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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
1.21K+ 2.48% |
$61.6K - $68.7K
|
49.9K
$2.83M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
1.11K+ 3.16% |
$56.9K - $63.4K
|
36.4K
$2.07M
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
BUY
|
- |
1.04K+ 3.88% |
$53.3K - $59.5K
|
27.9K
$1.58M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
865+ 8.27% |
$44.2K - $49.3K
|
11.3K
$643K
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
799+ 5.58% |
$40.9K - $45.5K
|
15.1K
$859K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
656+ 3.52% |
$33.5K - $37.4K
|
19.3K
$1.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Bay Rivers Group
|
BUY
|
- |
417+ 4.1% |
$21.3K - $23.8K
|
10.6K
$601K
|
|
|
Jul 09, 2025
Q2 2025
|
Sterling Manor Financial, LLC
|
BUY
|
- |
409+ 4.86% |
$20.9K - $23.3K
|
8.83K
$502K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
400New |
$20.5K - $22.8K
|
400
$22.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
371+ 6.35% |
$19K - $21.1K
|
6.21K
$353K
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
BUY
|
- |
333+ 1.04% |
$17K - $19K
|
32.3K
$1.83M
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
234New |
$12K - $13.3K
|
234
$13.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
201+ 1.4% |
$10.3K - $11.5K
|
14.6K
$829K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
126+ 14.53% |
$6.44K - $7.18K
|
993
$56.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
107+ 0.32% |
$5.47K - $6.1K
|
33.5K
$1.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
100+ 8.39% |
$5.11K - $5.7K
|
1.29K
$73.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
99+ 0.63% |
$5.06K - $5.64K
|
15.7K
$893K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
82+ 1.92% |
$4.19K - $4.67K
|
4.36K
$247K
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
66+ 0.32% |
$3.38K - $3.76K
|
20.7K
$1.18M
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
49+ 1.11% |
$2.51K - $2.79K
|
4.48K
$254K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
46+ 2.63% |
$2.35K - $2.62K
|
1.8K
$102K
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
43+ 0.97% |
$2.2K - $2.45K
|
4.48K
$254K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
39New |
$1.99K - $2.22K
|
39
$2.21K
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
20+ 0.36% |
$1.02K - $1.14K
|
5.5K
$312K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
3+ 0.03% |
$153 - $171
|
10K
$568K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
1+ 0.01% |
$51.1 - $57
|
13.7K
$778K
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.44M+ 35.91% |
$418M - $444M
|
28.2M
$1.6B
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.4M+ 5.77% |
$135M - $143M
|
43.9M
$2.49B
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.43M+ 4.57% |
$80.2M - $85.2M
|
32.7M
$1.86B
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.16M+ 7.97% |
$65.1M - $69.2M
|
15.7M
$892M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
833K+ 14.87% |
$46.8M - $49.8M
|
6.44M
$365M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
778K+ 18.87% |
$43.7M - $46.5M
|
4.9M
$278M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
775K+ 11.33% |
$43.5M - $46.3M
|
7.61M
$432M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
773K+ 10.52% |
$43.4M - $46.1M
|
8.12M
$461M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
683K+ 8.91% |
$38.4M - $40.8M
|
8.35M
$474M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
528K+ 376.68% |
$29.7M - $31.5M
|
669K
$38M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
466K+ 17.06% |
$26.2M - $27.8M
|
3.2M
$182M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
427K+ 83.86% |
$24M - $25.5M
|
936K
$53.2M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
312K+ 1615.3% |
$17.5M - $18.6M
|
331K
$18.8M
|
|
|
May 14, 2025
Q1 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
279KNew |
$15.6M - $16.6M
|
279K
$15.8M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
275K+ 12.36% |
$15.5M - $16.4M
|
2.5M
$142M
|
|
|
Apr 25, 2025
Q1 2025
|
Advisors Management Group Inc
|
BUY
|
- |
243K+ 1029.56% |
$13.6M - $14.5M
|
266K
$15.1M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
241K+ 6.65% |
$13.5M - $14.4M
|
3.87M
$220M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
230K+ 125.55% |
$12.9M - $13.8M
|
414K
$23.5M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
226K+ 29.43% |
$12.7M - $13.5M
|
996K
$56.6M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
219K+ 9.73% |
$12.3M - $13.1M
|
2.47M
$140M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
210K+ 21.35% |
$11.8M - $12.5M
|
1.19M
$67.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
207K+ 187.61% |
$11.6M - $12.3M
|
317K
$18M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
202K+ 7.12% |
$11.3M - $12M
|
3.03M
$172M
|
|
|
May 12, 2025
Q1 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
197KNew |
$11.1M - $11.8M
|
197K
$11.2M
|
|