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 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
46.3K+ 1.26% |
$2.6M - $2.76M
|
3.73M
$208M
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
46.2KNew |
$2.59M - $2.76M
|
46.2K
$2.58M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
45.4K+ 11.5% |
$2.55M - $2.71M
|
440K
$24.6M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
42.4K+ 17.47% |
$2.38M - $2.53M
|
285K
$15.9M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
42.3K+ 9.06% |
$2.38M - $2.53M
|
509K
$28.5M
|
|
|
May 15, 2025
Q1 2025
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
42K+ 41.81% |
$2.36M - $2.51M
|
142K
$7.96M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
41.9K+ 12.3% |
$2.35M - $2.5M
|
382K
$21.4M
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
BUY
|
- |
41.5K+ 41.01% |
$2.33M - $2.48M
|
143K
$7.99M
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
41.5K+ 12.08% |
$2.33M - $2.48M
|
385K
$21.5M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
41.3K+ 39.16% |
$2.32M - $2.47M
|
147K
$8.21M
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
41.1K+ 2.05% |
$2.31M - $2.45M
|
2.04M
$114M
|
|
|
May 08, 2025
Q1 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
40.8K+ 22.37% |
$2.29M - $2.44M
|
223K
$12.5M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
40.3K+ 180.11% |
$2.26M - $2.41M
|
62.6K
$3.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
40.1K+ 226.8% |
$2.26M - $2.4M
|
57.9K
$3.23M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
39.2K+ 10.32% |
$2.2M - $2.34M
|
419K
$23.5M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
39.1K+ 34.26% |
$2.2M - $2.33M
|
153K
$8.57M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
38.5K+ 25.43% |
$2.16M - $2.3M
|
190K
$10.6M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
38.4K+ 17.16% |
$2.16M - $2.29M
|
262K
$14.7M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
37.8KNew |
$2.12M - $2.26M
|
37.8K
$2.12M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
37.2K+ 400.74% |
$2.09M - $2.22M
|
46.5K
$2.6M
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
36.9K+ 40.45% |
$2.08M - $2.21M
|
128K
$7.17M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
36.7K+ 35.19% |
$2.06M - $2.19M
|
141K
$7.88M
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
36.6K+ 335.28% |
$2.06M - $2.19M
|
47.5K
$2.66M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
36.4K+ 11.21% |
$2.04M - $2.17M
|
361K
$20.2M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
35.8K+ 4.87% |
$2.01M - $2.14M
|
771K
$43.1M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
35.8K+ 17.55% |
$2.01M - $2.14M
|
240K
$13.4M
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
35.6K+ 3558700.0% |
$2M - $2.12M
|
35.6K
$1.99M
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
35.5K+ 950.4% |
$1.99M - $2.12M
|
39.2K
$2.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
35.3K+ 4.65% |
$1.98M - $2.11M
|
794K
$44.4M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
34.9K+ 26.19% |
$1.96M - $2.08M
|
168K
$9.41M
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
34.8KNew |
$1.95M - $2.08M
|
34.8K
$1.95M
|
|
|
Apr 11, 2025
Q1 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
34.8K+ 381.66% |
$1.95M - $2.08M
|
43.9K
$2.46M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
34.5K+ 38.65% |
$1.94M - $2.06M
|
124K
$6.92M
|
|
|
Apr 28, 2025
Q1 2025
|
Mcia Inc
|
BUY
|
- |
34.2K+ 17.32% |
$1.92M - $2.04M
|
231K
$12.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
32.4K+ 9.52% |
$1.82M - $1.93M
|
373K
$20.8M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
31.9K+ 44.18% |
$1.79M - $1.9M
|
104K
$5.81M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
31.6K+ 26.36% |
$1.77M - $1.88M
|
151K
$8.46M
|
|
|
May 12, 2025
Q1 2025
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
30.9K+ 13.02% |
$1.74M - $1.85M
|
268K
$15M
|
|
|
Apr 23, 2025
Q1 2025
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
30.7K+ 38.0% |
$1.72M - $1.83M
|
111K
$6.23M
|
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
29.9K+ 12.17% |
$1.68M - $1.78M
|
275K
$15.4M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
29.3K+ 12.09% |
$1.65M - $1.75M
|
272K
$15.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
29.1K+ 80.02% |
$1.63M - $1.74M
|
65.5K
$3.66M
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
27.8K+ 19.41% |
$1.56M - $1.66M
|
171K
$9.58M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
27.6K+ 8.3% |
$1.55M - $1.65M
|
361K
$20.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
26.8K+ 5.15% |
$1.51M - $1.6M
|
548K
$30.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
26.5K+ 27.65% |
$1.49M - $1.58M
|
122K
$6.85M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
26.2K+ 118.83% |
$1.47M - $1.56M
|
48.2K
$2.7M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
25.9K+ 19.93% |
$1.46M - $1.55M
|
156K
$8.72M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
25.7K+ 62.55% |
$1.44M - $1.54M
|
66.8K
$3.74M
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
25.6K+ 7.45% |
$1.44M - $1.53M
|
370K
$20.7M
|