Latest Institutional Transactions on J P Morgan Exchange Traded Fd (JEPI)
This table provides information on the latest institutional transactions involving J P Morgan Exchange Traded Fd (JEPI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
5.93K+ 1.46% |
$332K - $342K
|
412K
$23.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
1.72K+ 2.32% |
$96.3K - $99.1K
|
75.8K
$4.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
36.3K+ 4.41% |
$2.03M - $2.09M
|
860K
$48.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
3.3K+ 5.88% |
$185K - $190K
|
59.4K
$3.37M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.8K+ 3.66% |
$101K - $104K
|
51K
$2.89M
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
1.06K+ 10.52% |
$59.2K - $60.9K
|
11.1K
$631K
|
|
|
Jan 15, 2026
Q4 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
5.24KNew |
$293K - $302K
|
5.24K
$297K
|
|
|
Jan 15, 2026
Q4 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
911+ 1.7% |
$51K - $52.5K
|
54.5K
$3.09M
|
|
|
Jan 15, 2026
Q4 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
88+ 1.05% |
$4.93K - $5.07K
|
8.45K
$479K
|
|
|
Jan 15, 2026
Q4 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-7.09K- 6.49% |
$397K - $408K
|
102K
$5.79M
|
|
|
Jan 15, 2026
Q4 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.66K+ 3.15% |
$92.9K - $95.6K
|
54.3K
$3.08M
|
|
|
Jan 15, 2026
Q4 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
15.8K+ 22.21% |
$884K - $909K
|
86.8K
$4.93M
|
|
|
Jan 15, 2026
Q4 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-464- 0.34% |
$26K - $26.7K
|
136K
$7.74M
|
|
|
Jan 15, 2026
Q4 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
BUY
|
- |
12KNew |
$671K - $690K
|
12K
$680K
|
|
|
Jan 15, 2026
Q4 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
17.3K+ 19.77% |
$971K - $998K
|
105K
$5.96M
|
|
|
Jan 15, 2026
Q4 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
5.1K+ 3.04% |
$286K - $294K
|
173K
$9.82M
|
|
|
Jan 15, 2026
Q4 2025
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-3.12K- 23.9% |
$175K - $180K
|
9.94K
$564K
|
|
|
Jan 15, 2026
Q4 2025
|
E Rn Financial, LLC
|
BUY
|
- |
1.59K+ 9.13% |
$89K - $91.5K
|
19K
$1.08M
|
|
|
Jan 15, 2026
Q4 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-1.73K- 1.49% |
$96.9K - $99.7K
|
114K
$6.49M
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-3.79K- 60.19% |
$212K - $218K
|
2.5K
$142K
|
|
|
Jan 15, 2026
Q4 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
8.25K+ 24.26% |
$462K - $475K
|
42.2K
$2.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Hourglass Capital, LLC
|
SELL
|
- |
-10K- 33.17% |
$560K - $576K
|
20.2K
$1.14M
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.93K+ 3.95% |
$108K - $111K
|
50.8K
$2.88M
|
|
|
Jan 14, 2026
Q4 2025
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
937+ 6.96% |
$52.5K - $54K
|
14.4K
$817K
|
|
|
Jan 14, 2026
Q4 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-5- 0.06% |
$280 - $288
|
8.84K
$501K
|
|
|
Jan 14, 2026
Q4 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
45+ 0.8% |
$2.52K - $2.59K
|
5.67K
$322K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.16K+ 2.96% |
$457K - $470K
|
284K
$16.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
3.61K+ 8.83% |
$202K - $208K
|
44.4K
$2.52M
|
|
|
Jan 14, 2026
Q4 2025
|
Wincap Financial LLC
Boston, MA |
BUY
|
- |
2.65K+ 3.09% |
$148K - $152K
|
88.2K
$5M
|
|
|
Jan 14, 2026
Q4 2025
|
Weil Company, Inc.
|
SELL
|
- |
-6.74K- 12.26% |
$377K - $388K
|
48.2K
$2.73M
|
|
|
Jan 14, 2026
Q4 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
64+ 1.45% |
$3.58K - $3.69K
|
4.49K
$255K
|
|
|
Jan 14, 2026
Q4 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-487- 6.86% |
$27.3K - $28.1K
|
6.61K
$375K
|
|
|
Jan 14, 2026
Q4 2025
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-2.71K- 5.64% |
$152K - $156K
|
45.3K
$2.57M
|
|
|
Jan 14, 2026
Q4 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-3.78K- 1.44% |
$212K - $218K
|
259K
$14.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-1.09K- 8.75% |
$60.9K - $62.7K
|
11.3K
$644K
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
12.3KNew |
$687K - $707K
|
12.3K
$696K
|
|
|
Jan 14, 2026
Q4 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-5.47K- 1.82% |
$307K - $315K
|
295K
$16.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-1.8K- 4.87% |
$101K - $104K
|
35.2K
$2M
|
|
|
Jan 14, 2026
Q4 2025
|
Bell Bank
|
BUY
|
- |
3.84K+ 9.93% |
$215K - $221K
|
42.4K
$2.41M
|
|
|
Jan 14, 2026
Q4 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
60+ 1.27% |
$3.36K - $3.46K
|
4.8K
$272K
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
SELL
|
- |
-1.78K- 1.28% |
$99.9K - $103K
|
138K
$7.82M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
2.74K+ 2.61% |
$154K - $158K
|
108K
$6.11M
|
|
|
Jan 14, 2026
Q4 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-43- 0.87% |
$2.41K - $2.48K
|
4.93K
$280K
|
|
|
Jan 14, 2026
Q4 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
693+ 5.28% |
$38.8K - $39.9K
|
13.8K
$784K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1K+ 8.48% |
$56.1K - $57.7K
|
12.8K
$727K
|
|
|
Jan 14, 2026
Q4 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
6.75K+ 2.59% |
$378K - $389K
|
267K
$15.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.82KNew |
$214K - $220K
|
3.82K
$217K
|
|
|
Jan 14, 2026
Q4 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-1.56K- 26.99% |
$87.3K - $89.8K
|
4.22K
$239K
|
|
|
Jan 14, 2026
Q4 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-539- 10.33% |
$30.2K - $31K
|
4.68K
$265K
|
|
|
Jan 14, 2026
Q4 2025
|
Columbus Macro, LLC
|
BUY
|
- |
25.1K+ 9.86% |
$1.4M - $1.44M
|
279K
$15.9M
|
|