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 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 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 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
|
|
|
Jan 21, 2026
Q4 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
321+ 14.52% |
$18K - $18.5K
|
2.53K
$144K
|
|
|
Jan 28, 2026
Q4 2025
|
Caprock Group, Inc.
|
BUY
|
- |
311+ 0.68% |
$17.4K - $17.9K
|
45.7K
$2.6M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
305+ 2.0% |
$17.1K - $17.6K
|
15.5K
$881K
|
|
|
Jan 27, 2026
Q4 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
302+ 1.21% |
$16.9K - $17.4K
|
25.3K
$1.44M
|
|
|
Jan 23, 2026
Q4 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
300+ 2.16% |
$16.8K - $17.3K
|
14.2K
$806K
|
|
|
Jan 12, 2026
Q4 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
296+ 8.34% |
$16.6K - $17K
|
3.84K
$218K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
295+ 2.13% |
$16.5K - $17K
|
14.2K
$804K
|
|
|
Jan 20, 2026
Q4 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
293+ 0.36% |
$16.4K - $16.9K
|
81.4K
$4.62M
|
|
|
Jan 27, 2026
Q4 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
286+ 0.59% |
$16K - $16.5K
|
48.8K
$2.77M
|
|
|
Jan 16, 2026
Q4 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
250+ 2.58% |
$14K - $14.4K
|
9.95K
$565K
|
|
|
Jan 20, 2026
Q4 2025
|
Planning Directions Inc
|
BUY
|
- |
236+ 0.42% |
$13.2K - $13.6K
|
56.1K
$3.19M
|
|
|
Jan 07, 2026
Q4 2025
|
Iam Advisory, LLC
|
BUY
|
- |
227+ 1.43% |
$12.7K - $13.1K
|
16.1K
$915K
|
|
|
Jan 07, 2026
Q4 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
221+ 1.78% |
$12.4K - $12.7K
|
12.6K
$715K
|
|
|
Jan 28, 2026
Q4 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
209+ 3.57% |
$11.7K - $12K
|
6.07K
$344K
|
|
|
Jan 26, 2026
Q4 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
200+ 1.83% |
$11.2K - $11.5K
|
11.1K
$631K
|
|
|
Jan 23, 2026
Q4 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
200+ 3.09% |
$11.2K - $11.5K
|
6.67K
$378K
|
|
|
Jan 27, 2026
Q4 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
175+ 4.93% |
$9.8K - $10.1K
|
3.72K
$211K
|
|