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 31, 2025
Q2 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.01K- 10.94% |
$51.4K - $57.3K
|
8.18K
$463K
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-1.01K- 10.71% |
$51.5K - $57.5K
|
8.4K
$476K
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-1.04K- 0.5% |
$53K - $59.1K
|
207K
$11.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-1.05K- 7.09% |
$53.7K - $59.9K
|
13.8K
$780K
|
|
|
Jul 09, 2025
Q2 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
SELL
|
- |
-1.13K- 19.05% |
$58K - $64.6K
|
4.82K
$273K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1.14K- 57.74% |
$58.2K - $64.9K
|
833
$47.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-1.17K- 3.45% |
$59.8K - $66.6K
|
32.7K
$1.85M
|
|
|
Aug 06, 2025
Q2 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-1.17K- 12.82% |
$60K - $66.9K
|
7.98K
$452K
|
|
|
Jul 31, 2025
Q2 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.18K- 24.0% |
$60.5K - $67.5K
|
3.75K
$212K
|
|
|
Aug 08, 2025
Q2 2025
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-1.19K- 8.27% |
$60.7K - $67.7K
|
13.2K
$746K
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
SELL
|
- |
-1.22K- 12.01% |
$62.3K - $69.4K
|
8.92K
$505K
|
|
|
Aug 06, 2025
Q2 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-1.25K- 10.93% |
$64.1K - $71.5K
|
10.2K
$579K
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.28K- 3.09% |
$65.6K - $73.1K
|
40.2K
$2.28M
|
|
|
Aug 05, 2025
Q2 2025
|
Marion Wealth Management
|
SELL
|
- |
-1.29K- 6.7% |
$66.2K - $73.8K
|
18K
$1.02M
|
|
|
Aug 01, 2025
Q2 2025
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-1.3K- 2.63% |
$66.6K - $74.3K
|
48.3K
$2.73M
|
|
|
Nov 04, 2025
Q2 2025
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
SELL
|
- |
-1.3K- 14.68% |
$66.6K - $74.3K
|
7.57K
$429K
|
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-1.32K- 4.4% |
$67.5K - $75.2K
|
28.7K
$1.63M
|
|
|
Jul 18, 2025
Q2 2025
|
Independent Investors Inc
|
SELL
|
- |
-1.35K- 8.1% |
$69K - $77K
|
15.3K
$867K
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.36K- 5.96% |
$69.4K - $77.4K
|
21.4K
$1.21M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.37K- 35.34% |
$70K - $78K
|
2.51K
$142K
|
|
|
Aug 13, 2025
Q2 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-1.38K- 9.76% |
$70.3K - $78.4K
|
12.7K
$720K
|
|
|
Aug 06, 2025
Q2 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
SELL
|
- |
-1.41KClosed |
$71.9K - $80.1K
|
0
$0
|
|
|
Aug 01, 2025
Q2 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-1.42K- 5.45% |
$72.4K - $80.7K
|
24.5K
$1.39M
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.42K- 9.93% |
$72.6K - $80.9K
|
12.9K
$729K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-1.45K- 9.82% |
$74.3K - $82.8K
|
13.3K
$756K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.46K- 14.1% |
$74.5K - $83K
|
8.88K
$503K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-1.46K- 3.83% |
$74.7K - $83.3K
|
36.7K
$2.08M
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-1.49K- 8.69% |
$76K - $84.7K
|
15.6K
$884K
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-1.49K- 13.04% |
$76K - $84.7K
|
9.91K
$561K
|
|
|
Aug 12, 2025
Q2 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-1.56K- 16.07% |
$79.5K - $88.6K
|
8.12K
$460K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.56K- 5.36% |
$79.8K - $88.9K
|
27.6K
$1.56M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.57K- 16.03% |
$80.4K - $89.6K
|
8.24K
$466K
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.66K- 23.09% |
$84.8K - $94.6K
|
5.53K
$313K
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
SELL
|
- |
-1.67K- 5.93% |
$85.5K - $95.3K
|
26.5K
$1.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
SELL
|
- |
-1.69K- 6.75% |
$86.5K - $96.4K
|
23.4K
$1.32M
|
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-1.71K- 1.29% |
$87.2K - $97.2K
|
131K
$7.4M
|
|
|
Jul 24, 2025
Q2 2025
|
West Bancorporation Inc
|
SELL
|
- |
-1.71K- 12.68% |
$87.4K - $97.5K
|
11.8K
$667K
|
|
|
Jul 15, 2025
Q2 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-1.72K- 4.72% |
$88K - $98K
|
34.7K
$1.97M
|
|
|
Aug 13, 2025
Q2 2025
|
F
|
SELL
|
- |
-1.72K- 0.85% |
$88K - $98K
|
200K
$11.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.73K- 3.58% |
$88.3K - $98.4K
|
46.5K
$2.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.79K- 10.94% |
$91.6K - $102K
|
14.6K
$826K
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.79K- 6.28% |
$91.7K - $102K
|
26.8K
$1.52M
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.83K- 6.37% |
$93.5K - $104K
|
26.9K
$1.52M
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-1.86K- 19.99% |
$95K - $106K
|
7.44K
$421K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.9K- 8.7% |
$96.9K - $108K
|
19.9K
$1.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-1.9K- 25.33% |
$97.2K - $108K
|
5.6K
$317K
|
|
|
Aug 05, 2025
Q2 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-1.92K- 8.75% |
$98K - $109K
|
20K
$1.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.93K- 4.88% |
$98.9K - $110K
|
37.7K
$2.14M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.94K- 5.21% |
$99.4K - $111K
|
35.3K
$2M
|
|
|
Aug 12, 2025
Q2 2025
|
Integras Partners LLC
Alpharetta, GA |
SELL
|
- |
-1.96K- 5.16% |
$100K - $112K
|
36.1K
$2.04M
|