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 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-20- 0.2% |
$1.15K - $1.22K
|
9.9K
$556K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-9.07K- 16.92% |
$522K - $552K
|
44.6K
$2.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
11.1K+ 9.34% |
$639K - $676K
|
130K
$7.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
407+ 2.42% |
$23.4K - $24.8K
|
17.2K
$968K
|
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
373+ 3.86% |
$21.5K - $22.7K
|
10K
$563K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
15.2K+ 9.48% |
$872K - $922K
|
175K
$9.83M
|
|
|
Feb 10, 2025
Q4 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
3.37K+ 89.8% |
$194K - $205K
|
7.13K
$400K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
330+ 1.23% |
$19K - $20.1K
|
27.2K
$1.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-9.59K- 52.71% |
$552K - $584K
|
8.61K
$483K
|
|
|
Feb 10, 2025
Q4 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
5.26K+ 28.26% |
$302K - $320K
|
23.9K
$1.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
12.2K+ 2.8% |
$704K - $745K
|
450K
$25.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-140- 0.74% |
$8.05K - $8.52K
|
18.8K
$1.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
220New |
$12.7K - $13.4K
|
220
$12.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
128K+ 13.53% |
$7.36M - $7.79M
|
1.07M
$60.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
14.1K+ 15.48% |
$813K - $860K
|
105K
$5.93M
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
1.49K+ 17.4% |
$85.5K - $90.4K
|
10K
$563K
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-4.27K- 3.13% |
$245K - $260K
|
132K
$7.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-488- 0.79% |
$28.1K - $29.7K
|
61.1K
$3.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.86KNew |
$222K - $234K
|
3.86K
$217K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-4.84K- 52.69% |
$278K - $294K
|
4.35K
$244K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.59KNew |
$91.4K - $96.7K
|
1.59K
$89.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.93K+ 32.36% |
$168K - $178K
|
12K
$672K
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
3.64KNew |
$209K - $221K
|
3.64K
$204K
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
5.79KNew |
$333K - $352K
|
5.79K
$325K
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
26.9KNew |
$1.55M - $1.64M
|
26.9K
$1.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-640K- 11.54% |
$36.8M - $38.9M
|
4.9M
$275M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-3.04K- 11.74% |
$175K - $185K
|
22.9K
$1.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
530+ 1.47% |
$30.5K - $32.2K
|
36.5K
$2.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-36.3K- 25.91% |
$2.09M - $2.21M
|
104K
$5.83M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-848- 5.64% |
$48.8K - $51.6K
|
14.2K
$797K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
1.87K+ 56.04% |
$108K - $114K
|
5.21K
$292K
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
3.81K+ 21.59% |
$219K - $232K
|
21.4K
$1.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
3.71KNew |
$213K - $225K
|
3.71K
$208K
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-473- 6.04% |
$27.2K - $28.8K
|
7.36K
$414K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
6.17K+ 18.82% |
$355K - $375K
|
38.9K
$2.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
12+ 1.59% |
$690 - $730
|
768
$43.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
4.6KNew |
$265K - $280K
|
4.6K
$258K
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
33.3KNew |
$1.92M - $2.03M
|
33.3K
$1.87M
|
|
|
Feb 07, 2025
Q4 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-4.78K- 21.21% |
$275K - $291K
|
17.8K
$998K
|
|
|
Feb 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
5.67K+ 8.13% |
$326K - $345K
|
75.4K
$4.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
127+ 2.53% |
$7.31K - $7.73K
|
5.15K
$289K
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-500- 13.42% |
$28.8K - $30.4K
|
3.23K
$181K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
26.4KNew |
$1.52M - $1.61M
|
26.4K
$1.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-900- 93.75% |
$51.8K - $54.7K
|
60
$3.37K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-1.31K- 8.97% |
$75.2K - $79.5K
|
13.3K
$745K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
157+ 0.71% |
$9.03K - $9.55K
|
22.4K
$1.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
356+ 6.13% |
$20.5K - $21.7K
|
6.16K
$346K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
1.23K+ 2.86% |
$71K - $75.1K
|
44.4K
$2.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-13.2K- 43.45% |
$760K - $803K
|
17.2K
$965K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-2.48K- 1.93% |
$143K - $151K
|
126K
$7.09M
|