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 29, 2025
Q3 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-74.1K- 87.89% |
$4.12M - $4.25M
|
10.2K
$580K
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
BUY
|
- |
1.46K+ 37.96% |
$81.1K - $83.7K
|
5.3K
$301K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
27.3K+ 34.19% |
$1.52M - $1.56M
|
107K
$6.07M
|
|
|
Oct 29, 2025
Q3 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
4.17K+ 12.59% |
$232K - $239K
|
37.3K
$2.12M
|
|
|
Oct 29, 2025
Q3 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
5.52K+ 6.54% |
$307K - $317K
|
89.9K
$5.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Portfolio Strategies, Inc.
|
BUY
|
- |
36.2KNew |
$2.01M - $2.07M
|
36.2K
$2.05M
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
25+ 2.52% |
$1.39K - $1.43K
|
1.02K
$57.8K
|
|
|
Oct 29, 2025
Q3 2025
|
Matisse Capital
|
BUY
|
- |
8.71KNew |
$484K - $499K
|
8.71K
$494K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.8KNew |
$99.8K - $103K
|
1.8K
$102K
|
|
|
Oct 29, 2025
Q3 2025
|
Platform Technology Partners
|
SELL
|
- |
-73- 0.69% |
$4.06K - $4.19K
|
10.5K
$593K
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-277K- 90.92% |
$15.4M - $15.9M
|
27.7K
$1.57M
|
|
|
Oct 29, 2025
Q3 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-1.14K- 3.67% |
$63.3K - $65.3K
|
29.9K
$1.69M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
156+ 2.27% |
$8.68K - $8.95K
|
7.04K
$399K
|
|
|
Oct 29, 2025
Q3 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
31.6K+ 24.92% |
$1.76M - $1.81M
|
158K
$8.98M
|
|
|
Oct 29, 2025
Q3 2025
|
Rede Wealth, LLC
|
BUY
|
- |
3.51KNew |
$195K - $201K
|
3.51K
$199K
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
19.1K+ 72.88% |
$1.06M - $1.1M
|
45.3K
$2.57M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
11.6K+ 34.32% |
$642K - $663K
|
45.2K
$2.57M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
25.4K+ 8.62% |
$1.41M - $1.46M
|
321K
$18.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-333- 7.32% |
$18.5K - $19.1K
|
4.22K
$239K
|
|
|
Oct 28, 2025
Q3 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
2.82K+ 70.75% |
$157K - $162K
|
6.81K
$387K
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
4.85K+ 48.02% |
$270K - $278K
|
15K
$848K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-3.38K- 40.88% |
$188K - $194K
|
4.89K
$277K
|
|
|
Oct 28, 2025
Q3 2025
|
Montis Financial, LLC
|
BUY
|
- |
33+ 0.02% |
$1.84K - $1.89K
|
146K
$8.26M
|
|
|
Oct 28, 2025
Q3 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
6.74K+ 5.18% |
$375K - $387K
|
137K
$7.78M
|
|
|
Oct 28, 2025
Q3 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-1.18K- 13.2% |
$65.3K - $67.4K
|
7.73K
$438K
|
|
|
Oct 28, 2025
Q3 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
17.4KNew |
$969K - $1M
|
17.4K
$989K
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
20+ 0.19% |
$1.11K - $1.15K
|
10.5K
$595K
|
|
|
Oct 28, 2025
Q3 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-500- 7.76% |
$27.8K - $28.7K
|
5.95K
$337K
|
|
|
Oct 28, 2025
Q3 2025
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
1.36K+ 3.27% |
$75.6K - $78K
|
43K
$2.44M
|
|
|
Oct 28, 2025
Q3 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
603+ 0.98% |
$33.5K - $34.6K
|
61.9K
$3.51M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-46.1K- 47.6% |
$2.56M - $2.64M
|
50.7K
$2.88M
|
|
|
Oct 28, 2025
Q3 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
10.4K+ 15.53% |
$576K - $595K
|
77.1K
$4.38M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-4.21K- 1.89% |
$234K - $241K
|
218K
$12.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
392+ 7.82% |
$21.8K - $22.5K
|
5.4K
$307K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-955- 11.05% |
$53.1K - $54.8K
|
7.69K
$436K
|
|
|
Oct 28, 2025
Q3 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
7.07K+ 7.74% |
$393K - $406K
|
98.4K
$5.58M
|
|
|
Oct 28, 2025
Q3 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
8.06K+ 3.74% |
$448K - $462K
|
224K
$12.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
107K+ 5.8% |
$5.98M - $6.17M
|
1.96M
$111M
|
|
|
Oct 28, 2025
Q3 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-885- 35.4% |
$49.2K - $50.8K
|
1.62K
$91.6K
|
|
|
Oct 28, 2025
Q3 2025
|
Forefront Wealth Management Inc.
|
SELL
|
- |
-1.27K- 0.74% |
$70.8K - $73.1K
|
171K
$9.69M
|
|
|
Oct 28, 2025
Q3 2025
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-622- 0.49% |
$34.6K - $35.7K
|
126K
$7.17M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
20.4KNew |
$1.13M - $1.17M
|
20.4K
$1.15M
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-4.02K- 37.58% |
$224K - $231K
|
6.68K
$379K
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
SELL
|
- |
-100- 2.82% |
$5.56K - $5.74K
|
3.44K
$195K
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-7.91K- 10.33% |
$440K - $454K
|
68.7K
$3.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-10- 0.12% |
$556 - $574
|
8.17K
$463K
|
|
|
Oct 28, 2025
Q3 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
41+ 0.24% |
$2.28K - $2.35K
|
17K
$962K
|
|
|
Oct 28, 2025
Q3 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.4K- 15.04% |
$133K - $138K
|
13.5K
$768K
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
752+ 1.7% |
$41.8K - $43.1K
|
44.9K
$2.55M
|
|
|
Oct 27, 2025
Q3 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-554- 5.87% |
$30.8K - $31.8K
|
8.89K
$504K
|
|