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 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
91.5K+ 61.65% |
$5.14M - $5.46M
|
240K
$13.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
89K+ 19.56% |
$5M - $5.32M
|
544K
$30.4M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
88.5K+ 11.35% |
$4.97M - $5.28M
|
868K
$48.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
87K+ 49.68% |
$4.88M - $5.19M
|
262K
$14.7M
|
|
|
May 15, 2025
Q1 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
86KNew |
$4.83M - $5.14M
|
86K
$4.81M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
85.9K+ 15.99% |
$4.83M - $5.13M
|
623K
$34.9M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
85.4K+ 90.78% |
$4.79M - $5.1M
|
179K
$10M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
83.8K+ 38.44% |
$4.71M - $5M
|
302K
$16.9M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
83.7K+ 5.96% |
$4.7M - $5M
|
1.49M
$83.2M
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
81.8K+ 4.44% |
$4.6M - $4.89M
|
1.93M
$108M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
79.9K+ 64.1% |
$4.49M - $4.77M
|
205K
$11.4M
|
|
|
May 09, 2025
Q1 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
78.4K+ 55.37% |
$4.4M - $4.68M
|
220K
$12.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
77.3K+ 14585.47% |
$4.34M - $4.62M
|
77.8K
$4.35M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
74.8K+ 48.45% |
$4.2M - $4.46M
|
229K
$12.8M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
73.8KNew |
$4.15M - $4.41M
|
73.8K
$4.13M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
73.6K+ 13.91% |
$4.14M - $4.4M
|
603K
$33.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
73.4K+ 3.73% |
$4.12M - $4.38M
|
2.04M
$114M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
73.2K+ 8.94% |
$4.11M - $4.37M
|
892K
$49.9M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
72.4K+ 5.3% |
$4.07M - $4.32M
|
1.44M
$80.5M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
72.1K+ 133.82% |
$4.05M - $4.3M
|
126K
$7.04M
|
|
|
May 06, 2025
Q1 2025
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
71.6KNew |
$4.02M - $4.27M
|
71.6K
$4M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
70.5KNew |
$3.96M - $4.21M
|
70.5K
$3.94M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
70.4K+ 14.34% |
$3.95M - $4.2M
|
561K
$31.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
70.2K+ 25.13% |
$3.94M - $4.19M
|
349K
$19.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
68.1K+ 41.07% |
$3.83M - $4.07M
|
234K
$13.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
68K+ 39.63% |
$3.82M - $4.06M
|
240K
$13.4M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
67.8KNew |
$3.81M - $4.05M
|
67.8K
$3.79M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
67.4K+ 1224.54% |
$3.79M - $4.03M
|
72.9K
$4.08M
|
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
65.5K+ 189.88% |
$3.68M - $3.91M
|
100K
$5.59M
|
|
|
May 15, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
65.1KNew |
$3.66M - $3.89M
|
65.1K
$3.64M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
64.4K+ 53.27% |
$3.62M - $3.85M
|
185K
$10.4M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
64.1K+ 12.2% |
$3.6M - $3.83M
|
589K
$33M
|
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
62.9KNew |
$3.53M - $3.76M
|
62.9K
$3.52M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
61.8K+ 232.03% |
$3.47M - $3.69M
|
88.5K
$4.95M
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
59.5K+ 787.27% |
$3.34M - $3.56M
|
67.1K
$3.75M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
57.7KNew |
$3.24M - $3.45M
|
57.7K
$3.23M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
56.4K+ 54.07% |
$3.17M - $3.37M
|
161K
$8.99M
|
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
54.8KNew |
$3.08M - $3.27M
|
54.8K
$3.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
54.8K+ 45.49% |
$3.08M - $3.27M
|
175K
$9.79M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
54.7K+ 474.82% |
$3.08M - $3.27M
|
66.3K
$3.71M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
54.3KNew |
$3.05M - $3.24M
|
54.3K
$3.04M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
53.9K+ 7.58% |
$3.03M - $3.22M
|
764K
$42.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
53.2K+ 282.09% |
$2.99M - $3.18M
|
72.1K
$4.03M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
52.1K+ 107.64% |
$2.93M - $3.11M
|
101K
$5.62M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
51.2K+ 4.22% |
$2.88M - $3.06M
|
1.26M
$70.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
51.2K+ 189529.62% |
$2.87M - $3.06M
|
51.2K
$2.86M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
50.7K+ 45.27% |
$2.85M - $3.03M
|
163K
$9.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Gfs Advisors, LLC
|
BUY
|
- |
47.4KNew |
$2.66M - $2.83M
|
47.4K
$2.65M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
47.3K+ 7.49% |
$2.66M - $2.82M
|
679K
$37.9M
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
46.5KNew |
$2.61M - $2.77M
|
46.5K
$2.6M
|