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 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-537- 4.43% |
$30.9K - $32.7K
|
11.6K
$651K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
26.4K+ 5.99% |
$1.52M - $1.61M
|
467K
$26.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.22K- 3.26% |
$70.3K - $74.3K
|
36.3K
$2.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
19.1K+ 13.58% |
$1.1M - $1.16M
|
160K
$8.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
21.5K+ 66.86% |
$1.24M - $1.31M
|
53.7K
$3.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
18+ 0.76% |
$1.04K - $1.09K
|
2.38K
$133K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-42.1K- 7.27% |
$2.42M - $2.56M
|
537K
$30.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
55New |
$3.16K - $3.35K
|
55
$3.09K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
15.3K+ 7.27% |
$881K - $932K
|
226K
$12.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.17K- 16.61% |
$240K - $254K
|
20.9K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
3.33K+ 4.37% |
$191K - $202K
|
79.4K
$4.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.51K- 0.11% |
$87K - $92K
|
1.37M
$76.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
482+ 7.6% |
$27.7K - $29.3K
|
6.83K
$383K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
2.19KNew |
$126K - $133K
|
2.19K
$123K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
3.15K+ 2.88% |
$181K - $192K
|
113K
$6.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
150+ 3.26% |
$8.63K - $9.12K
|
4.75K
$267K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
250New |
$14.4K - $15.2K
|
250
$14K
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
122KNew |
$7.03M - $7.43M
|
122K
$6.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
11.8K+ 8.6% |
$678K - $717K
|
149K
$8.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
5.9K+ 62.1% |
$340K - $359K
|
15.4K
$865K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
29.4K+ 385.45% |
$1.69M - $1.79M
|
37K
$2.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-151- 0.21% |
$8.69K - $9.19K
|
72.4K
$4.06M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
19.3K+ 8.33% |
$1.11M - $1.18M
|
251K
$14.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
19.4K+ 14.02% |
$1.12M - $1.18M
|
158K
$8.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
45.8K+ 46.97% |
$2.64M - $2.79M
|
143K
$8.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-152- 1.91% |
$8.74K - $9.25K
|
7.81K
$439K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.33K+ 5.4% |
$76.7K - $81.1K
|
26K
$1.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
123K+ 4.71% |
$7.07M - $7.47M
|
2.73M
$154M
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
3.63KNew |
$209K - $221K
|
3.63K
$204K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
212K+ 87.79% |
$12.2M - $12.9M
|
453K
$25.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
163K+ 7.82% |
$9.4M - $9.94M
|
2.25M
$126M
|
|
|
Feb 13, 2025
Q4 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
4.61K+ 54.77% |
$265K - $280K
|
13K
$731K
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
38.2K+ 1638.21% |
$2.2M - $2.32M
|
40.5K
$2.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-25.6K- 31.53% |
$1.47M - $1.56M
|
55.6K
$3.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
7.9K+ 7.76% |
$454K - $480K
|
110K
$6.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
170+ 3.53% |
$9.78K - $10.3K
|
4.98K
$280K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1+ 2.7% |
$57.5 - $60.8
|
38
$2.13K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
4.87K+ 23.12% |
$280K - $296K
|
25.9K
$1.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
8.79K+ 5.74% |
$506K - $535K
|
162K
$9.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-904- 1.26% |
$52K - $55K
|
70.6K
$3.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
5.17K+ 109.63% |
$297K - $314K
|
9.88K
$555K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
75.2KNew |
$4.33M - $4.58M
|
75.2K
$4.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
400New |
$23K - $24.3K
|
400
$22.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
44.3KNew |
$2.55M - $2.7M
|
44.3K
$2.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
13.6KNew |
$783K - $828K
|
13.6K
$765K
|
|
|
Feb 13, 2025
Q4 2024
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
27.9K+ 46.94% |
$1.6M - $1.69M
|
87.2K
$4.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
11.7K+ 14.06% |
$671K - $710K
|
94.7K
$5.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
58.3K+ 18.1% |
$3.35M - $3.54M
|
380K
$21.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
13.5K+ 5.15% |
$775K - $819K
|
275K
$15.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
18.5K+ 8.18% |
$1.07M - $1.13M
|
245K
$13.8M
|