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 |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
5.1K+ 45.0% |
$283K - $292K
|
16.4K
$932K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.05K+ 2.69% |
$281K - $289K
|
192K
$10.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5.03K+ 9.36% |
$280K - $289K
|
58.8K
$3.33M
|
|
|
Nov 03, 2025
Q3 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
5.01K+ 71.15% |
$279K - $287K
|
12.1K
$684K
|
|
|
Nov 14, 2025
Q3 2025
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
5KNew |
$278K - $287K
|
5K
$284K
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
BUY
|
- |
5K+ 277.78% |
$278K - $287K
|
6.8K
$386K
|
|
|
Nov 14, 2025
Q3 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
4.99K+ 42.0% |
$278K - $287K
|
16.9K
$958K
|
|
|
Oct 27, 2025
Q3 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
4.97KNew |
$276K - $285K
|
4.97K
$282K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
4.96K+ 19.11% |
$276K - $285K
|
30.9K
$1.75M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Effects LLC
|
BUY
|
- |
4.92K+ 18.57% |
$274K - $282K
|
31.4K
$1.78M
|
|
|
Oct 21, 2025
Q3 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
4.91K+ 30.89% |
$273K - $282K
|
20.8K
$1.18M
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
4.87K+ 4.11% |
$271K - $279K
|
123K
$7M
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
4.85K+ 48.02% |
$270K - $278K
|
15K
$848K
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
4.84K+ 821.05% |
$269K - $277K
|
5.43K
$308K
|
|
|
Nov 18, 2025
Q3 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
4.8K+ 10.41% |
$267K - $276K
|
51K
$2.89M
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
4.77K+ 314.23% |
$265K - $274K
|
6.29K
$357K
|
|
|
Nov 04, 2025
Q3 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
4.76K+ 13.56% |
$265K - $273K
|
39.9K
$2.26M
|
|
|
Nov 03, 2025
Q3 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
4.75K+ 1.82% |
$264K - $273K
|
266K
$15.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
4.74K+ 2.32% |
$264K - $272K
|
209K
$11.9M
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
4.71K+ 4.99% |
$262K - $270K
|
99K
$5.62M
|
|
|
Nov 10, 2025
Q3 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
4.68K+ 8.12% |
$260K - $269K
|
62.4K
$3.54M
|
|
|
Nov 03, 2025
Q3 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
4.66K+ 111.63% |
$259K - $268K
|
8.84K
$502K
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
4.61KNew |
$256K - $265K
|
4.61K
$262K
|
|
|
Nov 07, 2025
Q3 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
4.58KNew |
$255K - $263K
|
4.58K
$260K
|
|
|
Oct 15, 2025
Q3 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
4.56K+ 10.07% |
$254K - $262K
|
49.9K
$2.83M
|
|
|
Oct 14, 2025
Q3 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
4.56K+ 21.75% |
$253K - $261K
|
25.5K
$1.45M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.54K+ 12.86% |
$253K - $261K
|
39.9K
$2.26M
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.49KNew |
$250K - $258K
|
4.49K
$255K
|
|
|
Nov 05, 2025
Q3 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
4.45KNew |
$248K - $255K
|
4.45K
$253K
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.44K+ 9.59% |
$247K - $255K
|
50.7K
$2.88M
|
|
|
Oct 27, 2025
Q3 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
4.41K+ 8.68% |
$245K - $253K
|
55.3K
$3.14M
|
|
|
Nov 07, 2025
Q3 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
4.37K+ 44.03% |
$243K - $250K
|
14.3K
$810K
|
|
|
Nov 20, 2025
Q3 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
4.33KNew |
$241K - $249K
|
4.33K
$246K
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
4.32KNew |
$240K - $248K
|
4.32K
$245K
|
|
|
Nov 05, 2025
Q3 2025
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
4.31K+ 4.49% |
$240K - $247K
|
100K
$5.69M
|
|
|
Oct 27, 2025
Q3 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
4.23K+ 3.89% |
$235K - $243K
|
113K
$6.41M
|
|
|
Oct 06, 2025
Q3 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
4.21K+ 44.31% |
$234K - $241K
|
13.7K
$777K
|
|
|
Nov 04, 2025
Q3 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
4.19K+ 1.63% |
$233K - $241K
|
261K
$14.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
4.18K+ 35.57% |
$232K - $240K
|
15.9K
$903K
|
|
|
Oct 29, 2025
Q3 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
4.17K+ 12.59% |
$232K - $239K
|
37.3K
$2.12M
|
|
|
Nov 06, 2025
Q3 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
4.16K+ 5.32% |
$231K - $239K
|
82.4K
$4.67M
|
|
|
Nov 03, 2025
Q3 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
4.14KNew |
$230K - $238K
|
4.14K
$235K
|
|
|
Nov 03, 2025
Q3 2025
|
Jsf Financial, LLC
|
BUY
|
- |
4.14K+ 8.22% |
$230K - $238K
|
54.5K
$3.09M
|
|
|
Oct 21, 2025
Q3 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
4.14K+ 4.79% |
$230K - $237K
|
90.5K
$5.13M
|
|
|
Nov 05, 2025
Q3 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
4.13K+ 7.16% |
$229K - $237K
|
61.7K
$3.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.06KNew |
$226K - $233K
|
4.06K
$230K
|
|
|
Nov 06, 2025
Q3 2025
|
First National Trust CO
|
BUY
|
- |
4.04KNew |
$225K - $232K
|
4.04K
$229K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
4.03KNew |
$224K - $231K
|
4.03K
$229K
|
|
|
Oct 10, 2025
Q3 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
4.02K+ 35.67% |
$223K - $231K
|
15.3K
$867K
|
|
|
Nov 04, 2025
Q3 2025
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
4.01KNew |
$223K - $230K
|
4.01K
$228K
|
|