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 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 29, 2026
Q4 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
2.13K+ 5.03% |
$119K - $123K
|
44.4K
$2.52M
|
|
|
Jan 29, 2026
Q4 2025
|
J. Team Financial, Inc.
Abilene, TX |
BUY
|
- |
2.13K+ 2.33% |
$119K - $123K
|
93.6K
$5.31M
|
|
|
Jan 29, 2026
Q4 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
2.03KNew |
$113K - $117K
|
2.03K
$115K
|
|
|
Jan 16, 2026
Q4 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.95K+ 14.01% |
$109K - $113K
|
15.9K
$903K
|
|
|
Jan 28, 2026
Q4 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.95K+ 3.33% |
$109K - $112K
|
60.4K
$3.43M
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.93K+ 3.95% |
$108K - $111K
|
50.8K
$2.88M
|
|
|
Jan 29, 2026
Q4 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.91K+ 1.56% |
$107K - $110K
|
124K
$7.05M
|
|
|
Jan 29, 2026
Q4 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.91K+ 72.13% |
$107K - $110K
|
4.56K
$259K
|
|
|
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
|
|
|
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 29, 2026
Q4 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.03K+ 3.49% |
$57.6K - $59.3K
|
30.5K
$1.73M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1K+ 8.48% |
$56.1K - $57.7K
|
12.8K
$727K
|
|
|
Jan 29, 2026
Q4 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
963+ 0.6% |
$53.9K - $55.5K
|
161K
$9.15M
|
|
|
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
|
|