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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
708+ 2.3% |
$39.8K - $42.3K
|
31.5K
$1.79M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
696+ 0.52% |
$39.1K - $41.6K
|
134K
$7.63M
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
696+ 5.66% |
$39.1K - $41.6K
|
13K
$737K
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
687+ 1.99% |
$38.6K - $41K
|
35.3K
$2M
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
684+ 3.67% |
$38.4K - $40.8K
|
19.3K
$1.1M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
683+ 7.37% |
$38.4K - $40.8K
|
9.95K
$565K
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
BUY
|
- |
676+ 18.81% |
$38K - $40.4K
|
4.27K
$242K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
675+ 10.09% |
$37.9K - $40.3K
|
7.36K
$418K
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
663+ 11.14% |
$37.2K - $39.6K
|
6.61K
$376K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
656+ 68.55% |
$36.8K - $39.2K
|
1.61K
$91.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
656+ 2.21% |
$36.8K - $39.2K
|
30.3K
$1.72M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
644+ 1.54% |
$36.2K - $38.5K
|
42.5K
$2.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
638+ 1.49% |
$35.8K - $38.1K
|
43.3K
$2.46M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
637+ 6.47% |
$35.8K - $38K
|
10.5K
$595K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
BUY
|
- |
633+ 2.95% |
$35.6K - $37.8K
|
22.1K
$1.25M
|
|
|
May 13, 2025
Q1 2025
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
632New |
$35.5K - $37.7K
|
632
$35.9K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
632New |
$35.5K - $37.7K
|
632
$35.9K
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
631+ 2.02% |
$35.4K - $37.7K
|
31.9K
$1.81M
|
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
584+ 12.68% |
$32.8K - $34.9K
|
5.19K
$295K
|
|
|
May 13, 2025
Q1 2025
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
579+ 1.18% |
$32.5K - $34.6K
|
49.6K
$2.82M
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
568+ 7.2% |
$31.9K - $33.9K
|
8.46K
$480K
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
562+ 6.54% |
$31.6K - $33.6K
|
9.16K
$520K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
552+ 7.52% |
$31K - $33K
|
7.89K
$448K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
546+ 15.88% |
$30.7K - $32.6K
|
3.99K
$226K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
533+ 2.78% |
$29.9K - $31.8K
|
19.7K
$1.12M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
526+ 1.85% |
$29.5K - $31.4K
|
28.9K
$1.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
524+ 0.85% |
$29.4K - $31.3K
|
62.4K
$3.55M
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
522+ 6.07% |
$29.3K - $31.2K
|
9.12K
$518K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
511New |
$28.7K - $30.5K
|
511
$29K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
505New |
$28.4K - $30.2K
|
505
$28.7K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
504+ 12.1% |
$28.3K - $30.1K
|
4.67K
$265K
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
498+ 1.18% |
$28K - $29.7K
|
42.8K
$2.43M
|
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
484+ 1.37% |
$27.2K - $28.9K
|
35.7K
$2.03M
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
476+ 10.95% |
$26.7K - $28.4K
|
4.83K
$274K
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
469+ 8.2% |
$26.3K - $28K
|
6.19K
$352K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
462+ 0.64% |
$26K - $27.6K
|
73.2K
$4.16M
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
451+ 11.91% |
$25.3K - $26.9K
|
4.24K
$241K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
446+ 11.13% |
$25.1K - $26.6K
|
4.45K
$253K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
444New |
$24.9K - $26.5K
|
444
$25.2K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
417+ 2.33% |
$23.4K - $24.9K
|
18.3K
$1.04M
|
|
|
May 09, 2025
Q1 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
404+ 1.95% |
$22.7K - $24.1K
|
21.1K
$1.2M
|
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
402+ 10.49% |
$22.6K - $24K
|
4.24K
$241K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
400New |
$22.5K - $23.9K
|
400
$22.7K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
396New |
$22.2K - $23.6K
|
396
$22.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
368+ 2.14% |
$20.7K - $22K
|
17.6K
$998K
|
|
|
May 12, 2025
Q1 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
359+ 2.64% |
$20.2K - $21.4K
|
14K
$794K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
356+ 4.44% |
$20K - $21.3K
|
8.37K
$475K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
354New |
$19.9K - $21.1K
|
354
$20.1K
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
350New |
$19.7K - $20.9K
|
350
$19.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
350+ 8.23% |
$19.7K - $20.9K
|
4.61K
$262K
|