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 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
|
|
|
Jan 29, 2026
Q4 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
931+ 3.58% |
$52.1K - $53.6K
|
26.9K
$1.53M
|
|
|
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 29, 2026
Q4 2025
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
522+ 1.25% |
$29.2K - $30.1K
|
42.2K
$2.39M
|
|
|
Jan 13, 2026
Q4 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
519+ 5.84% |
$29.1K - $29.9K
|
9.41K
$534K
|
|
|
Jan 16, 2026
Q4 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
500New |
$28K - $28.8K
|
500
$28.4K
|
|
|
Jan 27, 2026
Q4 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
483+ 9.08% |
$27K - $27.8K
|
5.8K
$329K
|
|
|
Jan 30, 2026
Q4 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
480+ 3.2% |
$26.9K - $27.6K
|
15.5K
$879K
|
|
|
Jan 20, 2026
Q4 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
474+ 10.65% |
$26.5K - $27.3K
|
4.93K
$280K
|
|
|
Jan 26, 2026
Q4 2025
|
Pds Planning, Inc
|
BUY
|
- |
434+ 1.32% |
$24.3K - $25K
|
33.3K
$1.89M
|
|
|
Jan 13, 2026
Q4 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
424+ 6.32% |
$23.7K - $24.4K
|
7.13K
$405K
|
|
|
Jan 27, 2026
Q4 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
419+ 10.29% |
$23.5K - $24.1K
|
4.49K
$255K
|
|
|
Jan 20, 2026
Q4 2025
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
BUY
|
- |
406+ 5.39% |
$22.7K - $23.4K
|
7.95K
$451K
|
|
|
Jan 27, 2026
Q4 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
392New |
$22K - $22.6K
|
392
$22.2K
|
|
|
Jan 08, 2026
Q4 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
387+ 1.35% |
$21.7K - $22.3K
|
29.1K
$1.65M
|
|
|
Jan 27, 2026
Q4 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
384+ 1.77% |
$21.5K - $22.1K
|
22K
$1.25M
|
|
|
Jan 23, 2026
Q4 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
379+ 1.82% |
$21.2K - $21.8K
|
21.2K
$1.2M
|
|
|
Jan 23, 2026
Q4 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
350New |
$19.6K - $20.2K
|
350
$19.9K
|
|
|
Jan 29, 2026
Q4 2025
|
Concord Wealth Partners
|
BUY
|
- |
345+ 1.43% |
$19.3K - $19.9K
|
24.5K
$1.39M
|
|
|
Jan 23, 2026
Q4 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
340+ 9.51% |
$19K - $19.6K
|
3.92K
$222K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
336+ 5.35% |
$18.8K - $19.4K
|
6.61K
$375K
|
|
|
Jan 13, 2026
Q4 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
336+ 1.59% |
$18.8K - $19.4K
|
21.4K
$1.22M
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
329New |
$18.4K - $19K
|
329
$18.7K
|
|
|
Jan 27, 2026
Q4 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
327+ 0.41% |
$18.3K - $18.8K
|
80.7K
$4.58M
|
|