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 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
34.5K+ 37.73% |
$1.92M - $1.98M
|
126K
$7.14M
|
|
|
Oct 10, 2025
Q3 2025
|
Marion Wealth Management
|
BUY
|
- |
260+ 1.44% |
$14.5K - $14.9K
|
18.3K
$1.04M
|
|
|
Oct 10, 2025
Q3 2025
|
Sk Wealth Management, LLC
Providence, RI |
SELL
|
- |
-12.3K- 3.24% |
$683K - $705K
|
367K
$20.8M
|
|
|
Oct 10, 2025
Q3 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
496+ 4.49% |
$27.6K - $28.5K
|
11.5K
$655K
|
|
|
Oct 09, 2025
Q3 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
798+ 18.34% |
$44.4K - $45.8K
|
5.15K
$292K
|
|
|
Oct 09, 2025
Q3 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.61K+ 6.01% |
$89.5K - $92.3K
|
28.4K
$1.61M
|
|
|
Oct 09, 2025
Q3 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.13K+ 2.5% |
$62.8K - $64.8K
|
46.4K
$2.63M
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.12K- 1.67% |
$62.5K - $64.5K
|
66.3K
$3.76M
|
|
|
Oct 09, 2025
Q3 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
5.82K+ 2.56% |
$323K - $334K
|
233K
$13.2M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-10.2K- 11.01% |
$566K - $583K
|
82.2K
$4.66M
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
4.61KNew |
$256K - $265K
|
4.61K
$262K
|
|
|
Oct 09, 2025
Q3 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-220- 1.65% |
$12.2K - $12.6K
|
13.1K
$744K
|
|
|
Oct 09, 2025
Q3 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
6.7K+ 3.57% |
$372K - $384K
|
194K
$11M
|
|
|
Oct 09, 2025
Q3 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
6.22K+ 16.27% |
$346K - $357K
|
44.5K
$2.52M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
19.4K+ 7.87% |
$1.08M - $1.11M
|
266K
$15.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-63- 0.49% |
$3.5K - $3.61K
|
12.7K
$722K
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
50.5K+ 143.53% |
$2.81M - $2.9M
|
85.7K
$4.86M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.58K+ 22.18% |
$87.8K - $90.6K
|
8.7K
$494K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-4K- 2.4% |
$223K - $230K
|
163K
$9.25M
|
|
|
Oct 08, 2025
Q3 2025
|
Sheets Smith Investment Management
Houston, TX |
BUY
|
- |
10.3KNew |
$574K - $592K
|
10.3K
$585K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1K+ 77.4% |
$55.6K - $57.4K
|
2.29K
$130K
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
20.3K+ 38.06% |
$1.13M - $1.17M
|
73.8K
$4.19M
|
|
|
Oct 07, 2025
Q3 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
2.93K+ 3.49% |
$163K - $168K
|
86.8K
$4.92M
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-35.4K- 96.52% |
$1.97M - $2.03M
|
1.28K
$72.3K
|
|
|
Oct 07, 2025
Q3 2025
|
Strong Box Wealth, LLC
|
SELL
|
- |
-15K- 10.11% |
$836K - $863K
|
134K
$7.59M
|
|
|
Oct 07, 2025
Q3 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-20.4K- 24.04% |
$1.13M - $1.17M
|
64.4K
$3.65M
|
|
|
Oct 07, 2025
Q3 2025
|
First Community Trust Na
|
BUY
|
- |
228+ 156.16% |
$12.7K - $13.1K
|
374
$21.2K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
1.05K+ 1.72% |
$58.4K - $60.2K
|
62K
$3.52M
|
|
|
Oct 07, 2025
Q3 2025
|
Veracity Capital LLC
|
BUY
|
- |
50+ 1.35% |
$2.78K - $2.87K
|
3.76K
$213K
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
BUY
|
- |
1.32K+ 0.8% |
$73.2K - $75.6K
|
166K
$9.41M
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
SELL
|
- |
-1.95K- 25.22% |
$108K - $112K
|
5.77K
$327K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-27.7K- 71.92% |
$1.54M - $1.59M
|
10.8K
$614K
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
10.3K+ 8.38% |
$572K - $590K
|
133K
$7.54M
|
|
|
Oct 03, 2025
Q3 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-35K- 11.78% |
$1.95M - $2.01M
|
262K
$14.9M
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
5.41K+ 6.28% |
$301K - $310K
|
91.5K
$5.19M
|
|
|
Oct 02, 2025
Q3 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
28.5K+ 32.48% |
$1.59M - $1.64M
|
116K
$6.6M
|
|
| Q2 2025 | |||||||
|
Dec 23, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-1.42K- 4.16% |
$72.5K - $80.8K
|
32.7K
$1.86M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
148K+ 1.83% |
$7.59M - $8.46M
|
8.27M
$469M
|
|
|
Nov 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
SELL
|
- |
-30.7K- 31.85% |
$1.57M - $1.75M
|
65.6K
$3.72M
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-347- 3.24% |
$17.7K - $19.8K
|
10.4K
$587K
|
|
|
Oct 29, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
SELL
|
- |
-14.6K- 49.92% |
$746K - $831K
|
14.6K
$830K
|
|
|
Oct 27, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
656+ 3.52% |
$33.5K - $37.4K
|
19.3K
$1.1M
|
|
|
Oct 21, 2025
Q2 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
2.82K+ 3.48% |
$144K - $161K
|
84K
$4.76M
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
5.03K+ 41.63% |
$257K - $287K
|
17.1K
$971K
|
|
|
Sep 04, 2025
Q2 2025
|
Beacon Capital Management, Inc.
|
BUY
|
- |
1New |
$51.1 - $57
|
1
$56.7
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
490New |
$25.1K - $27.9K
|
490
$27.8K
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-8.11K- 96.54% |
$415K - $462K
|
291
$16.5K
|
|
|
Aug 15, 2025
Q2 2025
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
9.45K+ 46.24% |
$483K - $539K
|
29.9K
$1.7M
|
|
|
Aug 15, 2025
Q2 2025
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
13.8K+ 140.17% |
$706K - $787K
|
23.6K
$1.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-734- 8.24% |
$37.5K - $41.8K
|
8.17K
$464K
|
|