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 |
|---|---|---|---|---|---|---|---|
|
Dec 03, 2025
Q3 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-166- 74.44% |
$9.23K - $9.52K
|
57
$3.23K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
8.25K+ 11.22% |
$459K - $473K
|
81.7K
$4.64M
|
|
|
Dec 02, 2025
Q3 2025
|
Stillwater Wealth Management Group
Juno Beach, FL |
BUY
|
- |
3.77KNew |
$210K - $216K
|
3.77K
$214K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
24.7K+ 2.16% |
$1.37M - $1.42M
|
1.17M
$66.3M
|
|
|
Nov 25, 2025
Q3 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
3.85KNew |
$214K - $221K
|
3.85K
$218K
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
24.7KNew |
$1.37M - $1.42M
|
24.7K
$1.4M
|
|
|
Nov 25, 2025
Q3 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
43+ 5.3% |
$2.39K - $2.47K
|
855
$48.5K
|
|
|
Nov 24, 2025
Q3 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
SELL
|
- |
-194- 5.11% |
$10.8K - $11.1K
|
3.6K
$204K
|
|
|
Nov 24, 2025
Q3 2025
|
Pointe Capital Management LLC
|
SELL
|
- |
-4.17K- 19.39% |
$232K - $239K
|
17.3K
$984K
|
|
|
Nov 24, 2025
Q3 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-122- 0.25% |
$6.78K - $7K
|
49.1K
$2.78M
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 2.22% |
$111 - $115
|
92
$5.22K
|
|
|
Nov 24, 2025
Q3 2025
|
Chelsea Counsel CO
|
SELL
|
- |
-4.17K- 83.82% |
$232K - $239K
|
806
$45.7K
|
|
|
Nov 21, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-811K- 97.46% |
$45.1M - $46.5M
|
21.1K
$1.2M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
SELL
|
- |
-3.23M- 98.58% |
$180M - $185M
|
46.7K
$2.65M
|
|
|
Nov 21, 2025
Q3 2025
|
Newport Capital Group, LLC
|
BUY
|
- |
542+ 1.58% |
$30.1K - $31.1K
|
34.9K
$1.98M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-200K- 5.82% |
$11.1M - $11.5M
|
3.23M
$183M
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-6.94K- 59.01% |
$386K - $398K
|
4.82K
$273K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
26.4K+ 26.14% |
$1.47M - $1.51M
|
127K
$7.23M
|
|
|
Nov 20, 2025
Q3 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
4.33KNew |
$241K - $249K
|
4.33K
$246K
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
SELL
|
- |
-154K- 93.14% |
$8.57M - $8.84M
|
11.3K
$643K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.18K- 5.07% |
$65.4K - $67.5K
|
22K
$1.25M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
66.6K+ 25.63% |
$3.7M - $3.82M
|
326K
$18.5M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-9.93K- 31.24% |
$552K - $570K
|
21.9K
$1.24M
|
|
|
Nov 19, 2025
Q3 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
13.5KNew |
$750K - $774K
|
13.5K
$765K
|
|
|
Nov 19, 2025
Q3 2025
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-5.37K- 8.06% |
$299K - $308K
|
61.2K
$3.47M
|
|
|
Nov 18, 2025
Q3 2025
|
Reliant Wealth Planning
|
BUY
|
- |
1.7K+ 24.48% |
$94.8K - $97.8K
|
8.67K
$492K
|
|
|
Nov 18, 2025
Q3 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
4.8K+ 10.41% |
$267K - $276K
|
51K
$2.89M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.45K- 0.84% |
$136K - $140K
|
288K
$16.3M
|
|
|
Nov 17, 2025
Q3 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-305- 3.53% |
$17K - $17.5K
|
8.34K
$473K
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2.34K+ 12.28% |
$130K - $134K
|
21.4K
$1.22M
|
|
|
Nov 17, 2025
Q3 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
580+ 6.4% |
$32.3K - $33.3K
|
9.64K
$547K
|
|
|
Nov 17, 2025
Q3 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-768- 2.44% |
$42.7K - $44.1K
|
30.7K
$1.74M
|
|
|
Nov 17, 2025
Q3 2025
|
Camelot Portfolios, LLC
|
SELL
|
- |
-4.77K- 30.36% |
$265K - $274K
|
10.9K
$621K
|
|
|
Nov 17, 2025
Q3 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
11.1K+ 4.38% |
$616K - $635K
|
264K
$15M
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-938- 2.25% |
$52.2K - $53.8K
|
40.8K
$2.32M
|
|
|
Nov 17, 2025
Q3 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
23+ 4.6% |
$1.28K - $1.32K
|
523
$29.7K
|
|
|
Nov 17, 2025
Q3 2025
|
Ims Capital Management
|
SELL
|
- |
-159- 2.29% |
$8.84K - $9.12K
|
6.77K
$384K
|
|
|
Nov 17, 2025
Q3 2025
|
Equity Wealth Partners, LLC
Independence, MO |
BUY
|
- |
5.44KNew |
$302K - $312K
|
5.44K
$309K
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
BUY
|
- |
1.71K+ 2.82% |
$94.9K - $97.9K
|
62.1K
$3.52M
|
|
|
Nov 17, 2025
Q3 2025
|
Apexium Financial, LP
|
BUY
|
- |
24.5K+ 10.22% |
$1.36M - $1.4M
|
264K
$15M
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
11.6K+ 38.11% |
$643K - $663K
|
41.9K
$2.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-73K- 9.94% |
$4.06M - $4.19M
|
661K
$37.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-133K- 4.36% |
$7.42M - $7.66M
|
2.93M
$166M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.05K+ 2.69% |
$281K - $289K
|
192K
$10.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-30.7K- 12.85% |
$1.71M - $1.76M
|
208K
$11.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-1.13K- 6.62% |
$62.7K - $64.7K
|
15.9K
$902K
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-694- 8.93% |
$38.6K - $39.8K
|
7.08K
$402K
|
|
|
Nov 14, 2025
Q3 2025
|
Luminist Capital LLC
Grand Rapids, MI |
SELL
|
- |
-79- 3.58% |
$4.39K - $4.53K
|
2.13K
$121K
|
|
|
Nov 14, 2025
Q3 2025
|
Community Bank, N.A.
|
BUY
|
- |
1.39K+ 0.79% |
$77.2K - $79.6K
|
177K
$10.1M
|
|