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 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-135- 1.83% |
$6.9K - $7.7K
|
7.23K
$409K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-140- 10.65% |
$7.16K - $7.98K
|
1.17K
$66.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-143- 11.62% |
$7.31K - $8.15K
|
1.09K
$61.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-145- 2.85% |
$7.42K - $8.27K
|
4.94K
$280K
|
|
|
Aug 08, 2025
Q2 2025
|
Cooper Capital Advisors LLC
Encinitas, CA |
SELL
|
- |
-150- 1.0% |
$7.67K - $8.55K
|
14.9K
$842K
|
|
|
Aug 15, 2025
Q2 2025
|
Chapman Financial Group, LLC
Kailua, HI |
SELL
|
- |
-150- 1.55% |
$7.67K - $8.55K
|
9.55K
$541K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-154- 0.62% |
$7.88K - $8.78K
|
24.6K
$1.39M
|
|
|
Aug 04, 2025
Q2 2025
|
B&L Asset Management LLC
Boston, MA |
SELL
|
- |
-154- 1.94% |
$7.88K - $8.78K
|
7.79K
$441K
|
|
|
Aug 07, 2025
Q2 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-158- 4.0% |
$8.08K - $9.01K
|
3.79K
$215K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-170- 2.34% |
$8.69K - $9.69K
|
7.1K
$402K
|
|
|
Jul 11, 2025
Q2 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
SELL
|
- |
-180- 3.4% |
$9.21K - $10.3K
|
5.12K
$290K
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-187- 0.4% |
$9.56K - $10.7K
|
46.4K
$2.63M
|
|
|
Jul 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-198- 98.51% |
$10.1K - $11.3K
|
3
$170
|
|
|
Aug 14, 2025
Q2 2025
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-221- 0.48% |
$11.3K - $12.6K
|
46.2K
$2.62M
|
|
|
Jul 15, 2025
Q2 2025
|
Ims Capital Management
|
SELL
|
- |
-222- 3.1% |
$11.4K - $12.7K
|
6.93K
$393K
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-227- 3.2% |
$11.6K - $12.9K
|
6.87K
$389K
|
|
|
Aug 07, 2025
Q2 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-229- 5.18% |
$11.7K - $13.1K
|
4.2K
$238K
|
|
|
Aug 13, 2025
Q2 2025
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-231- 1.34% |
$11.8K - $13.2K
|
17K
$964K
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-232- 64.62% |
$11.9K - $13.2K
|
127
$7.19K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-235- 1.37% |
$12K - $13.4K
|
16.9K
$957K
|
|
|
Jul 16, 2025
Q2 2025
|
Rba Wealth Management, LLC
|
SELL
|
- |
-237- 5.11% |
$12.1K - $13.5K
|
4.4K
$249K
|
|
|
Aug 11, 2025
Q2 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-247- 0.54% |
$12.6K - $14.1K
|
45.4K
$2.57M
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
SELL
|
- |
-250- 3.14% |
$12.8K - $14.3K
|
7.72K
$437K
|
|
|
Jul 30, 2025
Q2 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-263- 5.62% |
$13.4K - $15K
|
4.41K
$250K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-286- 1.4% |
$14.6K - $16.3K
|
20.1K
$1.14M
|
|
|
Jul 31, 2025
Q2 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-297- 3.21% |
$15.2K - $16.9K
|
8.96K
$508K
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-305- 0.92% |
$15.6K - $17.4K
|
33K
$1.87M
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-308- 1.37% |
$15.8K - $17.6K
|
22.2K
$1.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-310- 3.83% |
$15.9K - $17.7K
|
7.79K
$441K
|
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-314- 2.18% |
$16.1K - $17.9K
|
14.1K
$798K
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-314- 0.35% |
$16.1K - $17.9K
|
89.4K
$5.06M
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-314- 3.98% |
$16.1K - $17.9K
|
7.58K
$429K
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-314- 0.7% |
$16.1K - $17.9K
|
44.7K
$2.53M
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-326- 6.09% |
$16.7K - $18.6K
|
5.03K
$285K
|
|
|
Aug 12, 2025
Q2 2025
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-326- 6.13% |
$16.7K - $18.6K
|
4.99K
$283K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-330- 1.19% |
$16.9K - $18.8K
|
27.3K
$1.55M
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-344- 5.56% |
$17.6K - $19.6K
|
5.84K
$331K
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-347- 3.24% |
$17.7K - $19.8K
|
10.4K
$586K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-349- 30.91% |
$17.8K - $19.9K
|
780
$44.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-350- 8.45% |
$17.9K - $20K
|
3.79K
$215K
|
|
|
Jul 08, 2025
Q2 2025
|
Iam Advisory, LLC
|
SELL
|
- |
-372- 2.27% |
$19K - $21.2K
|
16K
$907K
|
|
|
Aug 05, 2025
Q2 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-406- 2.07% |
$20.8K - $23.1K
|
19.2K
$1.09M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-422- 0.47% |
$21.6K - $24.1K
|
89K
$5.04M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-424- 11.27% |
$21.7K - $24.2K
|
3.34K
$189K
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-427- 3.9% |
$21.8K - $24.3K
|
10.5K
$597K
|
|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-433- 3.35% |
$22.1K - $24.7K
|
12.5K
$707K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-439- 85.91% |
$22.5K - $25K
|
72
$4.08K
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-450- 0.85% |
$23K - $25.7K
|
52.3K
$2.96M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-450- 29.26% |
$23K - $25.7K
|
1.09K
$61.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-460- 5.8% |
$23.5K - $26.2K
|
7.48K
$423K
|