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 |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
350+ 8.75% |
$19.7K - $20.9K
|
4.35K
$247K
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
349+ 5.67% |
$19.6K - $20.8K
|
6.51K
$370K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
325+ 4.8% |
$18.3K - $19.4K
|
7.1K
$403K
|
|
|
Apr 22, 2025
Q1 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
325+ 0.72% |
$18.3K - $19.4K
|
45.8K
$2.6M
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
301+ 1.84% |
$16.9K - $18K
|
16.7K
$948K
|
|
|
May 06, 2025
Q1 2025
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
300+ 3.93% |
$16.9K - $17.9K
|
7.93K
$450K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
300+ 16.67% |
$16.9K - $17.9K
|
2.1K
$119K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
300New |
$16.9K - $17.9K
|
300
$17K
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
BUY
|
- |
296+ 4.29% |
$16.6K - $17.7K
|
7.2K
$409K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
281+ 4.02% |
$15.8K - $16.8K
|
7.28K
$413K
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
278+ 4.32% |
$15.6K - $16.6K
|
6.72K
$382K
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
274+ 1.39% |
$15.4K - $16.4K
|
19.9K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
BUY
|
- |
255+ 0.51% |
$14.3K - $15.2K
|
50.6K
$2.87M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
249+ 1.8% |
$14K - $14.9K
|
14.1K
$801K
|
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
243+ 6.57% |
$13.6K - $14.5K
|
3.94K
$224K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
237+ 1.49% |
$13.3K - $14.2K
|
16.1K
$915K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
232+ 2.4% |
$13K - $13.9K
|
9.9K
$562K
|
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
224+ 0.68% |
$12.6K - $13.4K
|
33.4K
$1.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
220+ 1.74% |
$12.4K - $13.1K
|
12.8K
$729K
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
213+ 3.46% |
$12K - $12.7K
|
6.37K
$362K
|
|
|
Apr 22, 2025
Q1 2025
|
Lvz, Inc.
|
BUY
|
- |
211+ 2.81% |
$11.9K - $12.6K
|
7.71K
$438K
|
|
|
Apr 25, 2025
Q1 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
196+ 0.88% |
$11K - $11.7K
|
22.5K
$1.28M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
193+ 0.37% |
$10.8K - $11.5K
|
52.1K
$2.96M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
192+ 2.51% |
$10.8K - $11.5K
|
7.83K
$444K
|
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
190+ 4.03% |
$10.7K - $11.3K
|
4.9K
$278K
|
|
|
May 09, 2025
Q1 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
183+ 1.2% |
$10.3K - $10.9K
|
15.4K
$877K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
179+ 471.05% |
$10.1K - $10.7K
|
217
$12.3K
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
BUY
|
- |
179+ 1.39% |
$10.1K - $10.7K
|
13.1K
$742K
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
175+ 154.87% |
$9.83K - $10.4K
|
288
$16.4K
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
174+ 0.33% |
$9.77K - $10.4K
|
53.1K
$3.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
174New |
$9.77K - $10.4K
|
174
$9.88K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
174+ 4.79% |
$9.77K - $10.4K
|
3.81K
$216K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
173+ 9.62% |
$9.72K - $10.3K
|
1.97K
$112K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
172+ 4.61% |
$9.66K - $10.3K
|
3.91K
$222K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
165+ 0.67% |
$9.27K - $9.85K
|
24.7K
$1.4M
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
164+ 1.43% |
$9.21K - $9.79K
|
11.6K
$660K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
159+ 0.7% |
$8.93K - $9.49K
|
22.8K
$1.29M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
153+ 13.18% |
$8.59K - $9.14K
|
1.31K
$74.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
132+ 0.09% |
$7.41K - $7.88K
|
139K
$7.91M
|
|
|
Apr 28, 2025
Q1 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
127+ 1.81% |
$7.13K - $7.58K
|
7.16K
$407K
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
120+ 2.61% |
$6.74K - $7.17K
|
4.71K
$268K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
115+ 2.23% |
$6.46K - $6.87K
|
5.26K
$299K
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
114+ 1.81% |
$6.4K - $6.81K
|
6.43K
$365K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
114+ 0.25% |
$6.4K - $6.81K
|
46.6K
$2.65M
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
114+ 1.07% |
$6.4K - $6.81K
|
10.8K
$612K
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
110+ 44.0% |
$6.18K - $6.57K
|
360
$20.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
108+ 1.67% |
$6.07K - $6.45K
|
6.58K
$373K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
104+ 2.19% |
$5.84K - $6.21K
|
4.85K
$276K
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
102+ 2.13% |
$5.73K - $6.09K
|
4.88K
$277K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
100New |
$5.62K - $5.97K
|
100
$5.68K
|