Purchases and Sales Made in Q2 2025 in J P Morgan Exchange Traded Fd (JEPI)

JEPI Quotes by TradingView

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 16, 2025 Q2 2025
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
6
+ 2.76%
$307 - $342
223 $12.6K
Aug 13, 2025 Q2 2025
Empire Financial Management Company, LLC

New York, NY
BUY
 -
6
+ 0.02%
$307 - $342
35.7K $2.02M
Aug 14, 2025 Q2 2025
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
6
New
$307 - $342
6 $340
Aug 12, 2025 Q2 2025
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
5
+ 0.11%
$256 - $285
4.68K $265K
Jul 07, 2025 Q2 2025
Trust CO

BUY
 -
3
+ 0.03%
$153 - $171
10K $567K
Aug 18, 2025 Q2 2025
Hollencrest Capital Management

BUY
 -
3
+ 0.15%
$153 - $171
2.06K $117K
Sep 26, 2025 Q2 2025
Ci Private Wealth, LLC

Miami, FL
BUY
 -
3
+ 0.0%
$153 - $171
102K $5.79M
Jul 18, 2025 Q2 2025
Marks Wealth, LLC

BUY
 -
2
+ 0.02%
$102 - $114
8.05K $456K
Aug 07, 2025 Q2 2025
Cascade Financial Partners, LLC

San Diego, CA
BUY
 -
2
+ 0.02%
$102 - $114
9.26K $525K
Jul 11, 2025 Q2 2025
Annex Advisory Services, LLC

BUY
 -
1
+ 0.01%
$51.1 - $57
13.7K $776K
Aug 11, 2025 Q2 2025
Birchbrook, Inc.

Bangor, ME
BUY
 -
1
+ 3.85%
$51.1 - $57
27 $1.53K
Sep 04, 2025 Q2 2025
Beacon Capital Management, Inc.

BUY
 -
1
New
$51.1 - $57
1 $56.6
Aug 12, 2025 Q2 2025
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Aug 13, 2025 Q2 2025
Horizon Investments, LLC

Charlotte, NC
SELL
 -
-2
- 10.53%
$102 - $114
17 $963
Jul 14, 2025 Q2 2025
Abound Wealth Management

Franklin, TN
SELL
 -
-4
- 0.97%
$205 - $228
409 $23.2K
Aug 05, 2025 Q2 2025
American Capital Advisory, LLC

Ketchum, ID
SELL
 -
-7
- 0.07%
$358 - $399
10.1K $572K
Aug 12, 2025 Q2 2025
Wealth Dimensions Group, Ltd.

SELL
 -
-8
- 0.03%
$409 - $456
25.4K $1.44M
Jul 24, 2025 Q2 2025
Costello Asset Management, Inc

SELL
 -
-9
- 0.54%
$460 - $513
1.66K $94K
Aug 07, 2025 Q2 2025
Winch Advisory Services, LLC

Appleton, WI
SELL
 -
-11
- 0.2%
$563 - $627
5.6K $317K
Aug 12, 2025 Q2 2025
Frontier Asset Management, LLC

Sheridan, WY
SELL
 -
-11
- 0.03%
$563 - $627
33.1K $1.88M
Jul 02, 2025 Q2 2025
Waller Financial Planning Group, Inc

SELL
 -
-13
- 0.2%
$665 - $741
6.65K $377K
Aug 13, 2025 Q2 2025
Fiduciary Trust CO

Boston, MA
SELL
 -
-14
- 0.15%
$716 - $798
9.58K $543K
Jul 17, 2025 Q2 2025
San Luis Wealth Advisors LLC

San Luis Obispo, CA
SELL
 -
-20
- 0.04%
$1.02K - $1.14K
46.1K $2.61M
Aug 13, 2025 Q2 2025
Truvestments Capital LLC

Sarasota, FL
SELL
 -
-21
- 2.07%
$1.07K - $1.2K
995 $56.3K
Aug 12, 2025 Q2 2025
Integrity Investment Advisors, LLC

Fort Collins, CO
SELL
 -
-27
- 0.02%
$1.38K - $1.54K
119K $6.75M
Aug 14, 2025 Q2 2025
Vivaldi Capital Management LP

Chicago, IL
SELL
 -
-27
- 0.31%
$1.38K - $1.54K
8.65K $490K
Aug 12, 2025 Q2 2025
Coldstream Capital Management Inc

SELL
 -
-31
- 0.13%
$1.59K - $1.77K
23.2K $1.31M
Jul 15, 2025 Q2 2025
Mc Adam, LLC

SELL
 -
-36
- 0.52%
$1.84K - $2.05K
6.88K $390K
Jul 29, 2025 Q2 2025
Arcus Capital Partners, LLC

SELL
 -
-36
- 0.31%
$1.84K - $2.05K
11.5K $650K
Jul 09, 2025 Q2 2025
Vision Point Advisory Group, LLC

Dallas, TX
SELL
 -
-40
- 0.88%
$2.05K - $2.28K
4.49K $254K
Jul 30, 2025 Q2 2025
Dudley Capital Management, LLC

Middleburg, VA
SELL
 -
-50
- 1.02%
$2.56K - $2.85K
4.87K $276K
Aug 08, 2025 Q2 2025
Tortoise Investment Management, LLC

SELL
 -
-50
- 83.33%
$2.56K - $2.85K
10 $566
Aug 11, 2025 Q2 2025
Insight 2811, Inc.

Chicago, IL
SELL
 -
-50
- 1.07%
$2.56K - $2.85K
4.61K $261K
Jul 10, 2025 Q2 2025
Oliver Lagore Vanvalin Investment Group

Flint, MI
SELL
 -
-65
- 10.32%
$3.32K - $3.71K
565 $32K
Jul 29, 2025 Q2 2025
Morgan Dempsey Capital Management LLC

Menomonee Falls, WI
SELL
 -
-66
- 98.51%
$3.38K - $3.76K
1 $56.6
Aug 13, 2025 Q2 2025
Luminist Capital LLC

Grand Rapids, MI
SELL
 -
-68
- 2.99%
$3.48K - $3.88K
2.21K $125K
Jul 18, 2025 Q2 2025
Miller Wealth Advisors, LLC

SELL
 -
-72
- 11.39%
$3.68K - $4.1K
560 $31.7K
Aug 11, 2025 Q2 2025
One Capital Management, LLC

Westlake Village, CA
SELL
 -
-73
- 0.71%
$3.73K - $4.16K
10.2K $579K
Jul 14, 2025 Q2 2025
Sentinel Pension Advisors Inc

Wakefield, MA
SELL
 -
-75
- 1.81%
$3.84K - $4.28K
4.07K $230K
Jul 21, 2025 Q2 2025
1900 Wealth Management LLC

SELL
 -
-76
- 1.2%
$3.89K - $4.33K
6.26K $355K
Aug 13, 2025 Q2 2025
Stablepoint Partners, LLC

Braintree, MA
SELL
 -
-83
- 1.25%
$4.24K - $4.73K
6.56K $372K
Aug 06, 2025 Q2 2025
Summit Wealth & Retirement Planning, Inc.

SELL
 -
-90
- 1.84%
$4.6K - $5.13K
4.81K $272K
Jul 14, 2025 Q2 2025
Gries Financial LLC

Cleveland, OH
SELL
 -
-91
- 0.11%
$4.65K - $5.19K
79.8K $4.52M
Aug 04, 2025 Q2 2025
Elco Management Co., LLC

New York, NY
SELL
 -
-100
- 0.34%
$5.11K - $5.7K
29.7K $1.68M
Aug 12, 2025 Q2 2025
Vermillion & White Wealth Management Group, LLC

Phoenixville, PA
SELL
 -
-102
- 11.16%
$5.22K - $5.81K
812 $46K
Jul 31, 2025 Q2 2025
Buckingham Strategic Partners

Saint Louis, MO
SELL
 -
-108
- 0.08%
$5.52K - $6.16K
143K $8.12M
Jul 23, 2025 Q2 2025
Bellevue Asset Management, LLC

Bellevue, WA
SELL
 -
-112
- 0.21%
$5.73K - $6.38K
54.4K $3.08M
Jul 10, 2025 Q2 2025
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
SELL
 -
-123
- 0.36%
$6.29K - $7.01K
34K $1.93M
Jul 17, 2025 Q2 2025
Smith Anglin Financial, LLC

SELL
 -
-127
- 1.9%
$6.49K - $7.24K
6.56K $371K

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