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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
3KNew |
$173K - $182K
|
3K
$170K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2.82KNew |
$162K - $172K
|
2.82K
$160K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2.62K+ 7.8% |
$151K - $159K
|
36.3K
$2.06M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
2.4KNew |
$138K - $146K
|
2.4K
$136K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
2.19KNew |
$126K - $133K
|
2.19K
$124K
|
|
|
Feb 14, 2025
Q4 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
2.17K+ 54.89% |
$125K - $132K
|
6.13K
$348K
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
2.17KNew |
$125K - $132K
|
2.17K
$123K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
2.15KNew |
$124K - $131K
|
2.15K
$122K
|
|
|
Feb 07, 2025
Q4 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
2.09KNew |
$120K - $127K
|
2.09K
$119K
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
- |
2.05KNew |
$118K - $125K
|
2.05K
$116K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
1.8KNew |
$104K - $109K
|
1.8K
$102K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1.63KNew |
$93.7K - $99K
|
1.63K
$92.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
1.62K+ 60.99% |
$93.4K - $98.7K
|
4.28K
$243K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
1.59K+ 1.59% |
$91.5K - $96.7K
|
102K
$5.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.59KNew |
$91.4K - $96.7K
|
1.59K
$90.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.53K+ 8.32% |
$88.1K - $93.1K
|
19.9K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
1.38K+ 9.65% |
$79.3K - $83.9K
|
15.7K
$890K
|
|
|
Feb 11, 2025
Q4 2024
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
1.37K+ 1.8% |
$79K - $83.5K
|
77.8K
$4.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
1.26K+ 34.85% |
$72.3K - $76.4K
|
4.86K
$276K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.15KNew |
$66.2K - $70K
|
1.15K
$65.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1.12KNew |
$64.2K - $67.9K
|
1.12K
$63.4K
|
|
|
Feb 10, 2025
Q4 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
1.06K+ 24.92% |
$61K - $64.5K
|
5.32K
$302K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
974New |
$56K - $59.2K
|
974
$55.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
856+ 16.67% |
$49.2K - $52.1K
|
5.99K
$340K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
835+ 18.87% |
$48K - $50.8K
|
5.26K
$299K
|
|
|
Feb 14, 2025
Q4 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
785+ 17.36% |
$45.2K - $47.8K
|
5.31K
$301K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
700New |
$40.3K - $42.6K
|
700
$39.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
685New |
$39.4K - $41.7K
|
685
$38.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
664+ 13.32% |
$38.2K - $40.4K
|
5.65K
$321K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
634+ 737.21% |
$36.5K - $38.6K
|
720
$40.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
564New |
$32.4K - $34.3K
|
564
$32K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
550New |
$31.6K - $33.5K
|
550
$31.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
495New |
$28.5K - $30.1K
|
495
$28.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
490+ 90.57% |
$28.2K - $29.8K
|
1.03K
$58.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
483New |
$27.8K - $29.4K
|
483
$27.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
420+ 9.14% |
$24.2K - $25.5K
|
5.02K
$285K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
400New |
$23K - $24.3K
|
400
$22.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
389New |
$22.4K - $23.7K
|
389
$22.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
373+ 3.86% |
$21.5K - $22.7K
|
10K
$569K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
359New |
$20.7K - $21.8K
|
359
$20.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
300New |
$17.3K - $18.2K
|
300
$17K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
250New |
$14.4K - $15.2K
|
250
$14.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
184+ 368.0% |
$10.6K - $11.2K
|
234
$13.3K
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
181New |
$10.4K - $11K
|
181
$10.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
180New |
$10.4K - $10.9K
|
180
$10.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
173New |
$9.95K - $10.5K
|
173
$9.82K
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
170+ 3.53% |
$9.78K - $10.3K
|
4.98K
$283K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
165+ 3.03% |
$9.49K - $10K
|
5.61K
$319K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
150+ 2.81% |
$8.63K - $9.12K
|
5.48K
$311K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
141+ 17.03% |
$8.11K - $8.58K
|
969
$55K
|