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 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
1.11K+ 3.16% |
$56.9K - $63.4K
|
36.4K
$2.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1.11K+ 10.16% |
$56.8K - $63.3K
|
12K
$681K
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.11KNew |
$56.5K - $63K
|
1.11K
$62.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
1.09K+ 4.69% |
$55.9K - $62.3K
|
24.4K
$1.38M
|
|
|
Aug 05, 2025
Q2 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
1.06K+ 1.52% |
$54.3K - $60.5K
|
71.1K
$4.03M
|
|
|
Jul 22, 2025
Q2 2025
|
Innovative Wealth Building LLC
California, MD |
BUY
|
- |
1.05K+ 5.93% |
$53.9K - $60K
|
18.8K
$1.06M
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.05K+ 15.43% |
$53.7K - $59.9K
|
7.86K
$445K
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
BUY
|
- |
1.04K+ 3.88% |
$53.3K - $59.5K
|
27.9K
$1.58M
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
1.04K+ 13.49% |
$53.2K - $59.3K
|
8.75K
$495K
|
|
|
Jul 31, 2025
Q2 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
1.02K+ 10.2% |
$52.3K - $58.3K
|
11K
$625K
|
|
|
Aug 06, 2025
Q2 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
1KNew |
$51.1K - $57K
|
1K
$56.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
983+ 18.94% |
$50.3K - $56K
|
6.17K
$350K
|
|
|
Aug 08, 2025
Q2 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
938+ 3.66% |
$48K - $53.5K
|
26.5K
$1.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
919+ 6.14% |
$47K - $52.4K
|
15.9K
$899K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
917+ 3.25% |
$46.9K - $52.3K
|
29.1K
$1.65M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
909+ 3.68% |
$46.5K - $51.8K
|
25.6K
$1.45M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
907+ 22.38% |
$46.4K - $51.7K
|
4.96K
$281K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
880+ 73.95% |
$45K - $50.2K
|
2.07K
$117K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
865+ 8.27% |
$44.2K - $49.3K
|
11.3K
$641K
|
|
|
Jul 31, 2025
Q2 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
850+ 340.0% |
$43.5K - $48.5K
|
1.1K
$62.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
845+ 3.51% |
$43.2K - $48.2K
|
24.9K
$1.41M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
843+ 1.4% |
$43.1K - $48.1K
|
60.9K
$3.45M
|
|
|
Aug 12, 2025
Q2 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
838+ 0.45% |
$42.9K - $47.8K
|
189K
$10.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
830New |
$42.4K - $47.3K
|
830
$47K
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
822+ 7.84% |
$42K - $46.9K
|
11.3K
$640K
|
|
|
Aug 07, 2025
Q2 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
813+ 1.64% |
$41.6K - $46.3K
|
50.5K
$2.86M
|
|
|
Aug 05, 2025
Q2 2025
|
Carson Advisory Inc.
|
BUY
|
- |
802+ 18.37% |
$41K - $45.7K
|
5.17K
$293K
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
799+ 5.58% |
$40.9K - $45.5K
|
15.1K
$856K
|
|
|
Jul 25, 2025
Q2 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
769+ 11.82% |
$39.3K - $43.8K
|
7.28K
$412K
|
|
|
Jul 31, 2025
Q2 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
767+ 3.11% |
$39.2K - $43.7K
|
25.5K
$1.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
731+ 4.15% |
$37.4K - $41.7K
|
18.3K
$1.04M
|
|
|
Aug 11, 2025
Q2 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
720+ 11.21% |
$36.8K - $41K
|
7.15K
$405K
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
716+ 1.65% |
$36.6K - $40.8K
|
44K
$2.49M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
714+ 2.11% |
$36.5K - $40.7K
|
34.5K
$1.95M
|
|
|
Aug 04, 2025
Q2 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
703+ 0.87% |
$36K - $40.1K
|
81.4K
$4.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
BUY
|
- |
701+ 4.49% |
$35.8K - $40K
|
16.3K
$924K
|
|
|
Sep 02, 2025
Q2 2025
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
699+ 11.35% |
$35.7K - $39.8K
|
6.86K
$388K
|
|
|
Aug 13, 2025
Q2 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
690+ 13.98% |
$35.3K - $39.3K
|
5.63K
$319K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
686+ 1.74% |
$35.1K - $39.1K
|
40.1K
$2.27M
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
685New |
$35K - $39K
|
685
$38.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
676+ 0.72% |
$34.6K - $38.5K
|
94.2K
$5.33M
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
666+ 0.77% |
$34.1K - $38K
|
86.9K
$4.92M
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
666+ 2.47% |
$34.1K - $38K
|
27.6K
$1.56M
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
656+ 3.52% |
$33.5K - $37.4K
|
19.3K
$1.09M
|
|
|
Oct 27, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
656+ 3.52% |
$33.5K - $37.4K
|
19.3K
$1.09M
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
BUY
|
- |
632+ 13.02% |
$32.3K - $36K
|
5.49K
$311K
|
|
|
Jul 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
619+ 14.58% |
$31.7K - $35.3K
|
4.86K
$275K
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
605+ 3.75% |
$30.9K - $34.5K
|
16.7K
$947K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
597+ 1.23% |
$30.5K - $34K
|
49.2K
$2.79M
|
|
|
Jul 31, 2025
Q2 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
567+ 4.65% |
$29K - $32.3K
|
12.8K
$723K
|