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 22, 2025
Q3 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
2.45K+ 12.7% |
$136K - $141K
|
21.7K
$1.23M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-29.4K- 54.54% |
$1.63M - $1.69M
|
24.5K
$1.39M
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
52.7K+ 66.0% |
$2.93M - $3.02M
|
132K
$7.52M
|
|
|
Oct 22, 2025
Q3 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
97KNew |
$5.39M - $5.56M
|
97K
$5.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-98.1K- 34.32% |
$5.45M - $5.63M
|
188K
$10.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-1.95K- 7.59% |
$108K - $112K
|
23.8K
$1.35M
|
|
|
Oct 22, 2025
Q3 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
60.5K+ 9.75% |
$3.36M - $3.47M
|
681K
$38.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
869+ 7.24% |
$48.3K - $49.9K
|
12.9K
$730K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
21+ 2.01% |
$1.17K - $1.2K
|
1.07K
$60.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Grandview Asset Management LLC
|
SELL
|
- |
-2.65K- 17.72% |
$148K - $152K
|
12.3K
$699K
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
SELL
|
- |
-9.12K- 65.77% |
$507K - $523K
|
4.74K
$269K
|
|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
165K+ 99.63% |
$9.15M - $9.44M
|
330K
$18.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-921- 4.16% |
$51.2K - $52.8K
|
21.2K
$1.2M
|
|
|
Oct 22, 2025
Q3 2025
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
16.9K+ 216.92% |
$940K - $969K
|
24.7K
$1.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-513- 1.37% |
$28.5K - $29.4K
|
36.9K
$2.09M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
11.7K+ 6.24% |
$649K - $670K
|
199K
$11.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
15.5K+ 5.33% |
$864K - $891K
|
307K
$17.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
3.58KNew |
$199K - $205K
|
3.58K
$203K
|
|
|
Oct 22, 2025
Q3 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
783+ 2.29% |
$43.5K - $44.9K
|
35K
$1.98M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
189+ 3.69% |
$10.5K - $10.8K
|
5.32K
$302K
|
|
|
Oct 21, 2025
Q3 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
110+ 1.77% |
$6.12K - $6.31K
|
6.34K
$360K
|
|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-15.1K- 29.85% |
$838K - $865K
|
35.4K
$2.01M
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
5.97K+ 1.45% |
$332K - $342K
|
418K
$23.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
256K+ 120.08% |
$14.2M - $14.7M
|
468K
$26.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
1.57K+ 2.62% |
$87.4K - $90.2K
|
61.5K
$3.49M
|
|
|
Oct 21, 2025
Q3 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
2.04K+ 2.86% |
$113K - $117K
|
73.3K
$4.16M
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
4.32KNew |
$240K - $248K
|
4.32K
$245K
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
5.56K+ 13.31% |
$309K - $319K
|
47.4K
$2.69M
|
|
|
Oct 21, 2025
Q3 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-13.4K- 7.08% |
$743K - $766K
|
175K
$9.94M
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-73- 0.79% |
$4.06K - $4.19K
|
9.19K
$521K
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.46K+ 1.85% |
$81.3K - $83.9K
|
80.4K
$4.56M
|
|
|
Oct 21, 2025
Q3 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
1.48K+ 3.61% |
$82K - $84.6K
|
42.3K
$2.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
4.14K+ 4.79% |
$230K - $237K
|
90.5K
$5.13M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-22.4K- 72.86% |
$1.24M - $1.28M
|
8.33K
$473K
|
|
|
Oct 21, 2025
Q3 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
3.8KNew |
$211K - $218K
|
3.8K
$215K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
2.58K+ 8.52% |
$143K - $148K
|
32.8K
$1.86M
|
|
|
Oct 21, 2025
Q3 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
4.91K+ 30.89% |
$273K - $282K
|
20.8K
$1.18M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.96K- 23.79% |
$109K - $112K
|
6.28K
$356K
|
|
|
Oct 21, 2025
Q3 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
178+ 3.54% |
$9.9K - $10.2K
|
5.21K
$296K
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
13.2KNew |
$733K - $756K
|
13.2K
$748K
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
BUY
|
- |
5K+ 277.78% |
$278K - $287K
|
6.8K
$386K
|
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-75.3K- 41.35% |
$4.19M - $4.32M
|
107K
$6.06M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.51K+ 13.06% |
$362K - $373K
|
56.3K
$3.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
18+ 0.13% |
$1K - $1.03K
|
13.8K
$785K
|
|
|
Oct 21, 2025
Q3 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
8.6KNew |
$478K - $494K
|
8.6K
$488K
|
|
|
Oct 20, 2025
Q3 2025
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-742- 12.02% |
$41.3K - $42.6K
|
5.43K
$308K
|
|
|
Oct 20, 2025
Q3 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
39+ 0.5% |
$2.17K - $2.24K
|
7.91K
$449K
|
|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-72- 0.09% |
$4K - $4.13K
|
81.3K
$4.61M
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
696+ 8.45% |
$38.7K - $39.9K
|
8.93K
$507K
|
|
|
Oct 20, 2025
Q3 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
17.4KNew |
$968K - $998K
|
17.4K
$987K
|
|