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 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-468- 0.49% |
$23.9K - $26.7K
|
95.5K
$5.41M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-470- 1.67% |
$24K - $26.8K
|
27.7K
$1.57M
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-473- 25.39% |
$24.2K - $27K
|
1.39K
$78.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-501- 0.3% |
$25.6K - $28.6K
|
165K
$9.32M
|
|
|
Aug 13, 2025
Q2 2025
|
American Money Management, LLC
|
SELL
|
- |
-502- 4.62% |
$25.7K - $28.6K
|
10.4K
$587K
|
|
|
Aug 04, 2025
Q2 2025
|
Coign Capital Advisors LLC
Draper, UT |
SELL
|
- |
-503- 5.14% |
$25.7K - $28.7K
|
9.28K
$526K
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
SELL
|
- |
-508- 11.67% |
$26K - $29K
|
3.84K
$218K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-514- 62.0% |
$26.3K - $29.3K
|
315
$17.8K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-519- 14.46% |
$26.5K - $29.6K
|
3.07K
$174K
|
|
|
Aug 13, 2025
Q2 2025
|
Wills Financial Group LLC
Richmond, VA |
SELL
|
- |
-521- 8.1% |
$26.6K - $29.7K
|
5.91K
$335K
|
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-531- 3.7% |
$27.2K - $30.3K
|
13.8K
$784K
|
|
|
Jul 29, 2025
Q2 2025
|
Alaska Permanent Capital Management
|
SELL
|
- |
-549- 20.41% |
$28.1K - $31.3K
|
2.14K
$121K
|
|
|
Aug 14, 2025
Q2 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
SELL
|
- |
-555- 7.03% |
$28.4K - $31.6K
|
7.34K
$415K
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-570- 2.08% |
$29.1K - $32.5K
|
26.8K
$1.52M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-599- 7.92% |
$30.6K - $34.1K
|
6.96K
$394K
|
|
|
Aug 20, 2025
Q2 2025
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-600- 4.56% |
$30.7K - $34.2K
|
12.6K
$712K
|
|
|
Jul 15, 2025
Q2 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
SELL
|
- |
-619- 0.17% |
$31.7K - $35.3K
|
372K
$21.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-629- 80.74% |
$32.2K - $35.9K
|
150
$8.49K
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-635- 8.17% |
$32.5K - $36.2K
|
7.14K
$404K
|
|
|
Jul 22, 2025
Q2 2025
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-659- 2.0% |
$33.7K - $37.6K
|
32.3K
$1.83M
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-659- 3.75% |
$33.7K - $37.6K
|
16.9K
$958K
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-666- 22.58% |
$34.1K - $38K
|
2.28K
$129K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-668- 2.0% |
$34.2K - $38.1K
|
32.7K
$1.85M
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-672- 3.74% |
$34.4K - $38.3K
|
17.3K
$979K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-675- 58.7% |
$34.5K - $38.5K
|
475
$26.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-689- 1.62% |
$35.2K - $39.3K
|
41.8K
$2.37M
|
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-700- 10.29% |
$35.8K - $39.9K
|
6.1K
$345K
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-701- 5.9% |
$35.8K - $40K
|
11.2K
$633K
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-729- 1.54% |
$37.3K - $41.6K
|
46.5K
$2.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-734- 8.24% |
$37.5K - $41.8K
|
8.17K
$463K
|
|
|
Jul 25, 2025
Q2 2025
|
Gfs Advisors, LLC
|
SELL
|
- |
-750- 1.58% |
$38.4K - $42.8K
|
46.6K
$2.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-750- 1.96% |
$38.4K - $42.8K
|
37.6K
$2.13M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-782- 18.25% |
$40K - $44.6K
|
3.5K
$198K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-787- 3.75% |
$40.2K - $44.9K
|
20.2K
$1.15M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-806- 15.72% |
$41.2K - $45.9K
|
4.32K
$245K
|
|
|
Jul 25, 2025
Q2 2025
|
Penbrook Management LLC
|
SELL
|
- |
-825- 16.02% |
$42.2K - $47K
|
4.33K
$245K
|
|
|
Aug 07, 2025
Q2 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-826- 10.92% |
$42.2K - $47.1K
|
6.74K
$382K
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-836- 2.56% |
$42.8K - $47.7K
|
31.8K
$1.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-848- 3.68% |
$43.4K - $48.3K
|
22.2K
$1.26M
|
|
|
Aug 05, 2025
Q2 2025
|
Corps Capital Advisors, LLC
Southlake, TX |
SELL
|
- |
-858- 10.82% |
$43.9K - $48.9K
|
7.07K
$400K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-866- 0.42% |
$44.3K - $49.4K
|
204K
$11.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-869- 2.48% |
$44.4K - $49.5K
|
34.2K
$1.94M
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-872- 31.96% |
$44.6K - $49.7K
|
1.86K
$105K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-884- 4.08% |
$45.2K - $50.4K
|
20.8K
$1.18M
|
|
|
Jul 24, 2025
Q2 2025
|
Monument Capital Management
|
SELL
|
- |
-956- 5.86% |
$48.9K - $54.5K
|
15.3K
$869K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-960- 50.53% |
$49.1K - $54.7K
|
940
$53.2K
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-969- 1.15% |
$49.6K - $55.2K
|
83.1K
$4.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
SELL
|
- |
-984- 20.96% |
$50.3K - $56.1K
|
3.71K
$210K
|
|
|
Aug 06, 2025
Q2 2025
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-993- 3.78% |
$50.8K - $56.6K
|
25.3K
$1.43M
|
|
|
Jul 21, 2025
Q2 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-1K- 6.98% |
$51.1K - $57K
|
13.3K
$755K
|