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 |
|---|---|---|---|---|---|---|---|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
12.1KNew |
$679K - $721K
|
12.1K
$686K
|
|
|
Apr 22, 2025
Q1 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
12K+ 9.13% |
$673K - $716K
|
143K
$8.14M
|
|
|
May 01, 2025
Q1 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
12K+ 7.33% |
$672K - $714K
|
175K
$9.94M
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
11.9K+ 4.84% |
$669K - $712K
|
258K
$14.7M
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
11.9K+ 8.05% |
$668K - $710K
|
160K
$9.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
11.8K+ 16.75% |
$665K - $706K
|
82.5K
$4.68M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
11.5K+ 5.8% |
$644K - $685K
|
209K
$11.9M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
11.4K+ 98.54% |
$641K - $682K
|
23K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
11.3K+ 92.02% |
$636K - $676K
|
23.6K
$1.34M
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
11.3K+ 7.79% |
$635K - $675K
|
157K
$8.89M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
11.3KNew |
$634K - $674K
|
11.3K
$641K
|
|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
11.1K+ 8.84% |
$622K - $661K
|
136K
$7.74M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
11.1K+ 5.67% |
$621K - $660K
|
206K
$11.7M
|
|
|
May 07, 2025
Q1 2025
|
Melia Wealth LLC
Tulsa, OK |
BUY
|
- |
11K+ 1.84% |
$621K - $660K
|
612K
$34.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
11K+ 5.35% |
$615K - $654K
|
216K
$12.3M
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
10.9K+ 151.27% |
$613K - $652K
|
18.1K
$1.03M
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
10.8K+ 2.45% |
$609K - $647K
|
453K
$25.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
10.8K+ 18.19% |
$607K - $645K
|
70.2K
$3.99M
|
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
10.7K+ 1.72% |
$599K - $637K
|
632K
$35.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
10.6KNew |
$594K - $631K
|
10.6K
$600K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
10.6K+ 32.44% |
$594K - $631K
|
43.2K
$2.45M
|
|
|
Apr 25, 2025
Q1 2025
|
Innovative Wealth Building LLC
California, MD |
BUY
|
- |
10.4K+ 142.1% |
$585K - $622K
|
17.8K
$1.01M
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
10.4K+ 2.31% |
$584K - $621K
|
460K
$26.1M
|
|
|
May 12, 2025
Q1 2025
|
True North Advisors, LLC
|
BUY
|
- |
10.4K+ 41.01% |
$584K - $621K
|
35.8K
$2.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
10.4K+ 158.02% |
$581K - $618K
|
16.9K
$960K
|
|
|
Apr 30, 2025
Q1 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
10.3K+ 83.02% |
$581K - $618K
|
22.8K
$1.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
10.1K+ 10.01% |
$567K - $603K
|
111K
$6.3M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
10K+ 14.39% |
$562K - $597K
|
79.5K
$4.52M
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
9.86K+ 157.48% |
$554K - $589K
|
16.1K
$916K
|
|
|
May 19, 2025
Q1 2025
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
9.85KNew |
$553K - $588K
|
9.85K
$559K
|
|
|
May 14, 2025
Q1 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
9.84K+ 4.07% |
$553K - $587K
|
252K
$14.3M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.82K+ 3.9% |
$551K - $586K
|
261K
$14.8M
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
BUY
|
- |
9.65K+ 28.46% |
$542K - $576K
|
43.6K
$2.47M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
9.57K+ 20.82% |
$538K - $571K
|
55.6K
$3.15M
|
|
|
Apr 23, 2025
Q1 2025
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
BUY
|
- |
9.57KNew |
$537K - $571K
|
9.57K
$543K
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
9.52K+ 6.03% |
$535K - $568K
|
167K
$9.5M
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
9.43K+ 8.39% |
$530K - $563K
|
122K
$6.92M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
9.31K+ 3.97% |
$523K - $556K
|
244K
$13.8M
|
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
9.27K+ 5.73% |
$521K - $554K
|
171K
$9.72M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
9.22K+ 20.46% |
$518K - $550K
|
54.3K
$3.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
9.21K+ 10.62% |
$517K - $550K
|
96K
$5.45M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
9.19K+ 3.33% |
$516K - $549K
|
286K
$16.2M
|
|
|
May 12, 2025
Q1 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
9.15K+ 72.81% |
$514K - $546K
|
21.7K
$1.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
9.11K+ 30.09% |
$511K - $544K
|
39.4K
$2.24M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
8.91K+ 46.21% |
$501K - $532K
|
28.2K
$1.6M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
8.76K+ 15.31% |
$492K - $523K
|
66K
$3.75M
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
8.75KNew |
$492K - $523K
|
8.75K
$497K
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
8.64K+ 85.51% |
$485K - $516K
|
18.8K
$1.06M
|
|
|
May 13, 2025
Q1 2025
|
Hilton Capital Management, LLC
|
BUY
|
- |
8.64K+ 1.66% |
$485K - $516K
|
529K
$30.1M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
8.63K+ 10.09% |
$485K - $515K
|
94.1K
$5.35M
|