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
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
30.9K+ 13.02% |
$1.74M - $1.85M
|
268K
$15.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
30.7K+ 38.0% |
$1.72M - $1.83M
|
111K
$6.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
29.9K+ 12.17% |
$1.68M - $1.78M
|
275K
$15.6M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
29.3K+ 12.09% |
$1.65M - $1.75M
|
272K
$15.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
29.1K+ 80.02% |
$1.63M - $1.74M
|
65.5K
$3.72M
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
27.8K+ 19.41% |
$1.56M - $1.66M
|
171K
$9.73M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
27.6K+ 8.3% |
$1.55M - $1.65M
|
361K
$20.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
26.5K+ 27.65% |
$1.49M - $1.58M
|
122K
$6.95M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
26.2K+ 118.83% |
$1.47M - $1.56M
|
48.2K
$2.74M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
25.9K+ 19.93% |
$1.46M - $1.55M
|
156K
$8.85M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
25.7K+ 62.55% |
$1.44M - $1.54M
|
66.8K
$3.8M
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
25.7K+ 242.6% |
$1.44M - $1.53M
|
36.2K
$2.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
25.6K+ 7.45% |
$1.44M - $1.53M
|
370K
$21M
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
25.5K+ 60.3% |
$1.43M - $1.52M
|
67.8K
$3.85M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
24.8KNew |
$1.39M - $1.48M
|
24.8K
$1.41M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
24.8K+ 32.43% |
$1.39M - $1.48M
|
101K
$5.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
24.5K+ 18.48% |
$1.37M - $1.46M
|
157K
$8.9M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
24.1K+ 5.91% |
$1.35M - $1.44M
|
431K
$24.5M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
23.7K+ 119.1% |
$1.33M - $1.42M
|
43.6K
$2.48M
|
|
|
May 15, 2025
Q1 2025
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
23.7K+ 24.81% |
$1.33M - $1.41M
|
119K
$6.76M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
23.4K+ 33.47% |
$1.32M - $1.4M
|
93.5K
$5.31M
|
|
|
May 14, 2025
Q1 2025
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
23.3KNew |
$1.31M - $1.39M
|
23.3K
$1.32M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
23.2K+ 9.85% |
$1.3M - $1.38M
|
258K
$14.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
23K+ 7.3% |
$1.29M - $1.37M
|
338K
$19.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
22.8K+ 21.3% |
$1.28M - $1.36M
|
130K
$7.36M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
22.7K+ 522.39% |
$1.27M - $1.36M
|
27K
$1.54M
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
22.7K+ 7.96% |
$1.27M - $1.35M
|
308K
$17.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
22.1K+ 39.75% |
$1.24M - $1.32M
|
77.7K
$4.41M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
22K+ 8.78% |
$1.24M - $1.32M
|
273K
$15.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
22K+ 13.06% |
$1.24M - $1.31M
|
190K
$10.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
22K+ 7.27% |
$1.23M - $1.31M
|
324K
$18.4M
|
|
|
May 06, 2025
Q1 2025
|
Hedeker Wealth, LLC
|
BUY
|
- |
21.7K+ 14.2% |
$1.22M - $1.29M
|
174K
$9.9M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
21.6K+ 9.79% |
$1.22M - $1.29M
|
243K
$13.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
BUY
|
- |
21.5K+ 61.77% |
$1.21M - $1.28M
|
56.3K
$3.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
21.3K+ 17.14% |
$1.2M - $1.27M
|
146K
$8.27M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
21.1K+ 1.94% |
$1.19M - $1.26M
|
1.11M
$63.1M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
21K+ 2.26% |
$1.18M - $1.25M
|
952K
$54M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
20.6K+ 4.1% |
$1.16M - $1.23M
|
523K
$29.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
20.4KNew |
$1.15M - $1.22M
|
20.4K
$1.16M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
20.3K+ 154.64% |
$1.14M - $1.21M
|
33.5K
$1.9M
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
20.2K+ 12.07% |
$1.14M - $1.21M
|
188K
$10.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
20.2K+ 21.75% |
$1.13M - $1.2M
|
113K
$6.41M
|
|
|
May 12, 2025
Q1 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
20.1K+ 11.19% |
$1.13M - $1.2M
|
200K
$11.3M
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
20KNew |
$1.12M - $1.19M
|
20K
$1.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
19.7K+ 11.15% |
$1.11M - $1.18M
|
197K
$11.2M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
19.1KNew |
$1.07M - $1.14M
|
19.1K
$1.08M
|
|
|
May 08, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
19K+ 3.78% |
$1.07M - $1.13M
|
521K
$29.6M
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
19K+ 19.11% |
$1.06M - $1.13M
|
118K
$6.71M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
18.6K+ 28.14% |
$1.05M - $1.11M
|
84.8K
$4.82M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
18.3K+ 18.71% |
$1.03M - $1.09M
|
116K
$6.6M
|