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 07, 2025
Q3 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
9.54K+ 35.51% |
$531K - $548K
|
36.4K
$2.07M
|
|
|
Nov 07, 2025
Q3 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
488+ 2.94% |
$27.1K - $28K
|
17.1K
$969K
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.57K- 1.53% |
$87.3K - $90.1K
|
101K
$5.74M
|
|
|
Nov 07, 2025
Q3 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
487+ 3.3% |
$27.1K - $27.9K
|
15.2K
$864K
|
|
|
Nov 07, 2025
Q3 2025
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
133+ 0.41% |
$7.4K - $7.63K
|
32.4K
$1.84M
|
|
|
Nov 07, 2025
Q3 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-1.02K- 2.29% |
$56.9K - $58.7K
|
43.7K
$2.48M
|
|
|
Nov 07, 2025
Q3 2025
|
Vera Bank, N.A.
|
SELL
|
- |
-33.7K- 20.54% |
$1.87M - $1.93M
|
130K
$7.39M
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
6.17K+ 11.33% |
$343K - $354K
|
60.6K
$3.44M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
36.3K+ 5.59% |
$2.02M - $2.09M
|
687K
$39M
|
|
|
Nov 07, 2025
Q3 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
SELL
|
- |
-237- 1.01% |
$13.2K - $13.6K
|
23.1K
$1.31M
|
|
|
Nov 07, 2025
Q3 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-4.67K- 2.92% |
$260K - $268K
|
155K
$8.79M
|
|
|
Nov 07, 2025
Q3 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.04K+ 22.38% |
$57.7K - $59.5K
|
5.67K
$322K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
41+ 0.16% |
$2.28K - $2.35K
|
25.8K
$1.47M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.54K+ 12.86% |
$253K - $261K
|
39.9K
$2.26M
|
|
|
Nov 07, 2025
Q3 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
650+ 16.51% |
$36.1K - $37.3K
|
4.59K
$260K
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.73K- 7.81% |
$208K - $214K
|
44K
$2.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
4.37K+ 44.03% |
$243K - $250K
|
14.3K
$810K
|
|
|
Nov 07, 2025
Q3 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-4.49K- 15.38% |
$250K - $257K
|
24.7K
$1.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-75- 0.73% |
$4.17K - $4.3K
|
10.3K
$582K
|
|
|
Nov 07, 2025
Q3 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
193+ 2.0% |
$10.7K - $11.1K
|
9.84K
$558K
|
|
|
Nov 07, 2025
Q3 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-50.8K- 23.57% |
$2.82M - $2.91M
|
165K
$9.34M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.34K- 0.61% |
$186K - $191K
|
540K
$30.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
19.1K+ 10.67% |
$1.06M - $1.1M
|
198K
$11.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-5.26K- 10.46% |
$292K - $302K
|
45K
$2.55M
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
975+ 4.9% |
$54.2K - $55.9K
|
20.9K
$1.18M
|
|
|
Nov 06, 2025
Q3 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
8.55K+ 5.98% |
$476K - $491K
|
152K
$8.6M
|
|
|
Nov 06, 2025
Q3 2025
|
First National Trust CO
|
BUY
|
- |
4.04KNew |
$225K - $232K
|
4.04K
$229K
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-2.34K- 16.48% |
$130K - $134K
|
11.9K
$673K
|
|
|
Nov 06, 2025
Q3 2025
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
97+ 2.4% |
$5.39K - $5.56K
|
4.14K
$235K
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
8.91K+ 2.2% |
$496K - $511K
|
414K
$23.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
34K+ 296.14% |
$1.89M - $1.95M
|
45.4K
$2.58M
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.17K- 2.61% |
$120K - $124K
|
80.8K
$4.58M
|
|
|
Nov 06, 2025
Q3 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
17+ 1.99% |
$945 - $975
|
870
$49.4K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-7.89K- 13.36% |
$439K - $453K
|
51.2K
$2.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.21K- 3.63% |
$179K - $184K
|
85.2K
$4.83M
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
109K+ 20.86% |
$6.08M - $6.27M
|
633K
$35.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
13.2K+ 38.28% |
$733K - $756K
|
47.6K
$2.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
3.01K+ 1.84% |
$168K - $173K
|
167K
$9.47M
|
|
|
Nov 06, 2025
Q3 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.83K+ 25.2% |
$102K - $105K
|
9.11K
$517K
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
13.9K+ 24.23% |
$773K - $798K
|
71.3K
$4.04M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-1.12K- 8.6% |
$62.3K - $64.3K
|
11.9K
$676K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
12.9K+ 15.2% |
$715K - $737K
|
97.4K
$5.53M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-67.7K- 38.24% |
$3.77M - $3.89M
|
109K
$6.21M
|
|
|
Nov 06, 2025
Q3 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
798+ 1.19% |
$44.4K - $45.8K
|
67.7K
$3.84M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-25.4K- 12.03% |
$1.41M - $1.46M
|
186K
$10.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
22.9KNew |
$1.27M - $1.31M
|
22.9K
$1.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-62.9K- 74.13% |
$3.5M - $3.61M
|
22K
$1.25M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
17.3K+ 10.54% |
$962K - $993K
|
181K
$10.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
2.35K+ 2.62% |
$130K - $135K
|
91.8K
$5.21M
|
|
|
Nov 06, 2025
Q3 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-434- 3.14% |
$24.1K - $24.9K
|
13.4K
$760K
|
|