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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
BUY
|
- |
39+ 1.05% |
$1.99K - $2.22K
|
3.74K
$212K
|
|
|
Aug 14, 2025
Q2 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
90KNew |
$4.6M - $5.13M
|
90K
$5.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
5.51K+ 3025.27% |
$282K - $314K
|
5.69K
$323K
|
|
|
Aug 14, 2025
Q2 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
SELL
|
- |
-555- 7.03% |
$28.4K - $31.6K
|
7.34K
$416K
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
115+ 2.44% |
$5.88K - $6.56K
|
4.83K
$274K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
830New |
$42.4K - $47.3K
|
830
$47.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-1.9K- 25.33% |
$97.2K - $108K
|
5.6K
$318K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-7.16K- 2.65% |
$366K - $408K
|
263K
$14.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
1.27MNew |
$65.1M - $72.6M
|
1.27M
$72.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
2.33K+ 5.39% |
$119K - $133K
|
45.5K
$2.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.93K+ 21.21% |
$98.9K - $110K
|
11.1K
$627K
|
|
|
Aug 14, 2025
Q2 2025
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
5K+ 53.57% |
$256K - $285K
|
14.3K
$813K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-245K- 92.48% |
$12.5M - $14M
|
19.9K
$1.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
3.71KNew |
$190K - $212K
|
3.71K
$211K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-4.03K- 68.6% |
$206K - $230K
|
1.84K
$105K
|
|
|
Aug 14, 2025
Q2 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-310- 3.83% |
$15.9K - $17.7K
|
7.79K
$442K
|
|
|
Aug 14, 2025
Q2 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-12.2K- 61.35% |
$626K - $698K
|
7.71K
$437K
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
4.77KNew |
$244K - $272K
|
4.77K
$271K
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.11KNew |
$56.5K - $63K
|
1.11K
$62.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.5K- 34.53% |
$128K - $142K
|
4.74K
$269K
|
|
|
Aug 13, 2025
Q2 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
8.87K+ 3.19% |
$454K - $506K
|
287K
$16.3M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
BUY
|
- |
2.82K+ 64.98% |
$144K - $160K
|
7.15K
$406K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.52K+ 5.31% |
$180K - $200K
|
69.8K
$3.96M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.31K+ 49.79% |
$425K - $474K
|
25K
$1.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
4.72K+ 47.32% |
$241K - $269K
|
14.7K
$834K
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
26.2K+ 60.26% |
$1.34M - $1.49M
|
69.6K
$3.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
100New |
$5.11K - $5.7K
|
100
$5.67K
|
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
2.05K+ 404.95% |
$105K - $117K
|
2.55K
$145K
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
233+ 133.91% |
$11.9K - $13.3K
|
407
$23.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-14- 0.15% |
$716 - $798
|
9.58K
$544K
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-2- 10.53% |
$102 - $114
|
17
$965
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-1.86K- 19.99% |
$95K - $106K
|
7.44K
$422K
|
|
|
Aug 12, 2025
Q2 2025
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
25.6KNew |
$1.31M - $1.46M
|
25.6K
$1.45M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
5+ 0.11% |
$256 - $285
|
4.68K
$265K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
12.6K+ 780.6% |
$644K - $718K
|
14.2K
$806K
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-232- 64.62% |
$11.9K - $13.2K
|
127
$7.21K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
20.3KNew |
$1.04M - $1.16M
|
20.3K
$1.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
100KNew |
$5.13M - $5.71M
|
100K
$5.69M
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.42KNew |
$72.5K - $80.8K
|
1.42K
$80.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-50- 1.07% |
$2.56K - $2.85K
|
4.61K
$262K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
423+ 14.71% |
$21.6K - $24.1K
|
3.3K
$187K
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-1.05K- 7.09% |
$53.7K - $59.9K
|
13.8K
$781K
|
|
|
Aug 11, 2025
Q2 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
1+ 3.85% |
$51.1 - $57
|
27
$1.53K
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
123+ 2.57% |
$6.29K - $7.01K
|
4.9K
$278K
|
|
|
Aug 08, 2025
Q2 2025
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
3.76KNew |
$192K - $214K
|
3.76K
$213K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
267+ 544.9% |
$13.7K - $15.2K
|
316
$17.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
26.4K+ 2.21% |
$1.35M - $1.51M
|
1.22M
$69.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Hedeker Wealth, LLC
|
BUY
|
- |
19.8K+ 11.34% |
$1.01M - $1.13M
|
194K
$11M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-50- 83.33% |
$2.56K - $2.85K
|
10
$567
|
|