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 05, 2025
Q2 2025
|
Seelaus Asset Management LLC
|
BUY
|
- |
100+ 2.7% |
$5.11K - $5.7K
|
3.8K
$215K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
100New |
$5.11K - $5.7K
|
100
$5.66K
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
99+ 0.63% |
$5.06K - $5.64K
|
15.7K
$891K
|
|
|
Aug 05, 2025
Q2 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
99+ 0.46% |
$5.06K - $5.64K
|
21.5K
$1.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
96New |
$4.91K - $5.47K
|
96
$5.44K
|
|
|
Jul 28, 2025
Q2 2025
|
Nvest Financial, LLC
|
BUY
|
- |
96+ 2.59% |
$4.91K - $5.47K
|
3.81K
$216K
|
|
|
Aug 11, 2025
Q2 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
94+ 2.57% |
$4.81K - $5.36K
|
3.75K
$212K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
90+ 2.61% |
$4.6K - $5.13K
|
3.54K
$201K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
90New |
$4.6K - $5.13K
|
90
$5.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
89+ 2.26% |
$4.55K - $5.07K
|
4.03K
$228K
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
87+ 37.34% |
$4.45K - $4.96K
|
320
$18.1K
|
|
|
Jul 25, 2025
Q2 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
86+ 2.03% |
$4.4K - $4.9K
|
4.32K
$245K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
82+ 1.92% |
$4.19K - $4.67K
|
4.36K
$247K
|
|
|
Aug 14, 2025
Q2 2025
|
Staley Capital Advisers Inc
|
BUY
|
- |
81+ 1.58% |
$4.14K - $4.62K
|
5.22K
$295K
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
77+ 2.2% |
$3.94K - $4.39K
|
3.58K
$203K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
77New |
$3.94K - $4.39K
|
77
$4.36K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
76+ 2.56% |
$3.89K - $4.33K
|
3.05K
$173K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
75+ 0.77% |
$3.84K - $4.28K
|
9.87K
$559K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
73+ 3.61% |
$3.73K - $4.16K
|
2.1K
$119K
|
|
|
Aug 14, 2025
Q2 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
73+ 0.37% |
$3.73K - $4.16K
|
20K
$1.13M
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
71+ 0.55% |
$3.63K - $4.05K
|
12.9K
$730K
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
66+ 0.32% |
$3.38K - $3.76K
|
20.7K
$1.17M
|
|
|
Jul 25, 2025
Q2 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
64+ 0.28% |
$3.27K - $3.65K
|
22.6K
$1.28M
|
|
|
Aug 12, 2025
Q2 2025
|
Reliant Wealth Planning
|
BUY
|
- |
55+ 0.8% |
$2.81K - $3.14K
|
6.96K
$394K
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
53+ 1.06% |
$2.71K - $3.02K
|
5.04K
$285K
|
|
|
Jul 21, 2025
Q2 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
53+ 0.25% |
$2.71K - $3.02K
|
20.8K
$1.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
50New |
$2.56K - $2.85K
|
50
$2.83K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
49+ 1.11% |
$2.51K - $2.79K
|
4.48K
$254K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
46+ 2.63% |
$2.35K - $2.62K
|
1.8K
$102K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
45New |
$2.3K - $2.57K
|
45
$2.55K
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
BUY
|
- |
45+ 0.27% |
$2.3K - $2.57K
|
16.7K
$948K
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
43+ 0.97% |
$2.2K - $2.45K
|
4.48K
$254K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
39New |
$1.99K - $2.22K
|
39
$2.21K
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
BUY
|
- |
39+ 1.05% |
$1.99K - $2.22K
|
3.74K
$212K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
32+ 0.82% |
$1.64K - $1.82K
|
3.94K
$223K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
29New |
$1.48K - $1.65K
|
29
$1.64K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
26+ 2.55% |
$1.33K - $1.48K
|
1.04K
$59.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
26+ 1.73% |
$1.33K - $1.48K
|
1.53K
$86.8K
|
|
|
Aug 01, 2025
Q2 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
24+ 2.55% |
$1.23K - $1.37K
|
966
$54.7K
|
|
|
Aug 01, 2025
Q2 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
21+ 2.52% |
$1.07K - $1.2K
|
853
$48.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
20+ 0.36% |
$1.02K - $1.14K
|
5.5K
$312K
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
16+ 0.44% |
$818 - $912
|
3.65K
$207K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
16+ 0.08% |
$818 - $912
|
18.9K
$1.07M
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
16+ 0.26% |
$818 - $912
|
6.21K
$352K
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
13+ 0.01% |
$665 - $741
|
87.7K
$4.96M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
13+ 2.75% |
$665 - $741
|
485
$27.5K
|
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
BUY
|
- |
13+ 0.29% |
$665 - $741
|
4.43K
$251K
|
|
|
Aug 07, 2025
Q2 2025
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
13+ 0.13% |
$665 - $741
|
10.3K
$585K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
10+ 3.29% |
$511 - $570
|
314
$17.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
7+ 0.16% |
$358 - $399
|
4.46K
$253K
|