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 31, 2025
Q2 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
4.87K+ 4.67% |
$249K - $277K
|
109K
$6.24M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
4.86KNew |
$248K - $277K
|
4.86K
$278K
|
|
|
Aug 04, 2025
Q2 2025
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
4.81K+ 4.04% |
$246K - $274K
|
124K
$7.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
4.77KNew |
$244K - $272K
|
4.77K
$273K
|
|
|
Aug 13, 2025
Q2 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
4.72K+ 47.32% |
$241K - $269K
|
14.7K
$841K
|
|
|
Jul 25, 2025
Q2 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
4.66K+ 29.87% |
$238K - $266K
|
20.3K
$1.16M
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
4.63KNew |
$237K - $264K
|
4.63K
$265K
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
4.57KNew |
$234K - $260K
|
4.57K
$261K
|
|
|
Jul 24, 2025
Q2 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
4.57K+ 119.81% |
$234K - $260K
|
8.38K
$480K
|
|
|
Aug 14, 2025
Q2 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
4.54KNew |
$232K - $259K
|
4.54K
$260K
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.5K+ 13.29% |
$230K - $256K
|
38.3K
$2.19M
|
|
|
Aug 04, 2025
Q2 2025
|
Vgi Partners LTD
Sydney, Nsw, C3 |
BUY
|
- |
4.45KNew |
$228K - $254K
|
4.45K
$255K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
4.4K+ 16.21% |
$225K - $251K
|
31.5K
$1.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
4.39K+ 21.41% |
$225K - $250K
|
24.9K
$1.43M
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
4.37K+ 208.1% |
$223K - $249K
|
6.47K
$370K
|
|
|
Jul 23, 2025
Q2 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
4.33K+ 58.53% |
$221K - $247K
|
11.7K
$671K
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
4.29K+ 7.41% |
$219K - $244K
|
62.1K
$3.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
4.22K+ 6.4% |
$216K - $241K
|
70.2K
$4.02M
|
|
|
Jul 11, 2025
Q2 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
4.19K+ 8.23% |
$214K - $239K
|
55.1K
$3.15M
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
4.18KNew |
$214K - $238K
|
4.18K
$239K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.13K+ 2.57% |
$211K - $235K
|
165K
$9.44M
|
|
|
Aug 12, 2025
Q2 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
4.1K+ 7.82% |
$210K - $234K
|
56.6K
$3.24M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
4.1KNew |
$210K - $234K
|
4.1K
$235K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
4.09K+ 3.22% |
$209K - $233K
|
131K
$7.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Leverty Financial Group, LLC
|
BUY
|
- |
4.09KNew |
$209K - $233K
|
4.09K
$234K
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
4.07K+ 6.06% |
$208K - $232K
|
71.2K
$4.07M
|
|
|
Jul 28, 2025
Q2 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
4.04KNew |
$207K - $230K
|
4.04K
$231K
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
4.04KNew |
$206K - $230K
|
4.04K
$231K
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
3.94KNew |
$201K - $224K
|
3.94K
$225K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.91K+ 1.63% |
$200K - $223K
|
244K
$13.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
3.85KNew |
$197K - $220K
|
3.85K
$220K
|
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
3.84K+ 15.03% |
$196K - $219K
|
29.4K
$1.68M
|
|
|
Jul 09, 2025
Q2 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
3.84K+ 2.65% |
$196K - $219K
|
149K
$8.52M
|
|
|
Aug 13, 2025
Q2 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
3.81K+ 6.15% |
$195K - $217K
|
65.8K
$3.77M
|
|
|
Jul 17, 2025
Q2 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
3.8KNew |
$194K - $216K
|
3.8K
$217K
|
|
|
Aug 14, 2025
Q2 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
3.77K+ 2.77% |
$193K - $215K
|
140K
$8.02M
|
|
|
Aug 08, 2025
Q2 2025
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
3.76KNew |
$192K - $214K
|
3.76K
$215K
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
3.75K+ 13.55% |
$192K - $214K
|
31.4K
$1.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
3.73KNew |
$191K - $213K
|
3.73K
$214K
|
|
|
Aug 14, 2025
Q2 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
3.71KNew |
$190K - $212K
|
3.71K
$213K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.71K+ 7.24% |
$190K - $211K
|
54.9K
$3.14M
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
3.7K+ 52.01% |
$189K - $211K
|
10.8K
$619K
|
|
|
Jul 23, 2025
Q2 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
3.69KNew |
$188K - $210K
|
3.69K
$211K
|
|
|
Jul 11, 2025
Q2 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
3.68KNew |
$188K - $210K
|
3.68K
$210K
|
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
3.65KNew |
$187K - $208K
|
3.65K
$209K
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3.63K+ 3.59% |
$186K - $207K
|
105K
$6M
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
3.63KNew |
$186K - $207K
|
3.63K
$208K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.63K+ 7.85% |
$185K - $207K
|
49.8K
$2.85M
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
3.62KNew |
$185K - $206K
|
3.62K
$207K
|
|
|
Aug 13, 2025
Q2 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
3.59K+ 23.24% |
$184K - $205K
|
19K
$1.09M
|