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 17, 2025
Q2 2025
|
Montis Financial, LLC
|
BUY
|
- |
2.78K+ 1.95% |
$142K - $159K
|
146K
$8.25M
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
2.78K+ 2.46% |
$142K - $159K
|
116K
$6.55M
|
|
|
Aug 05, 2025
Q2 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
2.78K+ 2.08% |
$142K - $159K
|
136K
$7.73M
|
|
|
Jul 31, 2025
Q2 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
2.66KNew |
$136K - $152K
|
2.66K
$151K
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
BUY
|
- |
2.63K+ 1.33% |
$134K - $150K
|
200K
$11.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
2.62K+ 13.11% |
$134K - $149K
|
22.6K
$1.28M
|
|
|
Jul 31, 2025
Q2 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
2.62K+ 5.76% |
$134K - $149K
|
48.1K
$2.72M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.58K+ 4.75% |
$132K - $147K
|
56.9K
$3.22M
|
|
|
Jul 15, 2025
Q2 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
2.54K+ 3.64% |
$130K - $145K
|
72.4K
$4.1M
|
|
|
Aug 14, 2025
Q2 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
2.52K+ 15.34% |
$129K - $143K
|
18.9K
$1.07M
|
|
|
Jul 31, 2025
Q2 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
2.47K+ 5.8% |
$126K - $141K
|
45K
$2.55M
|
|
|
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 31, 2025
Q2 2025
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
2.46K+ 0.48% |
$126K - $140K
|
514K
$29.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.46K+ 30.94% |
$126K - $140K
|
10.4K
$588K
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
2.45K+ 6.75% |
$125K - $139K
|
38.7K
$2.19M
|
|
|
Aug 01, 2025
Q2 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
2.41K+ 10.37% |
$123K - $138K
|
25.7K
$1.46M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2.41K+ 5.77% |
$123K - $137K
|
44.1K
$2.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.38K+ 4.38% |
$122K - $136K
|
56.8K
$3.22M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.37K+ 1611.56% |
$121K - $135K
|
2.52K
$142K
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.35K+ 6.51% |
$120K - $134K
|
38.5K
$2.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
2.33K+ 5.39% |
$119K - $133K
|
45.5K
$2.57M
|
|
|
Jul 15, 2025
Q2 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
2.32K+ 5.28% |
$119K - $132K
|
46.2K
$2.62M
|
|
|
Aug 13, 2025
Q2 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
2.32K+ 7.5% |
$119K - $132K
|
33.2K
$1.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
2.28K+ 18.85% |
$117K - $130K
|
14.4K
$814K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
BUY
|
- |
2.25K+ 35.11% |
$115K - $128K
|
8.64K
$489K
|
|
|
Aug 14, 2025
Q2 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
2.23K+ 8.49% |
$114K - $127K
|
28.4K
$1.61M
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
2.21K+ 11.45% |
$113K - $126K
|
21.5K
$1.22M
|
|
|
Aug 11, 2025
Q2 2025
|
Platform Technology Partners
|
BUY
|
- |
2.19K+ 26.29% |
$112K - $125K
|
10.5K
$596K
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
2.19K+ 36.5% |
$112K - $125K
|
8.19K
$464K
|
|
|
Jul 30, 2025
Q2 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
2.17K+ 15.06% |
$111K - $124K
|
16.6K
$939K
|
|
|
Aug 13, 2025
Q2 2025
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
2.17K+ 3.81% |
$111K - $124K
|
59.1K
$3.34M
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
2.15K+ 17.69% |
$110K - $123K
|
14.3K
$810K
|
|
|
Aug 04, 2025
Q2 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
2.13K+ 4.61% |
$109K - $121K
|
48.3K
$2.74M
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
2.12K+ 0.85% |
$109K - $121K
|
253K
$14.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
2.11K+ 0.34% |
$108K - $120K
|
620K
$35.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
2.1K+ 1.97% |
$107K - $119K
|
109K
$6.16M
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
2.07K+ 28.02% |
$106K - $118K
|
9.44K
$535K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
2.05K+ 6.08% |
$105K - $117K
|
35.8K
$2.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
2.05K+ 404.95% |
$105K - $117K
|
2.55K
$144K
|
|
|
Aug 12, 2025
Q2 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
2.04K+ 5.98% |
$104K - $116K
|
36.1K
$2.04M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
2.02K+ 0.31% |
$103K - $115K
|
652K
$37M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.02K+ 27.96% |
$103K - $115K
|
9.24K
$523K
|
|
|
Jul 28, 2025
Q2 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
2.01K+ 30.63% |
$103K - $115K
|
8.59K
$486K
|
|
|
Aug 11, 2025
Q2 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2.01K+ 5.47% |
$103K - $115K
|
38.8K
$2.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
2K+ 2.92% |
$102K - $114K
|
70.5K
$3.99M
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
2K+ 14.16% |
$102K - $114K
|
16.1K
$912K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.98K+ 1.9% |
$101K - $113K
|
106K
$6.01M
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.98K+ 3.53% |
$101K - $113K
|
57.9K
$3.28M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.94K+ 6.82% |
$99K - $110K
|
30.3K
$1.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.93K+ 21.21% |
$98.9K - $110K
|
11.1K
$626K
|