Purchases and Sales Made in Q2 2025 in J P Morgan Exchange Traded Fd (JEPI)
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
$22.8B
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
529KNew |
$27M - $30.1M
|
529K
$30M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
192KNew |
$9.81M - $10.9M
|
192K
$10.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
154K+ 20.47% |
$7.89M - $8.79M
|
908K
$51.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
149KNew |
$7.61M - $8.48M
|
149K
$8.45M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
89.3KNew |
$4.57M - $5.09M
|
89.3K
$5.07M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
83.9KNew |
$4.29M - $4.78M
|
83.9K
$4.76M
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
78.7K+ 543.22% |
$4.02M - $4.49M
|
93.2K
$5.29M
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
BUY
|
- |
43.4K+ 49.1% |
$2.22M - $2.48M
|
132K
$7.49M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
30.8K+ 14.18% |
$1.57M - $1.75M
|
248K
$14.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
26K+ 13.61% |
$1.33M - $1.48M
|
217K
$12.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
19.4K+ 5.21% |
$992K - $1.11M
|
392K
$22.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
14.3K+ 3.95% |
$732K - $816K
|
377K
$21.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
11.4K+ 8.6% |
$583K - $649K
|
144K
$8.17M
|
|
|
Jul 07, 2025
Q2 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
11.4K+ 3.97% |
$580K - $647K
|
297K
$16.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
10.9K+ 2.96% |
$557K - $621K
|
379K
$21.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
9.16K+ 16.68% |
$468K - $522K
|
64.1K
$3.64M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
8.42K+ 49.28% |
$431K - $480K
|
25.5K
$1.45M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
8.3K+ 23.16% |
$424K - $473K
|
44.1K
$2.51M
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
7.2K+ 4.05% |
$368K - $410K
|
185K
$10.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
6.85K+ 93.14% |
$350K - $390K
|
14.2K
$806K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
6.39K+ 481.96% |
$327K - $364K
|
7.71K
$438K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
6.12K+ 8.77% |
$313K - $349K
|
75.9K
$4.31M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
5.37KNew |
$274K - $306K
|
5.37K
$305K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
5.13KNew |
$262K - $292K
|
5.13K
$291K
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
5.08KNew |
$260K - $290K
|
5.08K
$288K
|
|
|
Jul 11, 2025
Q2 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
4.19K+ 8.23% |
$214K - $239K
|
55.1K
$3.13M
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
4.18KNew |
$214K - $238K
|
4.18K
$237K
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
4.07K+ 6.06% |
$208K - $232K
|
71.2K
$4.04M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.91K+ 1.63% |
$200K - $223K
|
244K
$13.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
3.84K+ 2.65% |
$196K - $219K
|
149K
$8.45M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.71K+ 7.24% |
$190K - $211K
|
54.9K
$3.12M
|
|
|
Jul 11, 2025
Q2 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
3.68KNew |
$188K - $210K
|
3.68K
$209K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
3.63KNew |
$186K - $207K
|
3.63K
$206K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
3.29K+ 5.36% |
$168K - $187K
|
64.7K
$3.67M
|
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
2.92K+ 4.64% |
$149K - $166K
|
65.8K
$3.74M
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
2.88K+ 5.05% |
$147K - $164K
|
60K
$3.41M
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
2.78K+ 2.46% |
$142K - $159K
|
116K
$6.57M
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
BUY
|
- |
2.63K+ 1.33% |
$134K - $150K
|
200K
$11.4M
|
|
|
Jul 03, 2025
Q2 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
2.46K+ 12.82% |
$126K - $140K
|
21.7K
$1.23M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2.41K+ 5.77% |
$123K - $137K
|
44.1K
$2.51M
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
2K+ 2.92% |
$102K - $114K
|
70.5K
$4.01M
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.9K+ 316.67% |
$97.2K - $108K
|
2.5K
$142K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
1.83K+ 30.01% |
$93.4K - $104K
|
7.92K
$449K
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
1.72K+ 1.99% |
$87.8K - $97.8K
|
87.8K
$4.98M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
1.61K+ 3.54% |
$82.1K - $91.5K
|
46.9K
$2.66M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.38K+ 24.02% |
$70.5K - $78.6K
|
7.12K
$404K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.37K+ 3.1% |
$70.2K - $78.2K
|
45.6K
$2.59M
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.32K+ 5.18% |
$67.5K - $75.2K
|
26.8K
$1.52M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.28K+ 2.76% |
$65.5K - $73K
|
47.7K
$2.71M
|