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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
13.5KNew |
$689K - $768K
|
13.5K
$764K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
500+ 61.05% |
$25.6K - $28.5K
|
1.32K
$74.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
280New |
$14.3K - $16K
|
280
$15.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
12K+ 3.99% |
$613K - $683K
|
312K
$17.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
100+ 1.77% |
$5.11K - $5.7K
|
5.76K
$327K
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
16+ 0.44% |
$818 - $912
|
3.65K
$207K
|
|
|
Jul 21, 2025
Q2 2025
|
Capital Planning LLC
|
SELL
|
- |
-3.68K- 25.94% |
$188K - $210K
|
10.5K
$596K
|
|
|
Jul 21, 2025
Q2 2025
|
Quattro Financial Advisors LLC
|
BUY
|
- |
5.6KNew |
$286K - $319K
|
5.6K
$318K
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-135- 1.83% |
$6.9K - $7.7K
|
7.23K
$410K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-20.6K- 62.02% |
$1.06M - $1.18M
|
12.6K
$717K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
448New |
$22.9K - $25.5K
|
448
$25.4K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-960- 50.53% |
$49.1K - $54.7K
|
940
$53.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-36.1KClosed |
$1.84M - $2.06M
|
0
$0
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-20.2K- 28.58% |
$1.03M - $1.15M
|
50.4K
$2.86M
|
|
|
Jul 18, 2025
Q2 2025
|
Marks Wealth, LLC
|
BUY
|
- |
2+ 0.02% |
$102 - $114
|
8.05K
$457K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1.14K- 57.74% |
$58.2K - $64.9K
|
833
$47.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-675- 58.7% |
$34.5K - $38.5K
|
475
$27K
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-1.01K- 10.71% |
$51.5K - $57.5K
|
8.4K
$477K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-127- 1.9% |
$6.49K - $7.24K
|
6.56K
$372K
|
|
|
Jul 16, 2025
Q2 2025
|
Rba Wealth Management, LLC
|
SELL
|
- |
-237- 5.11% |
$12.1K - $13.5K
|
4.4K
$250K
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-344- 5.56% |
$17.6K - $19.6K
|
5.84K
$332K
|
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
3.65KNew |
$187K - $208K
|
3.65K
$207K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-3.33K- 36.49% |
$170K - $190K
|
5.8K
$329K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-132K- 35.13% |
$6.76M - $7.54M
|
244K
$13.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
4.1KNew |
$210K - $234K
|
4.1K
$233K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-4- 0.97% |
$205 - $228
|
409
$23.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
3.62KNew |
$185K - $206K
|
3.62K
$205K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
73+ 3.61% |
$3.73K - $4.16K
|
2.1K
$119K
|
|
|
Jul 11, 2025
Q2 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
3.68KNew |
$188K - $210K
|
3.68K
$209K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
39New |
$1.99K - $2.22K
|
39
$2.21K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-65- 10.32% |
$3.32K - $3.71K
|
565
$32.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
3.63KNew |
$186K - $207K
|
3.63K
$206K
|
|
|
Jul 09, 2025
Q2 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
SELL
|
- |
-1.13K- 19.05% |
$58K - $64.6K
|
4.82K
$273K
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
149KNew |
$7.61M - $8.48M
|
149K
$8.44M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-439- 85.91% |
$22.5K - $25K
|
72
$4.09K
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-326- 6.09% |
$16.7K - $18.6K
|
5.03K
$285K
|
|
| Q1 2025 | |||||||
|
Nov 14, 2025
Q1 2025
|
Hamilton Wealth, LLC
|
SELL
|
- |
-5.13KClosed |
$288K - $306K
|
0
$0
|
|
|
Nov 13, 2025
Q1 2025
|
Spahn Wealth & Retirement LLC
Scottsdale, AZ |
SELL
|
- |
-535- 4.53% |
$30.1K - $31.9K
|
11.3K
$640K
|
|
|
Sep 23, 2025
Q1 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
63New |
$3.54K - $3.76K
|
63
$3.57K
|
|
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
683+ 7.37% |
$38.4K - $40.8K
|
9.95K
$564K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
271New |
$15.2K - $16.2K
|
271
$15.4K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
396New |
$22.2K - $23.6K
|
396
$22.5K
|
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-4.76KClosed |
$267K - $284K
|
0
$0
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
77New |
$4.33K - $4.6K
|
77
$4.37K
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
35.6K+ 3558700.0% |
$2M - $2.12M
|
35.6K
$2.02M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
172+ 4.61% |
$9.66K - $10.3K
|
3.91K
$222K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-31.2K- 99.69% |
$1.75M - $1.86M
|
96
$5.45K
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-463- 8.79% |
$26K - $27.6K
|
4.8K
$273K
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
2.34K+ 41.85% |
$131K - $139K
|
7.92K
$449K
|
|
|
May 20, 2025
Q1 2025
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-36.4K- 69.15% |
$2.05M - $2.18M
|
16.3K
$922K
|
|