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 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
38.9K+ 1.95% |
$2.16M - $2.23M
|
2.03M
$115M
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Bridge, LLC
|
SELL
|
- |
-749- 5.11% |
$41.7K - $43K
|
13.9K
$789K
|
|
|
Nov 12, 2025
Q3 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
477+ 3.85% |
$26.5K - $27.4K
|
12.9K
$730K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
45.6K+ 4.86% |
$2.53M - $2.61M
|
984K
$55.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Staley Capital Advisers Inc
|
BUY
|
- |
65+ 1.25% |
$3.61K - $3.73K
|
5.28K
$300K
|
|
|
Nov 12, 2025
Q3 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
3.38K+ 46.73% |
$188K - $194K
|
10.6K
$601K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
36.7K+ 55.13% |
$2.04M - $2.11M
|
103K
$5.86M
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
55.4K+ 1267.25% |
$3.08M - $3.18M
|
59.8K
$3.39M
|
|
|
Nov 12, 2025
Q3 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-1.33K- 1.92% |
$74.1K - $76.5K
|
68K
$3.86M
|
|
|
Nov 12, 2025
Q3 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-25.3K- 11.61% |
$1.41M - $1.45M
|
193K
$10.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
870+ 11.35% |
$48.4K - $49.9K
|
8.53K
$484K
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-4.39K- 47.11% |
$244K - $252K
|
4.92K
$279K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
43K+ 22.29% |
$2.39M - $2.46M
|
236K
$13.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
245+ 1.88% |
$13.6K - $14.1K
|
13.3K
$754K
|
|
|
Nov 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-713- 6.31% |
$39.6K - $40.9K
|
10.6K
$601K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
358+ 0.1% |
$19.9K - $20.5K
|
357K
$20.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
356+ 6.33% |
$19.8K - $20.4K
|
5.98K
$339K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
60.3K+ 10.76% |
$3.35M - $3.46M
|
621K
$35.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1+ 16.67% |
$55.6 - $57.4
|
7
$397
|
|
|
Nov 12, 2025
Q3 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
350New |
$19.5K - $20.1K
|
350
$19.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-5.46K- 20.21% |
$304K - $313K
|
21.6K
$1.22M
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
26+ 2.39% |
$1.45K - $1.49K
|
1.11K
$63.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-9.54K- 29.41% |
$531K - $548K
|
22.9K
$1.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
6+ 0.13% |
$334 - $344
|
4.47K
$254K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
658+ 4.09% |
$36.6K - $37.7K
|
16.8K
$951K
|
|
|
Nov 12, 2025
Q3 2025
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-7.02K- 1.37% |
$391K - $403K
|
507K
$28.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-1.1K- 2.94% |
$61.4K - $63.3K
|
36.5K
$2.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
18.3K+ 30.01% |
$1.02M - $1.05M
|
79.3K
$4.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
19+ 1.23% |
$1.06K - $1.09K
|
1.57K
$89K
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-43- 0.07% |
$2.39K - $2.47K
|
61.1K
$3.46M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
333K+ 8.51% |
$18.5M - $19.1M
|
4.25M
$241M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.42K- 0.99% |
$79.1K - $81.6K
|
142K
$8.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
20.9K+ 31.45% |
$1.16M - $1.2M
|
87.3K
$4.95M
|
|
|
Nov 12, 2025
Q3 2025
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
6.38K+ 2.67% |
$355K - $366K
|
246K
$13.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
8.4KNew |
$467K - $482K
|
8.4K
$477K
|
|
|
Nov 12, 2025
Q3 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
27.7K+ 190.26% |
$1.54M - $1.59M
|
42.3K
$2.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
61.8K+ 2.12% |
$3.44M - $3.55M
|
2.98M
$169M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-100K- 30.89% |
$5.58M - $5.76M
|
225K
$12.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Melia Wealth LLC
Tulsa, OK |
SELL
|
- |
-260K- 40.36% |
$14.5M - $14.9M
|
385K
$21.8M
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
17.1K+ 42.58% |
$952K - $982K
|
57.3K
$3.25M
|
|
|
Nov 12, 2025
Q3 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
14.9K+ 5.87% |
$829K - $855K
|
269K
$15.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
570+ 3.08% |
$31.7K - $32.7K
|
19.1K
$1.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
514+ 6.28% |
$28.6K - $29.5K
|
8.7K
$494K
|
|
|
Nov 12, 2025
Q3 2025
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
SELL
|
- |
-208- 0.43% |
$11.6K - $11.9K
|
47.8K
$2.71M
|
|
|
Nov 12, 2025
Q3 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
2.42K+ 18.8% |
$135K - $139K
|
15.3K
$867K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-22.1K- 69.18% |
$1.23M - $1.27M
|
9.84K
$559K
|
|
|
Nov 12, 2025
Q3 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
2.98K+ 8.27% |
$166K - $171K
|
39.1K
$2.22M
|
|
|
Nov 12, 2025
Q3 2025
|
Bts Asset Management, Inc.
|
BUY
|
- |
11.4K+ 117.58% |
$632K - $652K
|
21K
$1.19M
|
|
|
Nov 12, 2025
Q3 2025
|
Hilton Capital Management, LLC
|
SELL
|
- |
-47.9K- 6.52% |
$2.66M - $2.75M
|
687K
$39M
|
|
|
Nov 12, 2025
Q3 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1.94K+ 16.09% |
$108K - $111K
|
14K
$793K
|
|