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
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
100+ 0.71% |
$5.62K - $5.97K
|
14.3K
$809K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
100+ 2.53% |
$5.62K - $5.97K
|
4.05K
$230K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
100New |
$5.62K - $5.97K
|
100
$5.68K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
100New |
$5.62K - $5.97K
|
100
$5.68K
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
91+ 10.69% |
$5.11K - $5.43K
|
942
$53.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
BUY
|
- |
86+ 2.02% |
$4.83K - $5.14K
|
4.35K
$247K
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
85+ 1.49% |
$4.77K - $5.08K
|
5.79K
$329K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
77New |
$4.33K - $4.6K
|
77
$4.37K
|
|
|
Apr 22, 2025
Q1 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
72+ 1.19% |
$4.04K - $4.3K
|
6.13K
$348K
|
|
|
Apr 23, 2025
Q1 2025
|
Nvest Financial, LLC
|
BUY
|
- |
66+ 1.81% |
$3.71K - $3.94K
|
3.71K
$211K
|
|
|
May 05, 2025
Q1 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
63+ 1.68% |
$3.54K - $3.76K
|
3.81K
$216K
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
60New |
$3.37K - $3.58K
|
60
$3.41K
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
BUY
|
- |
57+ 1.32% |
$3.2K - $3.4K
|
4.37K
$248K
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
57+ 1.4% |
$3.2K - $3.4K
|
4.14K
$235K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
49+ 0.38% |
$2.75K - $2.93K
|
12.8K
$728K
|
|
|
May 12, 2025
Q1 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
49+ 272.22% |
$2.75K - $2.93K
|
67
$3.8K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
44+ 1.18% |
$2.47K - $2.63K
|
3.76K
$214K
|
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
41+ 1.84% |
$2.3K - $2.45K
|
2.28K
$129K
|
|
|
Apr 24, 2025
Q1 2025
|
Rba Wealth Management, LLC
|
BUY
|
- |
38+ 0.83% |
$2.13K - $2.27K
|
4.64K
$264K
|
|
|
May 05, 2025
Q1 2025
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
36+ 0.35% |
$2.02K - $2.15K
|
10.3K
$586K
|
|
|
May 01, 2025
Q1 2025
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
35+ 0.17% |
$1.97K - $2.09K
|
20.1K
$1.14M
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
27+ 0.57% |
$1.52K - $1.61K
|
4.78K
$271K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
26+ 0.35% |
$1.46K - $1.55K
|
7.56K
$429K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
22+ 0.22% |
$1.24K - $1.31K
|
10.1K
$574K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
21+ 0.57% |
$1.18K - $1.25K
|
3.7K
$210K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
21New |
$1.18K - $1.25K
|
21
$1.19K
|
|
|
May 16, 2025
Q1 2025
|
Ckw Financial Group
|
BUY
|
- |
20New |
$1.12K - $1.19K
|
20
$1.14K
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
20+ 0.1% |
$1.12K - $1.19K
|
19.9K
$1.13M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
18+ 1.8% |
$1.01K - $1.07K
|
1.02K
$57.8K
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
16+ 0.36% |
$899 - $955
|
4.43K
$251K
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
15+ 1.85% |
$843 - $896
|
828
$47K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
15+ 0.44% |
$843 - $896
|
3.45K
$196K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
14+ 0.07% |
$786 - $836
|
19.2K
$1.09M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
14+ 0.85% |
$786 - $836
|
1.67K
$94.8K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
13+ 5.91% |
$730 - $776
|
233
$13.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
12+ 0.08% |
$674 - $717
|
14.8K
$840K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
11+ 1.43% |
$618 - $657
|
779
$44.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
11+ 0.06% |
$618 - $657
|
18.9K
$1.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
10+ 0.07% |
$562 - $597
|
13.8K
$783K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
8+ 1.72% |
$449 - $478
|
472
$26.8K
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
6+ 0.12% |
$337 - $358
|
5.09K
$289K
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
6+ 0.13% |
$337 - $358
|
4.46K
$253K
|
|
|
May 06, 2025
Q1 2025
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
5+ 0.13% |
$281 - $299
|
3.79K
$215K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
5+ 1.67% |
$281 - $299
|
304
$17.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
5+ 18.52% |
$281 - $299
|
32
$1.82K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
4New |
$225 - $239
|
4
$227
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
2+ 0.02% |
$112 - $119
|
12.4K
$705K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
2+ 0.02% |
$112 - $119
|
8.13K
$462K
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1+ 0.01% |
$56.2 - $59.7
|
19.7K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1+ 0.01% |
$56.2 - $59.7
|
9.26K
$526K
|