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
|
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
|
|
|
Jan 26, 2026
Q4 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
1.61K+ 2.14% |
$90.1K - $92.7K
|
76.7K
$4.35M
|
|
|
Jan 07, 2026
Q4 2025
|
Sterling Manor Financial, LLC
|
BUY
|
- |
1.6K+ 18.85% |
$89.4K - $92K
|
10.1K
$571K
|
|
|
Jan 15, 2026
Q4 2025
|
E Rn Financial, LLC
|
BUY
|
- |
1.59K+ 9.13% |
$89K - $91.5K
|
19K
$1.08M
|
|
|
Jan 26, 2026
Q4 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
1.59K+ 1.48% |
$88.9K - $91.5K
|
109K
$6.18M
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1.58KNew |
$88.2K - $90.7K
|
1.58K
$89.4K
|
|
|
Jan 28, 2026
Q4 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1.55K+ 1.05% |
$86.7K - $89.2K
|
149K
$8.43M
|
|
|
Jan 26, 2026
Q4 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.5K+ 8.85% |
$84K - $86.4K
|
18.4K
$1.05M
|
|
|
Jan 20, 2026
Q4 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.48K+ 17.73% |
$82.8K - $85.2K
|
9.82K
$557K
|
|
|
Jan 28, 2026
Q4 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
1.43K+ 2.5% |
$80K - $82.3K
|
58.5K
$3.32M
|
|
|
Jan 12, 2026
Q4 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
1.35K+ 9.18% |
$75.7K - $77.8K
|
16.1K
$911K
|
|
|
Jan 12, 2026
Q4 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.29K+ 24.36% |
$72K - $74K
|
6.56K
$372K
|
|
|
Jan 07, 2026
Q4 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
1.17K+ 19.84% |
$65.5K - $67.3K
|
7.06K
$401K
|
|
|
Jan 23, 2026
Q4 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1.11K+ 8.75% |
$61.9K - $63.7K
|
13.7K
$780K
|
|
|
Jan 20, 2026
Q4 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
1.1K+ 21.32% |
$61.5K - $63.2K
|
6.25K
$354K
|
|
|
Jan 13, 2026
Q4 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
1.07K+ 2.19% |
$60K - $61.7K
|
50K
$2.84M
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
1.06K+ 10.52% |
$59.2K - $60.9K
|
11.1K
$631K
|
|
|
Jan 16, 2026
Q4 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.05K+ 2.69% |
$58.7K - $60.4K
|
40.1K
$2.27M
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.03K+ 0.45% |
$57.9K - $59.6K
|
231K
$13.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1K+ 8.48% |
$56.1K - $57.7K
|
12.8K
$727K
|
|
|
Jan 15, 2026
Q4 2025
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
943+ 0.57% |
$52.8K - $54.3K
|
165K
$9.36M
|
|
|
Jan 14, 2026
Q4 2025
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
937+ 6.96% |
$52.5K - $54K
|
14.4K
$817K
|
|
|
Jan 15, 2026
Q4 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
911+ 1.7% |
$51K - $52.5K
|
54.5K
$3.09M
|
|
|
Jan 23, 2026
Q4 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
900+ 5.17% |
$50.4K - $51.8K
|
18.3K
$1.04M
|
|
|
Jan 16, 2026
Q4 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
892+ 8.98% |
$50K - $51.4K
|
10.8K
$614K
|
|
|
Jan 27, 2026
Q4 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
877+ 4.49% |
$49.1K - $50.5K
|
20.4K
$1.16M
|
|
|
Jan 27, 2026
Q4 2025
|
Friedenthal Financial
|
BUY
|
- |
869New |
$48.7K - $50.1K
|
869
$49.3K
|
|
|
Jan 27, 2026
Q4 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
854+ 2.47% |
$47.8K - $49.2K
|
35.4K
$2.01M
|
|
|
Jan 16, 2026
Q4 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
852+ 1.28% |
$47.7K - $49.1K
|
67.4K
$3.82M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
831+ 1.3% |
$46.5K - $47.9K
|
64.7K
$3.67M
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
801+ 2.53% |
$44.9K - $46.1K
|
32.4K
$1.84M
|
|
|
Jan 26, 2026
Q4 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
789+ 1.9% |
$44.2K - $45.4K
|
42.4K
$2.41M
|
|
|
Jan 21, 2026
Q4 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
785+ 1.02% |
$44K - $45.2K
|
77.9K
$4.42M
|
|
|
Jan 08, 2026
Q4 2025
|
Leverty Financial Group, LLC
|
BUY
|
- |
781+ 21.63% |
$43.7K - $45K
|
4.39K
$249K
|
|
|
Jan 22, 2026
Q4 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
750New |
$42K - $43.2K
|
750
$42.6K
|
|
|
Jan 08, 2026
Q4 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
749+ 18.08% |
$41.9K - $43.1K
|
4.89K
$278K
|
|
|
Jan 23, 2026
Q4 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
728+ 1.4% |
$40.8K - $41.9K
|
52.7K
$2.99M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
699+ 0.61% |
$39.1K - $40.3K
|
115K
$6.54M
|
|
|
Jan 14, 2026
Q4 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
693+ 5.28% |
$38.8K - $39.9K
|
13.8K
$784K
|
|
|
Jan 23, 2026
Q4 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
645+ 3.04% |
$36.1K - $37.2K
|
21.9K
$1.24M
|
|
|
Jan 27, 2026
Q4 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
640+ 2.36% |
$35.8K - $36.9K
|
27.8K
$1.58M
|
|
|
Jan 20, 2026
Q4 2025
|
Nvwm, LLC
|
BUY
|
- |
627+ 3.73% |
$35.1K - $36.1K
|
17.4K
$988K
|
|
|
Jan 27, 2026
Q4 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
596New |
$33.4K - $34.3K
|
596
$33.8K
|
|
|
Jan 12, 2026
Q4 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
572+ 9.15% |
$32K - $32.9K
|
6.82K
$387K
|
|
|
Jan 13, 2026
Q4 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
519+ 5.84% |
$29.1K - $29.9K
|
9.41K
$534K
|
|