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
|
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
|
|
|
Nov 13, 2025
Q3 2025
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-7.53K- 99.77% |
$419K - $432K
|
17
$965
|
|
|
Nov 13, 2025
Q3 2025
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
9+ 18.0% |
$500 - $516
|
59
$3.35K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
16.3K+ 3.8% |
$908K - $937K
|
446K
$25.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Vienna Asset Management LLC
Cupertino, CA |
SELL
|
- |
-59K- 32.63% |
$3.28M - $3.38M
|
122K
$6.91M
|
|
|
Nov 13, 2025
Q3 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
2.5K+ 40.67% |
$139K - $143K
|
8.63K
$490K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
69.8KNew |
$3.88M - $4M
|
69.8K
$3.96M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
2.6K+ 6.21% |
$145K - $149K
|
44.5K
$2.52M
|
|
|
Nov 13, 2025
Q3 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.81K+ 11.82% |
$156K - $161K
|
26.6K
$1.51M
|
|
|
Nov 12, 2025
Q3 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-771- 10.57% |
$42.9K - $44.2K
|
6.53K
$370K
|
|
|
Nov 12, 2025
Q3 2025
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
415KNew |
$23.1M - $23.8M
|
415K
$23.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
14.7K+ 8.56% |
$815K - $841K
|
186K
$10.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-500- 13.19% |
$27.8K - $28.7K
|
3.29K
$187K
|
|
|
Nov 12, 2025
Q3 2025
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
254+ 1.27% |
$14.1K - $14.6K
|
20.3K
$1.15M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-120- 3.94% |
$6.67K - $6.88K
|
2.93K
$166K
|
|
|
Nov 12, 2025
Q3 2025
|
Innovative Wealth Building LLC
California, MD |
BUY
|
- |
6.57K+ 34.95% |
$366K - $377K
|
25.4K
$1.44M
|
|
|
Nov 12, 2025
Q3 2025
|
Mcia Inc
|
BUY
|
- |
51.7K+ 22.17% |
$2.88M - $2.97M
|
285K
$16.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Requisite Capital Management, LLC
|
BUY
|
- |
5.86K+ 2.57% |
$326K - $336K
|
233K
$13.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.93K+ 3.8% |
$107K - $110K
|
52.6K
$2.98M
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
279+ 20.07% |
$15.5K - $16K
|
1.67K
$94.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
84+ 1.96% |
$4.67K - $4.82K
|
4.38K
$248K
|
|
|
Nov 12, 2025
Q3 2025
|
Integrated Financial Solutions, Inc.
Reston, VA |
BUY
|
- |
53.2KNew |
$2.96M - $3.05M
|
53.2K
$3.02M
|
|
|
Nov 12, 2025
Q3 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.13K+ 0.94% |
$63.1K - $65.1K
|
122K
$6.94M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
17.3K+ 8.13% |
$961K - $992K
|
230K
$13M
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
48K+ 6.97% |
$2.67M - $2.75M
|
736K
$41.8M
|
|
|
Nov 12, 2025
Q3 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-33.6K- 29.05% |
$1.87M - $1.93M
|
82K
$4.65M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-4.36K- 5.92% |
$243K - $250K
|
69.3K
$3.93M
|
|
|
Nov 12, 2025
Q3 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-80.9K- 94.52% |
$4.5M - $4.64M
|
4.69K
$266K
|
|