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 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
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
35.9KNew |
$2M - $2.06M
|
35.9K
$2.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
33.5K+ 93.68% |
$1.86M - $1.92M
|
69.2K
$3.93M
|
|
|
Nov 04, 2025
Q3 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
32.7K+ 872.6% |
$1.82M - $1.88M
|
36.5K
$2.07M
|
|
|
Oct 29, 2025
Q3 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
31.6K+ 24.92% |
$1.76M - $1.81M
|
158K
$8.98M
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
31.5K+ 171.54% |
$1.75M - $1.81M
|
49.9K
$2.83M
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
31.3K+ 11.09% |
$1.74M - $1.79M
|
313K
$17.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
30.6K+ 4.98% |
$1.7M - $1.75M
|
644K
$36.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
29.4K+ 10.55% |
$1.64M - $1.69M
|
308K
$17.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
29.3K+ 8.16% |
$1.63M - $1.68M
|
389K
$22.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
27.9K+ 119.9% |
$1.55M - $1.6M
|
51.1K
$2.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
27.7K+ 190.26% |
$1.54M - $1.59M
|
42.3K
$2.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
27.4KNew |
$1.52M - $1.57M
|
27.4K
$1.55M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
27.3K+ 34.19% |
$1.52M - $1.56M
|
107K
$6.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
26.5K+ 6.28% |
$1.47M - $1.52M
|
449K
$25.5M
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
26.4K+ 26.14% |
$1.47M - $1.51M
|
127K
$7.23M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
25.6K+ 59.85% |
$1.43M - $1.47M
|
68.5K
$3.89M
|
|
|
Nov 07, 2025
Q3 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
25.6KNew |
$1.42M - $1.47M
|
25.6K
$1.45M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
24.7K+ 2.16% |
$1.37M - $1.42M
|
1.17M
$66.3M
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
24.7KNew |
$1.37M - $1.42M
|
24.7K
$1.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
24.6K+ 14.27% |
$1.37M - $1.41M
|
197K
$11.2M
|
|
|
Nov 17, 2025
Q3 2025
|
Apexium Financial, LP
|
BUY
|
- |
24.5K+ 10.22% |
$1.36M - $1.4M
|
264K
$15M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
23.3K+ 44.39% |
$1.3M - $1.34M
|
75.9K
$4.31M
|
|
|
Nov 06, 2025
Q3 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
22.9KNew |
$1.27M - $1.31M
|
22.9K
$1.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Bg Investment Services, Inc.
|
BUY
|
- |
22.7K+ 49.05% |
$1.26M - $1.3M
|
68.9K
$3.91M
|
|
|
Oct 29, 2025
Q3 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
22.5K+ 23.53% |
$1.25M - $1.29M
|
118K
$6.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
21.6K+ 8.69% |
$1.2M - $1.24M
|
270K
$15.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
21.5K+ 22.49% |
$1.19M - $1.23M
|
117K
$6.64M
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
20.9K+ 31.45% |
$1.16M - $1.2M
|
87.3K
$4.95M
|
|