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 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
|
|
|
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 30, 2026
Q4 2025
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
245+ 2.38% |
$13.7K - $14.1K
|
10.5K
$598K
|
|
|
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
|
|
|
Jan 28, 2026
Q4 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
174+ 4.5% |
$9.74K - $10K
|
4.04K
$229K
|
|
|
Jan 07, 2026
Q4 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
174+ 4.35% |
$9.74K - $10K
|
4.18K
$237K
|
|
|
Jan 26, 2026
Q4 2025
|
Wealth Effects LLC
|
BUY
|
- |
173+ 0.55% |
$9.69K - $9.96K
|
31.6K
$1.79M
|
|
|
Jan 20, 2026
Q4 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
161+ 0.73% |
$9.02K - $9.27K
|
22.1K
$1.26M
|
|
|
Jan 22, 2026
Q4 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
142+ 1.9% |
$7.95K - $8.18K
|
7.64K
$433K
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
BUY
|
- |
134New |
$7.5K - $7.72K
|
134
$7.6K
|
|
|
Jan 21, 2026
Q4 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
132+ 1.83% |
$7.39K - $7.6K
|
7.36K
$418K
|
|
|
Jan 12, 2026
Q4 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
122+ 1.38% |
$6.83K - $7.03K
|
8.99K
$510K
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
116+ 0.7% |
$6.5K - $6.68K
|
16.8K
$953K
|
|
|
Jan 23, 2026
Q4 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
108+ 1.92% |
$6.05K - $6.22K
|
5.74K
$326K
|
|
|
Jan 28, 2026
Q4 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
100+ 0.76% |
$5.6K - $5.76K
|
13.2K
$750K
|
|
|
Jan 26, 2026
Q4 2025
|
Stillwater Wealth Management Group
Juno Beach, FL |
BUY
|
- |
100+ 2.65% |
$5.6K - $5.76K
|
3.87K
$220K
|
|
|
Jan 20, 2026
Q4 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
96+ 1.51% |
$5.38K - $5.53K
|
6.44K
$365K
|
|
|
Jan 15, 2026
Q4 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
88+ 1.05% |
$4.93K - $5.07K
|
8.45K
$479K
|
|
|
Jan 22, 2026
Q4 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
85+ 2.2% |
$4.76K - $4.9K
|
3.95K
$224K
|
|
|
Jan 12, 2026
Q4 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
74+ 0.25% |
$4.14K - $4.26K
|
29.2K
$1.65M
|
|
|
Jan 09, 2026
Q4 2025
|
Somerset Trust CO
|
BUY
|
- |
67+ 0.21% |
$3.75K - $3.86K
|
32.2K
$1.83M
|
|
|
Jan 28, 2026
Q4 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
66+ 1.25% |
$3.7K - $3.8K
|
5.34K
$303K
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
BUY
|
- |
65+ 0.79% |
$3.64K - $3.74K
|
8.31K
$471K
|
|
|
Jan 15, 2026
Q4 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
64+ 1.15% |
$3.58K - $3.69K
|
5.63K
$319K
|
|
|
Jan 14, 2026
Q4 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
64+ 1.45% |
$3.58K - $3.69K
|
4.49K
$255K
|
|
|
Jan 29, 2026
Q4 2025
|
Matisse Capital
|
BUY
|
- |
60+ 0.69% |
$3.36K - $3.46K
|
8.77K
$497K
|
|
|
Jan 21, 2026
Q4 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
60+ 1.04% |
$3.36K - $3.46K
|
5.81K
$330K
|
|