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 23, 2025
Q2 2025
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
9.29K+ 2.0% |
$475K - $529K
|
474K
$27.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
9.16K+ 16.68% |
$468K - $522K
|
64.1K
$3.67M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
9.1K+ 5.34% |
$465K - $518K
|
179K
$10.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
9.03K+ 2.5% |
$462K - $515K
|
370K
$21.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
8.9KNew |
$455K - $507K
|
8.9K
$510K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
8.89KNew |
$455K - $507K
|
8.89K
$509K
|
|
|
Aug 13, 2025
Q2 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
8.87K+ 3.19% |
$454K - $506K
|
287K
$16.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
8.8K+ 7.45% |
$450K - $502K
|
127K
$7.27M
|
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
8.79K+ 32.13% |
$449K - $501K
|
36.1K
$2.07M
|
|
|
Jul 29, 2025
Q2 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
8.75K+ 6.59% |
$447K - $499K
|
141K
$8.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.67K+ 3.62% |
$444K - $494K
|
249K
$14.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
8.63K+ 9.01% |
$441K - $492K
|
104K
$5.98M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
8.6K+ 68.43% |
$440K - $490K
|
21.2K
$1.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
8.59K+ 4.11% |
$439K - $490K
|
218K
$12.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
8.54K+ 10.07% |
$437K - $487K
|
93.3K
$5.34M
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
BUY
|
- |
8.53K+ 23.86% |
$436K - $486K
|
44.3K
$2.54M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
8.52K+ 14.85% |
$436K - $486K
|
65.9K
$3.77M
|
|
|
Aug 12, 2025
Q2 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
8.42K+ 8.22% |
$431K - $480K
|
111K
$6.35M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
8.42K+ 49.28% |
$431K - $480K
|
25.5K
$1.46M
|
|
|
Jul 14, 2025
Q2 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
8.4K+ 5.86% |
$429K - $479K
|
152K
$8.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.31K+ 49.79% |
$425K - $474K
|
25K
$1.43M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
8.3K+ 23.16% |
$424K - $473K
|
44.1K
$2.53M
|
|
|
Jul 25, 2025
Q2 2025
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
8.24KNew |
$421K - $469K
|
8.24K
$471K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
8.17K+ 19.01% |
$418K - $466K
|
51.2K
$2.93M
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
BUY
|
- |
8.17K+ 16.15% |
$418K - $466K
|
58.7K
$3.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
8.13K+ 10.5% |
$416K - $463K
|
85.5K
$4.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
7.98K+ 24.74% |
$408K - $455K
|
40.2K
$2.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
7.78K+ 6.44% |
$398K - $443K
|
129K
$7.37M
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
7.65K+ 13.8% |
$391K - $436K
|
63.1K
$3.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
7.64K+ 145.44% |
$391K - $435K
|
12.9K
$738K
|
|
|
Jul 29, 2025
Q2 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
7.51K+ 22.55% |
$384K - $428K
|
40.8K
$2.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.41K+ 2.87% |
$379K - $423K
|
266K
$15.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
BUY
|
- |
7.36K+ 13.88% |
$376K - $420K
|
60.4K
$3.46M
|
|
|
Aug 05, 2025
Q2 2025
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
7.36K+ 6.25% |
$376K - $419K
|
125K
$7.16M
|
|
|
Aug 07, 2025
Q2 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
7.28K+ 2.24% |
$372K - $415K
|
332K
$19M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7.23K+ 13.01% |
$370K - $412K
|
62.8K
$3.59M
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
7.2K+ 4.05% |
$368K - $410K
|
185K
$10.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
7.19K+ 2.53% |
$368K - $410K
|
291K
$16.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
7.17K+ 13.2% |
$366K - $408K
|
61.5K
$3.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
7.15K+ 52.9% |
$366K - $407K
|
20.7K
$1.18M
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
7.13KNew |
$365K - $406K
|
7.13K
$408K
|
|
|
Aug 04, 2025
Q2 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
6.99K+ 19.65% |
$358K - $399K
|
42.6K
$2.44M
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
6.92K+ 18.04% |
$354K - $394K
|
45.3K
$2.59M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
6.85K+ 93.14% |
$350K - $390K
|
14.2K
$813K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
6.83K+ 9.37% |
$349K - $389K
|
79.7K
$4.57M
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
BUY
|
- |
6.83K+ 15.68% |
$349K - $389K
|
50.4K
$2.88M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
6.82K+ 4.25% |
$349K - $388K
|
167K
$9.56M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
6.74K+ 653.49% |
$345K - $384K
|
7.78K
$445K
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
6.69K+ 9.27% |
$342K - $381K
|
78.9K
$4.52M
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
6.58K+ 100.3% |
$337K - $375K
|
13.1K
$752K
|