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
|
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
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7.97K+ 10.04% |
$443K - $457K
|
87.3K
$4.95M
|
|
|
Nov 14, 2025
Q3 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1+ 0.1% |
$55.6 - $57.4
|
996
$56.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.33K- 1.76% |
$129K - $134K
|
130K
$7.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
174K+ 65.66% |
$9.7M - $10M
|
440K
$25M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.23K+ 10.74% |
$124K - $128K
|
23K
$1.31M
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
825+ 0.59% |
$45.9K - $47.3K
|
140K
$7.92M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.47M+ 39.66% |
$81.5M - $84.1M
|
5.16M
$293M
|
|
|
Nov 14, 2025
Q3 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
576New |
$32K - $33K
|
576
$32.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
1.75K+ 21.39% |
$97.4K - $100K
|
9.94K
$564K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.14K+ 13.44% |
$341K - $352K
|
51.8K
$2.94M
|
|
|
Nov 14, 2025
Q3 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-728- 9.47% |
$40.5K - $41.8K
|
6.96K
$395K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.65K+ 8.09% |
$147K - $152K
|
35.3K
$2.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
26.5K+ 6.28% |
$1.47M - $1.52M
|
449K
$25.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
3.58K+ 50.16% |
$199K - $205K
|
10.7K
$608K
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
87+ 0.85% |
$4.84K - $4.99K
|
10.3K
$585K
|
|
|
Nov 14, 2025
Q3 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-1.52K- 8.04% |
$84.6K - $87.3K
|
17.4K
$987K
|
|
|
Nov 14, 2025
Q3 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
140K+ 10555.48% |
$7.77M - $8.01M
|
141K
$8M
|
|
|
Nov 14, 2025
Q3 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
194+ 1.05% |
$10.8K - $11.1K
|
18.7K
$1.06M
|
|
|
Nov 14, 2025
Q3 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.26K+ 1.4% |
$69.9K - $72.1K
|
90.9K
$5.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-48K- 51.43% |
$2.67M - $2.75M
|
45.3K
$2.57M
|
|
|
Nov 14, 2025
Q3 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-617- 0.26% |
$34.3K - $35.4K
|
241K
$13.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.33K- 3.53% |
$74K - $76.3K
|
36.4K
$2.06M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
42.6K+ 51.7% |
$2.37M - $2.44M
|
125K
$7.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
21.6K+ 8.69% |
$1.2M - $1.24M
|
270K
$15.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.04K+ 9.9% |
$57.6K - $59.4K
|
11.5K
$652K
|
|
|
Nov 14, 2025
Q3 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
11.4KNew |
$633K - $653K
|
11.4K
$646K
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
124New |
$6.9K - $7.11K
|
124
$7.04K
|
|
|
Nov 14, 2025
Q3 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-105- 0.07% |
$5.84K - $6.02K
|
140K
$7.94M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
10.1K+ 8.46% |
$559K - $577K
|
129K
$7.31M
|
|
|
Nov 14, 2025
Q3 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-3.98K- 5.41% |
$222K - $229K
|
69.7K
$3.96M
|
|
|
Nov 14, 2025
Q3 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
12.5K+ 10.33% |
$698K - $720K
|
134K
$7.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
527+ 10.7% |
$29.3K - $30.2K
|
5.45K
$309K
|
|
|
Nov 14, 2025
Q3 2025
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-25.4K- 98.68% |
$1.41M - $1.46M
|
341
$19.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
3.88K+ 7.51% |
$216K - $222K
|
55.5K
$3.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.53K+ 6.43% |
$196K - $202K
|
58.4K
$3.32M
|
|
|
Nov 14, 2025
Q3 2025
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-3.72K- 26.08% |
$207K - $213K
|
10.5K
$598K
|
|
|
Nov 14, 2025
Q3 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-2.13K- 20.51% |
$118K - $122K
|
8.24K
$468K
|
|
|
Nov 14, 2025
Q3 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
844+ 0.77% |
$46.9K - $48.4K
|
110K
$6.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
187+ 4.29% |
$10.4K - $10.7K
|
4.54K
$258K
|
|
|
Nov 14, 2025
Q3 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-267- 5.4% |
$14.8K - $15.3K
|
4.67K
$265K
|
|
|
Nov 14, 2025
Q3 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
SELL
|
- |
-2.16K- 8.93% |
$120K - $124K
|
22.1K
$1.25M
|
|
|
Nov 14, 2025
Q3 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-2.32K- 8.98% |
$129K - $133K
|
23.5K
$1.33M
|
|