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 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 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
15.4KNew |
$854K - $881K
|
15.4K
$872K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
15.2K+ 7.61% |
$844K - $871K
|
215K
$12.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
15.1K+ 13.55% |
$841K - $867K
|
127K
$7.19M
|
|
|
Nov 12, 2025
Q3 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
14.9K+ 5.87% |
$829K - $855K
|
269K
$15.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
14.7K+ 1.46% |
$819K - $845K
|
1.02M
$58M
|
|
|
Nov 12, 2025
Q3 2025
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
14.7K+ 8.56% |
$815K - $841K
|
186K
$10.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
14.4KNew |
$802K - $828K
|
14.4K
$819K
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
13.9K+ 24.23% |
$773K - $798K
|
71.3K
$4.04M
|
|
|
Nov 13, 2025
Q3 2025
|
Sfmg, LLC
|
BUY
|
- |
13.5K+ 5.18% |
$750K - $774K
|
274K
$15.5M
|
|
|
Nov 19, 2025
Q3 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
13.5KNew |
$750K - $774K
|
13.5K
$765K
|
|
|
Nov 13, 2025
Q3 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
13.3K+ 34.39% |
$741K - $765K
|
52.1K
$2.96M
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
13.2KNew |
$733K - $756K
|
13.2K
$748K
|
|
|
Nov 06, 2025
Q3 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
13.2K+ 38.28% |
$733K - $756K
|
47.6K
$2.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
13K+ 3.91% |
$721K - $743K
|
345K
$19.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
12.6K+ 20.49% |
$700K - $723K
|
74.1K
$4.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
12.5K+ 10.33% |
$698K - $720K
|
134K
$7.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
11.9KNew |
$663K - $684K
|
11.9K
$677K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
11.9K+ 43.13% |
$661K - $682K
|
39.5K
$2.24M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
11.7K+ 6.24% |
$649K - $670K
|
199K
$11.3M
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
11.6K+ 38.11% |
$643K - $663K
|
41.9K
$2.38M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
11.6K+ 34.32% |
$642K - $663K
|
45.2K
$2.57M
|
|
|
Nov 14, 2025
Q3 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
11.4KNew |
$633K - $653K
|
11.4K
$646K
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
BUY
|
- |
11.3K+ 52.58% |
$629K - $649K
|
32.8K
$1.86M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
11.1K+ 5.15% |
$616K - $636K
|
226K
$12.8M
|
|
|
Nov 17, 2025
Q3 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
11.1K+ 4.38% |
$616K - $635K
|
264K
$15M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
11.1K+ 1.62% |
$615K - $635K
|
695K
$39.4M
|
|
|
Oct 08, 2025
Q3 2025
|
Sheets Smith Investment Management
Houston, TX |
BUY
|
- |
10.3KNew |
$574K - $592K
|
10.3K
$585K
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.3KNew |
$573K - $591K
|
10.3K
$584K
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.3KNew |
$572K - $590K
|
10.3K
$584K
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
10.3K+ 8.38% |
$572K - $590K
|
133K
$7.54M
|
|
|
Oct 23, 2025
Q3 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
10.2K+ 4.3% |
$568K - $586K
|
248K
$14.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
10.1KNew |
$563K - $581K
|
10.1K
$575K
|
|
|
Nov 14, 2025
Q3 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
10.1K+ 21.79% |
$563K - $581K
|
56.6K
$3.21M
|
|
|
Oct 23, 2025
Q3 2025
|
Steinberganna Wealth Management
Huntington, NY |
BUY
|
- |
10.1KNew |
$560K - $578K
|
10.1K
$571K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
10.1K+ 8.46% |
$559K - $577K
|
129K
$7.31M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.98K+ 4.98% |
$555K - $572K
|
210K
$11.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
9.93K+ 15.81% |
$552K - $570K
|
72.7K
$4.13M
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
9.74K+ 5.99% |
$542K - $559K
|
172K
$9.78M
|
|
|
Nov 07, 2025
Q3 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
9.54K+ 35.51% |
$531K - $548K
|
36.4K
$2.07M
|
|
|
Nov 04, 2025
Q3 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
9.5K+ 28.59% |
$528K - $545K
|
42.7K
$2.42M
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
BUY
|
- |
9.3KNew |
$517K - $534K
|
9.3K
$528K
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
8.91K+ 2.2% |
$496K - $511K
|
414K
$23.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
8.8KNew |
$489K - $505K
|
8.8K
$499K
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
8.68KNew |
$483K - $498K
|
8.68K
$493K
|
|