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 30, 2025
Q2 2025
|
Bg Investment Services, Inc.
|
BUY
|
- |
13.6K+ 41.74% |
$696K - $776K
|
46.2K
$2.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
13.6K+ 94.41% |
$695K - $774K
|
28K
$1.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
13.5KNew |
$689K - $768K
|
13.5K
$771K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
13.4K+ 72.78% |
$685K - $763K
|
31.8K
$1.82M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
13.4K+ 4.01% |
$685K - $763K
|
348K
$19.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
13.3KNew |
$680K - $758K
|
13.3K
$761K
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
13.3K+ 73.27% |
$679K - $757K
|
31.4K
$1.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
13.2KNew |
$678K - $755K
|
13.2K
$758K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
13KNew |
$666K - $743K
|
13K
$746K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
13K+ 9.66% |
$664K - $740K
|
147K
$8.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
13K+ 19.51% |
$662K - $738K
|
79.3K
$4.54M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
12.6K+ 780.6% |
$644K - $718K
|
14.2K
$813K
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
BUY
|
- |
12.6K+ 36.12% |
$643K - $716K
|
47.4K
$2.71M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
12.5K+ 7.16% |
$641K - $715K
|
188K
$10.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
12.4K+ 10.23% |
$636K - $709K
|
134K
$7.68M
|
|
|
Jul 25, 2025
Q2 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
12.3K+ 25.23% |
$631K - $703K
|
61.2K
$3.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
12.2K+ 2.96% |
$625K - $697K
|
425K
$24.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
12K+ 160.38% |
$614K - $684K
|
19.5K
$1.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
12K+ 156.43% |
$613K - $684K
|
19.7K
$1.13M
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
12K+ 3.99% |
$613K - $683K
|
312K
$17.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
11.9KNew |
$607K - $677K
|
11.9K
$680K
|
|
|
Aug 05, 2025
Q2 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
11.6K+ 109.65% |
$593K - $661K
|
22.2K
$1.27M
|
|
|
Aug 04, 2025
Q2 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
11.5K+ 23.18% |
$588K - $655K
|
61.1K
$3.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
11.4K+ 8.6% |
$583K - $649K
|
144K
$8.24M
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
11.4K+ 27.0% |
$581K - $647K
|
53.4K
$3.06M
|
|
|
Jul 07, 2025
Q2 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
11.4K+ 3.97% |
$580K - $647K
|
297K
$17M
|
|
|
Aug 04, 2025
Q2 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
11.2K+ 15.38% |
$575K - $641K
|
84.4K
$4.83M
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
11.2KNew |
$572K - $638K
|
11.2K
$641K
|
|
|
Jul 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
10.9K+ 2.96% |
$557K - $621K
|
379K
$21.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
10.7K+ 5.74% |
$548K - $610K
|
197K
$11.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
BUY
|
- |
10.4K+ 27.74% |
$533K - $594K
|
48K
$2.75M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
10.4K+ 24.03% |
$530K - $591K
|
53.5K
$3.06M
|
|
|
Aug 05, 2025
Q2 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
10.3K+ 11.45% |
$526K - $587K
|
100K
$5.74M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
10.2K+ 11.28% |
$523K - $583K
|
101K
$5.78M
|
|
|
Jul 16, 2025
Q2 2025
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
10.2K+ 3.81% |
$523K - $583K
|
279K
$16M
|
|
|
Aug 08, 2025
Q2 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
10.2K+ 2.25% |
$522K - $582K
|
463K
$26.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
10.1K+ 139.44% |
$519K - $578K
|
17.4K
$997K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
10.1K+ 5.71% |
$517K - $577K
|
187K
$10.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
10.1K+ 12.7% |
$517K - $576K
|
89.6K
$5.13M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
10K+ 62.29% |
$513K - $572K
|
26.2K
$1.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
9.91K+ 39.73% |
$507K - $565K
|
34.9K
$2M
|
|
|
Aug 04, 2025
Q2 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
9.85K+ 18.26% |
$504K - $562K
|
63.8K
$3.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
9.73K+ 18.25% |
$497K - $554K
|
63K
$3.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
9.72K+ 38.27% |
$497K - $554K
|
35.1K
$2.01M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
9.7K+ 42.62% |
$496K - $553K
|
32.5K
$1.86M
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
9.46K+ 36.73% |
$484K - $539K
|
35.2K
$2.02M
|
|
|
Aug 15, 2025
Q2 2025
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
9.45K+ 46.24% |
$483K - $539K
|
29.9K
$1.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
9.34K+ 4.07% |
$478K - $532K
|
239K
$13.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
9.34K+ 62.72% |
$478K - $532K
|
24.2K
$1.39M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
9.31KNew |
$476K - $531K
|
9.31K
$533K
|