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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
544K+ 3.31% |
$30.2M - $31.2M
|
17M
$963M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
494K+ 5.52% |
$27.5M - $28.3M
|
9.43M
$535M
|
|
|
Nov 12, 2025
Q3 2025
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
415KNew |
$23.1M - $23.8M
|
415K
$23.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
333K+ 8.51% |
$18.5M - $19.1M
|
4.25M
$241M
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
319K+ 39.17% |
$17.8M - $18.3M
|
1.13M
$64.4M
|
|
|
Nov 05, 2025
Q3 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
243K+ 3768.07% |
$13.5M - $13.9M
|
249K
$14.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Imc Chicago, LLC
|
BUY
|
- |
241KNew |
$13.4M - $13.8M
|
241K
$13.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
227KNew |
$12.6M - $13M
|
227K
$12.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
201K+ 2.84% |
$11.2M - $11.5M
|
7.27M
$413M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
177K+ 2.83% |
$9.85M - $10.2M
|
6.43M
$365M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
174K+ 65.66% |
$9.7M - $10M
|
440K
$25M
|
|
|
Nov 13, 2025
Q3 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
164K+ 5.64% |
$9.11M - $9.39M
|
3.07M
$174M
|
|
|
Nov 14, 2025
Q3 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
140K+ 10555.48% |
$7.77M - $8.01M
|
141K
$8M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
133K+ 10.01% |
$7.39M - $7.62M
|
1.46M
$82.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
123K+ 300.23% |
$6.86M - $7.08M
|
165K
$9.34M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
121K+ 6.75% |
$6.7M - $6.92M
|
1.91M
$108M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
106K+ 36.86% |
$5.91M - $6.1M
|
395K
$22.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
97KNew |
$5.39M - $5.56M
|
97K
$5.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
95.8KNew |
$5.32M - $5.49M
|
95.8K
$5.43M
|
|
|
Nov 13, 2025
Q3 2025
|
Stonegate Management LLC
Lake Forest, IL |
BUY
|
- |
94.9KNew |
$5.28M - $5.44M
|
94.9K
$5.38M
|
|
|
Oct 22, 2025
Q3 2025
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
91.8K+ 32.94% |
$5.1M - $5.26M
|
370K
$21M
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
83.5K+ 194.52% |
$4.64M - $4.79M
|
126K
$7.17M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
81.3K+ 14.74% |
$4.52M - $4.66M
|
632K
$35.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
80.4K+ 18.65% |
$4.47M - $4.61M
|
512K
$29M
|
|
|
Nov 13, 2025
Q3 2025
|
Boston Partners
Boston, MA |
BUY
|
- |
79.4KNew |
$4.42M - $4.56M
|
79.4K
$4.51M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
75.6K+ 7.7% |
$4.2M - $4.34M
|
1.06M
$60M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
69.8KNew |
$3.88M - $4M
|
69.8K
$3.96M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
66.6K+ 25.63% |
$3.7M - $3.82M
|
326K
$18.5M
|
|
|
Nov 14, 2025
Q3 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
62.5K+ 4.37% |
$3.48M - $3.59M
|
1.49M
$84.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
62.3KNew |
$3.47M - $3.58M
|
62.3K
$3.54M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
61.8K+ 2.12% |
$3.44M - $3.55M
|
2.98M
$169M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
60.3K+ 10.76% |
$3.35M - $3.46M
|
621K
$35.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
60K+ 307.77% |
$3.34M - $3.44M
|
79.5K
$4.51M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
55.8K+ 2.15% |
$3.1M - $3.2M
|
2.66M
$151M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
55.8K+ 17.46% |
$3.1M - $3.2M
|
375K
$21.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
55.4K+ 1267.25% |
$3.08M - $3.18M
|
59.8K
$3.39M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
54.9K+ 3.71% |
$3.06M - $3.15M
|
1.53M
$87.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
52.7K+ 66.0% |
$2.93M - $3.02M
|
132K
$7.52M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
50.5K+ 143.53% |
$2.81M - $2.9M
|
85.7K
$4.86M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
50.5K+ 12.54% |
$2.81M - $2.9M
|
454K
$25.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
48K+ 6.97% |
$2.67M - $2.75M
|
736K
$41.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
45.6K+ 4.86% |
$2.53M - $2.61M
|
984K
$55.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
43K+ 22.29% |
$2.39M - $2.46M
|
236K
$13.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
42.6K+ 51.7% |
$2.37M - $2.44M
|
125K
$7.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
39.9K+ 2.59% |
$2.22M - $2.29M
|
1.58M
$89.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
39.4KNew |
$2.19M - $2.26M
|
39.4K
$2.24M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
38.9K+ 1.95% |
$2.16M - $2.23M
|
2.03M
$115M
|
|
|
Oct 16, 2025
Q3 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
37.9K+ 12.52% |
$2.11M - $2.17M
|
340K
$19.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
36.7K+ 55.13% |
$2.04M - $2.11M
|
103K
$5.86M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
36.3K+ 5.59% |
$2.02M - $2.09M
|
687K
$39M
|
|