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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
6.51K+ 38.01% |
$333K - $371K
|
23.6K
$1.35M
|
|
|
Aug 04, 2025
Q2 2025
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
6.4K+ 7.16% |
$328K - $365K
|
95.9K
$5.49M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
6.39K+ 4.23% |
$327K - $364K
|
158K
$9.02M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
6.39K+ 481.96% |
$327K - $364K
|
7.71K
$441K
|
|
|
Jul 30, 2025
Q2 2025
|
Private Capital Advisors, Inc.
|
BUY
|
- |
6.39KNew |
$327K - $364K
|
6.39K
$366K
|
|
|
Aug 13, 2025
Q2 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
6.2K+ 38.39% |
$317K - $353K
|
22.3K
$1.28M
|
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
6.14KNew |
$314K - $350K
|
6.14K
$351K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
6.12K+ 8.77% |
$313K - $349K
|
75.9K
$4.35M
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
6.02K+ 8.23% |
$308K - $343K
|
79.2K
$4.54M
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
5.99K+ 21.05% |
$306K - $341K
|
34.4K
$1.97M
|
|
|
Jul 29, 2025
Q2 2025
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
BUY
|
- |
5.95K+ 62.18% |
$304K - $339K
|
15.5K
$888K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
5.85K+ 23.77% |
$299K - $334K
|
30.5K
$1.74M
|
|
|
Aug 06, 2025
Q2 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
5.77K+ 62.62% |
$295K - $329K
|
15K
$858K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
5.75K+ 283.0% |
$294K - $327K
|
7.78K
$445K
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
5.74K+ 40.05% |
$293K - $327K
|
20.1K
$1.15M
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
5.72KNew |
$292K - $326K
|
5.72K
$327K
|
|
|
Jul 21, 2025
Q2 2025
|
Quattro Financial Advisors LLC
|
BUY
|
- |
5.6KNew |
$286K - $319K
|
5.6K
$320K
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
5.57K+ 1.46% |
$285K - $318K
|
388K
$22.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
5.52K+ 2.19% |
$282K - $315K
|
257K
$14.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
5.51K+ 3025.27% |
$282K - $314K
|
5.69K
$326K
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
5.5K+ 17.21% |
$281K - $313K
|
37.4K
$2.14M
|
|
|
Aug 11, 2025
Q2 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
5.47K+ 3.98% |
$280K - $312K
|
143K
$8.19M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
5.45K+ 1.91% |
$279K - $311K
|
290K
$16.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
5.43K+ 76.32% |
$278K - $310K
|
12.5K
$718K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
5.4K+ 30.27% |
$276K - $308K
|
23.3K
$1.33M
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
BUY
|
- |
5.4KNew |
$276K - $308K
|
5.4K
$309K
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
5.38K+ 10.35% |
$275K - $307K
|
57.4K
$3.28M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
5.37K+ 64.21% |
$275K - $306K
|
13.7K
$787K
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
5.37KNew |
$274K - $306K
|
5.37K
$307K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
5.33K+ 14.71% |
$273K - $304K
|
41.6K
$2.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
5.33K+ 7.08% |
$273K - $304K
|
80.7K
$4.62M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.28K+ 2.82% |
$270K - $301K
|
193K
$11M
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
5.26K+ 27.68% |
$269K - $300K
|
24.2K
$1.39M
|
|
|
Jul 30, 2025
Q2 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
5.25K+ 11.51% |
$269K - $299K
|
50.9K
$2.91M
|
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
5.24KNew |
$268K - $299K
|
5.24K
$300K
|
|
|
Jul 23, 2025
Q2 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
5.23K+ 2.02% |
$267K - $298K
|
264K
$15.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
5.21K+ 0.77% |
$266K - $297K
|
684K
$39.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
5.19K+ 11.08% |
$265K - $296K
|
52K
$2.98M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
5.18KNew |
$265K - $295K
|
5.18K
$296K
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
5.14K+ 131.18% |
$263K - $293K
|
9.06K
$519K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
5.13KNew |
$262K - $292K
|
5.13K
$294K
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
5.08KNew |
$260K - $290K
|
5.08K
$291K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
5.02K+ 134.83% |
$257K - $286K
|
8.74K
$500K
|
|
|
Aug 14, 2025
Q2 2025
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
5K+ 53.57% |
$256K - $285K
|
14.3K
$821K
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
4.99K+ 2.98% |
$255K - $284K
|
172K
$9.86M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
4.97K+ 56.8% |
$254K - $283K
|
13.7K
$786K
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
4.95K+ 26.39% |
$253K - $282K
|
23.7K
$1.36M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
4.94K+ 11.53% |
$252K - $281K
|
47.8K
$2.73M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
4.89K+ 7.13% |
$250K - $279K
|
73.5K
$4.21M
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
4.88KNew |
$250K - $278K
|
4.88K
$279K
|