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
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
8.57K+ 5.76% |
$481K - $512K
|
157K
$8.94M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
8.55K+ 84.75% |
$480K - $511K
|
18.6K
$1.06M
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
8.44KNew |
$474K - $504K
|
8.44K
$479K
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
8.44K+ 8.05% |
$474K - $504K
|
113K
$6.43M
|
|
|
May 12, 2025
Q1 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
8.4KNew |
$472K - $502K
|
8.4K
$477K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.3K+ 109.21% |
$466K - $496K
|
15.9K
$903K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
8.15K+ 4.2% |
$458K - $487K
|
202K
$11.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
8.13K+ 9.78% |
$456K - $485K
|
91.2K
$5.18M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
8.09KNew |
$454K - $483K
|
8.09K
$459K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
8.02K+ 6.44% |
$450K - $479K
|
132K
$7.52M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
8KNew |
$449K - $478K
|
8K
$454K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
7.91K+ 3.14% |
$444K - $472K
|
260K
$14.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
7.86K+ 10.7% |
$441K - $469K
|
81.3K
$4.62M
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
7.86K+ 20.42% |
$441K - $469K
|
46.3K
$2.63M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
7.71K+ 9.28% |
$433K - $460K
|
90.7K
$5.15M
|
|
|
May 05, 2025
Q1 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
7.51K+ 5.77% |
$422K - $448K
|
138K
$7.81M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
7.49K+ 1.3% |
$421K - $447K
|
581K
$33M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7.43K+ 12.94% |
$418K - $444K
|
64.9K
$3.68M
|
|
|
May 13, 2025
Q1 2025
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
7.36KNew |
$414K - $440K
|
7.36K
$418K
|
|
|
May 09, 2025
Q1 2025
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
7.27K+ 1.6% |
$408K - $434K
|
460K
$26.1M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
7.22KNew |
$406K - $431K
|
7.22K
$410K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
7.15K+ 5.91% |
$402K - $427K
|
128K
$7.28M
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
7.11KNew |
$400K - $425K
|
7.11K
$404K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7.1K+ 11.97% |
$399K - $424K
|
66.4K
$3.77M
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
7KNew |
$393K - $418K
|
7K
$397K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.99K+ 29.97% |
$393K - $417K
|
30.3K
$1.72M
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
6.93K+ 43.27% |
$389K - $413K
|
22.9K
$1.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
6.82K+ 20.26% |
$383K - $407K
|
40.5K
$2.3M
|
|
|
May 14, 2025
Q1 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
6.65K+ 12.03% |
$374K - $397K
|
62K
$3.52M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
6.62K+ 3.07% |
$372K - $395K
|
222K
$12.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
6.56K+ 2.0% |
$369K - $392K
|
334K
$19M
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
6.46K+ 3.69% |
$363K - $386K
|
181K
$10.3M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
6.43K+ 6.8% |
$361K - $384K
|
101K
$5.74M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
6.43K+ 5.09% |
$361K - $384K
|
133K
$7.54M
|
|
|
May 09, 2025
Q1 2025
|
Wills Financial Group LLC
Richmond, VA |
BUY
|
- |
6.43KNew |
$361K - $384K
|
6.43K
$365K
|
|
|
May 15, 2025
Q1 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
6.37K+ 50.05% |
$358K - $381K
|
19.1K
$1.09M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6.3K+ 3.35% |
$354K - $376K
|
194K
$11M
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
6.25K+ 0.97% |
$351K - $373K
|
650K
$36.9M
|
|
|
May 07, 2025
Q1 2025
|
Wincap Financial LLC
Boston, MA |
BUY
|
- |
6.2K+ 16.37% |
$348K - $370K
|
44.1K
$2.5M
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
6.19K+ 12.44% |
$348K - $370K
|
56K
$3.18M
|
|
|
Jun 04, 2025
Q1 2025
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
6.16KNew |
$346K - $368K
|
6.16K
$350K
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
6.11K+ 46.23% |
$343K - $365K
|
19.3K
$1.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
5.95K+ 4.92% |
$334K - $355K
|
127K
$7.21M
|
|
|
Apr 30, 2025
Q1 2025
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
5.95K+ 7.12% |
$334K - $355K
|
89.5K
$5.08M
|
|
|
Apr 17, 2025
Q1 2025
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
5.94KNew |
$334K - $355K
|
5.94K
$338K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
5.92K+ 6.03% |
$332K - $353K
|
104K
$5.91M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
5.83K+ 25.47% |
$327K - $348K
|
28.7K
$1.63M
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
5.82K+ 9.0% |
$327K - $348K
|
70.5K
$4M
|
|
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
5.74K+ 62.7% |
$322K - $343K
|
14.9K
$846K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
5.74K+ 4155.8% |
$322K - $342K
|
5.87K
$334K
|