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 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.4K- 9.19% |
$78.1K - $80.5K
|
13.9K
$787K
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-1.65K- 1.42% |
$91.5K - $94.4K
|
114K
$6.47M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
10.9KNew |
$607K - $627K
|
10.9K
$620K
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-413- 3.21% |
$23K - $23.7K
|
12.5K
$707K
|
|
|
Oct 16, 2025
Q3 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
11.9KNew |
$663K - $684K
|
11.9K
$677K
|
|
|
Oct 16, 2025
Q3 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
3.66K+ 22.72% |
$204K - $210K
|
19.8K
$1.12M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-70.6K- 8.27% |
$3.92M - $4.05M
|
783K
$44.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2.32K+ 27.34% |
$129K - $133K
|
10.8K
$613K
|
|
|
Oct 15, 2025
Q3 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-1.15K- 22.58% |
$64.1K - $66.1K
|
3.95K
$224K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
1.65K+ 5.66% |
$91.6K - $94.5K
|
30.8K
$1.75M
|
|
|
Oct 15, 2025
Q3 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
682+ 68.2% |
$37.9K - $39.1K
|
1.68K
$95.4K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-388- 11.3% |
$21.6K - $22.3K
|
3.05K
$173K
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
15.2K+ 8.82% |
$845K - $872K
|
188K
$10.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
1.33K+ 569.66% |
$74.1K - $76.5K
|
1.57K
$88.9K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.98K+ 4.98% |
$555K - $572K
|
210K
$11.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.18K- 5.69% |
$65.7K - $67.8K
|
19.6K
$1.11M
|
|
|
Oct 15, 2025
Q3 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-931- 9.11% |
$51.8K - $53.4K
|
9.29K
$527K
|
|
|
Oct 15, 2025
Q3 2025
|
First Premier Bank
|
BUY
|
- |
1.63K+ 3.5% |
$90.5K - $93.3K
|
48.1K
$2.73M
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
19.6K+ 19.54% |
$1.09M - $1.12M
|
120K
$6.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.19K+ 5.42% |
$122K - $125K
|
42.6K
$2.41M
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
297+ 3.17% |
$16.5K - $17K
|
9.67K
$549K
|
|
|
Oct 15, 2025
Q3 2025
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
9.29K+ 1.96% |
$517K - $533K
|
483K
$27.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
2.43K+ 3.44% |
$135K - $139K
|
73K
$4.14M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
9+ 1.86% |
$500 - $516
|
494
$28K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-13.3K- 0.68% |
$739K - $762K
|
1.95M
$110M
|
|
|
Oct 15, 2025
Q3 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
4.56K+ 10.07% |
$254K - $262K
|
49.9K
$2.83M
|
|
|
Oct 15, 2025
Q3 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-269- 2.55% |
$15K - $15.4K
|
10.3K
$582K
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
6.19K+ 5.83% |
$344K - $355K
|
112K
$6.37M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-9.98K- 57.29% |
$555K - $573K
|
7.44K
$422K
|
|
|
Oct 14, 2025
Q3 2025
|
J2 Capital Management Inc
|
SELL
|
- |
-25.6K- 29.11% |
$1.42M - $1.47M
|
62.3K
$3.54M
|
|
|
Oct 14, 2025
Q3 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
3.71KNew |
$206K - $213K
|
3.71K
$210K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-26.7K- 13.95% |
$1.49M - $1.53M
|
165K
$9.36M
|
|
|
Oct 14, 2025
Q3 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
2.05K+ 8.34% |
$114K - $118K
|
26.7K
$1.51M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
13.4K+ 97.55% |
$746K - $769K
|
27.2K
$1.54M
|
|
|
Oct 14, 2025
Q3 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-3.56K- 7.55% |
$198K - $204K
|
43.6K
$2.47M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-87.4K- 61.55% |
$4.86M - $5.01M
|
54.6K
$3.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Welch Group, LLC
|
BUY
|
- |
11+ 0.25% |
$612 - $631
|
4.44K
$252K
|
|
|
Oct 14, 2025
Q3 2025
|
True North Advisors, LLC
|
BUY
|
- |
3.36K+ 7.58% |
$187K - $193K
|
47.6K
$2.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Monument Capital Management
|
SELL
|
- |
-1.57K- 10.26% |
$87.5K - $90.3K
|
13.8K
$781K
|
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-68- 1.28% |
$3.78K - $3.9K
|
5.23K
$297K
|
|
|
Oct 14, 2025
Q3 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
139+ 0.44% |
$7.73K - $7.97K
|
31.9K
$1.81M
|
|
|
Oct 14, 2025
Q3 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
426+ 3.02% |
$23.7K - $24.4K
|
14.5K
$823K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2.83K- 8.22% |
$158K - $163K
|
31.6K
$1.8M
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
BUY
|
- |
3.55K+ 25.88% |
$198K - $204K
|
17.3K
$980K
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.05K+ 1.19% |
$58.1K - $60K
|
88.7K
$5.03M
|
|
|
Oct 10, 2025
Q3 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-2.06K- 1.4% |
$114K - $118K
|
145K
$8.22M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.02K+ 5.76% |
$56.7K - $58.5K
|
18.7K
$1.06M
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-124- 2.4% |
$6.9K - $7.11K
|
5.05K
$287K
|
|
|
Oct 10, 2025
Q3 2025
|
Thomasville National Bank
|
BUY
|
- |
224+ 0.26% |
$12.5K - $12.9K
|
86.3K
$4.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
4.02K+ 35.67% |
$223K - $231K
|
15.3K
$867K
|
|