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 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
368KNew |
$21.2M - $22.4M
|
368K
$21.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
226KNew |
$13M - $13.8M
|
226K
$13.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
219K+ 4176.26% |
$12.6M - $13.3M
|
224K
$13.2M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
213KNew |
$12.3M - $13M
|
213K
$12.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
180K+ 2384.11% |
$10.4M - $11M
|
188K
$11.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
173K+ 1554.62% |
$9.97M - $10.5M
|
185K
$10.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
168K+ 11.84% |
$9.65M - $10.2M
|
1.58M
$93.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
139KNew |
$8.01M - $8.47M
|
139K
$8.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
118K+ 10.34% |
$6.8M - $7.19M
|
1.26M
$74.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
113K+ 15.96% |
$6.48M - $6.85M
|
819K
$48.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
112K+ 29.55% |
$6.44M - $6.81M
|
491K
$28.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
107K+ 141.75% |
$6.14M - $6.49M
|
182K
$10.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
104K+ 388.75% |
$6M - $6.34M
|
131K
$7.73M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
103K+ 15.37% |
$5.9M - $6.24M
|
770K
$45.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
101K+ 435.99% |
$5.83M - $6.17M
|
125K
$7.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
86.5KNew |
$4.98M - $5.26M
|
86.5K
$5.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
79.1K+ 39.64% |
$4.55M - $4.81M
|
279K
$16.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
70.6K+ 595.48% |
$4.06M - $4.3M
|
82.5K
$4.87M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
67.7K+ 39615.79% |
$3.9M - $4.12M
|
67.9K
$4M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
62.2K+ 18.57% |
$3.58M - $3.79M
|
397K
$23.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
57.7K+ 22.47% |
$3.32M - $3.51M
|
315K
$18.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
55.6KNew |
$3.2M - $3.38M
|
55.6K
$3.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
55K+ 141.07% |
$3.17M - $3.35M
|
94K
$5.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
54.6K+ 40.85% |
$3.14M - $3.32M
|
188K
$11.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
52.5K+ 38.22% |
$3.02M - $3.2M
|
190K
$11.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
49.9KNew |
$2.87M - $3.04M
|
49.9K
$2.94M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
46KNew |
$2.65M - $2.8M
|
46K
$2.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
44.8K+ 147.61% |
$2.57M - $2.72M
|
75.1K
$4.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
39.2K+ 6.67% |
$2.26M - $2.38M
|
627K
$37M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
38.3K+ 46.59% |
$2.21M - $2.33M
|
121K
$7.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
37.8KNew |
$2.17M - $2.3M
|
37.8K
$2.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
35.4K+ 17.57% |
$2.04M - $2.15M
|
237K
$14M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
34.8KNew |
$2M - $2.11M
|
34.8K
$2.05M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
34.6KNew |
$1.99M - $2.1M
|
34.6K
$2.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
32.6KNew |
$1.87M - $1.98M
|
32.6K
$1.92M
|
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
32.4K+ 64.12% |
$1.87M - $1.97M
|
83.1K
$4.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
32.4K+ 21.56% |
$1.86M - $1.97M
|
183K
$10.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
31.9K+ 3.8% |
$1.84M - $1.94M
|
872K
$51.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
30.9KNew |
$1.78M - $1.88M
|
30.9K
$1.82M
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
30.2K+ 48.65% |
$1.74M - $1.84M
|
92.4K
$5.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
28.5K+ 33.26% |
$1.64M - $1.73M
|
114K
$6.73M
|
|
|
Jan 16, 2025
Q4 2024
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
28K+ 10.92% |
$1.61M - $1.71M
|
285K
$16.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
27.7K+ 8.88% |
$1.59M - $1.69M
|
340K
$20M
|
|
|
Jan 27, 2025
Q4 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
26.9K+ 379.39% |
$1.55M - $1.64M
|
34K
$2M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
26.7KNew |
$1.53M - $1.62M
|
26.7K
$1.57M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
26.3K+ 27.77% |
$1.51M - $1.6M
|
121K
$7.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
25.6K+ 49.91% |
$1.47M - $1.56M
|
76.9K
$4.53M
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
25.4KNew |
$1.46M - $1.54M
|
25.4K
$1.5M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
24.5K+ 15.36% |
$1.41M - $1.49M
|
184K
$10.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
23.7K+ 16.53% |
$1.36M - $1.44M
|
167K
$9.85M
|