Purchases and Sales Made in Q2 2025 in J P Morgan Exchange Traded Fd (JEPI)

JEPI Quotes by TradingView

This table provides information about the institutional ownership of J P Morgan Exchange Traded Fd (JEPI) during Q2 2025. The information is specifically focused on institutions that hold shares of J P MORGAN EXCHANGE-TRADED FD .

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Jul 10, 2025 Q2 2025
Kingstone Capital Partners Texas, LLC

Frisco, TX
BUY
 -
402M
+ 387324.28%
$20.5B - $22.9B
402M $23B
Jul 24, 2025 Q2 2025
Nationwide Fund Advisors

BUY
 -
6.98M
New
$357M - $398M
6.98M $400M
Jul 17, 2025 Q2 2025
Capital Investment Advisors, LLC

BUY
 -
622K
New
$31.8M - $35.5M
622K $35.7M
Jul 02, 2025 Q2 2025
First Financial Bank Trust Division

Hamilton, OH
BUY
 -
529K
New
$27M - $30.1M
529K $30.3M
Jul 10, 2025 Q2 2025
Exchange Traded Concepts, LLC

BUY
 -
192K
New
$9.81M - $10.9M
192K $11M
Jul 07, 2025 Q2 2025
Teamwork Financial Advisors, LLC

BUY
 -
154K
+ 20.47%
$7.89M - $8.79M
908K $52M
Jul 09, 2025 Q2 2025
Divergent Planning, LLC

BUY
 -
149K
New
$7.61M - $8.48M
149K $8.53M
Jul 17, 2025 Q2 2025
Janney Montgomery Scott LLC

BUY
 -
123K
+ 4.98%
$6.31M - $7.03M
2.6M $149M
Jul 18, 2025 Q2 2025
Truist Financial Corp

BUY
 -
115K
+ 12.95%
$5.91M - $6.58M
1.01M $57.7M
Jul 15, 2025 Q2 2025
Floyd Financial Group LLC

Springfield, MO
BUY
 -
112K
+ 765.49%
$5.73M - $6.39M
127K $7.26M
Jul 17, 2025 Q2 2025
Alpine Bank Wealth Management

Grand Junction, CO
BUY
 -
104K
New
$5.31M - $5.92M
104K $5.95M
Jul 14, 2025 Q2 2025
Advisor Net Financial, Inc

BUY
 -
93.3K
+ 60.92%
$4.77M - $5.32M
246K $14.1M
Jul 08, 2025 Q2 2025
21 West Wealth Management LLC

Tustin, CA
BUY
 -
89.3K
New
$4.57M - $5.09M
89.3K $5.12M
Jul 22, 2025 Q2 2025
Confluence Wealth Services, Inc.

Mcmurray, PA
BUY
 -
87.3K
+ 4.94%
$4.46M - $4.98M
1.85M $106M
Jul 08, 2025 Q2 2025
Apella Capital, LLC

BUY
 -
83.9K
New
$4.29M - $4.78M
83.9K $4.81M
Jul 10, 2025 Q2 2025
Perkins Coie Trust CO

BUY
 -
78.7K
+ 543.22%
$4.02M - $4.49M
93.2K $5.34M
Jul 22, 2025 Q2 2025
Apexium Financial, LP

BUY
 -
59.8K
+ 33.35%
$3.06M - $3.41M
239K $13.7M
Jul 22, 2025 Q2 2025
Davenport & CO LLC

BUY
 -
53.1K
+ 15.72%
$2.71M - $3.03M
391K $22.4M
Jul 23, 2025 Q2 2025
Cornerstone Enterprises, LLC

Appleton, WI
BUY
 -
52.2K
+ 11.69%
$2.67M - $2.98M
499K $28.6M
Jul 17, 2025 Q2 2025
Forefront Wealth Management Inc.

BUY
 -
48.5K
+ 39.28%
$2.48M - $2.77M
172K $9.86M
Jul 17, 2025 Q2 2025
Cooper Financial Group

BUY
 -
46.7K
+ 12.95%
$2.39M - $2.66M
408K $23.4M
Jul 22, 2025 Q2 2025
Foresight Capital Management Advisors, Inc.

BUY
 -
45.3K
New
$2.32M - $2.58M
45.3K $2.6M
Jul 24, 2025 Q2 2025
Blair William & CO

Chicago, IL
BUY
 -
44.5K
+ 26.45%
$2.28M - $2.54M
213K $12.2M
Jul 03, 2025 Q2 2025
First Hawaiian Bank

BUY
 -
43.4K
+ 49.1%
$2.22M - $2.48M
132K $7.56M
Jul 22, 2025 Q2 2025
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
38.9K
+ 15.96%
$1.99M - $2.22M
283K $16.2M
Jul 15, 2025 Q2 2025
Ewg Elevate Inc.

BUY
 -
38.5K
+ 84.8%
$1.97M - $2.19M
83.8K $4.81M
Jul 25, 2025 Q2 2025
Concurrent Investment Advisors, LLC

Tampa, FL
BUY
 -
38.2K
+ 33.84%
$1.95M - $2.18M
151K $8.66M
Jul 24, 2025 Q2 2025
Forefront Analytics, LLC

West Conshohocken, PA
BUY
 -
36.5K
New
$1.86M - $2.08M
36.5K $2.09M
Jul 07, 2025 Q2 2025
Centurion Wealth Management LLC

Mclean, VA
BUY
 -
30.8K
+ 14.18%
$1.57M - $1.75M
248K $14.2M
Jul 16, 2025 Q2 2025
Advisors Management Group Inc

BUY
 -
30.5K
+ 11.44%
$1.56M - $1.74M
297K $17M
Jul 21, 2025 Q2 2025
Curran Financial Partners, LLC

BUY
 -
27K
+ 9.79%
$1.38M - $1.54M
302K $17.3M
Jul 17, 2025 Q2 2025
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
26.9K
+ 6.99%
$1.38M - $1.53M
412K $23.6M
Jul 25, 2025 Q2 2025
Retirement Planning Group, LLC / Ny

Malta, NY
BUY
 -
26.9K
+ 18.46%
$1.37M - $1.53M
172K $9.89M
Jul 16, 2025 Q2 2025
Kathmere Capital Management, LLC

Wayne, PA
BUY
 -
26.7K
+ 4.22%
$1.37M - $1.52M
661K $37.9M
Jul 09, 2025 Q2 2025
Fermata Advisors, LLC

Sonoma, CA
BUY
 -
26K
+ 13.61%
$1.33M - $1.48M
217K $12.4M
Jul 14, 2025 Q2 2025
Lewis Asset Management, LLC

Lafayette, CA
BUY
 -
24.4K
+ 138.15%
$1.25M - $1.39M
42K $2.41M
Jul 23, 2025 Q2 2025
Columbus Macro, LLC

BUY
 -
24.1K
+ 12.05%
$1.23M - $1.37M
224K $12.9M
Jul 25, 2025 Q2 2025
Concord Asset Management, Llc/Va

Abingdon, VA
BUY
 -
23.6K
New
$1.21M - $1.34M
23.6K $1.35M
Jul 17, 2025 Q2 2025
Pfg Investments, LLC

Woodbury, NY
BUY
 -
23K
+ 20.72%
$1.18M - $1.31M
134K $7.68M
Jul 23, 2025 Q2 2025
Valmark Advisers, Inc.

BUY
 -
22.4K
+ 73.95%
$1.15M - $1.28M
52.7K $3.02M
Jul 15, 2025 Q2 2025
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
22.1K
+ 37.65%
$1.13M - $1.26M
80.7K $4.62M
Jul 25, 2025 Q2 2025
Cwm, LLC

BUY
 -
20.6K
+ 1.06%
$1.05M - $1.18M
1.96M $112M
Jul 23, 2025 Q2 2025
Tyche Wealth Partners LLC

Plano, TX
BUY
 -
20K
+ 124.19%
$1.02M - $1.14M
36.1K $2.07M
Jul 08, 2025 Q2 2025
Advance Capital Management, Inc.

Southfield, MI
BUY
 -
19.4K
+ 5.21%
$992K - $1.11M
392K $22.5M
Jul 22, 2025 Q2 2025
Capital Advisors Inc

BUY
 -
18.8K
+ 1.83%
$962K - $1.07M
1.04M $59.9M
Jul 24, 2025 Q2 2025
Eastern Bank

BUY
 -
18.7K
+ 15.98%
$959K - $1.07M
136K $7.8M
Jul 25, 2025 Q2 2025
Community Bank, N.A.

BUY
 -
17.2K
+ 10.87%
$881K - $982K
176K $10.1M
Jul 18, 2025 Q2 2025
Marino, Stram & Associates LLC

BUY
 -
17.1K
+ 37.33%
$875K - $975K
62.9K $3.61M
Jul 17, 2025 Q2 2025
Mba Advisors LLC

Hermitage, PA
BUY
 -
17K
+ 15.05%
$871K - $971K
130K $7.47M

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