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 27, 2025
Q3 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
4.41K+ 8.68% |
$245K - $253K
|
55.3K
$3.14M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
6.42K+ 7.95% |
$357K - $368K
|
87.2K
$4.95M
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
2.21KNew |
$123K - $127K
|
2.21K
$125K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
55.8K+ 2.15% |
$3.1M - $3.2M
|
2.66M
$151M
|
|
|
Oct 27, 2025
Q3 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
166New |
$9.23K - $9.52K
|
166
$9.42K
|
|
|
Oct 27, 2025
Q3 2025
|
West Wealth Group, LLC
|
BUY
|
- |
1.31K+ 35.88% |
$72.7K - $75K
|
4.95K
$281K
|
|
|
Oct 27, 2025
Q3 2025
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
700+ 2.87% |
$38.9K - $40.2K
|
25.1K
$1.42M
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
1.62K+ 0.68% |
$90.3K - $93.2K
|
241K
$13.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-49K- 51.31% |
$2.72M - $2.81M
|
46.5K
$2.64M
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.09% |
$55.6 - $57.4
|
1.18K
$66.7K
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
25.1KNew |
$1.4M - $1.44M
|
25.1K
$1.43M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
4.74K+ 2.32% |
$264K - $272K
|
209K
$11.9M
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-513- 5.78% |
$28.5K - $29.4K
|
8.37K
$475K
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-446- 1.35% |
$24.8K - $25.6K
|
32.5K
$1.85M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-653- 21.93% |
$36.3K - $37.5K
|
2.32K
$132K
|
|
|
Oct 27, 2025
Q3 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
2.36K+ 2.31% |
$131K - $136K
|
105K
$5.94M
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
9+ 2.09% |
$500 - $516
|
440
$25K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.28K+ 6.14% |
$516K - $532K
|
160K
$9.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
18.6K+ 30.75% |
$1.03M - $1.07M
|
79K
$4.48M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
552+ 14.01% |
$30.7K - $31.7K
|
4.49K
$255K
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
17+ 0.25% |
$945 - $975
|
6.95K
$394K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
423+ 1.3% |
$23.5K - $24.3K
|
32.9K
$1.87M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
1.12K+ 8.4% |
$62.1K - $64.1K
|
14.4K
$818K
|
|
|
Oct 27, 2025
Q3 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
1+ 5.88% |
$55.6 - $57.4
|
18
$1.02K
|
|
|
Oct 27, 2025
Q3 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
5.78K+ 15.29% |
$322K - $332K
|
43.6K
$2.47M
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2.65K- 50.82% |
$147K - $152K
|
2.56K
$145K
|
|
|
Oct 27, 2025
Q3 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
13K+ 3.91% |
$721K - $743K
|
345K
$19.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Lvz, Inc.
|
SELL
|
- |
-340- 3.89% |
$18.9K - $19.5K
|
8.41K
$477K
|
|
|
Oct 27, 2025
Q3 2025
|
Cooper Capital Advisors LLC
Encinitas, CA |
SELL
|
- |
-6.05K- 40.68% |
$336K - $347K
|
8.82K
$501K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-8.53K- 51.94% |
$474K - $489K
|
7.89K
$448K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
30.6K+ 4.98% |
$1.7M - $1.75M
|
644K
$36.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
3.59KNew |
$200K - $206K
|
3.59K
$204K
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-8.39K- 21.7% |
$467K - $481K
|
30.3K
$1.72M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Effects LLC
|
BUY
|
- |
4.92K+ 18.57% |
$274K - $282K
|
31.4K
$1.78M
|
|
|
Oct 27, 2025
Q3 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
4.23K+ 3.89% |
$235K - $243K
|
113K
$6.41M
|
|
|
Oct 27, 2025
Q3 2025
|
Elevate Capital Advisors, LLC
Eagle, CO |
BUY
|
- |
6.1KNew |
$339K - $350K
|
6.1K
$346K
|
|
|
Oct 27, 2025
Q3 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
1.34K+ 3.72% |
$74.4K - $76.7K
|
37.2K
$2.11M
|
|
|
Oct 27, 2025
Q3 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
SELL
|
- |
-138- 3.74% |
$7.67K - $7.92K
|
3.55K
$201K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
24.6K+ 14.27% |
$1.37M - $1.41M
|
197K
$11.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
SELL
|
- |
-1- 0.02% |
$55.6 - $57.4
|
4.89K
$277K
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
5.33K+ 109.62% |
$297K - $306K
|
10.2K
$579K
|
|
|
Oct 24, 2025
Q3 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
112+ 0.25% |
$6.23K - $6.43K
|
45.5K
$2.58M
|
|
|
Oct 24, 2025
Q3 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
1.01K+ 1.54% |
$56.3K - $58.1K
|
66.7K
$3.78M
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1.46K+ 141.42% |
$81.1K - $83.6K
|
2.49K
$141K
|
|
|
Oct 24, 2025
Q3 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-12.6K- 3.81% |
$700K - $722K
|
318K
$18M
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
240+ 0.58% |
$13.3K - $13.8K
|
41.9K
$2.38M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-593- 12.71% |
$33K - $34K
|
4.07K
$231K
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
1.86K+ 14.18% |
$104K - $107K
|
15K
$851K
|
|
|
Oct 24, 2025
Q3 2025
|
Nationwide Fund Advisors
|
BUY
|
- |
55.5K+ 0.79% |
$3.08M - $3.18M
|
7.04M
$399M
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-2.76K- 4.86% |
$153K - $158K
|
54K
$3.07M
|
|