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 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.44M+ 35.91% |
$418M - $444M
|
28.2M
$1.61B
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
134K+ 178.29% |
$7.52M - $7.99M
|
209K
$12M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
92K+ 34.1% |
$5.17M - $5.49M
|
362K
$20.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
89K+ 19.56% |
$5M - $5.32M
|
544K
$31.1M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
73.8KNew |
$4.15M - $4.41M
|
73.8K
$4.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
70.2K+ 25.13% |
$3.94M - $4.19M
|
349K
$20M
|
|
|
May 15, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
65.1KNew |
$3.66M - $3.89M
|
65.1K
$3.73M
|
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
54.8KNew |
$3.08M - $3.27M
|
54.8K
$3.14M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
38.5K+ 25.43% |
$2.16M - $2.3M
|
190K
$10.9M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
35.8K+ 4.87% |
$2.01M - $2.14M
|
771K
$44.1M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
35.8K+ 17.55% |
$2.01M - $2.14M
|
240K
$13.7M
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
35.6K+ 3558700.0% |
$2M - $2.12M
|
35.6K
$2.04M
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
34.8KNew |
$1.95M - $2.08M
|
34.8K
$1.99M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
29.3K+ 12.09% |
$1.65M - $1.75M
|
272K
$15.5M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
24.1K+ 5.91% |
$1.35M - $1.44M
|
431K
$24.7M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
16.1K+ 42.7% |
$906K - $963K
|
53.9K
$3.08M
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
15.6K+ 28.23% |
$875K - $930K
|
70.8K
$4.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
14.9K+ 12.79% |
$835K - $888K
|
131K
$7.51M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
14.8KNew |
$833K - $885K
|
14.8K
$849K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
12.1KNew |
$680K - $723K
|
12.1K
$693K
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
12.1KNew |
$679K - $721K
|
12.1K
$692K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
11.4K+ 98.54% |
$641K - $682K
|
23K
$1.32M
|
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
9.27K+ 5.73% |
$521K - $554K
|
171K
$9.8M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
8.57K+ 5.76% |
$481K - $512K
|
157K
$9.01M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
8.55K+ 84.75% |
$480K - $511K
|
18.6K
$1.07M
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
8.44KNew |
$474K - $504K
|
8.44K
$483K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.3K+ 109.21% |
$466K - $496K
|
15.9K
$911K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
8.09KNew |
$454K - $483K
|
8.09K
$463K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
8KNew |
$449K - $478K
|
8K
$458K
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
7.86K+ 20.42% |
$441K - $469K
|
46.3K
$2.65M
|
|
|
Apr 17, 2025
Q1 2025
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
5.94KNew |
$334K - $355K
|
5.94K
$340K
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
5.66KNew |
$318K - $338K
|
5.66K
$324K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
5.3KNew |
$298K - $316K
|
5.3K
$303K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
5.23KNew |
$294K - $312K
|
5.23K
$299K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
4.57KNew |
$257K - $273K
|
4.57K
$262K
|
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
4.5KNew |
$253K - $269K
|
4.5K
$258K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
4.48K+ 18.64% |
$251K - $267K
|
28.5K
$1.63M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
4.29KNew |
$241K - $256K
|
4.29K
$246K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
4.22K+ 7.1% |
$237K - $252K
|
63.7K
$3.65M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
4.12KNew |
$231K - $246K
|
4.12K
$236K
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
3.62K+ 47.96% |
$203K - $216K
|
11.2K
$639K
|
|
|
May 05, 2025
Q1 2025
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
3.34K+ 2.85% |
$188K - $199K
|
120K
$6.89M
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
3.21K+ 36.95% |
$180K - $192K
|
11.9K
$681K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
2.58K+ 12.22% |
$145K - $154K
|
23.7K
$1.36M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
2.45K+ 3.03% |
$138K - $146K
|
83.3K
$4.77M
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
2.34K+ 41.85% |
$131K - $139K
|
7.92K
$453K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2.25KNew |
$126K - $134K
|
2.25K
$129K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.24K+ 43.58% |
$126K - $134K
|
7.39K
$423K
|
|
|
Aug 26, 2025
Q1 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
2.14KNew |
$120K - $128K
|
2.14K
$122K
|
|