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 24, 2025
Q3 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
2.82K+ 5.58% |
$157K - $162K
|
53.3K
$3.02M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-38.5K- 49.21% |
$2.14M - $2.21M
|
39.8K
$2.26M
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-900- 32.14% |
$50K - $51.6K
|
1.9K
$108K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-63.1K- 19.46% |
$3.51M - $3.62M
|
261K
$14.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
2.73K+ 23.26% |
$152K - $156K
|
14.5K
$820K
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-66.3K- 50.58% |
$3.69M - $3.8M
|
64.7K
$3.67M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
700New |
$38.9K - $40.2K
|
700
$39.7K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.09K+ 33.5% |
$116K - $120K
|
8.34K
$473K
|
|
|
Oct 23, 2025
Q3 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
8.67K+ 8.44% |
$482K - $498K
|
111K
$6.32M
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
350+ 1.0% |
$19.5K - $20.1K
|
35.2K
$2M
|
|
|
Oct 23, 2025
Q3 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
7.8K+ 13.45% |
$434K - $447K
|
65.7K
$3.73M
|
|
|
Oct 23, 2025
Q3 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-99K- 36.8% |
$5.51M - $5.68M
|
170K
$9.65M
|
|
|
Oct 23, 2025
Q3 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
10.2K+ 4.3% |
$568K - $586K
|
248K
$14.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-864- 74.55% |
$48K - $49.6K
|
295
$16.7K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.77K- 2.35% |
$154K - $159K
|
115K
$6.53M
|
|
|
Oct 23, 2025
Q3 2025
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
5.56K+ 15.4% |
$309K - $319K
|
41.6K
$2.36M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
9.01K+ 21.65% |
$501K - $517K
|
50.6K
$2.87M
|
|
|
Oct 23, 2025
Q3 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
56+ 0.27% |
$3.11K - $3.21K
|
20.8K
$1.18M
|
|
|
Oct 23, 2025
Q3 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
3.52KNew |
$196K - $202K
|
3.52K
$200K
|
|
|
Oct 23, 2025
Q3 2025
|
West Bancorporation Inc
|
BUY
|
- |
875+ 7.43% |
$48.7K - $50.2K
|
12.7K
$718K
|
|
|
Oct 23, 2025
Q3 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-63- 0.29% |
$3.5K - $3.61K
|
21.5K
$1.22M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
6.45K+ 5.34% |
$359K - $370K
|
127K
$7.23M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
PUT |
6KNew |
$334K - $344K
|
6K
$340K
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
51+ 0.89% |
$2.84K - $2.93K
|
5.79K
$329K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
32.3K+ 25.83% |
$1.8M - $1.85M
|
157K
$8.94M
|
|
|
Oct 23, 2025
Q3 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
300+ 8.44% |
$16.7K - $17.2K
|
3.86K
$219K
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
6+ 0.14% |
$334 - $344
|
4.33K
$246K
|
|
|
Oct 23, 2025
Q3 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-3.13K- 9.59% |
$174K - $179K
|
29.5K
$1.67M
|
|
|
Oct 23, 2025
Q3 2025
|
Steinberganna Wealth Management
Huntington, NY |
BUY
|
- |
10.1KNew |
$560K - $578K
|
10.1K
$571K
|
|
|
Oct 23, 2025
Q3 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
1.48K+ 2.05% |
$82.5K - $85.1K
|
73.9K
$4.19M
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-147- 35.51% |
$8.17K - $8.43K
|
267
$15.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
25+ 5.05% |
$1.39K - $1.43K
|
520
$29.5K
|
|
|
Oct 23, 2025
Q3 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
6.27KNew |
$349K - $360K
|
6.27K
$356K
|
|
|
Oct 23, 2025
Q3 2025
|
Miller Wealth Advisors, LLC
|
SELL
|
- |
-72- 12.86% |
$4K - $4.13K
|
488
$27.7K
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
5.97K+ 9.92% |
$332K - $342K
|
66.1K
$3.75M
|
|
|
Oct 23, 2025
Q3 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
148+ 2.01% |
$8.23K - $8.49K
|
7.49K
$425K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
731+ 1.39% |
$40.7K - $41.9K
|
53.5K
$3.03M
|
|
|
Oct 23, 2025
Q3 2025
|
Madden Securities Corp
|
SELL
|
- |
-176K- 57.29% |
$9.81M - $10.1M
|
131K
$7.46M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
15.2K+ 7.61% |
$844K - $871K
|
215K
$12.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
215+ 0.95% |
$12K - $12.3K
|
22.8K
$1.29M
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-242- 1.09% |
$13.5K - $13.9K
|
22K
$1.25M
|
|
|
Oct 23, 2025
Q3 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
188+ 3.59% |
$10.5K - $10.8K
|
5.43K
$308K
|
|
|
Oct 22, 2025
Q3 2025
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
91.8K+ 32.94% |
$5.1M - $5.26M
|
370K
$21M
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
14.4KNew |
$802K - $828K
|
14.4K
$819K
|
|
|
Oct 22, 2025
Q3 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-2.27K- 10.34% |
$126K - $130K
|
19.6K
$1.11M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-336K- 6.6% |
$18.7M - $19.3M
|
4.76M
$270M
|
|
|
Oct 22, 2025
Q3 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-916- 0.81% |
$50.9K - $52.6K
|
112K
$6.38M
|
|
|
Oct 22, 2025
Q3 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
7.62K+ 11.69% |
$424K - $437K
|
72.8K
$4.13M
|
|
|
Oct 22, 2025
Q3 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
487+ 0.59% |
$27.1K - $27.9K
|
83.6K
$4.74M
|
|
|
Oct 22, 2025
Q3 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
88+ 2.36% |
$4.89K - $5.05K
|
3.82K
$217K
|
|