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 04, 2025
Q3 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-30- 0.55% |
$1.67K - $1.72K
|
5.46K
$310K
|
|
|
Nov 04, 2025
Q3 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-6.74K- 49.44% |
$375K - $387K
|
6.89K
$391K
|
|
|
Nov 04, 2025
Q3 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
2.41K+ 6.67% |
$134K - $138K
|
38.6K
$2.19M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.04K- 3.25% |
$58.1K - $59.9K
|
31.1K
$1.76M
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-340- 10.37% |
$18.9K - $19.5K
|
2.94K
$167K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
123K+ 300.23% |
$6.86M - $7.08M
|
165K
$9.34M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
2.23K+ 8.52% |
$124K - $128K
|
28.4K
$1.61M
|
|
|
Nov 04, 2025
Q3 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
4.19K+ 1.63% |
$233K - $241K
|
261K
$14.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
400+ 100.0% |
$22.2K - $22.9K
|
800
$45.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-36.1K- 19.21% |
$2.01M - $2.07M
|
152K
$8.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
2.04K+ 50.47% |
$113K - $117K
|
6.08K
$345K
|
|
|
Nov 04, 2025
Q3 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
SELL
|
- |
-35.5K- 98.89% |
$1.98M - $2.04M
|
400
$22.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.66K+ 7.13% |
$92.4K - $95.3K
|
25K
$1.42M
|
|
|
Nov 04, 2025
Q3 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
12.3K+ 1.68% |
$687K - $708K
|
749K
$42.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
15.5K+ 2.37% |
$861K - $888K
|
668K
$37.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
274+ 1.1% |
$15.2K - $15.7K
|
25.2K
$1.43M
|
|
|
Nov 04, 2025
Q3 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
4.76K+ 13.56% |
$265K - $273K
|
39.9K
$2.26M
|
|
|
Nov 04, 2025
Q3 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.98K+ 4.42% |
$110K - $114K
|
46.9K
$2.66M
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
197+ 5.15% |
$11K - $11.3K
|
4.02K
$228K
|
|
|
Nov 04, 2025
Q3 2025
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
4.01KNew |
$223K - $230K
|
4.01K
$228K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
581K+ 40.19% |
$32.3M - $33.3M
|
2.03M
$115M
|
|
|
Nov 04, 2025
Q3 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
32.7K+ 872.6% |
$1.82M - $1.88M
|
36.5K
$2.07M
|
|
|
Nov 04, 2025
Q3 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
9.5K+ 28.59% |
$528K - $545K
|
42.7K
$2.42M
|
|
|
Nov 04, 2025
Q3 2025
|
Esl Trust Services, LLC
|
BUY
|
- |
750New |
$41.7K - $43K
|
750
$42.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-2.7K- 31.28% |
$150K - $155K
|
5.93K
$337K
|
|
|
Nov 04, 2025
Q3 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
1.24K+ 30.83% |
$69.1K - $71.3K
|
5.28K
$299K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-15.2K- 66.71% |
$844K - $870K
|
7.57K
$429K
|
|
|
Nov 04, 2025
Q3 2025
|
Imc Chicago, LLC
|
BUY
|
- |
241KNew |
$13.4M - $13.8M
|
241K
$13.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
8K+ 11.31% |
$445K - $459K
|
78.7K
$4.47M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
3.62K+ 0.38% |
$201K - $207K
|
960K
$54.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.48K+ 1430.64% |
$138K - $142K
|
2.65K
$150K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
101+ 14.74% |
$5.62K - $5.79K
|
786
$44.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
6.41K+ 33.68% |
$356K - $368K
|
25.4K
$1.44M
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-2.39K- 4.4% |
$133K - $137K
|
52K
$2.95M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
513+ 1.07% |
$28.5K - $29.4K
|
48.3K
$2.74M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
428+ 0.07% |
$23.8K - $24.6K
|
643K
$36.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-6.64K- 85.42% |
$369K - $381K
|
1.13K
$64.3K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.08K+ 1.16% |
$338K - $349K
|
529K
$30M
|
|
|
Nov 04, 2025
Q3 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.18K+ 1.92% |
$65.3K - $67.4K
|
62.2K
$3.53M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
494K+ 5.52% |
$27.5M - $28.3M
|
9.43M
$535M
|
|
|
Nov 04, 2025
Q3 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
2.74K+ 7.58% |
$152K - $157K
|
38.9K
$2.21M
|
|
|
Nov 04, 2025
Q3 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-10.1K- 10.23% |
$562K - $580K
|
88.7K
$5.03M
|
|
|
Nov 04, 2025
Q3 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.97K+ 44.03% |
$110K - $113K
|
6.45K
$366K
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-3.11K- 2.49% |
$173K - $178K
|
122K
$6.92M
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
6.95K+ 2.89% |
$386K - $398K
|
247K
$14M
|
|
|
Nov 04, 2025
Q3 2025
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
SELL
|
- |
-33- 0.44% |
$1.84K - $1.89K
|
7.54K
$428K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
5.27K+ 8.0% |
$293K - $302K
|
71.2K
$4.04M
|
|
|
Nov 03, 2025
Q3 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
38+ 0.03% |
$2.11K - $2.18K
|
112K
$6.34M
|
|
|
Nov 03, 2025
Q3 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
1.14K+ 1.73% |
$63.2K - $65.2K
|
67K
$3.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
14.7K+ 1.46% |
$819K - $845K
|
1.02M
$58M
|
|