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
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.15KNew |
$66.2K - $70K
|
1.15K
$64.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
140K+ 1399.81% |
$8.06M - $8.53M
|
150K
$8.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
7.14K+ 8.96% |
$411K - $434K
|
86.8K
$4.87M
|
|
|
Feb 14, 2025
Q4 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
20.2KNew |
$1.16M - $1.23M
|
20.2K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
5.48K+ 4.98% |
$315K - $334K
|
116K
$6.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
6.32K+ 5.32% |
$364K - $385K
|
125K
$7.03M
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-40.8K- 22.52% |
$2.35M - $2.48M
|
140K
$7.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2.19K+ 323.22% |
$126K - $133K
|
2.86K
$161K
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
22.7KNew |
$1.31M - $1.38M
|
22.7K
$1.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
23.4KNew |
$1.35M - $1.42M
|
23.4K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
127+ 51.42% |
$7.31K - $7.73K
|
374
$21K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.95K- 4.07% |
$112K - $119K
|
46K
$2.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-8.7K- 8.4% |
$501K - $529K
|
94.9K
$5.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
1.35K+ 10.55% |
$77.7K - $82.1K
|
14.2K
$795K
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
SELL
|
- |
-105- 0.67% |
$6.04K - $6.39K
|
15.7K
$880K
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
3.39K+ 2.35% |
$195K - $206K
|
148K
$8.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
205KNew |
$11.8M - $12.5M
|
205K
$11.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.36K+ 6.74% |
$481K - $508K
|
132K
$7.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-39.3K- 36.46% |
$2.26M - $2.39M
|
68.5K
$3.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
8.9K+ 9.98% |
$512K - $541K
|
98.1K
$5.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.53K- 1.03% |
$145K - $154K
|
243K
$13.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-14.5K- 6.34% |
$836K - $884K
|
215K
$12.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
427+ 5.78% |
$24.6K - $26K
|
7.81K
$439K
|
|
|
Feb 13, 2025
Q4 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
7.97K+ 9.11% |
$458K - $485K
|
95.4K
$5.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
26.4K+ 8.95% |
$1.52M - $1.61M
|
322K
$18.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-119K- 72.97% |
$6.84M - $7.23M
|
44K
$2.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
200+ 4.6% |
$11.5K - $12.2K
|
4.55K
$256K
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
152K+ 10.5% |
$8.73M - $9.23M
|
1.6M
$89.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
4.53KNew |
$261K - $276K
|
4.53K
$255K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
4.01KNew |
$231K - $244K
|
4.01K
$225K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
25.9K+ 92.78% |
$1.49M - $1.58M
|
53.9K
$3.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
10KNew |
$576K - $609K
|
10K
$562K
|
|
|
Feb 13, 2025
Q4 2024
|
Mcia Inc
|
BUY
|
- |
34.5K+ 21.23% |
$1.99M - $2.1M
|
197K
$11.1M
|
|
|
Feb 13, 2025
Q4 2024
|
F
|
BUY
|
- |
191K+ 1289.52% |
$11M - $11.6M
|
206K
$11.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
1.59K+ 1.59% |
$91.5K - $96.7K
|
102K
$5.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
9.37K+ 13.11% |
$539K - $570K
|
80.8K
$4.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
3.92K+ 82.22% |
$225K - $238K
|
8.68K
$488K
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-381- 0.51% |
$21.9K - $23.2K
|
74.8K
$4.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.27K+ 1.16% |
$130K - $138K
|
198K
$11.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
12.7K+ 4.99% |
$731K - $773K
|
267K
$15M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
653KNew |
$37.6M - $39.7M
|
653K
$36.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
184+ 368.0% |
$10.6K - $11.2K
|
234
$13.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Melia Wealth LLC
Tulsa, OK |
BUY
|
- |
13.8K+ 2.35% |
$793K - $838K
|
601K
$33.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-55- 3.45% |
$3.16K - $3.35K
|
1.54K
$86.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Cornerstone Enterprises, LLC
Appleton, WI |
BUY
|
- |
280KNew |
$16.1M - $17.1M
|
280K
$15.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
12.7KNew |
$733K - $776K
|
12.7K
$716K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.43K+ 1.39% |
$82.3K - $87K
|
104K
$5.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.07K- 9.36% |
$61.3K - $64.8K
|
10.3K
$579K
|
|
|
Feb 13, 2025
Q4 2024
|
Carson Advisory Inc.
|
BUY
|
- |
62+ 1.46% |
$3.57K - $3.77K
|
4.31K
$242K
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-7- 0.03% |
$403 - $426
|
24.3K
$1.36M
|