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 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 23, 2026
Q4 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
4.25K+ 27.82% |
$238K - $245K
|
19.5K
$1.11M
|
|
|
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 26, 2026
Q4 2025
|
Thomasville National Bank
|
BUY
|
- |
3.63K+ 4.21% |
$203K - $209K
|
89.9K
$5.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
3.61K+ 8.83% |
$202K - $208K
|
44.4K
$2.52M
|
|
|
Jan 23, 2026
Q4 2025
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
3.59KNew |
$201K - $206K
|
3.59K
$203K
|
|
|
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 26, 2026
Q4 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
3.46KNew |
$194K - $199K
|
3.46K
$196K
|
|
|
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
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
2.74K+ 2.61% |
$154K - $158K
|
108K
$6.11M
|
|
|
Jan 20, 2026
Q4 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
2.71K+ 6.22% |
$152K - $156K
|
46.3K
$2.63M
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
2.66K+ 16.21% |
$149K - $153K
|
19.1K
$1.08M
|
|
|
Jan 14, 2026
Q4 2025
|
Wincap Financial LLC
Boston, MA |
BUY
|
- |
2.65K+ 3.09% |
$148K - $152K
|
88.2K
$5M
|
|
|
Jan 23, 2026
Q4 2025
|
Nbt Bank N A
|
BUY
|
- |
2.6K+ 33.77% |
$145K - $149K
|
10.3K
$583K
|
|
|
Jan 23, 2026
Q4 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
2.51K+ 12.7% |
$141K - $145K
|
22.3K
$1.27M
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
2.37K+ 2.78% |
$133K - $137K
|
87.6K
$4.97M
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.36K+ 3.19% |
$132K - $136K
|
76.3K
$4.33M
|
|
|
Jan 20, 2026
Q4 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
2.32K+ 0.88% |
$130K - $134K
|
264K
$15M
|
|
|
Jan 26, 2026
Q4 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
2.19K+ 5.49% |
$123K - $126K
|
42.1K
$2.39M
|
|
|
Jan 16, 2026
Q4 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.95K+ 14.01% |
$109K - $113K
|
15.9K
$903K
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.93K+ 3.95% |
$108K - $111K
|
50.8K
$2.88M
|
|
|
Jan 20, 2026
Q4 2025
|
J2 Capital Management Inc
|
BUY
|
- |
1.9K+ 3.05% |
$106K - $109K
|
64.2K
$3.64M
|
|
|
Jan 05, 2026
Q4 2025
|
Coastline Trust CO
|
BUY
|
- |
1.89K+ 95.25% |
$106K - $109K
|
3.87K
$219K
|
|
|
Jan 09, 2026
Q4 2025
|
Appleton Partners Inc
|
BUY
|
- |
1.86K+ 0.71% |
$104K - $107K
|
264K
$15M
|
|
|
Jan 23, 2026
Q4 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
1.85K+ 2.53% |
$104K - $107K
|
75.2K
$4.27M
|
|
|
Jan 21, 2026
Q4 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
1.82K+ 1.46% |
$102K - $105K
|
126K
$7.17M
|
|
|
Jan 23, 2026
Q4 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
1.81K+ 5.67% |
$101K - $104K
|
33.7K
$1.91M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.8K+ 3.66% |
$101K - $104K
|
51K
$2.89M
|
|
|
Jan 15, 2026
Q4 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
1.72K+ 2.32% |
$96.3K - $99.1K
|
75.8K
$4.3M
|
|
|
Jan 20, 2026
Q4 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
1.7KNew |
$95K - $97.7K
|
1.7K
$96.2K
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.69K+ 0.59% |
$94.8K - $97.5K
|
288K
$16.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.66K+ 3.15% |
$92.9K - $95.6K
|
54.3K
$3.08M
|
|
|
Jan 27, 2026
Q4 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
1.65K+ 4.57% |
$92.6K - $95.2K
|
37.8K
$2.15M
|
|