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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Scotia Capital Inc.
|
BUY
|
- |
7.49K+ 15.82% |
$417K - $430K
|
54.8K
$3.11M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.14K- 0.5% |
$119K - $123K
|
423K
$24M
|
|
|
Nov 14, 2025
Q3 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-396- 3.12% |
$22K - $22.7K
|
12.3K
$699K
|
|
|
Nov 14, 2025
Q3 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-213K- 38.42% |
$11.8M - $12.2M
|
341K
$19.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
177K+ 2.83% |
$9.85M - $10.2M
|
6.43M
$365M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
4+ 400.0% |
$222 - $229
|
5
$284
|
|
|
Nov 14, 2025
Q3 2025
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-857- 1.04% |
$47.7K - $49.2K
|
81.2K
$4.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
5.9KNew |
$328K - $338K
|
5.9K
$335K
|
|
|
Nov 14, 2025
Q3 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
10.1K+ 21.79% |
$563K - $581K
|
56.6K
$3.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-525K- 15.63% |
$29.2M - $30.1M
|
2.83M
$161M
|
|
|
Nov 14, 2025
Q3 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.4K+ 62.32% |
$133K - $138K
|
6.25K
$355K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
39.9K+ 2.59% |
$2.22M - $2.29M
|
1.58M
$89.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
227KNew |
$12.6M - $13M
|
227K
$12.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
106K+ 36.86% |
$5.91M - $6.1M
|
395K
$22.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
39.4KNew |
$2.19M - $2.26M
|
39.4K
$2.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
230+ 3833.33% |
$12.8K - $13.2K
|
236
$13.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.77K+ 12.33% |
$432K - $446K
|
70.8K
$4.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
8.8KNew |
$489K - $505K
|
8.8K
$499K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-58.1K- 11.91% |
$3.23M - $3.33M
|
430K
$24.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
6.66K+ 113.6% |
$371K - $382K
|
12.5K
$711K
|
|
|
Nov 14, 2025
Q3 2025
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-11.3K- 40.32% |
$627K - $647K
|
16.7K
$947K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-29.3K- 7.74% |
$1.63M - $1.68M
|
350K
$19.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.44K+ 9.59% |
$247K - $255K
|
50.7K
$2.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
10.1KNew |
$563K - $581K
|
10.1K
$575K
|
|
|
Nov 14, 2025
Q3 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
3.83K+ 35.82% |
$213K - $220K
|
14.5K
$825K
|
|
|
Nov 14, 2025
Q3 2025
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-48.5K- 35.55% |
$2.7M - $2.78M
|
87.9K
$4.99M
|
|
|
Nov 14, 2025
Q3 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-89- 1.25% |
$4.95K - $5.11K
|
7.05K
$400K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-7.99K- 7.81% |
$444K - $459K
|
94.3K
$5.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
33.5K+ 93.68% |
$1.86M - $1.92M
|
69.2K
$3.93M
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.3KNew |
$572K - $590K
|
10.3K
$584K
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-4.52K- 19.12% |
$251K - $259K
|
19.1K
$1.08M
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-100- 4.38% |
$5.56K - $5.74K
|
2.18K
$124K
|
|
|
Nov 14, 2025
Q3 2025
|
Corps Capital Advisors, LLC
Southlake, TX |
SELL
|
- |
-925- 13.08% |
$51.4K - $53.1K
|
6.15K
$349K
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.3KNew |
$573K - $591K
|
10.3K
$584K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-427K- 1.28% |
$23.7M - $24.5M
|
32.9M
$1.87B
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.14M+ 2.49% |
$63.4M - $65.4M
|
47M
$2.67B
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.01K+ 0.65% |
$112K - $115K
|
311K
$17.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-560- 1.59% |
$31.1K - $32.1K
|
34.6K
$1.96M
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
319K+ 39.17% |
$17.8M - $18.3M
|
1.13M
$64.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5.03K+ 9.36% |
$280K - $289K
|
58.8K
$3.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
6.69K+ 4.71% |
$372K - $384K
|
149K
$8.44M
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
SELL
|
- |
-1.9K- 18.0% |
$106K - $109K
|
8.66K
$491K
|
|
|
Nov 14, 2025
Q3 2025
|
Beck Bode, LLC
|
SELL
|
- |
-2.08K- 22.12% |
$116K - $119K
|
7.32K
$415K
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
BUY
|
- |
11.3K+ 52.58% |
$629K - $649K
|
32.8K
$1.86M
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
20.3KNew |
$1.13M - $1.17M
|
20.3K
$1.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
5.56K+ 1.91% |
$309K - $319K
|
296K
$16.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
19.7K+ 10.4% |
$1.1M - $1.13M
|
209K
$11.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
4.99K+ 42.0% |
$278K - $287K
|
16.9K
$958K
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.86K- 53.2% |
$103K - $106K
|
1.63K
$92.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-6.99K- 14.23% |
$389K - $401K
|
42.2K
$2.39M
|
|