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 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.9K+ 316.67% |
$97.2K - $108K
|
2.5K
$142K
|
|
|
Aug 06, 2025
Q2 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
1.89K+ 2.97% |
$96.8K - $108K
|
65.7K
$3.72M
|
|
|
Jul 15, 2025
Q2 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
1.89K+ 4.12% |
$96.4K - $107K
|
47.6K
$2.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
1.88K+ 2.71% |
$96K - $107K
|
71.3K
$4.04M
|
|
|
Jul 17, 2025
Q2 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
1.87K+ 24.95% |
$95.7K - $107K
|
9.37K
$531K
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
1.85K+ 3.48% |
$94.6K - $105K
|
55K
$3.11M
|
|
|
Jul 29, 2025
Q2 2025
|
Mcia Inc
|
BUY
|
- |
1.84K+ 0.8% |
$94.3K - $105K
|
233K
$13.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
1.83K+ 30.01% |
$93.4K - $104K
|
7.92K
$448K
|
|
|
Aug 11, 2025
Q2 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
1.8K+ 2.84% |
$92.2K - $103K
|
65.2K
$3.69M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
1.79K+ 9.4% |
$91.7K - $102K
|
20.9K
$1.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1.79K+ 34.86% |
$91.6K - $102K
|
6.93K
$393K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.79K+ 9.41% |
$91.3K - $102K
|
20.8K
$1.18M
|
|
|
Jul 18, 2025
Q2 2025
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
1.78K+ 1.6% |
$91K - $101K
|
113K
$6.41M
|
|
|
Aug 11, 2025
Q2 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
1.78K+ 2.52% |
$90.8K - $101K
|
72.3K
$4.09M
|
|
|
Aug 07, 2025
Q2 2025
|
Vera Bank, N.A.
|
BUY
|
- |
1.78K+ 1.09% |
$90.8K - $101K
|
164K
$9.29M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.77K+ 7.35% |
$90.3K - $101K
|
25.8K
$1.46M
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
1.72K+ 1.99% |
$87.8K - $97.8K
|
87.8K
$4.97M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
1.7K+ 24.75% |
$87K - $97K
|
8.58K
$486K
|
|
|
Aug 13, 2025
Q2 2025
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
1.69K+ 7.52% |
$86.3K - $96.2K
|
24.1K
$1.37M
|
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
1.66K+ 9.48% |
$85K - $94.7K
|
19.2K
$1.09M
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
1.63K+ 2.27% |
$83.6K - $93.1K
|
73.7K
$4.17M
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.63K+ 8.44% |
$83.5K - $93K
|
21K
$1.19M
|
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
1.63K+ 2.68% |
$83.3K - $92.9K
|
62.3K
$3.53M
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
1.62K+ 3.77% |
$82.6K - $92.1K
|
44.4K
$2.52M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
1.61K+ 3.54% |
$82.1K - $91.5K
|
46.9K
$2.66M
|
|
|
Aug 06, 2025
Q2 2025
|
Rovin Capital
|
BUY
|
- |
1.58K+ 3.44% |
$80.9K - $90.1K
|
47.6K
$2.69M
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.57K+ 7.3% |
$80.3K - $89.5K
|
23.1K
$1.31M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.54K+ 1.32% |
$78.7K - $87.7K
|
118K
$6.67M
|
|
|
Aug 01, 2025
Q2 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
1.46K+ 2.23% |
$74.6K - $83.2K
|
66.9K
$3.79M
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.45K+ 11.72% |
$74.2K - $82.7K
|
13.8K
$783K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.42KNew |
$72.5K - $80.8K
|
1.42K
$80.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.42K+ 20.05% |
$72.4K - $80.7K
|
8.47K
$480K
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.41K+ 4.06% |
$72K - $80.3K
|
36.1K
$2.04M
|
|
|
Aug 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
1.4K+ 12.92% |
$71.6K - $79.8K
|
12.2K
$693K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
1.38K+ 15.09% |
$70.8K - $78.9K
|
10.6K
$598K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.38K+ 24.02% |
$70.5K - $78.6K
|
7.12K
$403K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.37K+ 3.1% |
$70.2K - $78.2K
|
45.6K
$2.58M
|
|
|
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 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
1.29K+ 2.19% |
$65.8K - $73.3K
|
59.9K
$3.39M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.29K+ 76.05% |
$65.8K - $73.3K
|
2.98K
$169K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.28K+ 2.76% |
$65.5K - $73K
|
47.7K
$2.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
1.24K+ 17.68% |
$63.3K - $70.5K
|
8.24K
$466K
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.23K+ 20.6% |
$63.1K - $70.3K
|
7.22K
$409K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.21K+ 3.08% |
$61.8K - $68.9K
|
40.4K
$2.29M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
1.21K+ 2.48% |
$61.6K - $68.7K
|
49.9K
$2.82M
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
1.18K+ 8.56% |
$60.4K - $67.3K
|
15K
$848K
|
|
|
Jul 23, 2025
Q2 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
1.18K+ 1.38% |
$60.2K - $67.1K
|
86.3K
$4.89M
|
|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.15K+ 3.22% |
$59K - $65.7K
|
37K
$2.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.12K+ 9.74% |
$57.1K - $63.7K
|
12.6K
$713K
|
|
|
Jul 29, 2025
Q2 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.11K+ 3.54% |
$57K - $63.5K
|
32.6K
$1.85M
|