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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
60K+ 307.77% |
$3.34M - $3.44M
|
79.5K
$4.51M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-23.3K- 13.16% |
$1.3M - $1.34M
|
154K
$8.74M
|
|
|
Nov 10, 2025
Q3 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
4.68K+ 8.12% |
$260K - $269K
|
62.4K
$3.54M
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
20+ 1.31% |
$1.11K - $1.15K
|
1.55K
$88.1K
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
BUY
|
- |
9.3KNew |
$517K - $534K
|
9.3K
$528K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
80.4K+ 18.65% |
$4.47M - $4.61M
|
512K
$29M
|
|
|
Nov 10, 2025
Q3 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
1.24KNew |
$68.7K - $70.9K
|
1.24K
$70.1K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
75.6K+ 7.7% |
$4.2M - $4.34M
|
1.06M
$60M
|
|
|
Nov 10, 2025
Q3 2025
|
Patten Group, Inc.
|
SELL
|
- |
-472- 0.8% |
$26.2K - $27.1K
|
58.3K
$3.31M
|
|
|
Nov 10, 2025
Q3 2025
|
Glassman Wealth Services
|
BUY
|
- |
400New |
$22.2K - $22.9K
|
400
$22.7K
|
|
|
Nov 10, 2025
Q3 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-274- 4.61% |
$15.2K - $15.7K
|
5.67K
$321K
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.56K+ 29.25% |
$142K - $147K
|
11.3K
$641K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.65K+ 77.59% |
$370K - $381K
|
15.2K
$863K
|
|
|
Nov 10, 2025
Q3 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-340- 5.04% |
$18.9K - $19.5K
|
6.4K
$363K
|
|
|
Nov 10, 2025
Q3 2025
|
Rice Partnership, LLC
|
BUY
|
- |
200New |
$11.1K - $11.5K
|
200
$11.3K
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-19.6K- 5.81% |
$1.09M - $1.12M
|
317K
$18M
|
|
|
Nov 10, 2025
Q3 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.19K+ 12.67% |
$122K - $126K
|
19.5K
$1.11M
|
|
|
Nov 10, 2025
Q3 2025
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-949- 1.97% |
$52.8K - $54.4K
|
47.3K
$2.69M
|
|
|
Nov 10, 2025
Q3 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
81+ 2.14% |
$4.5K - $4.65K
|
3.87K
$220K
|
|
|
Nov 10, 2025
Q3 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
3.16K+ 0.85% |
$176K - $182K
|
375K
$21.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
62.3KNew |
$3.47M - $3.58M
|
62.3K
$3.54M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
8.52K+ 31.17% |
$474K - $489K
|
35.8K
$2.03M
|
|
|
Nov 10, 2025
Q3 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
112+ 0.18% |
$6.23K - $6.43K
|
62.9K
$3.57M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
92.4K+ 47.69% |
$5.14M - $5.3M
|
286K
$16.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
12.6K+ 20.49% |
$700K - $723K
|
74.1K
$4.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
31.3K+ 11.09% |
$1.74M - $1.79M
|
313K
$17.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
767+ 1.47% |
$42.7K - $44K
|
52.8K
$2.99M
|
|
|
Nov 10, 2025
Q3 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
177+ 1.98% |
$9.84K - $10.2K
|
9.1K
$516K
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
4+ 1.27% |
$222 - $229
|
318
$18K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
133K+ 10.01% |
$7.39M - $7.62M
|
1.46M
$82.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
286+ 0.4% |
$15.9K - $16.4K
|
71.4K
$4.05M
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-507- 31.91% |
$28.2K - $29.1K
|
1.08K
$61.4K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-20M- 70.84% |
$1.11B - $1.15B
|
8.22M
$466M
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
19+ 0.02% |
$1.06K - $1.09K
|
79.8K
$4.53M
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
BUY
|
- |
650New |
$36.1K - $37.3K
|
650
$36.9K
|
|
|
Nov 07, 2025
Q3 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2.18K+ 28.3% |
$121K - $125K
|
9.89K
$561K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-29- 0.12% |
$1.61K - $1.66K
|
23.4K
$1.33M
|
|
|
Nov 07, 2025
Q3 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.5K+ 24.39% |
$83.4K - $86.1K
|
7.65K
$434K
|
|
|
Nov 07, 2025
Q3 2025
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
3.29K+ 13.65% |
$183K - $189K
|
27.4K
$1.55M
|
|
|
Nov 07, 2025
Q3 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
424+ 1.6% |
$23.6K - $24.3K
|
27K
$1.53M
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
658+ 438.67% |
$36.6K - $37.7K
|
808
$45.8K
|
|
|
Nov 07, 2025
Q3 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
3.81K+ 30.77% |
$212K - $219K
|
16.2K
$919K
|
|
|
Nov 07, 2025
Q3 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.17K- 7.73% |
$65K - $67.1K
|
14K
$792K
|
|
|
Nov 07, 2025
Q3 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-42.1K- 28.17% |
$2.34M - $2.41M
|
107K
$6.09M
|
|
|
Nov 07, 2025
Q3 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-8.4K- 7.58% |
$467K - $482K
|
102K
$5.81M
|
|
|
Nov 07, 2025
Q3 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
4.58KNew |
$255K - $263K
|
4.58K
$260K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
751+ 8.75% |
$41.8K - $43.1K
|
9.33K
$529K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-410- 0.12% |
$22.8K - $23.5K
|
330K
$18.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-247K- 96.88% |
$13.7M - $14.2M
|
7.96K
$452K
|
|
|
Nov 07, 2025
Q3 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
888+ 7.48% |
$49.4K - $50.9K
|
12.8K
$724K
|
|