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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
7.14K+ 19.05% |
$397K - $410K
|
44.6K
$2.53M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
35.9KNew |
$2M - $2.06M
|
35.9K
$2.04M
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3.03K+ 40.48% |
$168K - $174K
|
10.5K
$596K
|
|
|
Oct 31, 2025
Q3 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
SELL
|
- |
-2.56K- 13.93% |
$142K - $147K
|
15.8K
$896K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.71K- 3.46% |
$317K - $328K
|
159K
$9.03M
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.13K+ 1.14% |
$62.6K - $64.5K
|
100K
$5.68M
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-2K- 25.5% |
$111K - $115K
|
5.85K
$332K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.01K+ 3.64% |
$56.2K - $57.9K
|
28.7K
$1.63M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
226+ 1.53% |
$12.6K - $13K
|
15K
$853K
|
|
|
Oct 30, 2025
Q3 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
856+ 1.36% |
$47.6K - $49.1K
|
63.9K
$3.63M
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
BUY
|
- |
976+ 18.56% |
$54.3K - $56K
|
6.24K
$354K
|
|
|
Oct 30, 2025
Q3 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
5.53K+ 26.54% |
$308K - $317K
|
26.4K
$1.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
11.9K+ 43.13% |
$661K - $682K
|
39.5K
$2.24M
|
|
|
Oct 30, 2025
Q3 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
173+ 1.57% |
$9.62K - $9.93K
|
11.2K
$636K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
19.3K+ 154.0% |
$1.07M - $1.11M
|
31.9K
$1.81M
|
|
|
Oct 30, 2025
Q3 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
5.63K+ 3.98% |
$313K - $323K
|
147K
$8.35M
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
BUY
|
- |
121+ 1.6% |
$6.73K - $6.94K
|
7.7K
$437K
|
|
|
Oct 30, 2025
Q3 2025
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-3.8K- 14.93% |
$211K - $218K
|
21.7K
$1.23M
|
|
|
Oct 30, 2025
Q3 2025
|
Independent Investors Inc
|
SELL
|
- |
-104- 0.68% |
$5.78K - $5.97K
|
15.2K
$863K
|
|
|
Oct 30, 2025
Q3 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
354+ 1.84% |
$19.7K - $20.3K
|
19.6K
$1.11M
|
|
|
Oct 30, 2025
Q3 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
1.01K+ 2.1% |
$56K - $57.8K
|
49.1K
$2.78M
|
|
|
Oct 30, 2025
Q3 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
356+ 3.1% |
$19.8K - $20.4K
|
11.8K
$672K
|
|
|
Oct 30, 2025
Q3 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
117+ 0.46% |
$6.51K - $6.71K
|
25.5K
$1.45M
|
|
|
Oct 30, 2025
Q3 2025
|
Coign Capital Advisors LLC
Draper, UT |
SELL
|
- |
-5.53K- 59.52% |
$307K - $317K
|
3.76K
$213K
|
|
|
Oct 30, 2025
Q3 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-4.03K- 3.13% |
$224K - $231K
|
125K
$7.07M
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
1.11KNew |
$61.6K - $63.5K
|
1.11K
$62.8K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.3K- 1.28% |
$128K - $132K
|
177K
$10.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-2.12K- 14.81% |
$118K - $122K
|
12.2K
$692K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-56.5K- 36.57% |
$3.14M - $3.24M
|
98K
$5.56M
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-16.2K- 51.42% |
$899K - $927K
|
15.3K
$867K
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
SELL
|
- |
-445- 1.61% |
$24.7K - $25.5K
|
27.2K
$1.54M
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
14.9K+ 9.13% |
$831K - $857K
|
179K
$10.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
7.59K+ 2.18% |
$422K - $435K
|
355K
$20.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-2K- 8.25% |
$111K - $115K
|
22.2K
$1.26M
|
|
|
Oct 29, 2025
Q3 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
1.44K+ 31.42% |
$79.8K - $82.3K
|
6K
$341K
|
|
|
Oct 29, 2025
Q3 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-3.34K- 1.73% |
$186K - $192K
|
190K
$10.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.37K- 4.02% |
$76.2K - $78.6K
|
32.7K
$1.85M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
54.9K+ 3.71% |
$3.06M - $3.15M
|
1.53M
$87.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-816- 1.36% |
$45.4K - $46.8K
|
59.4K
$3.37M
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
BUY
|
- |
3.4K+ 1.62% |
$189K - $195K
|
213K
$12.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Rovin Capital
|
BUY
|
- |
436+ 0.92% |
$24.2K - $25K
|
48K
$2.72M
|
|
|
Oct 29, 2025
Q3 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-5.74K- 3.1% |
$319K - $329K
|
179K
$10.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-37.3K- 56.37% |
$2.08M - $2.14M
|
28.9K
$1.64M
|
|
|
Oct 29, 2025
Q3 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
22.5K+ 23.53% |
$1.25M - $1.29M
|
118K
$6.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
8.36K+ 13.11% |
$465K - $480K
|
72.1K
$4.09M
|
|
|
Oct 29, 2025
Q3 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
8+ 0.16% |
$445 - $459
|
4.87K
$276K
|
|
|
Oct 29, 2025
Q3 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
17+ 0.19% |
$945 - $975
|
8.98K
$509K
|
|