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 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
100K+ 6.97% |
$5.13M - $5.72M
|
1.54M
$88.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
100KNew |
$5.13M - $5.71M
|
100K
$5.74M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
93.3K+ 60.92% |
$4.77M - $5.32M
|
246K
$14.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
90KNew |
$4.6M - $5.13M
|
90K
$5.15M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
89.3KNew |
$4.57M - $5.09M
|
89.3K
$5.11M
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
87.3K+ 4.94% |
$4.46M - $4.98M
|
1.85M
$106M
|
|
|
Jul 29, 2025
Q2 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
84.3K+ 746.16% |
$4.31M - $4.8M
|
95.6K
$5.47M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
83.9KNew |
$4.29M - $4.78M
|
83.9K
$4.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
81.4KNew |
$4.16M - $4.64M
|
81.4K
$4.66M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
79.1K+ 17.77% |
$4.04M - $4.51M
|
524K
$30M
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
78.7K+ 543.22% |
$4.02M - $4.49M
|
93.2K
$5.33M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
74.2K+ 72.03% |
$3.79M - $4.23M
|
177K
$10.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
72.8K+ 627.03% |
$3.72M - $4.15M
|
84.4K
$4.83M
|
|
|
Aug 08, 2025
Q2 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
71.8K+ 367.14% |
$3.67M - $4.09M
|
91.4K
$5.23M
|
|
|
Aug 04, 2025
Q2 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
71.5K+ 228.82% |
$3.66M - $4.07M
|
103K
$5.88M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
70.1K+ 8.07% |
$3.59M - $4M
|
938K
$53.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
69.1K+ 43.62% |
$3.53M - $3.94M
|
227K
$13M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
63.9K+ 4.52% |
$3.27M - $3.64M
|
1.48M
$84.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
59.8K+ 33.35% |
$3.06M - $3.41M
|
239K
$13.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
59.3K+ 411.64% |
$3.03M - $3.38M
|
73.7K
$4.22M
|
|
|
Aug 12, 2025
Q2 2025
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
58.9KNew |
$3.01M - $3.36M
|
58.9K
$3.37M
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
57.7KNew |
$2.95M - $3.29M
|
57.7K
$3.3M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
57.3K+ 127.43% |
$2.93M - $3.27M
|
102K
$5.86M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
56.7K+ 10.1% |
$2.9M - $3.23M
|
618K
$35.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
54.8K+ 18.17% |
$2.8M - $3.12M
|
357K
$20.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
54.4KNew |
$2.78M - $3.1M
|
54.4K
$3.11M
|
|
|
Aug 11, 2025
Q2 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
53.9KNew |
$2.76M - $3.07M
|
53.9K
$3.09M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
53.1K+ 15.72% |
$2.71M - $3.03M
|
391K
$22.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Cornerstone Enterprises, LLC
Appleton, WI |
BUY
|
- |
52.2K+ 11.69% |
$2.67M - $2.98M
|
499K
$28.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
51.8K+ 467.91% |
$2.65M - $2.95M
|
62.8K
$3.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
51.1K+ 6.69% |
$2.61M - $2.91M
|
815K
$46.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Forefront Wealth Management Inc.
|
BUY
|
- |
48.5K+ 39.28% |
$2.48M - $2.77M
|
172K
$9.85M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
47.7K+ 20.04% |
$2.44M - $2.72M
|
286K
$16.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
46.7K+ 12.95% |
$2.39M - $2.66M
|
408K
$23.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
46.3KNew |
$2.37M - $2.64M
|
46.3K
$2.65M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
45.8K+ 15.76% |
$2.34M - $2.61M
|
337K
$19.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
45.3KNew |
$2.32M - $2.58M
|
45.3K
$2.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
44.8K+ 19.17% |
$2.29M - $2.56M
|
279K
$16M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
44.5K+ 26.45% |
$2.28M - $2.54M
|
213K
$12.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
43.9K+ 191.17% |
$2.25M - $2.5M
|
66.9K
$3.83M
|
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
BUY
|
- |
43.5K+ 258.29% |
$2.23M - $2.48M
|
60.4K
$3.46M
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
BUY
|
- |
43.4K+ 49.1% |
$2.22M - $2.48M
|
132K
$7.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
42.9KNew |
$2.19M - $2.45M
|
42.9K
$2.46M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
42.8K+ 29.19% |
$2.19M - $2.44M
|
190K
$10.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
39.7K+ 131.48% |
$2.03M - $2.26M
|
69.8K
$4M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
39.5K+ 13.84% |
$2.02M - $2.25M
|
325K
$18.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
39.1K+ 60.29% |
$2M - $2.23M
|
104K
$5.95M
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
39K+ 157.27% |
$1.99M - $2.22M
|
63.8K
$3.65M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
38.9K+ 15.96% |
$1.99M - $2.22M
|
283K
$16.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
38.5K+ 77.22% |
$1.97M - $2.19M
|
88.4K
$5.06M
|