
320
$18.3K
|
|
|
Jul 25, 2025
Q2 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
86+ 2.03% |
$4.4K - $4.9K
|
4.32K
$247K
|