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
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-225K- 5.84% |
$12.9M - $13.7M
|
3.62M
$204M
|
|
|
Feb 13, 2025
Q4 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
250+ 3.77% |
$14.4K - $15.2K
|
6.88K
$386K
|
|
|
Feb 13, 2025
Q4 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
10.4K+ 22.22% |
$599K - $633K
|
57.3K
$3.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
1.8K+ 29.57% |
$104K - $110K
|
7.9K
$444K
|
|
|
Feb 13, 2025
Q4 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
3.55KNew |
$204K - $216K
|
3.55K
$199K
|
|
|
Feb 13, 2025
Q4 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
4.03K+ 27.01% |
$232K - $245K
|
19K
$1.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-55- 3.45% |
$3.16K - $3.35K
|
1.54K
$86.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1.5K+ 13.19% |
$86.2K - $91.2K
|
12.9K
$723K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
359New |
$20.7K - $21.8K
|
359
$20.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.66M- 7.41% |
$95.4M - $101M
|
20.7M
$1.16B
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
26K+ 24.28% |
$1.5M - $1.58M
|
133K
$7.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
3.75KNew |
$216K - $228K
|
3.75K
$211K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
109K+ 68.15% |
$6.29M - $6.65M
|
270K
$15.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.91K+ 7.13% |
$167K - $177K
|
43.7K
$2.45M
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
167K+ 9.11% |
$9.62M - $10.2M
|
2M
$113M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-10- 6.37% |
$575 - $608
|
147
$8.26K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
246KNew |
$14.2M - $15M
|
246K
$13.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.9K+ 1.37% |
$397K - $420K
|
509K
$28.6M
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
BUY
|
- |
949+ 8.53% |
$54.6K - $57.7K
|
12.1K
$678K
|
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
1.57K+ 11.83% |
$90.2K - $95.4K
|
14.8K
$833K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
52.3K+ 35.37% |
$3.01M - $3.18M
|
200K
$11.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.43K+ 3.18% |
$82.1K - $86.8K
|
46.3K
$2.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.53K+ 8.32% |
$88.1K - $93.1K
|
19.9K
$1.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
442+ 1.52% |
$25.4K - $26.9K
|
29.6K
$1.66M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
173New |
$9.95K - $10.5K
|
173
$9.72K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
22.9K+ 0.67% |
$1.32M - $1.39M
|
3.44M
$193M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
73.1K+ 7.19% |
$4.21M - $4.45M
|
1.09M
$61.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
2.88K+ 33.94% |
$166K - $175K
|
11.4K
$639K
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
9.5K+ 46.58% |
$547K - $578K
|
29.9K
$1.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-730- 10.27% |
$42K - $44.4K
|
6.38K
$358K
|
|
|
Feb 12, 2025
Q4 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-158- 1.59% |
$9.09K - $9.61K
|
9.76K
$548K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
470+ 15.83% |
$27K - $28.6K
|
3.44K
$193K
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-51.5K- 35.26% |
$2.97M - $3.14M
|
94.6K
$5.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
131K+ 1035.98% |
$7.51M - $7.94M
|
143K
$8.04M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
2.83K+ 214.56% |
$163K - $172K
|
4.15K
$233K
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
3.42K+ 16.13% |
$197K - $208K
|
24.6K
$1.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-10.6K- 14.69% |
$612K - $648K
|
61.8K
$3.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
35.4K+ 107.99% |
$2.04M - $2.16M
|
68.2K
$3.83M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
5.35K+ 1.5% |
$308K - $325K
|
363K
$20.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-79K- 9.69% |
$4.55M - $4.81M
|
736K
$41.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.5K+ 56.5% |
$86.5K - $91.5K
|
4.17K
$234K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
320New |
$18.4K - $19.5K
|
320
$18K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2.29K+ 10.75% |
$132K - $139K
|
23.6K
$1.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1- 14.29% |
$57.5 - $60.8
|
6
$337
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
13.3K+ 116.07% |
$763K - $807K
|
24.7K
$1.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
36.3K+ 25.81% |
$2.09M - $2.21M
|
177K
$9.94M
|
|
|
Feb 12, 2025
Q4 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
15+ 1.88% |
$863 - $912
|
813
$45.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.52K+ 3.42% |
$145K - $153K
|
76.2K
$4.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-105- 0.76% |
$6.04K - $6.39K
|
13.6K
$766K
|
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
238+ 0.72% |
$13.7K - $14.5K
|
33.2K
$1.86M
|