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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
546+ 0.78% |
$27.9K - $31.1K
|
70.7K
$4.01M
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
540+ 1.82% |
$27.6K - $30.8K
|
30.2K
$1.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
540New |
$27.6K - $30.8K
|
540
$30.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
536+ 3.53% |
$27.4K - $30.6K
|
15.7K
$890K
|
|
|
Aug 14, 2025
Q2 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
517+ 10.59% |
$26.4K - $29.5K
|
5.4K
$306K
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
513+ 4.32% |
$26.2K - $29.2K
|
12.4K
$701K
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
505+ 4.07% |
$25.8K - $28.8K
|
12.9K
$732K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
500+ 61.05% |
$25.6K - $28.5K
|
1.32K
$74.7K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
490New |
$25.1K - $27.9K
|
490
$27.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
472+ 15.59% |
$24.1K - $26.9K
|
3.5K
$198K
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
459+ 0.7% |
$23.5K - $26.2K
|
66.4K
$3.76M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
448New |
$22.9K - $25.5K
|
448
$25.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Sepio Capital, LP
|
BUY
|
- |
434+ 8.69% |
$22.2K - $24.7K
|
5.43K
$307K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
433+ 6.44% |
$22.1K - $24.7K
|
7.15K
$405K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
432New |
$22.1K - $24.6K
|
432
$24.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
431New |
$22K - $24.6K
|
431
$24.4K
|
|
|
Aug 01, 2025
Q2 2025
|
Planning Directions Inc
|
BUY
|
- |
425+ 0.76% |
$21.7K - $24.2K
|
56.6K
$3.21M
|
|
|
Jul 23, 2025
Q2 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
424+ 1.93% |
$21.7K - $24.2K
|
22.4K
$1.27M
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
423+ 14.71% |
$21.6K - $24.1K
|
3.3K
$187K
|
|
|
Jul 09, 2025
Q2 2025
|
Bay Rivers Group
|
BUY
|
- |
417+ 4.1% |
$21.3K - $23.8K
|
10.6K
$599K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
414New |
$21.2K - $23.6K
|
414
$23.4K
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
BUY
|
- |
412+ 0.16% |
$21.1K - $23.5K
|
260K
$14.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Sterling Manor Financial, LLC
|
BUY
|
- |
409+ 4.86% |
$20.9K - $23.3K
|
8.83K
$500K
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
409+ 0.59% |
$20.9K - $23.3K
|
69.4K
$3.93M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
400New |
$20.5K - $22.8K
|
400
$22.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
400+ 6.96% |
$20.5K - $22.8K
|
6.15K
$348K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
388+ 3.89% |
$19.8K - $22.1K
|
10.4K
$587K
|
|
|
Aug 01, 2025
Q2 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
381+ 3.28% |
$19.5K - $21.7K
|
12K
$680K
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
371+ 6.35% |
$19K - $21.1K
|
6.21K
$352K
|
|
|
Aug 08, 2025
Q2 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
361+ 2.51% |
$18.5K - $20.6K
|
14.7K
$835K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
358+ 1.12% |
$18.3K - $20.4K
|
32.2K
$1.82M
|
|
|
Jul 31, 2025
Q2 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
350+ 9.62% |
$17.9K - $20K
|
3.99K
$226K
|
|
|
Aug 04, 2025
Q2 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
346+ 0.52% |
$17.7K - $19.7K
|
66.7K
$3.78M
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
BUY
|
- |
333+ 1.04% |
$17K - $19K
|
32.3K
$1.83M
|
|
|
Aug 12, 2025
Q2 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
333+ 1.98% |
$17K - $19K
|
17.1K
$969K
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
331+ 5.98% |
$16.9K - $18.9K
|
5.87K
$332K
|
|
|
Aug 05, 2025
Q2 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
325+ 0.97% |
$16.6K - $18.5K
|
33.7K
$1.91M
|
|
|
Jul 24, 2025
Q2 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
300New |
$15.3K - $17.1K
|
300
$17K
|
|
|
Aug 04, 2025
Q2 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
300+ 18.18% |
$15.3K - $17.1K
|
1.95K
$110K
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
293+ 7.18% |
$15K - $16.7K
|
4.37K
$248K
|
|
|
Jul 24, 2025
Q2 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
291+ 0.95% |
$14.9K - $16.6K
|
31K
$1.76M
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
290+ 580.0% |
$14.8K - $16.5K
|
340
$19.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
290+ 5.8% |
$14.8K - $16.5K
|
5.29K
$300K
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
281+ 2.56% |
$14.4K - $16K
|
11.3K
$638K
|
|
|
Jul 22, 2025
Q2 2025
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
280New |
$14.3K - $16K
|
280
$15.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Hudock, Inc.
|
BUY
|
- |
276+ 5.98% |
$14.1K - $15.7K
|
4.89K
$277K
|
|
|
Jul 30, 2025
Q2 2025
|
Bts Asset Management, Inc.
|
BUY
|
- |
271+ 2.89% |
$13.9K - $15.4K
|
9.66K
$547K
|
|
|
Aug 08, 2025
Q2 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
271+ 2.6% |
$13.9K - $15.4K
|
10.7K
$606K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
270+ 3.84% |
$13.8K - $15.4K
|
7.3K
$413K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
267+ 5.07% |
$13.7K - $15.2K
|
5.53K
$313K
|