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 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
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
235+ 4.35% |
$13.1K - $13.5K
|
5.63K
$320K
|
|
|
Nov 06, 2025
Q3 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-32K- 72.04% |
$1.78M - $1.84M
|
12.4K
$705K
|
|
|
Nov 06, 2025
Q3 2025
|
Carson Advisory Inc.
|
BUY
|
- |
81+ 1.57% |
$4.5K - $4.65K
|
5.25K
$298K
|
|
|
Nov 06, 2025
Q3 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
4.16K+ 5.32% |
$231K - $239K
|
82.4K
$4.67M
|
|
|
Nov 06, 2025
Q3 2025
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-1.85K- 6.54% |
$103K - $106K
|
26.4K
$1.5M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-38.7K- 1.21% |
$2.15M - $2.22M
|
3.15M
$179M
|
|
|
Nov 06, 2025
Q3 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.16K- 8.38% |
$64.5K - $66.5K
|
12.7K
$719K
|
|
|
Nov 06, 2025
Q3 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-36.8K- 38.96% |
$2.05M - $2.11M
|
57.7K
$3.27M
|
|
|
Nov 06, 2025
Q3 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
1.77K+ 8.84% |
$98.6K - $102K
|
21.8K
$1.24M
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
185+ 0.92% |
$10.3K - $10.6K
|
20.3K
$1.15M
|
|
|
Nov 05, 2025
Q3 2025
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-300- 1.01% |
$16.7K - $17.2K
|
29.4K
$1.67M
|
|
|
Nov 05, 2025
Q3 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-750- 17.36% |
$41.7K - $43K
|
3.57K
$203K
|
|
|
Nov 05, 2025
Q3 2025
|
Modus Advisors, LLC
|
BUY
|
- |
3.61K+ 12.94% |
$201K - $207K
|
31.5K
$1.79M
|
|
|
Nov 05, 2025
Q3 2025
|
Cornerstone Enterprises, LLC
Appleton, WI |
BUY
|
- |
22.5K+ 4.51% |
$1.25M - $1.29M
|
521K
$29.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
15.4K+ 9.97% |
$857K - $884K
|
170K
$9.65M
|
|
|
Nov 05, 2025
Q3 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
63+ 0.88% |
$3.5K - $3.61K
|
7.21K
$409K
|
|
|
Nov 05, 2025
Q3 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
4.13K+ 7.16% |
$229K - $237K
|
61.7K
$3.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-31K- 13.42% |
$1.73M - $1.78M
|
200K
$11.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
3.56K+ 53.04% |
$198K - $204K
|
10.3K
$582K
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
607+ 2.58% |
$33.8K - $34.8K
|
24.2K
$1.37M
|
|
|
Nov 05, 2025
Q3 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
3+ 0.02% |
$167 - $172
|
12.9K
$734K
|
|
|
Nov 05, 2025
Q3 2025
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
4.31K+ 4.49% |
$240K - $247K
|
100K
$5.69M
|
|
|
Nov 05, 2025
Q3 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-21.9K- 98.69% |
$1.22M - $1.26M
|
290
$16.5K
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
27+ 0.05% |
$1.5K - $1.55K
|
57K
$3.23M
|
|
|
Nov 05, 2025
Q3 2025
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-25- 32.47% |
$1.39K - $1.43K
|
52
$2.95K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
19.6K+ 41.09% |
$1.09M - $1.12M
|
67.1K
$3.81M
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
SELL
|
- |
-385- 3.9% |
$21.4K - $22.1K
|
9.49K
$538K
|
|
|
Nov 05, 2025
Q3 2025
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-1.64K- 0.85% |
$91.3K - $94.1K
|
191K
$10.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
SELL
|
- |
-2.3K- 36.16% |
$128K - $132K
|
4.06K
$230K
|
|
|
Nov 05, 2025
Q3 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
220+ 22.77% |
$12.2K - $12.6K
|
1.19K
$67.3K
|
|
|
Nov 05, 2025
Q3 2025
|
Gables Capital Management Inc.
|
SELL
|
- |
-600- 1.85% |
$33.4K - $34.4K
|
31.8K
$1.81M
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.67K+ 6.87% |
$204K - $211K
|
57.2K
$3.25M
|
|
|
Nov 05, 2025
Q3 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
151+ 0.7% |
$8.4K - $8.66K
|
21.7K
$1.23M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-19.1K- 18.37% |
$1.06M - $1.1M
|
84.9K
$4.82M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
29.4K+ 10.55% |
$1.64M - $1.69M
|
308K
$17.5M
|
|
|
Nov 05, 2025
Q3 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
243K+ 3768.07% |
$13.5M - $13.9M
|
249K
$14.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
4.45KNew |
$248K - $255K
|
4.45K
$253K
|
|
|
Nov 05, 2025
Q3 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
1.93K+ 3.57% |
$107K - $110K
|
55.8K
$3.17M
|
|
|
Nov 05, 2025
Q3 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-700- 12.9% |
$38.9K - $40.2K
|
4.73K
$268K
|
|
|
Nov 05, 2025
Q3 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-437- 2.19% |
$24.3K - $25.1K
|
19.5K
$1.11M
|
|