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 23, 2025
Q4 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
1.57K+ 1.99% |
$90.3K - $95.5K
|
80.4K
$4.56M
|
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
1.57K+ 11.83% |
$90.2K - $95.4K
|
14.8K
$840K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.55K+ 7.03% |
$89.1K - $94.2K
|
23.6K
$1.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.54K+ 2.47% |
$88.7K - $93.7K
|
64.1K
$3.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.53K+ 8.32% |
$88.1K - $93.1K
|
19.9K
$1.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
1.52K+ 10.23% |
$87.6K - $92.6K
|
16.4K
$929K
|
|
|
Jan 22, 2025
Q4 2024
|
Bay Rivers Group
|
BUY
|
- |
1.52K+ 24.79% |
$87.3K - $92.3K
|
7.64K
$433K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.5K+ 56.5% |
$86.5K - $91.5K
|
4.17K
$236K
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1.5K+ 13.19% |
$86.2K - $91.2K
|
12.9K
$729K
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
1.49K+ 17.4% |
$85.5K - $90.4K
|
10K
$568K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.48K+ 48.25% |
$84.9K - $89.7K
|
4.53K
$257K
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.46K+ 11.51% |
$84.2K - $89.1K
|
14.2K
$804K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.43K+ 1.39% |
$82.3K - $87K
|
104K
$5.91M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.43K+ 3.18% |
$82.1K - $86.8K
|
46.3K
$2.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
1.42K+ 3.53% |
$81.7K - $86.4K
|
41.7K
$2.36M
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1.42K+ 8.27% |
$81.6K - $86.3K
|
18.6K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
1.38K+ 9.65% |
$79.3K - $83.9K
|
15.7K
$889K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.38K+ 1.27% |
$79.3K - $83.8K
|
110K
$6.23M
|
|
|
Feb 11, 2025
Q4 2024
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
1.37K+ 1.8% |
$79K - $83.5K
|
77.8K
$4.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
1.36K+ 16.27% |
$78.2K - $82.7K
|
9.72K
$551K
|
|
|
Feb 13, 2025
Q4 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
1.35K+ 10.55% |
$77.7K - $82.1K
|
14.2K
$802K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.34K+ 4.43% |
$76.9K - $81.3K
|
31.5K
$1.78M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.33K+ 5.4% |
$76.7K - $81.1K
|
26K
$1.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
1.33KNew |
$76.5K - $80.8K
|
1.33K
$75.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
1.33K+ 1.58% |
$76.2K - $80.6K
|
85.1K
$4.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.31K+ 1.75% |
$75.5K - $79.9K
|
76.4K
$4.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
1.26K+ 34.85% |
$72.3K - $76.4K
|
4.86K
$275K
|
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
1.24K+ 15.77% |
$71.5K - $75.6K
|
9.13K
$517K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.24K+ 5.33% |
$71.5K - $75.6K
|
24.6K
$1.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
1.23K+ 2.86% |
$71K - $75.1K
|
44.4K
$2.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.21K+ 7.24% |
$69.4K - $73.4K
|
17.9K
$1.01M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.19K+ 20.5% |
$68.5K - $72.4K
|
7K
$396K
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
1.19K+ 2.29% |
$68.2K - $72.1K
|
52.9K
$3M
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.15KNew |
$66.2K - $70K
|
1.15K
$65.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1.12KNew |
$64.2K - $67.9K
|
1.12K
$63.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.11K+ 19.11% |
$64K - $67.7K
|
6.94K
$393K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.1KNew |
$63.3K - $66.9K
|
1.1K
$62.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
1.08K+ 19.63% |
$61.8K - $65.4K
|
6.55K
$371K
|
|
|
Feb 10, 2025
Q4 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
1.06K+ 24.92% |
$61K - $64.5K
|
5.32K
$301K
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1.04K+ 21.82% |
$59.9K - $63.3K
|
5.81K
$329K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
1.02K+ 32.86% |
$58.7K - $62.1K
|
4.13K
$234K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.02K+ 1320.78% |
$58.5K - $61.9K
|
1.09K
$62K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.01K+ 4.33% |
$57.9K - $61.2K
|
24.2K
$1.37M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1KNew |
$57.5K - $60.8K
|
1K
$56.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
974New |
$56K - $59.2K
|
974
$55.2K
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
BUY
|
- |
949+ 8.53% |
$54.6K - $57.7K
|
12.1K
$685K
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
943+ 27.69% |
$54.3K - $57.4K
|
4.35K
$247K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
939+ 7.1% |
$54K - $57.1K
|
14.2K
$803K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
939+ 3.09% |
$54K - $57.1K
|
31.3K
$1.77M
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
907+ 3.87% |
$52.2K - $55.2K
|
24.3K
$1.38M
|