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 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
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
20.4KNew |
$1.13M - $1.17M
|
20.4K
$1.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
20.3KNew |
$1.13M - $1.17M
|
20.3K
$1.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
19.7K+ 10.4% |
$1.1M - $1.13M
|
209K
$11.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
19.6K+ 41.09% |
$1.09M - $1.12M
|
67.1K
$3.81M
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
19.5K+ 38.26% |
$1.08M - $1.12M
|
70.5K
$4M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
19.3K+ 154.0% |
$1.07M - $1.11M
|
31.9K
$1.81M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
19.1K+ 10.67% |
$1.06M - $1.1M
|
198K
$11.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
19.1K+ 72.88% |
$1.06M - $1.1M
|
45.3K
$2.57M
|
|
|
Nov 13, 2025
Q3 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
18.6K+ 47.51% |
$1.04M - $1.07M
|
57.8K
$3.28M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
18.6K+ 30.75% |
$1.03M - $1.07M
|
79K
$4.48M
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
18.3K+ 30.01% |
$1.02M - $1.05M
|
79.3K
$4.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
18.1K+ 12.29% |
$1.01M - $1.04M
|
166K
$9.39M
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
17.6K+ 3.95% |
$979K - $1.01M
|
463K
$26.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
17.4KNew |
$969K - $1M
|
17.4K
$989K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
17.3K+ 10.54% |
$962K - $993K
|
181K
$10.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
17.3K+ 8.13% |
$961K - $992K
|
230K
$13M
|
|
|
Oct 22, 2025
Q3 2025
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
16.9K+ 216.92% |
$940K - $969K
|
24.7K
$1.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
16.3K+ 3.8% |
$908K - $937K
|
446K
$25.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
16.2K+ 6.13% |
$900K - $928K
|
280K
$15.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
BUY
|
- |
16K+ 22.47% |
$892K - $920K
|
87.4K
$4.96M
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
15.5K+ 5.33% |
$864K - $891K
|
307K
$17.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
15.5K+ 2.37% |
$861K - $888K
|
668K
$37.9M
|
|