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 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
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
899+ 2.36% |
$50K - $51.6K
|
39K
$2.21M
|
|
|
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
|
|
|
Oct 22, 2025
Q3 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
3.87KNew |
$215K - $222K
|
3.87K
$220K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
22.3K+ 10.7% |
$1.24M - $1.28M
|
231K
$13.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-34.6K- 19.94% |
$1.92M - $1.98M
|
139K
$7.88M
|
|
|
Oct 22, 2025
Q3 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
165+ 2.4% |
$9.18K - $9.47K
|
7.04K
$399K
|
|
|
Oct 22, 2025
Q3 2025
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-6.34K- 4.47% |
$353K - $364K
|
136K
$7.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-6.68K- 8.03% |
$372K - $383K
|
76.5K
$4.34M
|
|
|
Oct 22, 2025
Q3 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-960- 1.38% |
$53.4K - $55.1K
|
68.5K
$3.88M
|
|
|
Oct 22, 2025
Q3 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
62+ 0.74% |
$3.45K - $3.56K
|
8.44K
$479K
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
362+ 10.84% |
$20.1K - $20.8K
|
3.7K
$210K
|
|
|
Oct 22, 2025
Q3 2025
|
Advisory Resource Group
|
SELL
|
- |
-178K- 95.02% |
$9.88M - $10.2M
|
9.31K
$528K
|
|