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 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
|
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
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-16.6K- 43.24% |
$922K - $951K
|
21.8K
$1.23M
|
|
|
Nov 13, 2025
Q3 2025
|
Tepp Ria, LLC
Westfield, NJ |
BUY
|
- |
6.37KNew |
$354K - $366K
|
6.37K
$362K
|
|
|
Nov 13, 2025
Q3 2025
|
Helium Advisors LLC
Everett, WA |
SELL
|
- |
-16.6K- 27.61% |
$920K - $950K
|
43.4K
$2.46M
|
|
|
Nov 13, 2025
Q3 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-55.5K- 90.82% |
$3.09M - $3.19M
|
5.61K
$319K
|
|
|
Nov 13, 2025
Q3 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.45K- 11.26% |
$80.7K - $83.3K
|
11.4K
$649K
|
|
|
Nov 13, 2025
Q3 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-6.9K- 19.27% |
$384K - $396K
|
28.9K
$1.64M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
1.35K+ 6.51% |
$74.8K - $77.2K
|
22K
$1.25M
|
|
|
Nov 13, 2025
Q3 2025
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-18.7K- 31.69% |
$1.04M - $1.07M
|
40.2K
$2.28M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-11.3K- 5.44% |
$628K - $648K
|
196K
$11.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-44.4K- 25.45% |
$2.47M - $2.55M
|
130K
$7.38M
|
|
|
Nov 13, 2025
Q3 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
18.6K+ 47.51% |
$1.04M - $1.07M
|
57.8K
$3.28M
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
83.5K+ 194.52% |
$4.64M - $4.79M
|
126K
$7.17M
|
|
|
Nov 13, 2025
Q3 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
5.6K+ 25.06% |
$311K - $321K
|
27.9K
$1.58M
|
|
|
Nov 13, 2025
Q3 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
3.52KNew |
$196K - $202K
|
3.52K
$200K
|
|
|
Nov 13, 2025
Q3 2025
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-12.4K- 17.12% |
$688K - $710K
|
59.9K
$3.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
6.44K+ 21.23% |
$358K - $370K
|
36.8K
$2.09M
|
|
|
Nov 13, 2025
Q3 2025
|
Boston Partners
Boston, MA |
BUY
|
- |
79.4KNew |
$4.42M - $4.56M
|
79.4K
$4.51M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-59.9K- 85.86% |
$3.33M - $3.44M
|
9.87K
$560K
|
|
|
Nov 13, 2025
Q3 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
2.72K+ 503.52% |
$151K - $156K
|
3.26K
$185K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
121K+ 6.75% |
$6.7M - $6.92M
|
1.91M
$108M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-3.41K- 0.92% |
$190K - $196K
|
366K
$20.8M
|
|
|
Nov 13, 2025
Q3 2025
|
North Rock Partners, LLC
|
BUY
|
- |
3.33K+ 108.47% |
$185K - $191K
|
6.4K
$363K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
31+ 0.1% |
$1.72K - $1.78K
|
32.2K
$1.83M
|
|