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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.58KNew |
$183K - $204K
|
3.58K
$205K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.56K+ 1.81% |
$182K - $203K
|
200K
$11.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
3.56KNew |
$182K - $203K
|
3.56K
$204K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
3.55K+ 20.98% |
$181K - $202K
|
20.4K
$1.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.52K+ 5.31% |
$180K - $200K
|
69.8K
$4M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.51K+ 3.54% |
$179K - $200K
|
103K
$5.88M
|
|
|
Aug 12, 2025
Q2 2025
|
Strategic Advisors LLC
|
BUY
|
- |
3.5K+ 48.68% |
$179K - $200K
|
10.7K
$613K
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
3.48K+ 6.92% |
$178K - $199K
|
53.8K
$3.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
3.46K+ 46.92% |
$177K - $197K
|
10.8K
$619K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
3.44K+ 3.77% |
$176K - $196K
|
94.5K
$5.41M
|
|
|
Jul 22, 2025
Q2 2025
|
Madden Securities Corp
|
BUY
|
- |
3.41K+ 1.12% |
$174K - $194K
|
308K
$17.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
3.36K+ 8.29% |
$172K - $191K
|
43.8K
$2.51M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
3.35K+ 1.67% |
$171K - $191K
|
205K
$11.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
3.33K+ 2.79% |
$170K - $190K
|
123K
$7.02M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
3.29K+ 5.36% |
$168K - $187K
|
64.7K
$3.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
3.27K+ 5.75% |
$167K - $187K
|
60.1K
$3.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
3.27K+ 35.87% |
$167K - $186K
|
12.4K
$709K
|
|
|
Aug 14, 2025
Q2 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
3.26K+ 1.9% |
$167K - $186K
|
175K
$9.99M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.24K+ 16.14% |
$166K - $185K
|
23.3K
$1.33M
|
|
|
Jul 30, 2025
Q2 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
3.24K+ 4.25% |
$165K - $184K
|
79.3K
$4.54M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.22K+ 7.89% |
$165K - $184K
|
44K
$2.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
3.2K+ 75.48% |
$164K - $182K
|
7.44K
$426K
|
|
|
Aug 11, 2025
Q2 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
3.18K+ 16.17% |
$163K - $181K
|
22.9K
$1.31M
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
3.16K+ 6.61% |
$162K - $180K
|
51K
$2.92M
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
3.12K+ 1.94% |
$160K - $178K
|
164K
$9.37M
|
|
|
Aug 12, 2025
Q2 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
3.04K+ 4.75% |
$155K - $173K
|
66.9K
$3.83M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
3.01K+ 54.98% |
$154K - $172K
|
8.49K
$486K
|
|
|
Aug 05, 2025
Q2 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
3K+ 8.5% |
$153K - $171K
|
38.3K
$2.19M
|
|
|
Jul 29, 2025
Q2 2025
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
2.95K+ 3.68% |
$151K - $168K
|
83.2K
$4.76M
|
|
|
Jul 24, 2025
Q2 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
2.95K+ 8.45% |
$151K - $168K
|
37.8K
$2.17M
|
|
|
Jul 24, 2025
Q2 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
2.93K+ 15.31% |
$150K - $167K
|
22K
$1.26M
|
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
2.92K+ 4.64% |
$149K - $166K
|
65.8K
$3.77M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
2.9K+ 10.04% |
$148K - $165K
|
31.8K
$1.82M
|
|
|
Jul 30, 2025
Q2 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
2.9K+ 5.95% |
$148K - $165K
|
51.6K
$2.96M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.9K+ 1.8% |
$148K - $165K
|
164K
$9.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
2.9K+ 13.34% |
$148K - $165K
|
24.6K
$1.41M
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
2.88K+ 5.05% |
$147K - $164K
|
60K
$3.43M
|
|
|
Aug 11, 2025
Q2 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
2.88K+ 1.8% |
$147K - $164K
|
163K
$9.31M
|
|
|
Aug 05, 2025
Q2 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
2.82K+ 17.99% |
$144K - $161K
|
18.5K
$1.06M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
BUY
|
- |
2.82K+ 64.98% |
$144K - $160K
|
7.15K
$409K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2.8K+ 6.03% |
$143K - $160K
|
49.3K
$2.82M
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
BUY
|
- |
2.78K+ 1.95% |
$142K - $159K
|
146K
$8.34M
|
|
|
Aug 05, 2025
Q2 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
2.78K+ 2.08% |
$142K - $159K
|
136K
$7.81M
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
2.78K+ 2.46% |
$142K - $159K
|
116K
$6.63M
|
|
|
Jul 31, 2025
Q2 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
2.66KNew |
$136K - $152K
|
2.66K
$152K
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
BUY
|
- |
2.63K+ 1.33% |
$134K - $150K
|
200K
$11.5M
|
|
|
Aug 01, 2025
Q2 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
2.62K+ 13.11% |
$134K - $149K
|
22.6K
$1.29M
|
|
|
Jul 31, 2025
Q2 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
2.62K+ 5.76% |
$134K - $149K
|
48.1K
$2.75M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.58K+ 4.75% |
$132K - $147K
|
56.9K
$3.26M
|
|
|
Jul 15, 2025
Q2 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
2.54K+ 3.64% |
$130K - $145K
|
72.4K
$4.15M
|