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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
898+ 2.75% |
$51.7K - $54.6K
|
33.5K
$1.91M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
882+ 14.79% |
$50.7K - $53.7K
|
6.84K
$390K
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
875+ 2.93% |
$50.3K - $53.2K
|
30.8K
$1.75M
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
856+ 16.67% |
$49.2K - $52.1K
|
5.99K
$341K
|
|
|
Feb 03, 2025
Q4 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
849+ 1.9% |
$48.8K - $51.6K
|
45.4K
$2.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
838+ 1.38% |
$48.2K - $51K
|
61.4K
$3.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
838+ 222.28% |
$48.2K - $51K
|
1.22K
$69.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
835+ 18.87% |
$48K - $50.8K
|
5.26K
$300K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
834+ 8.3% |
$48K - $50.7K
|
10.9K
$620K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
834+ 1.24% |
$48K - $50.7K
|
67.8K
$3.86M
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
832+ 21.45% |
$47.9K - $50.6K
|
4.71K
$268K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
792+ 1.5% |
$45.6K - $48.2K
|
53.6K
$3.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
785+ 17.36% |
$45.2K - $47.8K
|
5.31K
$302K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
781+ 0.8% |
$44.9K - $47.5K
|
98.2K
$5.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
780+ 46.76% |
$44.9K - $47.4K
|
2.45K
$139K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
750+ 10.84% |
$43.1K - $45.6K
|
7.67K
$437K
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
738+ 9.4% |
$42.5K - $44.9K
|
8.59K
$489K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
700New |
$40.3K - $42.6K
|
700
$39.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
697+ 15.3% |
$40.1K - $42.4K
|
5.25K
$299K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
696+ 3.83% |
$40K - $42.3K
|
18.9K
$1.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
693+ 2.11% |
$39.9K - $42.2K
|
33.6K
$1.91M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
685New |
$39.4K - $41.7K
|
685
$39K
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
667+ 1.0% |
$38.4K - $40.6K
|
67.6K
$3.85M
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
664+ 13.32% |
$38.2K - $40.4K
|
5.65K
$322K
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
644+ 1.85% |
$37K - $39.2K
|
35.4K
$2.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
634+ 737.21% |
$36.5K - $38.6K
|
720
$41K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
607+ 5.03% |
$34.9K - $36.9K
|
12.7K
$722K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
602+ 10.64% |
$34.6K - $36.6K
|
6.26K
$357K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
594+ 10.15% |
$34.2K - $36.1K
|
6.45K
$367K
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
590+ 2.74% |
$33.9K - $35.9K
|
22.1K
$1.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
564New |
$32.4K - $34.3K
|
564
$32.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
557+ 0.37% |
$32K - $33.9K
|
153K
$8.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
550New |
$31.6K - $33.5K
|
550
$31.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
543+ 15.33% |
$31.2K - $33K
|
4.08K
$233K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
541+ 0.44% |
$31.1K - $32.9K
|
124K
$7.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
532+ 6.05% |
$30.6K - $32.4K
|
9.33K
$532K
|
|
|
Feb 07, 2025
Q4 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
530+ 1.47% |
$30.5K - $32.2K
|
36.5K
$2.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
530New |
$30.5K - $32.2K
|
530
$30.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
521+ 1.27% |
$30K - $31.7K
|
41.6K
$2.37M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
510+ 1.63% |
$29.3K - $31K
|
31.8K
$1.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
508+ 9.77% |
$29.2K - $30.9K
|
5.71K
$325K
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
496+ 3.13% |
$28.5K - $30.2K
|
16.3K
$930K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
495New |
$28.5K - $30.1K
|
495
$28.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
490+ 90.57% |
$28.2K - $29.8K
|
1.03K
$58.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
483New |
$27.8K - $29.4K
|
483
$27.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
482+ 7.6% |
$27.7K - $29.3K
|
6.83K
$389K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
471+ 2.24% |
$27.1K - $28.7K
|
21.5K
$1.22M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
470+ 15.83% |
$27K - $28.6K
|
3.44K
$196K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
443+ 6.23% |
$25.5K - $26.9K
|
7.56K
$430K
|
|
|
Feb 12, 2025
Q4 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
442+ 1.52% |
$25.4K - $26.9K
|
29.6K
$1.69M
|