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 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
38.5K+ 84.8% |
$1.97M - $2.19M
|
83.8K
$4.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
38.4K+ 27.01% |
$1.97M - $2.19M
|
181K
$10.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
38.2K+ 33.84% |
$1.95M - $2.18M
|
151K
$8.65M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
38.1K+ 91.72% |
$1.95M - $2.17M
|
79.7K
$4.56M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
37.1K+ 29.47% |
$1.9M - $2.12M
|
163K
$9.33M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
36.7K+ 122.55% |
$1.87M - $2.09M
|
66.6K
$3.81M
|
|
|
Aug 08, 2025
Q2 2025
|
Croban
Fremont, OH |
BUY
|
- |
36.5KNew |
$1.86M - $2.08M
|
36.5K
$2.09M
|
|
|
Jul 24, 2025
Q2 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
36.5KNew |
$1.86M - $2.08M
|
36.5K
$2.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
36.4K+ 209.39% |
$1.86M - $2.07M
|
53.7K
$3.08M
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
35.6K+ 1.85% |
$1.82M - $2.03M
|
1.96M
$112M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
34.4K+ 6.75% |
$1.76M - $1.96M
|
544K
$31.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
34.3K+ 4.32% |
$1.76M - $1.96M
|
829K
$47.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
33.8K+ 15.37% |
$1.73M - $1.93M
|
254K
$14.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
33.6K+ 43.31% |
$1.72M - $1.92M
|
111K
$6.37M
|
|
|
Jul 25, 2025
Q2 2025
|
Melia Wealth LLC
Tulsa, OK |
BUY
|
- |
33.4K+ 5.45% |
$1.71M - $1.9M
|
645K
$36.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
33K+ 12.59% |
$1.69M - $1.88M
|
295K
$16.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
32.2K+ 26.34% |
$1.65M - $1.84M
|
155K
$8.86M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
30.9K+ 1.02% |
$1.58M - $1.76M
|
3.06M
$175M
|
|
|
Aug 08, 2025
Q2 2025
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
BUY
|
- |
30.9K+ 76.17% |
$1.58M - $1.76M
|
71.4K
$4.09M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
30.8K+ 14.18% |
$1.57M - $1.75M
|
248K
$14.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
BUY
|
- |
30.5K+ 11.44% |
$1.56M - $1.74M
|
297K
$17M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
30.3K+ 3.19% |
$1.55M - $1.73M
|
982K
$56.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
30.3K+ 19.33% |
$1.55M - $1.73M
|
187K
$10.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
29.4K+ 28.6% |
$1.51M - $1.68M
|
132K
$7.58M
|
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
27K+ 9.79% |
$1.38M - $1.54M
|
302K
$17.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
26.9K+ 4.32% |
$1.38M - $1.53M
|
650K
$37.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
26.9K+ 6.99% |
$1.38M - $1.53M
|
412K
$23.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
26.9K+ 18.46% |
$1.37M - $1.53M
|
172K
$9.87M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
26.7K+ 4.22% |
$1.37M - $1.52M
|
661K
$37.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
26.4K+ 2.21% |
$1.35M - $1.51M
|
1.22M
$69.8M
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
26.2K+ 60.26% |
$1.34M - $1.49M
|
69.6K
$3.99M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
26K+ 13.61% |
$1.33M - $1.48M
|
217K
$12.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
25.7K+ 6.13% |
$1.32M - $1.47M
|
445K
$25.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
25.6KNew |
$1.31M - $1.46M
|
25.6K
$1.46M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
24.9K+ 342.75% |
$1.27M - $1.42M
|
32.2K
$1.84M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
24.8K+ 13.03% |
$1.27M - $1.41M
|
215K
$12.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
24.8K+ 26.34% |
$1.27M - $1.41M
|
119K
$6.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
24.5K+ 13.25% |
$1.25M - $1.4M
|
210K
$12M
|
|
|
Aug 13, 2025
Q2 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
24.5K+ 19.63% |
$1.25M - $1.4M
|
149K
$8.55M
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
24.4K+ 138.15% |
$1.25M - $1.39M
|
42K
$2.41M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
BUY
|
- |
24.1K+ 12.05% |
$1.23M - $1.37M
|
224K
$12.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
24K+ 4.08% |
$1.23M - $1.37M
|
613K
$35.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
23.8KNew |
$1.21M - $1.35M
|
23.8K
$1.36M
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
23.6K+ 87.3% |
$1.21M - $1.35M
|
50.7K
$2.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
23.6KNew |
$1.21M - $1.34M
|
23.6K
$1.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
23.5K+ 26.2% |
$1.2M - $1.34M
|
113K
$6.48M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
23K+ 20.72% |
$1.18M - $1.31M
|
134K
$7.67M
|
|
|
Jul 28, 2025
Q2 2025
|
Triton Wealth Management, Pllc
|
BUY
|
- |
22.7KNew |
$1.16M - $1.29M
|
22.7K
$1.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
22.4K+ 73.95% |
$1.15M - $1.28M
|
52.7K
$3.02M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
22.4K+ 198.02% |
$1.14M - $1.27M
|
33.7K
$1.93M
|