Latest Institutional Purchases of J P Morgan Exchange Traded Fd (JEPI)
This list provides information on the latest institutional transactions involving J P Morgan Exchange Traded Fd (JEPI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2026
Q4 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
137K+ 17.07% |
$7.65M - $7.87M
|
937K
$53.2M
|
|
|
Jan 05, 2026
Q4 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
43K+ 27.88% |
$2.41M - $2.47M
|
197K
$11.2M
|
|
|
Jan 02, 2026
Q4 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
41.6K+ 7.37% |
$2.33M - $2.39M
|
605K
$34.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Qp Wealth Management, LLC
|
BUY
|
- |
30KNew |
$1.68M - $1.73M
|
30K
$1.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
29.8K+ 7.08% |
$1.67M - $1.72M
|
451K
$25.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
23.4K+ 16.77% |
$1.31M - $1.35M
|
163K
$9.26M
|
|
|
Jan 12, 2026
Q4 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
23.2K+ 18.74% |
$1.3M - $1.33M
|
147K
$8.33M
|
|
|
Jan 05, 2026
Q4 2025
|
First Hawaiian Bank
|
BUY
|
- |
17.9K+ 10.75% |
$1M - $1.03M
|
184K
$10.5M
|
|
|
Jan 07, 2026
Q4 2025
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
BUY
|
- |
16.6K+ 30.48% |
$930K - $956K
|
71.1K
$4.03M
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
12.8K+ 90.41% |
$716K - $737K
|
26.9K
$1.53M
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
11.4K+ 2.69% |
$639K - $657K
|
435K
$24.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
9.57K+ 38.29% |
$536K - $551K
|
34.6K
$1.96M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
9.54K+ 245.54% |
$534K - $550K
|
13.4K
$762K
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
7.48K+ 12.8% |
$419K - $431K
|
65.9K
$3.74M
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
7.22K+ 16.92% |
$405K - $416K
|
49.9K
$2.83M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.29K+ 9.43% |
$352K - $362K
|
73K
$4.14M
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
6.24K+ 17.84% |
$349K - $359K
|
41.2K
$2.34M
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
5.75K+ 87.29% |
$322K - $331K
|
12.3K
$700K
|
|
|
Jan 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
5.19K+ 8.78% |
$291K - $299K
|
64.3K
$3.65M
|
|
|
Jan 07, 2026
Q4 2025
|
Bay Rivers Group
|
BUY
|
- |
4.32K+ 35.89% |
$242K - $249K
|
16.3K
$927K
|
|
|
Jan 12, 2026
Q4 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
4.17K+ 32.94% |
$233K - $240K
|
16.8K
$954K
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
3.9KNew |
$218K - $224K
|
3.9K
$221K
|
|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
BUY
|
- |
3.25K+ 41.83% |
$182K - $187K
|
11K
$624K
|
|
|
Jan 08, 2026
Q4 2025
|
Financial Management Network Inc
|
BUY
|
- |
2.8K+ 5.05% |
$157K - $161K
|
58.3K
$3.31M
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
2.66K+ 16.21% |
$149K - $153K
|
19.1K
$1.08M
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.36K+ 3.19% |
$132K - $136K
|
76.3K
$4.33M
|
|
|
Jan 05, 2026
Q4 2025
|
Coastline Trust CO
|
BUY
|
- |
1.89K+ 95.25% |
$106K - $109K
|
3.87K
$219K
|
|
|
Jan 09, 2026
Q4 2025
|
Appleton Partners Inc
|
BUY
|
- |
1.86K+ 0.71% |
$104K - $107K
|
264K
$15M
|
|
|
Jan 07, 2026
Q4 2025
|
Sterling Manor Financial, LLC
|
BUY
|
- |
1.6K+ 18.85% |
$89.4K - $92K
|
10.1K
$571K
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1.58KNew |
$88.2K - $90.7K
|
1.58K
$89.4K
|
|
|
Jan 12, 2026
Q4 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
1.35K+ 9.18% |
$75.7K - $77.8K
|
16.1K
$911K
|
|
|
Jan 12, 2026
Q4 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.29K+ 24.36% |
$72K - $74K
|
6.56K
$372K
|
|
|
Jan 07, 2026
Q4 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
1.17K+ 19.84% |
$65.5K - $67.3K
|
7.06K
$401K
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.03K+ 0.45% |
$57.9K - $59.6K
|
231K
$13.1M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
831+ 1.3% |
$46.5K - $47.9K
|
64.7K
$3.67M
|
|
|
Jan 08, 2026
Q4 2025
|
Leverty Financial Group, LLC
|
BUY
|
- |
781+ 21.63% |
$43.7K - $45K
|
4.39K
$249K
|
|
|
Jan 08, 2026
Q4 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
749+ 18.08% |
$41.9K - $43.1K
|
4.89K
$278K
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
699+ 0.61% |
$39.1K - $40.3K
|
115K
$6.54M
|
|
|
Jan 12, 2026
Q4 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
572+ 9.15% |
$32K - $32.9K
|
6.82K
$387K
|
|
|
Jan 08, 2026
Q4 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
387+ 1.35% |
$21.7K - $22.3K
|
29.1K
$1.65M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
305+ 2.0% |
$17.1K - $17.6K
|
15.5K
$881K
|
|
|
Jan 12, 2026
Q4 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
296+ 8.34% |
$16.6K - $17K
|
3.84K
$218K
|
|
|
Jan 07, 2026
Q4 2025
|
Iam Advisory, LLC
|
BUY
|
- |
227+ 1.43% |
$12.7K - $13.1K
|
16.1K
$915K
|
|
|
Jan 07, 2026
Q4 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
221+ 1.78% |
$12.4K - $12.7K
|
12.6K
$715K
|
|
|
Jan 07, 2026
Q4 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
174+ 4.35% |
$9.74K - $10K
|
4.18K
$237K
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
BUY
|
- |
134New |
$7.5K - $7.72K
|
134
$7.6K
|
|
|
Jan 12, 2026
Q4 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
122+ 1.38% |
$6.83K - $7.03K
|
8.99K
$510K
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
116+ 0.7% |
$6.5K - $6.68K
|
16.8K
$953K
|
|
|
Jan 12, 2026
Q4 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
74+ 0.25% |
$4.14K - $4.26K
|
29.2K
$1.65M
|
|
|
Jan 09, 2026
Q4 2025
|
Somerset Trust CO
|
BUY
|
- |
67+ 0.21% |
$3.75K - $3.86K
|
32.2K
$1.83M
|
|