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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
4.48K+ 18.64% |
$251K - $267K
|
28.5K
$1.62M
|
|
|
May 16, 2025
Q1 2025
|
Ckw Financial Group
|
BUY
|
- |
20New |
$1.12K - $1.19K
|
20
$1.13K
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-407- 5.48% |
$22.9K - $24.3K
|
7.02K
$398K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
92K+ 34.1% |
$5.17M - $5.49M
|
362K
$20.5M
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
5.3KNew |
$298K - $316K
|
5.3K
$301K
|
|
|
May 15, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
65.1KNew |
$3.66M - $3.89M
|
65.1K
$3.69M
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-2.39K- 32.43% |
$134K - $143K
|
4.98K
$282K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
100New |
$5.62K - $5.97K
|
100
$5.67K
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
110+ 44.0% |
$6.18K - $6.57K
|
360
$20.4K
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
15.6K+ 28.23% |
$875K - $930K
|
70.8K
$4.02M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
73.8KNew |
$4.15M - $4.41M
|
73.8K
$4.19M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
60New |
$3.37K - $3.58K
|
60
$3.4K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.83KNew |
$103K - $110K
|
1.83K
$104K
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-5.98K- 60.43% |
$336K - $357K
|
3.92K
$222K
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
350New |
$19.7K - $20.9K
|
350
$19.9K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
11.4K+ 98.54% |
$641K - $682K
|
23K
$1.31M
|
|
|
May 12, 2025
Q1 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
1.57K+ 0.38% |
$88.4K - $94K
|
415K
$23.6M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
29.3K+ 12.09% |
$1.65M - $1.75M
|
272K
$15.4M
|
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
4.5KNew |
$253K - $269K
|
4.5K
$255K
|
|
|
May 12, 2025
Q1 2025
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-3.49K- 15.12% |
$196K - $208K
|
19.6K
$1.11M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-76.3K- 80.38% |
$4.28M - $4.55M
|
18.6K
$1.06M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
35.8K+ 4.87% |
$2.01M - $2.14M
|
771K
$43.7M
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
354New |
$19.9K - $21.1K
|
354
$20.1K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
2.58K+ 12.22% |
$145K - $154K
|
23.7K
$1.34M
|
|
|
May 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-416- 3.66% |
$23.4K - $24.8K
|
11K
$622K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
5.23KNew |
$294K - $312K
|
5.23K
$297K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.24K+ 43.58% |
$126K - $134K
|
7.39K
$419K
|
|
|
May 09, 2025
Q1 2025
|
Potentia Wealth
San Jose, CA |
SELL
|
- |
-646- 8.32% |
$36.3K - $38.6K
|
7.12K
$404K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-734- 16.89% |
$41.2K - $43.8K
|
3.61K
$205K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-11.9K- 19.34% |
$667K - $709K
|
49.5K
$2.81M
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-28- 0.79% |
$1.57K - $1.67K
|
3.52K
$200K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
4.12KNew |
$231K - $246K
|
4.12K
$234K
|
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-363- 2.57% |
$20.4K - $21.7K
|
13.8K
$781K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
4New |
$225 - $239
|
4
$227
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
34.8KNew |
$1.95M - $2.08M
|
34.8K
$1.97M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
8.09KNew |
$454K - $483K
|
8.09K
$459K
|
|
|
May 05, 2025
Q1 2025
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
3.34K+ 2.85% |
$188K - $199K
|
120K
$6.83M
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
511New |
$28.7K - $30.5K
|
511
$29K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
4.22K+ 7.1% |
$237K - $252K
|
63.7K
$3.61M
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
213+ 3.46% |
$12K - $12.7K
|
6.37K
$361K
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
SELL
|
- |
-8.62K- 7.44% |
$484K - $515K
|
107K
$6.09M
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
21New |
$1.18K - $1.25K
|
21
$1.19K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
12.1KNew |
$680K - $723K
|
12.1K
$687K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
1.53KNew |
$85.9K - $91.3K
|
1.53K
$86.8K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-3.33K- 37.41% |
$187K - $199K
|
5.57K
$316K
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
3.62K+ 47.96% |
$203K - $216K
|
11.2K
$633K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
2KNew |
$112K - $119K
|
2K
$113K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
70.2K+ 25.13% |
$3.94M - $4.19M
|
349K
$19.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
1.09K+ 29.41% |
$61.4K - $65.3K
|
4.81K
$273K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
1.27KNew |
$71.3K - $75.8K
|
1.27K
$72.1K
|
|