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 07, 2025
Q4 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
30KNew |
$1.73M - $1.82M
|
30K
$1.72M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
18K+ 17.89% |
$1.04M - $1.1M
|
119K
$6.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
15KNew |
$863K - $912K
|
15K
$859K
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
15K+ 14.89% |
$863K - $912K
|
116K
$6.62M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
14.3K+ 2.33% |
$821K - $868K
|
626K
$35.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Spahn Wealth & Retirement LLC
Scottsdale, AZ |
BUY
|
- |
11.8KNew |
$679K - $718K
|
11.8K
$676K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
9.9K+ 211.68% |
$569K - $602K
|
14.6K
$834K
|
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
BUY
|
- |
8.49K+ 39.5% |
$488K - $516K
|
30K
$1.72M
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
6.55K+ 2.93% |
$377K - $398K
|
230K
$13.2M
|
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
6.02KNew |
$346K - $366K
|
6.02K
$345K
|
|
|
Feb 24, 2025
Q4 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
6KNew |
$345K - $365K
|
6K
$344K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
5.7KNew |
$328K - $347K
|
5.7K
$326K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
5.4K+ 80.15% |
$311K - $329K
|
12.1K
$695K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
5.21KNew |
$299K - $317K
|
5.21K
$298K
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
4.88KNew |
$281K - $297K
|
4.88K
$279K
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
4.64KNew |
$267K - $282K
|
4.64K
$266K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
4.53KNew |
$261K - $276K
|
4.53K
$260K
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
4.52KNew |
$260K - $275K
|
4.52K
$258K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
4.38KNew |
$252K - $267K
|
4.38K
$251K
|
|
|
Jan 24, 2025
Q4 2024
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
4.34KNew |
$250K - $264K
|
4.34K
$249K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
4.28KNew |
$246K - $260K
|
4.28K
$245K
|
|
|
Feb 12, 2025
Q4 2024
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
4KNew |
$230K - $243K
|
4K
$229K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.86KNew |
$222K - $234K
|
3.86K
$221K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
3.81KNew |
$219K - $232K
|
3.81K
$218K
|
|
|
Feb 03, 2025
Q4 2024
|
Schaeffer Financial LLC
|
BUY
|
- |
3.79KNew |
$218K - $231K
|
3.79K
$217K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.74KNew |
$215K - $228K
|
3.74K
$214K
|
|
|
Feb 07, 2025
Q4 2024
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
3.71KNew |
$213K - $225K
|
3.71K
$212K
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
3.63KNew |
$209K - $221K
|
3.63K
$208K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
3.58K+ 3.55% |
$206K - $218K
|
104K
$5.98M
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
3KNew |
$173K - $182K
|
3K
$172K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2.82KNew |
$162K - $172K
|
2.82K
$162K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
2.4KNew |
$138K - $146K
|
2.4K
$137K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
2.19KNew |
$126K - $133K
|
2.19K
$125K
|
|
|
Feb 14, 2025
Q4 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
2.17K+ 54.89% |
$125K - $132K
|
6.13K
$351K
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
2.17KNew |
$125K - $132K
|
2.17K
$124K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
2.15KNew |
$124K - $131K
|
2.15K
$123K
|
|
|
Feb 07, 2025
Q4 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
2.09KNew |
$120K - $127K
|
2.09K
$120K
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
- |
2.05KNew |
$118K - $125K
|
2.05K
$117K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
1.8KNew |
$104K - $109K
|
1.8K
$103K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1.63KNew |
$93.7K - $99K
|
1.63K
$93.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
1.59K+ 1.59% |
$91.5K - $96.7K
|
102K
$5.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.59KNew |
$91.4K - $96.7K
|
1.59K
$91K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.53K+ 8.32% |
$88.1K - $93.1K
|
19.9K
$1.14M
|
|
|
Feb 11, 2025
Q4 2024
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
1.37K+ 1.8% |
$79K - $83.5K
|
77.8K
$4.46M
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
1.26K+ 34.85% |
$72.3K - $76.4K
|
4.86K
$278K
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1.12KNew |
$64.2K - $67.9K
|
1.12K
$63.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
974New |
$56K - $59.2K
|
974
$55.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
835+ 18.87% |
$48K - $50.8K
|
5.26K
$301K
|
|
|
Feb 14, 2025
Q4 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
785+ 17.36% |
$45.2K - $47.8K
|
5.31K
$304K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
700New |
$40.3K - $42.6K
|
700
$40.1K
|