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 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
82+ 1.92% |
$4.19K - $4.67K
|
4.36K
$249K
|
|
|
Aug 14, 2025
Q2 2025
|
Staley Capital Advisers Inc
|
BUY
|
- |
81+ 1.58% |
$4.14K - $4.62K
|
5.22K
$299K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
77New |
$3.94K - $4.39K
|
77
$4.41K
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
77+ 2.2% |
$3.94K - $4.39K
|
3.58K
$205K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
76+ 2.56% |
$3.89K - $4.33K
|
3.05K
$175K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
75+ 0.77% |
$3.84K - $4.28K
|
9.87K
$565K
|
|
|
Aug 14, 2025
Q2 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
73+ 0.37% |
$3.73K - $4.16K
|
20K
$1.15M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
73+ 3.61% |
$3.73K - $4.16K
|
2.1K
$120K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
71+ 0.55% |
$3.63K - $4.05K
|
12.9K
$738K
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
66+ 0.32% |
$3.38K - $3.76K
|
20.7K
$1.19M
|
|
|
Jul 25, 2025
Q2 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
64+ 0.28% |
$3.27K - $3.65K
|
22.6K
$1.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Reliant Wealth Planning
|
BUY
|
- |
55+ 0.8% |
$2.81K - $3.14K
|
6.96K
$399K
|
|
|
Jul 21, 2025
Q2 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
53+ 0.25% |
$2.71K - $3.02K
|
20.8K
$1.19M
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
53+ 1.06% |
$2.71K - $3.02K
|
5.04K
$288K
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
50New |
$2.56K - $2.85K
|
50
$2.86K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
49+ 1.11% |
$2.51K - $2.79K
|
4.48K
$256K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
46+ 2.63% |
$2.35K - $2.62K
|
1.8K
$103K
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
BUY
|
- |
45+ 0.27% |
$2.3K - $2.57K
|
16.7K
$958K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
45New |
$2.3K - $2.57K
|
45
$2.58K
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
43+ 0.97% |
$2.2K - $2.45K
|
4.48K
$256K
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
BUY
|
- |
39+ 1.05% |
$1.99K - $2.22K
|
3.74K
$214K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
39New |
$1.99K - $2.22K
|
39
$2.23K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
32+ 0.82% |
$1.64K - $1.82K
|
3.94K
$226K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
29New |
$1.48K - $1.65K
|
29
$1.66K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
26+ 1.73% |
$1.33K - $1.48K
|
1.53K
$87.7K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
26+ 2.55% |
$1.33K - $1.48K
|
1.04K
$59.8K
|
|
|
Aug 01, 2025
Q2 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
24+ 2.55% |
$1.23K - $1.37K
|
966
$55.3K
|
|
|
Aug 01, 2025
Q2 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
21+ 2.52% |
$1.07K - $1.2K
|
853
$48.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
20+ 0.36% |
$1.02K - $1.14K
|
5.5K
$315K
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
16+ 0.26% |
$818 - $912
|
6.21K
$355K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
16+ 0.08% |
$818 - $912
|
18.9K
$1.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
16+ 0.44% |
$818 - $912
|
3.65K
$209K
|
|
|
Aug 07, 2025
Q2 2025
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
13+ 0.13% |
$665 - $741
|
10.3K
$591K
|
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
BUY
|
- |
13+ 0.29% |
$665 - $741
|
4.43K
$254K
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
13+ 0.01% |
$665 - $741
|
87.7K
$5.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
13+ 2.75% |
$665 - $741
|
485
$27.8K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
10+ 3.29% |
$511 - $570
|
314
$18K
|
|
|
Jul 30, 2025
Q2 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
7+ 0.16% |
$358 - $399
|
4.46K
$256K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6New |
$307 - $342
|
6
$344
|
|
|
Aug 13, 2025
Q2 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
6+ 0.02% |
$307 - $342
|
35.7K
$2.05M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
6+ 2.76% |
$307 - $342
|
223
$12.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
5+ 0.11% |
$256 - $285
|
4.68K
$268K
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
BUY
|
- |
3+ 0.15% |
$153 - $171
|
2.06K
$118K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
3+ 0.03% |
$153 - $171
|
10K
$573K
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
2+ 0.02% |
$102 - $114
|
9.26K
$530K
|
|
|
Jul 18, 2025
Q2 2025
|
Marks Wealth, LLC
|
BUY
|
- |
2+ 0.02% |
$102 - $114
|
8.05K
$461K
|
|
|
Sep 04, 2025
Q2 2025
|
Beacon Capital Management, Inc.
|
BUY
|
- |
1New |
$51.1 - $57
|
1
$57.3
|
|
|
Aug 11, 2025
Q2 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
1+ 3.85% |
$51.1 - $57
|
27
$1.55K
|
|
|
Jul 31, 2025
Q2 2025
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
1+ 0.0% |
$51.1 - $57
|
20.1K
$1.15M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
1+ 0.01% |
$51.1 - $57
|
13.7K
$784K
|