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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Madden Securities Corp
|
BUY
|
- |
16.3K+ 5.64% |
$913K - $971K
|
304K
$17M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
16.1K+ 42.7% |
$906K - $963K
|
53.9K
$3.01M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
15.8K+ 3.98% |
$888K - $944K
|
413K
$23.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
15.7K+ 8.51% |
$882K - $938K
|
200K
$11.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
15.7K+ 40.91% |
$880K - $935K
|
54K
$3.02M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
15.6K+ 5.5% |
$878K - $934K
|
300K
$16.8M
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
15.6K+ 28.23% |
$875K - $930K
|
70.8K
$3.96M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
15.6K+ 84.77% |
$874K - $929K
|
33.9K
$1.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
15.5KNew |
$873K - $928K
|
15.5K
$869K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
15.2K+ 240.35% |
$853K - $907K
|
21.5K
$1.2M
|
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
15.2KNew |
$853K - $906K
|
15.2K
$849K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
14.9K+ 105.31% |
$839K - $892K
|
29.1K
$1.63M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
14.9K+ 10.25% |
$838K - $891K
|
161K
$8.98M
|
|
|
Apr 22, 2025
Q1 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
14.9K+ 12.79% |
$835K - $888K
|
131K
$7.33M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
14.8KNew |
$833K - $885K
|
14.8K
$829K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
14.8KNew |
$833K - $885K
|
14.8K
$829K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
14.8K+ 13.48% |
$830K - $883K
|
124K
$6.96M
|
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
14.5K+ 63.41% |
$817K - $868K
|
37.5K
$2.09M
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
14.5KNew |
$814K - $865K
|
14.5K
$810K
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
14.4KNew |
$810K - $861K
|
14.4K
$806K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
14.4K+ 2.32% |
$808K - $859K
|
634K
$35.4M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
14.3K+ 17.51% |
$802K - $853K
|
95.8K
$5.36M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
14K+ 6.57% |
$787K - $836K
|
227K
$12.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
BUY
|
- |
13.9K+ 22.48% |
$778K - $827K
|
75.5K
$4.22M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
13.8K+ 56.6% |
$774K - $823K
|
38.1K
$2.13M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
13.7K+ 3.77% |
$769K - $817K
|
377K
$21.1M
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
13.4K+ 4.97% |
$754K - $802K
|
284K
$15.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
13.3K+ 10.92% |
$749K - $796K
|
135K
$7.58M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
13.3K+ 39.52% |
$745K - $792K
|
46.8K
$2.62M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
13.2K+ 8.27% |
$741K - $788K
|
173K
$9.66M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
13K+ 32.15% |
$728K - $774K
|
53.3K
$2.98M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
13K+ 6.88% |
$728K - $774K
|
201K
$11.3M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12.9K+ 7.36% |
$722K - $767K
|
187K
$10.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
12.5K+ 58.43% |
$699K - $744K
|
33.8K
$1.89M
|
|
|
May 09, 2025
Q1 2025
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
12.4K+ 124.08% |
$697K - $741K
|
22.4K
$1.25M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
12.4K+ 41.73% |
$696K - $740K
|
42.1K
$2.35M
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
12.3K+ 27.4% |
$693K - $737K
|
57.4K
$3.21M
|
|
|
May 14, 2025
Q1 2025
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
12.3K+ 36.19% |
$691K - $735K
|
46.3K
$2.59M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
12.2K+ 41.49% |
$685K - $728K
|
41.6K
$2.32M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
12.1KNew |
$680K - $723K
|
12.1K
$677K
|
|
|
Apr 22, 2025
Q1 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
12K+ 9.13% |
$673K - $716K
|
143K
$8.01M
|
|
|
May 01, 2025
Q1 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
12K+ 7.33% |
$672K - $714K
|
175K
$9.79M
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
11.9K+ 4.84% |
$669K - $712K
|
258K
$14.4M
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
11.9K+ 8.05% |
$668K - $710K
|
160K
$8.93M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
11.8K+ 16.75% |
$665K - $706K
|
82.5K
$4.61M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
11.5K+ 5.8% |
$644K - $685K
|
209K
$11.7M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
11.4K+ 98.54% |
$641K - $682K
|
23K
$1.29M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
11.3K+ 92.02% |
$636K - $676K
|
23.6K
$1.32M
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
11.3K+ 7.79% |
$635K - $675K
|
157K
$8.76M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
11.3KNew |
$634K - $674K
|
11.3K
$632K
|