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 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
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
95.8KNew |
$5.32M - $5.49M
|
95.8K
$5.43M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
21.5K+ 22.49% |
$1.19M - $1.23M
|
117K
$6.64M
|
|
|
Oct 20, 2025
Q3 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
19.7K+ 161.33% |
$1.1M - $1.13M
|
31.9K
$1.81M
|
|
|
Oct 20, 2025
Q3 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
16.2K+ 6.13% |
$900K - $928K
|
280K
$15.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-84.8K- 31.66% |
$4.72M - $4.87M
|
183K
$10.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
304+ 1.87% |
$16.9K - $17.4K
|
16.6K
$941K
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
5.62K+ 115.14% |
$312K - $322K
|
10.5K
$596K
|
|
|
Oct 20, 2025
Q3 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
133+ 0.89% |
$7.4K - $7.63K
|
15.1K
$858K
|
|
|
Oct 20, 2025
Q3 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
SELL
|
- |
-23.2K- 63.07% |
$1.29M - $1.33M
|
13.6K
$772K
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
723+ 0.9% |
$40.2K - $41.5K
|
81.2K
$4.61M
|
|
|
Oct 20, 2025
Q3 2025
|
Base Wealth Management LLC
Lakewood Ranch, FL |
BUY
|
- |
5.12K+ 7.94% |
$285K - $294K
|
69.7K
$3.95M
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
3.65K+ 0.94% |
$203K - $209K
|
391K
$22.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
345+ 0.19% |
$19.2K - $19.8K
|
181K
$10.3M
|
|
|
Oct 20, 2025
Q3 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
34+ 0.95% |
$1.89K - $1.95K
|
3.62K
$205K
|
|
|
Oct 20, 2025
Q3 2025
|
Croban
Fremont, OH |
SELL
|
- |
-621- 1.7% |
$34.5K - $35.6K
|
35.8K
$2.03M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.06KNew |
$226K - $233K
|
4.06K
$230K
|
|
|
Oct 20, 2025
Q3 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-60.9K- 83.2% |
$3.39M - $3.49M
|
12.3K
$698K
|
|
|
Oct 20, 2025
Q3 2025
|
Security National Bank
|
SELL
|
- |
-131K- 65.46% |
$7.3M - $7.53M
|
69.2K
$3.93M
|
|
|
Oct 20, 2025
Q3 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
2.7K+ 1.78% |
$150K - $155K
|
154K
$8.76M
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
1.7K+ 8.31% |
$94.5K - $97.5K
|
22.1K
$1.26M
|
|
|
Oct 20, 2025
Q3 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-5.35K- 15.41% |
$297K - $307K
|
29.4K
$1.67M
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
4.87K+ 4.11% |
$271K - $279K
|
123K
$7M
|
|
|
Oct 20, 2025
Q3 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
SELL
|
- |
-7.28K- 12.85% |
$405K - $417K
|
49.3K
$2.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
2.09KNew |
$116K - $120K
|
2.09K
$118K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
118New |
$6.56K - $6.77K
|
118
$6.7K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
255K+ 303.5% |
$14.2M - $14.6M
|
338K
$19.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.17K- 1.12% |
$65.2K - $67.3K
|
104K
$5.87M
|
|
|
Oct 17, 2025
Q3 2025
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
3.51KNew |
$195K - $201K
|
3.51K
$199K
|
|
|
Oct 17, 2025
Q3 2025
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-41- 0.82% |
$2.28K - $2.35K
|
4.95K
$281K
|
|
|
Oct 17, 2025
Q3 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.12K+ 15.7% |
$62K - $64K
|
8.22K
$466K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
SELL
|
- |
-1.2K- 8.7% |
$67K - $69.1K
|
12.6K
$717K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-643- 2.51% |
$35.8K - $36.9K
|
25K
$1.42M
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-6.44K- 19.48% |
$358K - $369K
|
26.6K
$1.51M
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
10.3K+ 26.79% |
$570K - $588K
|
48.5K
$2.75M
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
55+ 1.31% |
$3.06K - $3.16K
|
4.25K
$241K
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-3.49K- 25.44% |
$194K - $200K
|
10.2K
$580K
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-97- 1.55% |
$5.39K - $5.56K
|
6.17K
$350K
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
4.84K+ 821.05% |
$269K - $277K
|
5.43K
$308K
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-16.8K- 25.91% |
$932K - $961K
|
47.9K
$2.72M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.05K- 7.95% |
$58.6K - $60.4K
|
12.2K
$692K
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.35K+ 3.36% |
$74.8K - $77.2K
|
41.4K
$2.35M
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
271+ 1.41% |
$15.1K - $15.5K
|
19.5K
$1.1M
|
|