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 27, 2026
Q4 2025
|
Sage Guard Financial Group, LLC
Goodlettsville, TN |
BUY
|
- |
298KNew |
$16.7M - $17.2M
|
298K
$16.9M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
283K+ 519.05% |
$15.9M - $16.3M
|
338K
$19.2M
|
|
|
Jan 28, 2026
Q4 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
153K+ 7.8% |
$8.56M - $8.81M
|
2.11M
$120M
|
|
|
Jan 12, 2026
Q4 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
137K+ 17.07% |
$7.65M - $7.87M
|
937K
$53.2M
|
|
|
Jan 27, 2026
Q4 2025
|
Brighton Jones LLC
|
BUY
|
- |
120K+ 1613.86% |
$6.72M - $6.92M
|
128K
$7.24M
|
|
|
Jan 28, 2026
Q4 2025
|
Aureum Wealth Management, LLC
North Palm Beach, FL |
BUY
|
- |
83.6KNew |
$4.68M - $4.81M
|
83.6K
$4.74M
|
|
|
Jan 14, 2026
Q4 2025
|
Mor Wealth Management, LLC
Philadelphia, PA |
BUY
|
- |
81.6KNew |
$4.57M - $4.7M
|
81.6K
$4.63M
|
|
|
Jan 28, 2026
Q4 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
75.2K+ 47.76% |
$4.21M - $4.33M
|
233K
$13.2M
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
65.3K+ 36.61% |
$3.66M - $3.76M
|
244K
$13.8M
|
|
|
Jan 20, 2026
Q4 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
65.1KNew |
$3.64M - $3.75M
|
65.1K
$3.69M
|
|
|
Jan 27, 2026
Q4 2025
|
Benchmark Financial, LLC
Wilmington, DE |
BUY
|
- |
63.2KNew |
$3.54M - $3.64M
|
63.2K
$3.59M
|
|
|
Jan 23, 2026
Q4 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
58.1K+ 231.23% |
$3.26M - $3.35M
|
83.3K
$4.73M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
55.6K+ 32.69% |
$3.11M - $3.2M
|
226K
$12.8M
|
|
|
Jan 23, 2026
Q4 2025
|
Nationwide Fund Advisors
|
BUY
|
- |
51.2K+ 0.73% |
$2.87M - $2.95M
|
7.09M
$402M
|
|
|
Jan 30, 2026
Q4 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
45.2K+ 6.77% |
$2.53M - $2.6M
|
713K
$40.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
44.4K+ 6.45% |
$2.49M - $2.56M
|
732K
$41.6M
|
|
|
Jan 16, 2026
Q4 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
43K+ 9.07% |
$2.41M - $2.48M
|
517K
$29.3M
|
|
|
Jan 05, 2026
Q4 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
43K+ 27.88% |
$2.41M - $2.47M
|
197K
$11.2M
|
|
|
Jan 28, 2026
Q4 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
41.9K+ 13.06% |
$2.35M - $2.41M
|
363K
$20.6M
|
|
|
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 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
40.9K+ 242.17% |
$2.29M - $2.36M
|
57.8K
$3.28M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
36.3K+ 4.41% |
$2.03M - $2.09M
|
860K
$48.8M
|
|
|
Jan 21, 2026
Q4 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
32.7KNew |
$1.83M - $1.89M
|
32.7K
$1.86M
|
|
|
Jan 30, 2026
Q4 2025
|
Pacific Park Financial, Inc.
Lagina Hills, CA |
BUY
|
- |
32.1KNew |
$1.8M - $1.85M
|
32.1K
$1.82M
|
|
|
Jan 15, 2026
Q4 2025
|
Capital Advisors Inc
|
BUY
|
- |
32K+ 2.98% |
$1.79M - $1.84M
|
1.11M
$62.7M
|
|
|
Jan 30, 2026
Q4 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
31.5K+ 7.54% |
$1.76M - $1.81M
|
449K
$25.5M
|
|
|
Jan 26, 2026
Q4 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
31.3K+ 252.13% |
$1.75M - $1.8M
|
43.8K
$2.48M
|
|
|
Jan 28, 2026
Q4 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
30.6K+ 16.28% |
$1.71M - $1.76M
|
218K
$12.4M
|
|
|
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 26, 2026
Q4 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
29.7K+ 15.54% |
$1.67M - $1.71M
|
221K
$12.5M
|
|
|
Jan 30, 2026
Q4 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
28.2KNew |
$1.58M - $1.62M
|
28.2K
$1.6M
|
|
|
Jan 27, 2026
Q4 2025
|
Regions Financial Corp
|
BUY
|
- |
28.1K+ 247.69% |
$1.57M - $1.62M
|
39.4K
$2.24M
|
|
|
Jan 30, 2026
Q4 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
27.6K+ 21.23% |
$1.55M - $1.59M
|
158K
$8.95M
|
|
|
Jan 29, 2026
Q4 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
26.4K+ 11.46% |
$1.48M - $1.52M
|
257K
$14.6M
|
|
|
Jan 14, 2026
Q4 2025
|
Columbus Macro, LLC
|
BUY
|
- |
25.1K+ 9.86% |
$1.4M - $1.44M
|
279K
$15.9M
|
|
|
Jan 29, 2026
Q4 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
24.3K+ 3.84% |
$1.36M - $1.4M
|
658K
$37.3M
|
|
|
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 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
22.1K+ 22.66% |
$1.24M - $1.27M
|
120K
$6.78M
|
|
|
Jan 28, 2026
Q4 2025
|
Cornerstone Enterprises, LLC
Appleton, WI |
BUY
|
- |
21.7K+ 4.17% |
$1.22M - $1.25M
|
543K
$30.8M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
19.2K+ 7.21% |
$1.07M - $1.1M
|
285K
$16.2M
|
|
|
Jan 30, 2026
Q4 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
18.1K+ 7.78% |
$1.02M - $1.04M
|
251K
$14.3M
|
|
|
Jan 05, 2026
Q4 2025
|
First Hawaiian Bank
|
BUY
|
- |
17.9K+ 10.75% |
$1M - $1.03M
|
184K
$10.5M
|
|
|
Jan 23, 2026
Q4 2025
|
Integrated Financial Solutions, Inc.
Reston, VA |
BUY
|
- |
17.8K+ 32.78% |
$997K - $1.03M
|
72.1K
$4.09M
|
|
|
Jan 27, 2026
Q4 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
17.7K+ 3.78% |
$991K - $1.02M
|
486K
$27.6M
|
|
|
Jan 27, 2026
Q4 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
17.6K+ 19.24% |
$986K - $1.01M
|
109K
$6.19M
|
|
|
Jan 21, 2026
Q4 2025
|
Pro Core Advisors, LLC
Newport Beach, CA |
BUY
|
- |
17.4KNew |
$972K - $999K
|
17.4K
$984K
|
|
|
Jan 15, 2026
Q4 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
17.3K+ 19.77% |
$971K - $998K
|
105K
$5.96M
|
|
|
Jan 28, 2026
Q4 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
16.9K+ 2.25% |
$945K - $972K
|
766K
$43.4M
|
|