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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
5.62K+ 4.84% |
$315K - $335K
|
122K
$6.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
5.58K+ 93.97% |
$313K - $333K
|
11.5K
$644K
|
|
|
Apr 21, 2025
Q1 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
5.58K+ 40.97% |
$313K - $333K
|
19.2K
$1.07M
|
|
|
May 06, 2025
Q1 2025
|
Bg Investment Services, Inc.
|
BUY
|
- |
5.57K+ 20.62% |
$313K - $333K
|
32.6K
$1.82M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
5.57K+ 104.15% |
$313K - $333K
|
10.9K
$611K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.56K+ 12.02% |
$312K - $332K
|
51.8K
$2.9M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.54KNew |
$311K - $330K
|
5.54K
$310K
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
5.53KNew |
$311K - $330K
|
5.53K
$309K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
5.48K+ 1.48% |
$308K - $327K
|
376K
$21.1M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
5.48KNew |
$308K - $327K
|
5.48K
$306K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
5.46K+ 22.58% |
$307K - $326K
|
29.6K
$1.66M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.45K+ 7.15% |
$306K - $325K
|
81.6K
$4.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
5.4K+ 5.34% |
$303K - $323K
|
107K
$5.96M
|
|
|
Apr 17, 2025
Q1 2025
|
Forefront Wealth Management Inc.
|
BUY
|
- |
5.32K+ 4.5% |
$299K - $318K
|
124K
$6.91M
|
|
|
May 07, 2025
Q1 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
5.32K+ 12.27% |
$299K - $317K
|
48.7K
$2.72M
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
5.3KNew |
$298K - $316K
|
5.3K
$296K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
5.28K+ 2.86% |
$296K - $315K
|
190K
$10.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
5.28K+ 11.11% |
$296K - $315K
|
52.8K
$2.95M
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
5.25KNew |
$295K - $314K
|
5.25K
$294K
|
|
|
May 14, 2025
Q1 2025
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
5.25K+ 16.01% |
$295K - $313K
|
38K
$2.13M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
5.23KNew |
$294K - $312K
|
5.23K
$292K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5.22K+ 21.16% |
$293K - $312K
|
29.9K
$1.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
5.16K+ 10.27% |
$290K - $308K
|
55.4K
$3.1M
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
5.14KNew |
$289K - $307K
|
5.14K
$287K
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
5.08K+ 72.38% |
$285K - $303K
|
12.1K
$676K
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
5.07KNew |
$285K - $302K
|
5.07K
$283K
|
|
|
May 02, 2025
Q1 2025
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
5.03K+ 4.46% |
$282K - $300K
|
118K
$6.58M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
5.02K+ 121.07% |
$282K - $300K
|
9.17K
$513K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
5KNew |
$281K - $299K
|
5K
$280K
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
4.95K+ 4.32% |
$278K - $295K
|
119K
$6.67M
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.93KNew |
$277K - $295K
|
4.93K
$276K
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
4.81KNew |
$270K - $287K
|
4.81K
$269K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
4.8K+ 33.86% |
$270K - $287K
|
19K
$1.06M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.79K+ 6.85% |
$269K - $286K
|
74.6K
$4.17M
|
|
|
May 02, 2025
Q1 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
4.76K+ 5.91% |
$267K - $284K
|
85.1K
$4.76M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
4.72K+ 2.58% |
$265K - $282K
|
187K
$10.5M
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
4.7K+ 86.38% |
$264K - $281K
|
10.1K
$567K
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
4.59K+ 5.77% |
$258K - $274K
|
84K
$4.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
4.57KNew |
$257K - $273K
|
4.57K
$256K
|
|
|
May 08, 2025
Q1 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
4.55K+ 34.81% |
$255K - $272K
|
17.6K
$985K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
4.54K+ 5.24% |
$255K - $271K
|
91.1K
$5.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
4.53K+ 8.76% |
$254K - $270K
|
56.2K
$3.14M
|
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
4.5KNew |
$253K - $269K
|
4.5K
$252K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4.49K+ 5.69% |
$252K - $268K
|
83.5K
$4.67M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
4.48K+ 18.64% |
$251K - $267K
|
28.5K
$1.59M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
BUY
|
- |
4.47K+ 45.96% |
$251K - $267K
|
14.2K
$793K
|
|
|
May 14, 2025
Q1 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
4.37K+ 4.45% |
$245K - $261K
|
102K
$5.73M
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
4.36K+ 9.81% |
$245K - $260K
|
48.7K
$2.73M
|
|
|
Apr 23, 2025
Q1 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
4.35K+ 1.18% |
$244K - $259K
|
372K
$20.8M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
4.33KNew |
$243K - $259K
|
4.33K
$242K
|