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
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
15.2K+ 2.46% |
$847K - $874K
|
633K
$35.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
3.39K+ 20.74% |
$189K - $195K
|
19.7K
$1.12M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
81.3K+ 14.74% |
$4.52M - $4.66M
|
632K
$35.9M
|
|
|
Nov 14, 2025
Q3 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
62.5K+ 4.37% |
$3.48M - $3.59M
|
1.49M
$84.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
18+ 2.12% |
$1K - $1.03K
|
867
$49.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
5KNew |
$278K - $287K
|
5K
$284K
|
|
|
Nov 13, 2025
Q3 2025
|
Sepio Capital, LP
|
SELL
|
- |
-810- 14.92% |
$45K - $46.5K
|
4.62K
$262K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
30+ 3.85% |
$1.67K - $1.72K
|
810
$46K
|
|
|
Nov 13, 2025
Q3 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
7.42K+ 6.56% |
$413K - $426K
|
121K
$6.84M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
9.93K+ 15.81% |
$552K - $570K
|
72.7K
$4.13M
|
|
|
Nov 13, 2025
Q3 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
541+ 0.21% |
$30.1K - $31K
|
264K
$15M
|
|
|
Nov 13, 2025
Q3 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-5.23K- 8.4% |
$291K - $300K
|
57.1K
$3.24M
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
7.24K+ 2.44% |
$403K - $416K
|
304K
$17.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.49KNew |
$250K - $258K
|
4.49K
$255K
|
|
|
Nov 13, 2025
Q3 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
5.45K+ 119.93% |
$303K - $312K
|
9.99K
$567K
|
|
|
Nov 13, 2025
Q3 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.22K+ 3.16% |
$67.8K - $69.9K
|
39.7K
$2.26M
|
|
|
Nov 13, 2025
Q3 2025
|
Sfmg, LLC
|
BUY
|
- |
13.5K+ 5.18% |
$750K - $774K
|
274K
$15.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Stonegate Management LLC
Lake Forest, IL |
BUY
|
- |
94.9KNew |
$5.28M - $5.44M
|
94.9K
$5.38M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
2.68KNew |
$149K - $154K
|
2.68K
$152K
|
|
|
Nov 13, 2025
Q3 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
1.6KNew |
$89K - $91.8K
|
1.6K
$90.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-435K- 29.27% |
$24.2M - $25M
|
1.05M
$59.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-592- 0.95% |
$32.9K - $34K
|
61.5K
$3.49M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
504+ 110.53% |
$28K - $28.9K
|
960
$54.5K
|
|
|
Nov 13, 2025
Q3 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.3K+ 4.28% |
$128K - $132K
|
56.1K
$3.18M
|
|
|
Nov 13, 2025
Q3 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
3.45K+ 5.16% |
$192K - $198K
|
70.4K
$3.99M
|
|
|
Nov 13, 2025
Q3 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-13.3K- 37.44% |
$741K - $765K
|
22.3K
$1.26M
|
|
|
Nov 13, 2025
Q3 2025
|
Nvest Financial, LLC
|
BUY
|
- |
51+ 1.34% |
$2.84K - $2.93K
|
3.86K
$219K
|
|
|
Nov 13, 2025
Q3 2025
|
F
|
SELL
|
- |
-16.6K- 8.28% |
$920K - $949K
|
183K
$10.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-2.24K- 17.83% |
$125K - $129K
|
10.3K
$587K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-430K- 31.1% |
$23.9M - $24.7M
|
953K
$54.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
17.6K+ 3.95% |
$979K - $1.01M
|
463K
$26.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.14K- 45.43% |
$63.6K - $65.6K
|
1.37K
$77.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.49K+ 4.14% |
$83K - $85.7K
|
37.6K
$2.13M
|
|
|
Nov 13, 2025
Q3 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1.46K+ 0.92% |
$80.9K - $83.5K
|
160K
$9.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
5.75K+ 4.28% |
$319K - $330K
|
140K
$7.93M
|
|
|
Nov 13, 2025
Q3 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.06K+ 2.85% |
$58.7K - $60.5K
|
38K
$2.16M
|
|
|
Nov 13, 2025
Q3 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
1.42K+ 3.53% |
$79K - $81.5K
|
41.6K
$2.36M
|
|
|
Nov 13, 2025
Q3 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
113+ 2.0% |
$6.28K - $6.48K
|
5.75K
$326K
|
|
|
Nov 13, 2025
Q3 2025
|
United Financial Planning Group LLC
Hauppauge, NY |
BUY
|
- |
36New |
$2K - $2.07K
|
36
$2.04K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
544K+ 3.31% |
$30.2M - $31.2M
|
17M
$963M
|
|
|
Nov 13, 2025
Q3 2025
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-21.7K- 17.55% |
$1.21M - $1.25M
|
102K
$5.79M
|
|
|
Nov 13, 2025
Q3 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-910- 1.66% |
$50.6K - $52.2K
|
54.1K
$3.07M
|
|
|
Nov 13, 2025
Q3 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-5.23K- 7.23% |
$291K - $300K
|
67.1K
$3.81M
|
|
|
Nov 13, 2025
Q3 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
13.3K+ 34.39% |
$741K - $765K
|
52.1K
$2.96M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-897K- 10.6% |
$49.9M - $51.5M
|
7.57M
$429M
|
|
|
Nov 13, 2025
Q3 2025
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
3.64K+ 4.51% |
$202K - $209K
|
84.3K
$4.78M
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
160+ 0.38% |
$8.9K - $9.18K
|
42.6K
$2.42M
|
|
|
Nov 13, 2025
Q3 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
452+ 8.54% |
$25.1K - $25.9K
|
5.74K
$326K
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
27.4KNew |
$1.52M - $1.57M
|
27.4K
$1.55M
|
|
|
Nov 13, 2025
Q3 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
164K+ 5.64% |
$9.11M - $9.39M
|
3.07M
$174M
|
|