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 15, 2026
Q4 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
8.25K+ 24.26% |
$462K - $475K
|
42.2K
$2.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.16K+ 2.96% |
$457K - $470K
|
284K
$16.1M
|
|
|
Jan 20, 2026
Q4 2025
|
Base Wealth Management LLC
Lakewood Ranch, FL |
BUY
|
- |
7.97K+ 11.43% |
$446K - $459K
|
77.6K
$4.41M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
7.48K+ 12.8% |
$419K - $431K
|
65.9K
$3.74M
|
|
|
Jan 21, 2026
Q4 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
7.33K+ 8.1% |
$410K - $422K
|
97.8K
$5.55M
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
7.22K+ 16.92% |
$405K - $416K
|
49.9K
$2.83M
|
|
|
Jan 23, 2026
Q4 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
7.16K+ 13.43% |
$401K - $412K
|
60.4K
$3.43M
|
|
|
Jan 21, 2026
Q4 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
6.97K+ 9.76% |
$390K - $402K
|
78.4K
$4.45M
|
|
|
Jan 23, 2026
Q4 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
6.75K+ 64.3% |
$378K - $389K
|
17.3K
$979K
|
|
|
Jan 14, 2026
Q4 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
6.75K+ 2.59% |
$378K - $389K
|
267K
$15.2M
|
|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
6.64K+ 5.27% |
$372K - $382K
|
133K
$7.52M
|
|
|
Jan 16, 2026
Q4 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
6.56K+ 3.29% |
$368K - $378K
|
206K
$11.7M
|
|
|
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 22, 2026
Q4 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
6.11K+ 12.37% |
$342K - $352K
|
55.4K
$3.15M
|
|
|
Jan 15, 2026
Q4 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
5.93K+ 1.46% |
$332K - $342K
|
412K
$23.4M
|
|
|
Jan 23, 2026
Q4 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
5.88K+ 2.81% |
$329K - $339K
|
215K
$12.2M
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
5.75K+ 87.29% |
$322K - $331K
|
12.3K
$700K
|
|
|
Jan 23, 2026
Q4 2025
|
Northland Securities, Inc.
Minneapolis, MN |
BUY
|
- |
5.59KNew |
$313K - $322K
|
5.59K
$317K
|
|
|
Jan 15, 2026
Q4 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
5.24KNew |
$293K - $302K
|
5.24K
$297K
|
|
|
Jan 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
5.19K+ 8.78% |
$291K - $299K
|
64.3K
$3.65M
|
|
|
Jan 23, 2026
Q4 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
5.12K+ 13.28% |
$287K - $295K
|
43.7K
$2.48M
|
|
|
Jan 15, 2026
Q4 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
5.1K+ 3.04% |
$286K - $294K
|
173K
$9.82M
|
|
|
Jan 13, 2026
Q4 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
4.71K+ 18.45% |
$264K - $271K
|
30.2K
$1.71M
|
|
|
Jan 15, 2026
Q4 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
4.7K+ 55.87% |
$263K - $270K
|
13.1K
$743K
|
|
|
Jan 20, 2026
Q4 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
4.64K+ 3.77% |
$260K - $267K
|
128K
$7.26M
|
|
|
Jan 20, 2026
Q4 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.37K+ 40.89% |
$245K - $252K
|
15.1K
$855K
|
|
|
Jan 21, 2026
Q4 2025
|
South Shore Capital Advisors
|
BUY
|
- |
4.36KNew |
$244K - $251K
|
4.36K
$247K
|
|
|
Jan 07, 2026
Q4 2025
|
Bay Rivers Group
|
BUY
|
- |
4.32K+ 35.89% |
$242K - $249K
|
16.3K
$927K
|
|
|
Jan 20, 2026
Q4 2025
|
Chatterton & Associates Inc.
Anaheim, CA |
BUY
|
- |
4.3KNew |
$241K - $248K
|
4.3K
$244K
|
|
|
Jan 12, 2026
Q4 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
4.17K+ 32.94% |
$233K - $240K
|
16.8K
$954K
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.08K+ 34.29% |
$229K - $235K
|
16K
$907K
|
|
|
Jan 21, 2026
Q4 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
3.95KNew |
$221K - $228K
|
3.95K
$224K
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
3.9KNew |
$218K - $224K
|
3.9K
$221K
|
|
|
Jan 14, 2026
Q4 2025
|
Bell Bank
|
BUY
|
- |
3.84K+ 9.93% |
$215K - $221K
|
42.4K
$2.41M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.82KNew |
$214K - $220K
|
3.82K
$217K
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
3.71K+ 290.9% |
$208K - $214K
|
4.98K
$283K
|
|
|
Jan 20, 2026
Q4 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
3.7KNew |
$207K - $213K
|
3.7K
$210K
|
|
|
Jan 23, 2026
Q4 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
3.65KNew |
$204K - $210K
|
3.65K
$207K
|
|
|
Jan 20, 2026
Q4 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
3.64KNew |
$204K - $210K
|
3.64K
$207K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
3.61K+ 8.83% |
$202K - $208K
|
44.4K
$2.52M
|
|
|
Jan 16, 2026
Q4 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
3.58KNew |
$201K - $206K
|
3.58K
$203K
|
|
|
Jan 21, 2026
Q4 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
3.56KNew |
$199K - $205K
|
3.56K
$202K
|
|
|
Jan 20, 2026
Q4 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
3.45K+ 0.92% |
$193K - $199K
|
378K
$21.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.39K+ 8.5% |
$190K - $195K
|
43.3K
$2.46M
|
|
|
Jan 20, 2026
Q4 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
3.37K+ 66.68% |
$189K - $194K
|
8.42K
$478K
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
3.3K+ 5.88% |
$185K - $190K
|
59.4K
$3.37M
|
|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
3.27K+ 8.71% |
$183K - $188K
|
40.9K
$2.32M
|
|
|
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
|
|