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 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
192K+ 84.65% |
$10.8M - $11.5M
|
418K
$23.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
183K+ 11.54% |
$10.3M - $10.9M
|
1.77M
$100M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
172K+ 13.04% |
$9.68M - $10.3M
|
1.49M
$84.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Enterprises, LLC
Appleton, WI |
BUY
|
- |
166K+ 59.2% |
$9.33M - $9.91M
|
446K
$25.4M
|
|
|
May 13, 2025
Q1 2025
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
160KNew |
$8.97M - $9.54M
|
160K
$9.07M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
159K+ 149.96% |
$8.94M - $9.5M
|
265K
$15.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
155K+ 86.55% |
$8.71M - $9.26M
|
334K
$19M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
154K+ 17.62% |
$8.63M - $9.17M
|
1.03M
$58.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
149K+ 1583.74% |
$8.37M - $8.89M
|
158K
$8.99M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
146K+ 13.59% |
$8.2M - $8.71M
|
1.22M
$69.3M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
140K+ 69.96% |
$7.86M - $8.36M
|
340K
$19.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
134K+ 178.29% |
$7.52M - $7.99M
|
209K
$11.9M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
120K+ 55.33% |
$6.72M - $7.14M
|
336K
$19.1M
|
|
|
May 05, 2025
Q1 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
119KNew |
$6.69M - $7.12M
|
119K
$6.77M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
105K+ 30.94% |
$5.91M - $6.28M
|
445K
$25.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
102K+ 124.21% |
$5.76M - $6.12M
|
185K
$10.5M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
101K+ 17.74% |
$5.69M - $6.05M
|
673K
$38.2M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
101K+ 38.28% |
$5.66M - $6.02M
|
364K
$20.7M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
101K+ 7.65% |
$5.65M - $6M
|
1.42M
$80.4M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
99.6K+ 7.9% |
$5.6M - $5.95M
|
1.36M
$77.3M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
92K+ 34.1% |
$5.17M - $5.49M
|
362K
$20.5M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
91.5K+ 61.65% |
$5.14M - $5.46M
|
240K
$13.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
89K+ 19.56% |
$5M - $5.32M
|
544K
$30.9M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
88.5K+ 11.35% |
$4.97M - $5.28M
|
868K
$49.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
87K+ 49.68% |
$4.88M - $5.19M
|
262K
$14.9M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
85.9K+ 15.99% |
$4.83M - $5.13M
|
623K
$35.4M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
85.4K+ 90.78% |
$4.79M - $5.1M
|
179K
$10.2M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
83.8K+ 38.44% |
$4.71M - $5M
|
302K
$17.1M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
83.7K+ 5.96% |
$4.7M - $5M
|
1.49M
$84.5M
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
81.8K+ 4.44% |
$4.6M - $4.89M
|
1.93M
$109M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
79.9K+ 64.1% |
$4.49M - $4.77M
|
205K
$11.6M
|
|
|
May 09, 2025
Q1 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
78.4K+ 55.37% |
$4.4M - $4.68M
|
220K
$12.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
77.3K+ 14585.47% |
$4.34M - $4.62M
|
77.8K
$4.42M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
74.8K+ 48.45% |
$4.2M - $4.46M
|
229K
$13M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
73.8KNew |
$4.15M - $4.41M
|
73.8K
$4.19M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
73.6K+ 13.91% |
$4.14M - $4.4M
|
603K
$34.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
73.4K+ 3.73% |
$4.12M - $4.38M
|
2.04M
$116M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
73.2K+ 8.94% |
$4.11M - $4.37M
|
892K
$50.6M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
72.4K+ 5.3% |
$4.07M - $4.32M
|
1.44M
$81.7M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
72.1K+ 133.82% |
$4.05M - $4.3M
|
126K
$7.15M
|
|
|
May 06, 2025
Q1 2025
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
71.6KNew |
$4.02M - $4.27M
|
71.6K
$4.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
70.5KNew |
$3.96M - $4.21M
|
70.5K
$4M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
70.4K+ 14.34% |
$3.95M - $4.2M
|
561K
$31.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
70.2K+ 25.13% |
$3.94M - $4.19M
|
349K
$19.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
68.1K+ 41.07% |
$3.83M - $4.07M
|
234K
$13.3M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
67.8KNew |
$3.81M - $4.05M
|
67.8K
$3.85M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
67.4K+ 1224.54% |
$3.79M - $4.03M
|
72.9K
$4.14M
|
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
65.5K+ 189.88% |
$3.68M - $3.91M
|
100K
$5.68M
|
|
|
May 15, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
65.1KNew |
$3.66M - $3.89M
|
65.1K
$3.7M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
64.4K+ 53.27% |
$3.62M - $3.85M
|
185K
$10.5M
|