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 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
54.9K+ 24.5% |
$3.16M - $3.34M
|
279K
$15.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
26K+ 78.12% |
$1.5M - $1.58M
|
59.3K
$3.33M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-887- 1.26% |
$51K - $54K
|
69.7K
$3.92M
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
2.47K+ 54.29% |
$142K - $150K
|
7.01K
$394K
|
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
54.7KNew |
$3.15M - $3.33M
|
54.7K
$3.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
7.77KNew |
$447K - $472K
|
7.77K
$436K
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
33.2KNew |
$1.91M - $2.02M
|
33.2K
$1.86M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
11.5KNew |
$659K - $697K
|
11.5K
$643K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.15K- 8.53% |
$65.9K - $69.7K
|
12.3K
$690K
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
24K+ 4.32% |
$1.38M - $1.46M
|
578K
$32.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-571- 26.77% |
$32.8K - $34.7K
|
1.56K
$87.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.72K- 6.95% |
$99.2K - $105K
|
23.1K
$1.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-42K- 80.9% |
$2.41M - $2.55M
|
9.9K
$556K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
460K+ 12.55% |
$26.5M - $28M
|
4.12M
$232M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
5.27K+ 126.22% |
$303K - $320K
|
9.44K
$530K
|
|
|
Feb 10, 2025
Q4 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
2.31K+ 4.36% |
$133K - $140K
|
55.3K
$3.11M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1KNew |
$57.5K - $60.8K
|
1K
$56.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
86.4K+ 77.47% |
$4.97M - $5.26M
|
198K
$11.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
3.84K+ 17.51% |
$221K - $233K
|
25.8K
$1.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
516K+ 10733.32% |
$29.7M - $31.4M
|
521K
$29.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-11.1K- 36.19% |
$636K - $672K
|
19.5K
$1.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-47.6K- 79.78% |
$2.74M - $2.9M
|
12.1K
$677K
|
|
|
Feb 10, 2025
Q4 2024
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
32.8KNew |
$1.89M - $1.99M
|
32.8K
$1.84M
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
2+ 0.02% |
$115 - $122
|
12.4K
$698K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
300New |
$17.3K - $18.2K
|
300
$16.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
234K+ 21.46% |
$13.4M - $14.2M
|
1.32M
$74.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
7.41K+ 7.9% |
$427K - $451K
|
101K
$5.69M
|
|
|
Feb 10, 2025
Q4 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
1.06K+ 24.92% |
$61K - $64.5K
|
5.32K
$299K
|
|
|
Feb 10, 2025
Q4 2024
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
5.37KNew |
$309K - $326K
|
5.37K
$301K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
33.1K+ 2.41% |
$1.9M - $2.01M
|
1.4M
$78.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
6+ 0.15% |
$345 - $365
|
4.05K
$227K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-1.56K- 17.2% |
$89.5K - $94.6K
|
7.49K
$421K
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
10.1KNew |
$582K - $615K
|
10.1K
$568K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
8.27K+ 1.98% |
$476K - $503K
|
425K
$23.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
33+ 0.75% |
$1.9K - $2.01K
|
4.4K
$247K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.01K+ 6.04% |
$116K - $122K
|
35.4K
$1.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
14.3K+ 29.11% |
$822K - $870K
|
63.4K
$3.56M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-5.12K- 2.48% |
$294K - $311K
|
201K
$11.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
17.2K+ 10.92% |
$989K - $1.05M
|
175K
$9.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
67.8K+ 140.52% |
$3.9M - $4.12M
|
116K
$6.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-17.1K- 7.31% |
$985K - $1.04M
|
217K
$12.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-77.3K- 37.24% |
$4.45M - $4.7M
|
130K
$7.32M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
57.2K+ 33.89% |
$3.29M - $3.48M
|
226K
$12.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
19.3KNew |
$1.11M - $1.17M
|
19.3K
$1.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-295- 8.88% |
$17K - $17.9K
|
3.03K
$170K
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
69+ 0.11% |
$3.97K - $4.2K
|
62.8K
$3.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
113K+ 13.16% |
$6.51M - $6.89M
|
974K
$54.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
9.86K+ 19.97% |
$567K - $600K
|
59.2K
$3.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
12.7K+ 8.82% |
$728K - $770K
|
156K
$8.77M
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-5.81K- 12.07% |
$334K - $353K
|
42.4K
$2.38M
|