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 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-782- 18.25% |
$40K - $44.6K
|
3.5K
$199K
|
|
|
Aug 07, 2025
Q2 2025
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-3.67K- 36.63% |
$188K - $209K
|
6.35K
$361K
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
4.04KNew |
$206K - $230K
|
4.04K
$229K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-2.4K- 82.05% |
$123K - $137K
|
525
$29.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Souders Financial Advisors
|
SELL
|
- |
-2.32K- 17.71% |
$118K - $132K
|
10.8K
$610K
|
|
|
Aug 06, 2025
Q2 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
1KNew |
$51.1K - $57K
|
1K
$56.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
SELL
|
- |
-1.41KClosed |
$71.9K - $80.1K
|
0
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
290+ 580.0% |
$14.8K - $16.5K
|
340
$19.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-450- 29.26% |
$23K - $25.7K
|
1.09K
$61.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-90- 1.84% |
$4.6K - $5.13K
|
4.81K
$273K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
29New |
$1.48K - $1.65K
|
29
$1.65K
|
|
|
Aug 05, 2025
Q2 2025
|
Seelaus Asset Management LLC
|
BUY
|
- |
100+ 2.7% |
$5.11K - $5.7K
|
3.8K
$216K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
4.37K+ 208.1% |
$223K - $249K
|
6.47K
$367K
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-3.37K- 48.65% |
$172K - $192K
|
3.56K
$202K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
183+ 8.98% |
$9.36K - $10.4K
|
2.22K
$126K
|
|
|
Aug 04, 2025
Q2 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
6.99K+ 19.65% |
$358K - $399K
|
42.6K
$2.42M
|
|
|
Aug 04, 2025
Q2 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
300+ 18.18% |
$15.3K - $17.1K
|
1.95K
$111K
|
|
|
Aug 04, 2025
Q2 2025
|
Vgi Partners LTD
Sydney, Nsw, C3 |
BUY
|
- |
4.45KNew |
$228K - $254K
|
4.45K
$253K
|
|
|
Aug 04, 2025
Q2 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
2.13K+ 4.61% |
$109K - $121K
|
48.3K
$2.74M
|
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
20.3KNew |
$1.04M - $1.16M
|
20.3K
$1.15M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
4.86KNew |
$248K - $277K
|
4.86K
$276K
|
|
|
Jul 31, 2025
Q2 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
2.66KNew |
$136K - $152K
|
2.66K
$151K
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-872- 31.96% |
$44.6K - $49.7K
|
1.86K
$105K
|
|
|
Jul 31, 2025
Q2 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.18K- 24.0% |
$60.5K - $67.5K
|
3.75K
$213K
|
|
|
Jul 31, 2025
Q2 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
850+ 340.0% |
$43.5K - $48.5K
|
1.1K
$62.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
45New |
$2.3K - $2.57K
|
45
$2.55K
|
|
|
Jul 30, 2025
Q2 2025
|
Private Capital Advisors, Inc.
|
BUY
|
- |
6.39KNew |
$327K - $364K
|
6.39K
$362K
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
11.2KNew |
$572K - $638K
|
11.2K
$635K
|
|
|
Jul 30, 2025
Q2 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
3.24K+ 4.25% |
$165K - $184K
|
79.3K
$4.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-450- 0.85% |
$23K - $25.7K
|
52.3K
$2.97M
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
81.4KNew |
$4.16M - $4.64M
|
81.4K
$4.62M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-866- 0.42% |
$44.3K - $49.4K
|
204K
$11.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
54.4KNew |
$2.78M - $3.1M
|
54.4K
$3.09M
|
|
|
Jul 28, 2025
Q2 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-6.36K- 63.99% |
$325K - $363K
|
3.58K
$203K
|
|
|
Jul 25, 2025
Q2 2025
|
Gfs Advisors, LLC
|
SELL
|
- |
-750- 1.58% |
$38.4K - $42.8K
|
46.6K
$2.65M
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-5.36K- 57.89% |
$274K - $305K
|
3.9K
$221K
|
|
|
Jul 25, 2025
Q2 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
4.66K+ 29.87% |
$238K - $266K
|
20.3K
$1.15M
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
BUY
|
- |
5.4KNew |
$276K - $308K
|
5.4K
$306K
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-14.7K- 80.07% |
$753K - $839K
|
3.66K
$208K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
23.6KNew |
$1.21M - $1.34M
|
23.6K
$1.34M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-853K- 62.71% |
$43.6M - $48.6M
|
507K
$28.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
300New |
$15.3K - $17.1K
|
300
$17K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-787- 3.75% |
$40.2K - $44.9K
|
20.2K
$1.15M
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-9- 0.54% |
$460 - $513
|
1.66K
$94.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
36.5KNew |
$1.86M - $2.08M
|
36.5K
$2.07M
|
|
|
Jul 24, 2025
Q2 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
2.93K+ 15.31% |
$150K - $167K
|
22K
$1.25M
|
|
|
Jul 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-198- 98.51% |
$10.1K - $11.3K
|
3
$170
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
267+ 5.07% |
$13.7K - $15.2K
|
5.53K
$314K
|
|
|
Jul 23, 2025
Q2 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-36.6K- 77.03% |
$1.87M - $2.09M
|
10.9K
$619K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
13.5KNew |
$689K - $768K
|
13.5K
$764K
|
|