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 03, 2025
Q3 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
4.75K+ 1.82% |
$264K - $273K
|
266K
$15.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-1.23K- 4.86% |
$68.4K - $70.6K
|
24.1K
$1.37M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.06K+ 61.75% |
$170K - $176K
|
8.02K
$455K
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
853+ 2.8% |
$47.4K - $48.9K
|
31.3K
$1.78M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-10.7K- 6.58% |
$596K - $615K
|
152K
$8.64M
|
|
|
Nov 03, 2025
Q3 2025
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
SELL
|
- |
-3.11K- 20.05% |
$173K - $178K
|
12.4K
$704K
|
|
|
Nov 03, 2025
Q3 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
1.79K+ 5.2% |
$99.5K - $103K
|
36.2K
$2.06M
|
|
|
Nov 03, 2025
Q3 2025
|
Jsf Financial, LLC
|
BUY
|
- |
4.14K+ 8.22% |
$230K - $238K
|
54.5K
$3.09M
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-12.4K- 1.96% |
$687K - $709K
|
618K
$35.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
SELL
|
- |
-1.86K- 14.42% |
$103K - $107K
|
11K
$626K
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
6.76K+ 188.62% |
$376K - $388K
|
10.3K
$587K
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
3.85K+ 16.67% |
$214K - $221K
|
26.9K
$1.53M
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
75+ 0.94% |
$4.17K - $4.3K
|
8.08K
$458K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
13K+ 7.88% |
$725K - $748K
|
178K
$10.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
6.64K+ 6.35% |
$369K - $381K
|
111K
$6.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-3- 0.15% |
$167 - $172
|
2.06K
$117K
|
|
|
Nov 03, 2025
Q3 2025
|
Strategic Advisors LLC
|
BUY
|
- |
6.27K+ 58.64% |
$349K - $360K
|
17K
$963K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-244K- 72.53% |
$13.6M - $14M
|
92.5K
$5.25M
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
9.74K+ 5.99% |
$542K - $559K
|
172K
$9.78M
|
|
|
Nov 03, 2025
Q3 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
5.01K+ 71.15% |
$279K - $287K
|
12.1K
$684K
|
|
|
Nov 03, 2025
Q3 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
362New |
$20.1K - $20.8K
|
362
$20.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-4.71K- 4.49% |
$262K - $270K
|
100K
$5.68M
|
|
|
Nov 03, 2025
Q3 2025
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
2.94K+ 35.66% |
$163K - $168K
|
11.2K
$634K
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Partners, LLC
|
SELL
|
- |
-13.4K- 20.02% |
$745K - $769K
|
53.5K
$3.04M
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.18K- 12.65% |
$121K - $125K
|
15K
$852K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden Reserve Retirement LLC
Dublin, OH |
BUY
|
- |
3.83KNew |
$213K - $220K
|
3.83K
$217K
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
1.06KNew |
$58.9K - $60.8K
|
1.06K
$60.1K
|
|
|
Oct 31, 2025
Q3 2025
|
Patron Partners, LLC
|
BUY
|
- |
100+ 2.34% |
$5.56K - $5.74K
|
4.37K
$248K
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-302- 69.91% |
$16.8K - $17.3K
|
130
$7.38K
|
|
|
Oct 31, 2025
Q3 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
12.6KNew |
$701K - $723K
|
12.6K
$715K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-900- 9.74% |
$50K - $51.6K
|
8.34K
$473K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
10.7K+ 7.97% |
$593K - $612K
|
145K
$8.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
3.07K+ 5.2% |
$171K - $176K
|
62.1K
$3.52M
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-3.11K- 6.69% |
$173K - $178K
|
43.3K
$2.46M
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
8.68KNew |
$483K - $498K
|
8.68K
$493K
|
|
|
Oct 31, 2025
Q3 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
6.24KNew |
$347K - $358K
|
6.24K
$354K
|
|
|
Oct 31, 2025
Q3 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
475+ 2.37% |
$26.4K - $27.3K
|
20.5K
$1.16M
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
15.1K+ 13.55% |
$841K - $867K
|
127K
$7.19M
|
|
|
Oct 31, 2025
Q3 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
17New |
$945 - $975
|
17
$965
|
|
|
Oct 31, 2025
Q3 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.83K- 30.0% |
$102K - $105K
|
4.27K
$242K
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-2.53K- 9.43% |
$140K - $145K
|
24.2K
$1.38M
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
SELL
|
- |
-62K- 15.71% |
$3.45M - $3.56M
|
332K
$18.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
6.79K+ 23.08% |
$377K - $389K
|
36.2K
$2.05M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
401+ 2.42% |
$22.3K - $23K
|
16.9K
$962K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
27.9K+ 119.9% |
$1.55M - $1.6M
|
51.1K
$2.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
7.53KNew |
$419K - $432K
|
7.53K
$427K
|
|
|
Oct 31, 2025
Q3 2025
|
Alaska Permanent Capital Management
|
SELL
|
- |
-174- 8.13% |
$9.68K - $9.98K
|
1.97K
$112K
|
|
|
Oct 31, 2025
Q3 2025
|
Bg Investment Services, Inc.
|
BUY
|
- |
22.7K+ 49.05% |
$1.26M - $1.3M
|
68.9K
$3.91M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
25.6K+ 59.85% |
$1.43M - $1.47M
|
68.5K
$3.89M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
29.3K+ 8.16% |
$1.63M - $1.68M
|
389K
$22.1M
|
|