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 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
4.29KNew |
$241K - $256K
|
4.29K
$240K
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
4.25KNew |
$238K - $253K
|
4.25K
$237K
|
|
|
Apr 14, 2025
Q1 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
4.25KNew |
$238K - $253K
|
4.25K
$237K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
4.22K+ 7.1% |
$237K - $252K
|
63.7K
$3.56M
|
|
|
Apr 28, 2025
Q1 2025
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
4.2K+ 4.81% |
$236K - $251K
|
91.4K
$5.11M
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
4.16K+ 19.38% |
$233K - $248K
|
25.6K
$1.43M
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
4.14K+ 6.98% |
$232K - $247K
|
63.4K
$3.55M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
4.12KNew |
$231K - $246K
|
4.12K
$230K
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
4.12K+ 11.58% |
$231K - $246K
|
39.7K
$2.22M
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
4.09K+ 3.09% |
$230K - $244K
|
136K
$7.61M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
4.08KNew |
$229K - $244K
|
4.08K
$228K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
4.07K+ 17.23% |
$229K - $243K
|
27.7K
$1.55M
|
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
4.03K+ 9.69% |
$226K - $241K
|
45.6K
$2.55M
|
|
|
Apr 08, 2025
Q1 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
4K+ 48.6% |
$225K - $239K
|
12.2K
$684K
|
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
3.98K+ 5.53% |
$224K - $238K
|
76.1K
$4.25M
|
|
|
Apr 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
3.92K+ 7.16% |
$220K - $234K
|
58.6K
$3.28M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
3.9K+ 9.4% |
$219K - $233K
|
45.4K
$2.54M
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
3.85K+ 6.15% |
$216K - $230K
|
66.4K
$3.71M
|
|
|
May 07, 2025
Q1 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
3.82K+ 19.6% |
$214K - $228K
|
23.3K
$1.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
3.76K+ 46.23% |
$211K - $224K
|
11.9K
$664K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
3.65KNew |
$205K - $218K
|
3.65K
$204K
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
3.62K+ 47.96% |
$203K - $216K
|
11.2K
$624K
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
3.61K+ 1.96% |
$203K - $216K
|
188K
$10.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
3.57K+ 93.62% |
$200K - $213K
|
7.37K
$412K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.56K+ 3.65% |
$200K - $213K
|
101K
$5.66M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
3.55K+ 29.44% |
$199K - $212K
|
15.6K
$873K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
3.53K+ 14.95% |
$198K - $210K
|
27.1K
$1.52M
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
3.51KNew |
$197K - $209K
|
3.51K
$196K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.51K+ 15.19% |
$197K - $209K
|
26.6K
$1.49M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.49K+ 8.21% |
$196K - $208K
|
46K
$2.57M
|
|
|
May 09, 2025
Q1 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
3.49K+ 9.61% |
$196K - $208K
|
39.8K
$2.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
3.49K+ 14.4% |
$196K - $208K
|
27.7K
$1.55M
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
3.49K+ 11.41% |
$196K - $208K
|
34K
$1.9M
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
3.48K+ 22.44% |
$195K - $208K
|
19K
$1.06M
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
3.42K+ 32.99% |
$192K - $204K
|
13.8K
$770K
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
3.41K+ 15.52% |
$192K - $204K
|
25.4K
$1.42M
|
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
3.4K+ 7.98% |
$191K - $203K
|
46.1K
$2.58M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.37K+ 9.42% |
$189K - $201K
|
39.2K
$2.19M
|
|
|
May 05, 2025
Q1 2025
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
3.34K+ 2.85% |
$188K - $199K
|
120K
$6.73M
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
3.32K+ 7.8% |
$186K - $198K
|
45.8K
$2.56M
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
3.23K+ 3.83% |
$182K - $193K
|
87.7K
$4.9M
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
3.21K+ 36.95% |
$180K - $192K
|
11.9K
$665K
|
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
3.13K+ 24.01% |
$176K - $187K
|
16.1K
$902K
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
3.06K+ 9.61% |
$172K - $183K
|
34.9K
$1.95M
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
3.04K+ 26.76% |
$171K - $181K
|
14.4K
$805K
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
3.04K+ 3.95% |
$170K - $181K
|
79.9K
$4.47M
|
|
|
Apr 08, 2025
Q1 2025
|
Somerset Trust CO
|
BUY
|
- |
3.01K+ 10.4% |
$169K - $180K
|
31.9K
$1.79M
|
|
|
May 15, 2025
Q1 2025
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
2.99K+ 4.13% |
$168K - $178K
|
75.3K
$4.21M
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
2.98K+ 38.01% |
$168K - $178K
|
10.8K
$606K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
2.98K+ 2.71% |
$168K - $178K
|
113K
$6.32M
|