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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1+ 0.25% |
$56.2 - $59.7
|
408
$23.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
5+ 18.52% |
$281 - $299
|
32
$1.82K
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-141- 26.06% |
$7.92K - $8.42K
|
400
$22.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-2K- 2.95% |
$112K - $119K
|
65.9K
$3.74M
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
1.44KNew |
$81K - $86.1K
|
1.44K
$81.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
SELL
|
- |
-163K- 60.59% |
$9.16M - $9.74M
|
106K
$6.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
14.9K+ 12.79% |
$835K - $888K
|
131K
$7.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
100New |
$5.62K - $5.97K
|
100
$5.67K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
100New |
$5.62K - $5.97K
|
100
$5.67K
|
|
|
Apr 21, 2025
Q1 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-25- 44.64% |
$1.4K - $1.49K
|
31
$1.76K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-21- 6.98% |
$1.18K - $1.25K
|
280
$15.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
400New |
$22.5K - $23.9K
|
400
$22.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
5.94KNew |
$334K - $355K
|
5.94K
$337K
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-24.9K- 73.94% |
$1.4M - $1.49M
|
8.77K
$498K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
192+ 2.51% |
$10.8K - $11.5K
|
7.83K
$444K
|
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
89K+ 19.56% |
$5M - $5.32M
|
544K
$30.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-17.3K- 64.32% |
$971K - $1.03M
|
9.59K
$544K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
174+ 4.79% |
$9.77K - $10.4K
|
3.81K
$216K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
780New |
$43.8K - $46.6K
|
780
$44.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
8.44KNew |
$474K - $504K
|
8.44K
$479K
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-675- 4.31% |
$37.9K - $40.3K
|
15K
$851K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2.25KNew |
$126K - $134K
|
2.25K
$128K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
350+ 8.23% |
$19.7K - $20.9K
|
4.61K
$261K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
300New |
$16.9K - $17.9K
|
300
$17K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
4.57KNew |
$257K - $273K
|
4.57K
$260K
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
5.66KNew |
$318K - $338K
|
5.66K
$321K
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-10.6K- 3.47% |
$595K - $632K
|
295K
$16.7M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1New |
$56.2 - $59.7
|
1
$56.7
|
|
|
Apr 07, 2025
Q1 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
350+ 8.75% |
$19.7K - $20.9K
|
4.35K
$247K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-26- 0.49% |
$1.46K - $1.55K
|
5.28K
$300K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.1K- 8.64% |
$61.5K - $65.4K
|
11.6K
$657K
|
|
| Q4 2024 | |||||||
|
Oct 02, 2025
Q4 2024
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
261KNew |
$15M - $15.9M
|
261K
$14.8M
|
|
|
May 07, 2025
Q4 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-100Closed |
$5.75K - $6.08K
|
0
$0
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
181New |
$10.4K - $11K
|
181
$10.3K
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-496- 8.02% |
$28.5K - $30.2K
|
5.69K
$323K
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
4.88KNew |
$281K - $297K
|
4.88K
$277K
|
|
|
Mar 03, 2025
Q4 2024
|
Fluent Financial, LLC
|
SELL
|
- |
-40- 1.12% |
$2.3K - $2.43K
|
3.53K
$200K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
700New |
$40.3K - $42.6K
|
700
$39.7K
|
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
6.02KNew |
$346K - $366K
|
6.02K
$341K
|
|
|
Feb 24, 2025
Q4 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
6KNew |
$345K - $365K
|
6K
$341K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.01K- 1.08% |
$57.9K - $61.3K
|
92.4K
$5.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
15K+ 14.89% |
$863K - $912K
|
116K
$6.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
3.58K+ 3.55% |
$206K - $218K
|
104K
$5.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
2.17K+ 54.89% |
$125K - $132K
|
6.13K
$348K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
4.38KNew |
$252K - $267K
|
4.38K
$249K
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
2.17KNew |
$125K - $132K
|
2.17K
$123K
|
|
|
Feb 14, 2025
Q4 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
785+ 17.36% |
$45.2K - $47.8K
|
5.31K
$301K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
87New |
$5.01K - $5.29K
|
87
$4.94K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-9.23K- 53.41% |
$531K - $562K
|
8.05K
$457K
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
34.4KNew |
$1.98M - $2.09M
|
34.4K
$1.95M
|
|