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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
834+ 8.3% |
$48K - $50.7K
|
10.9K
$611K
|
|
|
Feb 14, 2025
Q4 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
5.09K+ 51.9% |
$293K - $309K
|
14.9K
$836K
|
|
|
Feb 14, 2025
Q4 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
3+ 0.01% |
$173 - $182
|
35.2K
$1.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
369+ 12.54% |
$21.2K - $22.4K
|
3.31K
$186K
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-1.56K- 7.9% |
$89.9K - $95K
|
18.2K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-1.14K- 53.93% |
$65.6K - $69.3K
|
974
$54.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
4K+ 64.04% |
$230K - $243K
|
10.2K
$576K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
1.9K+ 18.96% |
$110K - $116K
|
11.9K
$671K
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
8.4K+ 212.98% |
$483K - $511K
|
12.3K
$694K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
1.38K+ 9.65% |
$79.3K - $83.9K
|
15.7K
$881K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
1.62K+ 60.99% |
$93.4K - $98.7K
|
4.28K
$241K
|
|
|
Feb 14, 2025
Q4 2024
|
B&L Asset Management LLC
Boston, MA |
SELL
|
- |
-741- 8.42% |
$42.6K - $45.1K
|
8.06K
$453K
|
|
|
Feb 14, 2025
Q4 2024
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
26.9KNew |
$1.55M - $1.64M
|
26.9K
$1.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
9.7KNew |
$558K - $590K
|
9.7K
$545K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
931KNew |
$53.5M - $56.6M
|
931K
$52.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
19.6KNew |
$1.13M - $1.19M
|
19.6K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
8.27KNew |
$476K - $503K
|
8.27K
$464K
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
5.72KNew |
$329K - $348K
|
5.72K
$321K
|
|
|
Feb 14, 2025
Q4 2024
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
62.6KNew |
$3.6M - $3.8M
|
62.6K
$3.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
25.9KNew |
$1.49M - $1.57M
|
25.9K
$1.45M
|
|
|
Feb 14, 2025
Q4 2024
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
287KNew |
$16.5M - $17.5M
|
287K
$16.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
87New |
$5.01K - $5.29K
|
87
$4.89K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.11M+ 5.35% |
$121M - $128M
|
41.5M
$2.33B
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-9.23K- 53.41% |
$531K - $562K
|
8.05K
$452K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
48.5K+ 10.69% |
$2.79M - $2.95M
|
503K
$28.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-8.07K- 2.37% |
$464K - $491K
|
333K
$18.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-92.4K- 6.56% |
$5.32M - $5.62M
|
1.32M
$73.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-10.5K- 4.26% |
$601K - $636K
|
235K
$13.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
32K+ 15.82% |
$1.84M - $1.95M
|
234K
$13.2M
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
34.4KNew |
$1.98M - $2.09M
|
34.4K
$1.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
13.4K+ 23.91% |
$771K - $816K
|
69.5K
$3.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
54.4K+ 464.36% |
$3.13M - $3.31M
|
66.2K
$3.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.25K- 3.03% |
$72K - $76.2K
|
40.1K
$2.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-114K- 51.73% |
$6.54M - $6.92M
|
106K
$5.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-32.9K- 40.47% |
$1.89M - $2M
|
48.4K
$2.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-3.19K- 4.4% |
$183K - $194K
|
69.2K
$3.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
834K+ 12441.52% |
$48M - $50.7M
|
840K
$47.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
3.8K+ 23.6% |
$219K - $231K
|
19.9K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
216+ 1.37% |
$12.4K - $13.1K
|
16K
$899K
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-13.7K- 10.01% |
$786K - $831K
|
123K
$6.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
117+ 0.54% |
$6.73K - $7.12K
|
21.8K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
60New |
$3.45K - $3.65K
|
60
$3.37K
|
|
|
Feb 14, 2025
Q4 2024
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
1New |
$57.5 - $60.8
|
1
$56.2
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
2.23KNew |
$129K - $136K
|
2.23K
$125K
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
38.5KNew |
$2.21M - $2.34M
|
38.5K
$2.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
BUY
|
- |
88.5KNew |
$5.09M - $5.38M
|
88.5K
$4.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
41KNew |
$2.36M - $2.49M
|
41K
$2.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
47.2KNew |
$2.72M - $2.87M
|
47.2K
$2.65M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.3K- 5.1% |
$74.6K - $78.9K
|
24.1K
$1.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
12.3K+ 12.66% |
$706K - $746K
|
109K
$6.13M
|