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 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
44.8K+ 147.61% |
$2.57M - $2.72M
|
75.1K
$4.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
44.3KNew |
$2.55M - $2.7M
|
44.3K
$2.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
44.3K+ 7.55% |
$2.55M - $2.7M
|
631K
$36.2M
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
42.3KNew |
$2.43M - $2.57M
|
42.3K
$2.42M
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
41.8K+ 828.94% |
$2.4M - $2.54M
|
46.8K
$2.68M
|
|
|
Feb 26, 2025
Q4 2024
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
41.1KNew |
$2.37M - $2.5M
|
41.1K
$2.35M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
41.1KNew |
$2.36M - $2.5M
|
41.1K
$2.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
41KNew |
$2.36M - $2.49M
|
41K
$2.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Anchor Capital Management Group Inc
Aliso Viejo, CA |
BUY
|
- |
40KNew |
$2.3M - $2.43M
|
40K
$2.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
39.5KNew |
$2.27M - $2.4M
|
39.5K
$2.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
39.2K+ 6.67% |
$2.26M - $2.38M
|
627K
$35.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
38.5KNew |
$2.21M - $2.34M
|
38.5K
$2.2M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
38.3K+ 46.59% |
$2.21M - $2.33M
|
121K
$6.91M
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
38.2K+ 1638.21% |
$2.2M - $2.32M
|
40.5K
$2.32M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
38KNew |
$2.19M - $2.31M
|
38K
$2.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
37.8KNew |
$2.17M - $2.3M
|
37.8K
$2.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
BUY
|
- |
37.5KNew |
$2.16M - $2.28M
|
37.5K
$2.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
37.2K+ 75.6% |
$2.14M - $2.26M
|
86.5K
$4.95M
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
36.3KNew |
$2.09M - $2.21M
|
36.3K
$2.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
36.3K+ 25.81% |
$2.09M - $2.21M
|
177K
$10.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
35.4K+ 107.99% |
$2.04M - $2.16M
|
68.2K
$3.91M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
35.4K+ 17.57% |
$2.04M - $2.15M
|
237K
$13.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
34.8KNew |
$2M - $2.11M
|
34.8K
$1.99M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
34.6KNew |
$1.99M - $2.1M
|
34.6K
$1.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Mcia Inc
|
BUY
|
- |
34.5K+ 21.23% |
$1.99M - $2.1M
|
197K
$11.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
34.5KNew |
$1.98M - $2.1M
|
34.5K
$1.98M
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
34.4KNew |
$1.98M - $2.09M
|
34.4K
$1.97M
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
33.3KNew |
$1.92M - $2.03M
|
33.3K
$1.91M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
33.2KNew |
$1.91M - $2.02M
|
33.2K
$1.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
33.1K+ 2.41% |
$1.9M - $2.01M
|
1.4M
$80.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
32.8KNew |
$1.89M - $1.99M
|
32.8K
$1.88M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
32.6KNew |
$1.87M - $1.98M
|
32.6K
$1.87M
|
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
32.4K+ 64.12% |
$1.87M - $1.97M
|
83.1K
$4.76M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
32.4K+ 21.56% |
$1.86M - $1.97M
|
183K
$10.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
32K+ 15.82% |
$1.84M - $1.95M
|
234K
$13.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
31.9K+ 3.8% |
$1.84M - $1.94M
|
872K
$49.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
30.9KNew |
$1.78M - $1.88M
|
30.9K
$1.77M
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
30.9KNew |
$1.78M - $1.88M
|
30.9K
$1.77M
|
|
|
Feb 06, 2025
Q4 2024
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
30.8KNew |
$1.77M - $1.87M
|
30.8K
$1.76M
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
30.2K+ 48.65% |
$1.74M - $1.84M
|
92.4K
$5.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
30KNew |
$1.73M - $1.82M
|
30K
$1.72M
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
29.7K+ 7.2% |
$1.71M - $1.81M
|
442K
$25.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
29.4K+ 385.45% |
$1.69M - $1.79M
|
37K
$2.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
29.3KNew |
$1.69M - $1.78M
|
29.3K
$1.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
28.5K+ 33.26% |
$1.64M - $1.73M
|
114K
$6.53M
|
|
|
Feb 11, 2025
Q4 2024
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
28.3KNew |
$1.63M - $1.72M
|
28.3K
$1.62M
|
|
|
Jan 16, 2025
Q4 2024
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
28K+ 10.92% |
$1.61M - $1.71M
|
285K
$16.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
27.9K+ 46.94% |
$1.6M - $1.69M
|
87.2K
$4.99M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
27.7K+ 8.88% |
$1.59M - $1.69M
|
340K
$19.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Bg Investment Services, Inc.
|
BUY
|
- |
27KNew |
$1.56M - $1.64M
|
27K
$1.55M
|