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
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3.03K+ 40.48% |
$168K - $174K
|
10.5K
$596K
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
3.01K+ 1.84% |
$168K - $173K
|
167K
$9.47M
|
|
|
Nov 12, 2025
Q3 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
2.98K+ 8.27% |
$166K - $171K
|
39.1K
$2.22M
|
|
|
Nov 03, 2025
Q3 2025
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
2.94K+ 35.66% |
$163K - $168K
|
11.2K
$634K
|
|
|
Oct 07, 2025
Q3 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
2.93K+ 3.49% |
$163K - $168K
|
86.8K
$4.92M
|
|
|
Oct 09, 2025
Q3 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
2.91K+ 6.45% |
$162K - $167K
|
48K
$2.72M
|
|
|
Oct 21, 2025
Q3 2025
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
2.9K+ 2.56% |
$161K - $167K
|
116K
$6.59M
|
|
|
Oct 06, 2025
Q3 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
2.87K+ 4.03% |
$160K - $165K
|
74K
$4.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
2.82K+ 70.75% |
$157K - $162K
|
6.81K
$387K
|
|
|
Oct 24, 2025
Q3 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
2.82K+ 5.58% |
$157K - $162K
|
53.3K
$3.02M
|
|
|
Nov 13, 2025
Q3 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.81K+ 11.82% |
$156K - $161K
|
26.6K
$1.51M
|
|
|
Nov 04, 2025
Q3 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
2.74K+ 7.58% |
$152K - $157K
|
38.9K
$2.21M
|
|
|
Oct 24, 2025
Q3 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
2.73K+ 23.26% |
$152K - $156K
|
14.5K
$820K
|
|
|
Nov 13, 2025
Q3 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
2.72K+ 503.52% |
$151K - $156K
|
3.26K
$185K
|
|
|
Oct 20, 2025
Q3 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
2.7K+ 1.78% |
$150K - $155K
|
154K
$8.76M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
2.68KNew |
$149K - $154K
|
2.68K
$152K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.65K+ 8.09% |
$147K - $152K
|
35.3K
$2.01M
|
|
|
Nov 13, 2025
Q3 2025
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
2.65K+ 24.46% |
$147K - $152K
|
13.5K
$764K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
2.6K+ 6.21% |
$145K - $149K
|
44.5K
$2.52M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.59K+ 4.04% |
$144K - $148K
|
66.7K
$3.78M
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
2.58K+ 8.52% |
$143K - $148K
|
32.8K
$1.86M
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.56K+ 29.25% |
$142K - $147K
|
11.3K
$641K
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
2.5K+ 42.27% |
$139K - $143K
|
8.4K
$477K
|
|
|
Nov 13, 2025
Q3 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
2.5K+ 40.67% |
$139K - $143K
|
8.63K
$490K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.48K+ 1430.64% |
$138K - $142K
|
2.65K
$150K
|
|
|
Oct 22, 2025
Q3 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
2.45K+ 12.7% |
$136K - $141K
|
21.7K
$1.23M
|
|
|
Oct 15, 2025
Q3 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
2.43K+ 3.44% |
$135K - $139K
|
73K
$4.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
2.42K+ 18.8% |
$135K - $139K
|
15.3K
$867K
|
|
|
Nov 04, 2025
Q3 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
2.41K+ 6.67% |
$134K - $138K
|
38.6K
$2.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.4K+ 62.32% |
$133K - $138K
|
6.25K
$355K
|
|
|
Nov 12, 2025
Q3 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
2.39K+ 5.43% |
$133K - $137K
|
46.4K
$2.63M
|
|
|
Oct 27, 2025
Q3 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
2.36K+ 2.31% |
$131K - $136K
|
105K
$5.94M
|
|
|
Nov 06, 2025
Q3 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
2.35K+ 2.62% |
$130K - $135K
|
91.8K
$5.21M
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2.34K+ 12.28% |
$130K - $134K
|
21.4K
$1.22M
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
BUY
|
- |
2.33K+ 3.07% |
$130K - $134K
|
78.2K
$4.44M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2.32K+ 27.34% |
$129K - $133K
|
10.8K
$613K
|
|
|
Nov 13, 2025
Q3 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.3K+ 4.28% |
$128K - $132K
|
56.1K
$3.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.23K+ 10.74% |
$124K - $128K
|
23K
$1.31M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
2.23K+ 8.52% |
$124K - $128K
|
28.4K
$1.61M
|
|
|
Oct 21, 2025
Q3 2025
|
Bell Bank
|
BUY
|
- |
2.23K+ 6.12% |
$124K - $128K
|
38.6K
$2.19M
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
2.21KNew |
$123K - $127K
|
2.21K
$125K
|
|
|
Nov 10, 2025
Q3 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.19K+ 12.67% |
$122K - $126K
|
19.5K
$1.11M
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.19K+ 5.42% |
$122K - $125K
|
42.6K
$2.41M
|
|
|
Nov 07, 2025
Q3 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2.18K+ 28.3% |
$121K - $125K
|
9.89K
$561K
|
|
|
Oct 27, 2025
Q3 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
2.11K+ 1.07% |
$117K - $121K
|
199K
$11.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.11K+ 0.9% |
$117K - $121K
|
237K
$13.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.09K+ 33.5% |
$116K - $120K
|
8.34K
$473K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
2.09KNew |
$116K - $120K
|
2.09K
$118K
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
2.08K+ 3.34% |
$116K - $119K
|
64.4K
$3.65M
|
|
|
Oct 14, 2025
Q3 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
2.05K+ 8.34% |
$114K - $118K
|
26.7K
$1.51M
|
|