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 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
267+ 544.9% |
$13.7K - $15.2K
|
316
$17.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
261+ 2.03% |
$13.3K - $14.9K
|
13.1K
$741K
|
|
|
Jul 23, 2025
Q2 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
260+ 3.28% |
$13.3K - $14.8K
|
8.19K
$464K
|
|
|
Aug 06, 2025
Q2 2025
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
254+ 6.7% |
$13K - $14.5K
|
4.04K
$229K
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
253+ 6.17% |
$12.9K - $14.4K
|
4.35K
$247K
|
|
|
Jul 29, 2025
Q2 2025
|
Koa Wealth Management, LLC
Encinitas, CA |
BUY
|
- |
249+ 5.79% |
$12.7K - $14.2K
|
4.55K
$258K
|
|
|
Jul 23, 2025
Q2 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
244+ 2.6% |
$12.5K - $13.9K
|
9.65K
$546K
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
BUY
|
- |
243+ 13.98% |
$12.4K - $13.9K
|
1.98K
$112K
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
243+ 1.33% |
$12.4K - $13.9K
|
18.5K
$1.05M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
242+ 1.1% |
$12.4K - $13.8K
|
22.3K
$1.26M
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
241+ 1.42% |
$12.3K - $13.7K
|
17.2K
$974K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
234New |
$12K - $13.3K
|
234
$13.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
234+ 4.62% |
$12K - $13.3K
|
5.3K
$300K
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
233+ 133.91% |
$11.9K - $13.3K
|
407
$23K
|
|
|
Jul 23, 2025
Q2 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
227+ 0.75% |
$11.6K - $12.9K
|
30.4K
$1.72M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
217+ 3.6% |
$11.1K - $12.4K
|
6.25K
$354K
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
212+ 73.61% |
$10.8K - $12.1K
|
500
$28.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
211+ 4.74% |
$10.8K - $12K
|
4.67K
$264K
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
203+ 4.21% |
$10.4K - $11.6K
|
5.03K
$285K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
202+ 1.34% |
$10.3K - $11.5K
|
15.3K
$865K
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
201+ 1.4% |
$10.3K - $11.5K
|
14.6K
$827K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
200+ 3.5% |
$10.2K - $11.4K
|
5.91K
$335K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
200New |
$10.2K - $11.4K
|
200
$11.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
195+ 4.76% |
$9.97K - $11.1K
|
4.29K
$243K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
192+ 0.18% |
$9.82K - $10.9K
|
105K
$5.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
192+ 1.19% |
$9.82K - $10.9K
|
16.4K
$926K
|
|
|
Aug 12, 2025
Q2 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
190+ 2.83% |
$9.72K - $10.8K
|
6.9K
$391K
|
|
|
Oct 15, 2025
Q2 2025
|
Chesapeake Asset Management LLC
New York, NY |
BUY
|
- |
189New |
$9.67K - $10.8K
|
189
$10.7K
|
|
|
Jul 18, 2025
Q2 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
186+ 2.6% |
$9.51K - $10.6K
|
7.35K
$416K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
183+ 8.98% |
$9.36K - $10.4K
|
2.22K
$126K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
180+ 13.45% |
$9.21K - $10.3K
|
1.52K
$86K
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
178+ 1.8% |
$9.1K - $10.1K
|
10.1K
$571K
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
159+ 1.09% |
$8.13K - $9.06K
|
14.8K
$839K
|
|
|
Aug 13, 2025
Q2 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
150+ 2.59% |
$7.67K - $8.55K
|
5.94K
$336K
|
|
|
Aug 14, 2025
Q2 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
142+ 1.88% |
$7.26K - $8.09K
|
7.69K
$435K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
132+ 1.62% |
$6.75K - $7.52K
|
8.27K
$468K
|
|
|
Aug 12, 2025
Q2 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
131+ 0.23% |
$6.7K - $7.47K
|
57.6K
$3.26M
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
126+ 14.53% |
$6.44K - $7.18K
|
993
$56.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
123+ 2.57% |
$6.29K - $7.01K
|
4.9K
$277K
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
115+ 2.44% |
$5.88K - $6.56K
|
4.83K
$273K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
112+ 0.29% |
$5.73K - $6.38K
|
38.6K
$2.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
111+ 2.31% |
$5.68K - $6.33K
|
4.93K
$279K
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
110+ 2.24% |
$5.63K - $6.27K
|
5.01K
$284K
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
107+ 0.32% |
$5.47K - $6.1K
|
33.5K
$1.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
106+ 2.5% |
$5.42K - $6.04K
|
4.35K
$246K
|
|
|
Jul 22, 2025
Q2 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
105+ 1.71% |
$5.37K - $5.99K
|
6.23K
$353K
|
|
|
Jul 29, 2025
Q2 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
104+ 1.88% |
$5.32K - $5.93K
|
5.64K
$319K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
101+ 0.56% |
$5.17K - $5.76K
|
18.3K
$1.04M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
100+ 8.39% |
$5.11K - $5.7K
|
1.29K
$73.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
100+ 1.77% |
$5.11K - $5.7K
|
5.76K
$326K
|