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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
5.66K+ 69.56% |
$325K - $344K
|
13.8K
$789K
|
|
|
Jan 29, 2025
Q4 2024
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
5.56KNew |
$320K - $338K
|
5.56K
$319K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
5.55K+ 13.27% |
$319K - $337K
|
47.4K
$2.71M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
5.54K+ 12.37% |
$319K - $337K
|
50.3K
$2.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
5.48K+ 4.98% |
$315K - $334K
|
116K
$6.62M
|
|
|
Mar 03, 2025
Q4 2024
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
5.45K+ 1.4% |
$314K - $332K
|
396K
$22.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
5.44KNew |
$313K - $331K
|
5.44K
$312K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
5.42K+ 14.86% |
$312K - $329K
|
41.9K
$2.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
5.4K+ 80.15% |
$311K - $329K
|
12.1K
$695K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
5.4K+ 12.03% |
$310K - $328K
|
50.2K
$2.88M
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
5.4K+ 4.95% |
$310K - $328K
|
114K
$6.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
5.37KNew |
$309K - $326K
|
5.37K
$307K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
5.35K+ 1.5% |
$308K - $325K
|
363K
$20.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
5.35KNew |
$308K - $325K
|
5.35K
$306K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.35K+ 10.26% |
$308K - $325K
|
57.4K
$3.29M
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
5.3K+ 38.19% |
$305K - $322K
|
19.2K
$1.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
5.27K+ 126.22% |
$303K - $320K
|
9.44K
$541K
|
|
|
Feb 10, 2025
Q4 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
5.26K+ 28.26% |
$302K - $320K
|
23.9K
$1.37M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
5.25K+ 16.9% |
$302K - $319K
|
36.3K
$2.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
5.21KNew |
$299K - $317K
|
5.21K
$298K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
5.19K+ 7.15% |
$298K - $316K
|
77.7K
$4.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
5.18K+ 9.58% |
$298K - $315K
|
59.3K
$3.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
5.18K+ 9.76% |
$298K - $315K
|
58.3K
$3.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
5.18K+ 5.44% |
$298K - $315K
|
100K
$5.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
5.17K+ 109.63% |
$297K - $314K
|
9.88K
$566K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.1K+ 8.03% |
$294K - $310K
|
68.6K
$3.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
5.09K+ 51.9% |
$293K - $309K
|
14.9K
$852K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.06K+ 31.14% |
$291K - $308K
|
21.3K
$1.22M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
4.9K+ 45.48% |
$282K - $298K
|
15.7K
$898K
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
4.88KNew |
$281K - $297K
|
4.88K
$279K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
4.87K+ 23.12% |
$280K - $296K
|
25.9K
$1.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
4.84K+ 109.18% |
$279K - $295K
|
9.28K
$531K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
4.81KNew |
$277K - $293K
|
4.81K
$276K
|
|
|
Feb 05, 2025
Q4 2024
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
4.78KNew |
$275K - $291K
|
4.78K
$274K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
4.77K+ 16.52% |
$274K - $290K
|
33.6K
$1.93M
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
4.64KNew |
$267K - $282K
|
4.64K
$266K
|
|
|
Feb 13, 2025
Q4 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
4.61K+ 54.77% |
$265K - $280K
|
13K
$745K
|
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
4.61KNew |
$265K - $280K
|
4.61K
$264K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.6K+ 5.87% |
$265K - $280K
|
83K
$4.76M
|
|
|
Feb 07, 2025
Q4 2024
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
4.6KNew |
$265K - $280K
|
4.6K
$264K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
4.59K+ 1.37% |
$264K - $279K
|
340K
$19.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
4.53KNew |
$261K - $276K
|
4.53K
$260K
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
4.52KNew |
$260K - $275K
|
4.52K
$259K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
4.51KNew |
$259K - $274K
|
4.51K
$258K
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
4.49K+ 17.84% |
$258K - $273K
|
29.7K
$1.7M
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
BUY
|
- |
4.42K+ 5.2% |
$255K - $269K
|
89.6K
$5.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.38K+ 6.64% |
$252K - $267K
|
70.5K
$4.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
4.38KNew |
$252K - $267K
|
4.38K
$251K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.35KNew |
$250K - $264K
|
4.35K
$249K
|
|
|
Jan 24, 2025
Q4 2024
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
4.34KNew |
$250K - $264K
|
4.34K
$249K
|