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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Boston Partners
Boston, MA |
BUY
|
- |
79.4KNew |
$4.42M - $4.56M
|
79.4K
$4.51M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
75.6K+ 7.7% |
$4.2M - $4.34M
|
1.06M
$60M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
69.8KNew |
$3.88M - $4M
|
69.8K
$3.96M
|
|
|
Oct 15, 2025
Q3 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
68.5K+ 124.42% |
$3.81M - $3.93M
|
124K
$7.02M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
66.6K+ 25.63% |
$3.7M - $3.82M
|
326K
$18.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
64.3K+ 3.28% |
$3.57M - $3.69M
|
2.03M
$115M
|
|
|
Nov 14, 2025
Q3 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
62.5K+ 4.37% |
$3.48M - $3.59M
|
1.49M
$84.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
62.3KNew |
$3.47M - $3.58M
|
62.3K
$3.54M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
61.8K+ 2.12% |
$3.44M - $3.55M
|
2.98M
$169M
|
|
|
Oct 22, 2025
Q3 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
60.5K+ 9.75% |
$3.36M - $3.47M
|
681K
$38.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
60.3K+ 10.76% |
$3.35M - $3.46M
|
621K
$35.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
60K+ 307.77% |
$3.34M - $3.44M
|
79.5K
$4.51M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
55.8K+ 2.15% |
$3.1M - $3.2M
|
2.66M
$151M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
55.8K+ 17.46% |
$3.1M - $3.2M
|
375K
$21.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Nationwide Fund Advisors
|
BUY
|
- |
55.5K+ 0.79% |
$3.08M - $3.18M
|
7.04M
$399M
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
55.4K+ 1267.25% |
$3.08M - $3.18M
|
59.8K
$3.39M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
54.9K+ 3.71% |
$3.06M - $3.15M
|
1.53M
$87.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
53.7K+ 48.65% |
$2.99M - $3.08M
|
164K
$9.31M
|
|
|
Nov 12, 2025
Q3 2025
|
Integrated Financial Solutions, Inc.
Reston, VA |
BUY
|
- |
53.2KNew |
$2.96M - $3.05M
|
53.2K
$3.02M
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
52.7K+ 66.0% |
$2.93M - $3.02M
|
132K
$7.52M
|
|
|
Nov 12, 2025
Q3 2025
|
Mcia Inc
|
BUY
|
- |
51.7K+ 22.17% |
$2.88M - $2.97M
|
285K
$16.2M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
50.5K+ 143.53% |
$2.81M - $2.9M
|
85.7K
$4.86M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
50.5K+ 12.54% |
$2.81M - $2.9M
|
454K
$25.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
48K+ 6.97% |
$2.67M - $2.75M
|
736K
$41.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
46.5K+ 49.93% |
$2.59M - $2.67M
|
140K
$7.93M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
45.6K+ 4.86% |
$2.53M - $2.61M
|
984K
$55.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
43K+ 22.29% |
$2.39M - $2.46M
|
236K
$13.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
42.6K+ 51.7% |
$2.37M - $2.44M
|
125K
$7.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
39.9K+ 2.59% |
$2.22M - $2.29M
|
1.58M
$89.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
39.4KNew |
$2.19M - $2.26M
|
39.4K
$2.24M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
38.9K+ 1.95% |
$2.16M - $2.23M
|
2.03M
$115M
|
|
|
Oct 16, 2025
Q3 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
37.9K+ 12.52% |
$2.11M - $2.17M
|
340K
$19.3M
|
|
|
Dec 22, 2025
Q3 2025
|
Pmg Family Office LLC
Plano, TX |
BUY
|
- |
37.3KNew |
$2.07M - $2.14M
|
37.3K
$2.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
36.7K+ 55.13% |
$2.04M - $2.11M
|
103K
$5.86M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
36.3K+ 5.59% |
$2.02M - $2.09M
|
687K
$39M
|
|
|
Oct 29, 2025
Q3 2025
|
Portfolio Strategies, Inc.
|
BUY
|
- |
36.2KNew |
$2.01M - $2.07M
|
36.2K
$2.05M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
35.9KNew |
$2M - $2.06M
|
35.9K
$2.04M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
34.5K+ 37.73% |
$1.92M - $1.98M
|
126K
$7.14M
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
34K+ 296.14% |
$1.89M - $1.95M
|
45.4K
$2.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
33.5K+ 93.68% |
$1.86M - $1.92M
|
69.2K
$3.93M
|
|
|
Nov 04, 2025
Q3 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
32.7K+ 872.6% |
$1.82M - $1.88M
|
36.5K
$2.07M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
32.3K+ 25.83% |
$1.8M - $1.85M
|
157K
$8.94M
|
|
|
Oct 29, 2025
Q3 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
31.6K+ 24.92% |
$1.76M - $1.81M
|
158K
$8.98M
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
31.5K+ 171.54% |
$1.75M - $1.81M
|
49.9K
$2.83M
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
31.3K+ 11.09% |
$1.74M - $1.79M
|
313K
$17.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
30.6K+ 4.98% |
$1.7M - $1.75M
|
644K
$36.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
30.4K+ 7.77% |
$1.69M - $1.74M
|
421K
$23.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Columbus Macro, LLC
|
BUY
|
- |
29.9K+ 13.34% |
$1.66M - $1.72M
|
254K
$14.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
29.4K+ 10.55% |
$1.64M - $1.69M
|
308K
$17.5M
|
|
|
Oct 10, 2025
Q3 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
29.4K+ 7.79% |
$1.63M - $1.69M
|
406K
$23.1M
|
|