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 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
1.21K+ 2.48% |
$61.6K - $68.7K
|
49.9K
$2.83M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
1.11K+ 3.16% |
$56.9K - $63.4K
|
36.4K
$2.07M
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
BUY
|
- |
1.04K+ 3.88% |
$53.3K - $59.5K
|
27.9K
$1.58M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
865+ 8.27% |
$44.2K - $49.3K
|
11.3K
$643K
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
799+ 5.58% |
$40.9K - $45.5K
|
15.1K
$859K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
656+ 3.52% |
$33.5K - $37.4K
|
19.3K
$1.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Bay Rivers Group
|
BUY
|
- |
417+ 4.1% |
$21.3K - $23.8K
|
10.6K
$601K
|
|
|
Jul 09, 2025
Q2 2025
|
Sterling Manor Financial, LLC
|
BUY
|
- |
409+ 4.86% |
$20.9K - $23.3K
|
8.83K
$502K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
400New |
$20.5K - $22.8K
|
400
$22.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
371+ 6.35% |
$19K - $21.1K
|
6.21K
$353K
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
BUY
|
- |
333+ 1.04% |
$17K - $19K
|
32.3K
$1.83M
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
234New |
$12K - $13.3K
|
234
$13.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
201+ 1.4% |
$10.3K - $11.5K
|
14.6K
$829K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
126+ 14.53% |
$6.44K - $7.18K
|
993
$56.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
107+ 0.32% |
$5.47K - $6.1K
|
33.5K
$1.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
100+ 8.39% |
$5.11K - $5.7K
|
1.29K
$73.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
99+ 0.63% |
$5.06K - $5.64K
|
15.7K
$893K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
82+ 1.92% |
$4.19K - $4.67K
|
4.36K
$247K
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
66+ 0.32% |
$3.38K - $3.76K
|
20.7K
$1.18M
|
|
|
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 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
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
20+ 0.36% |
$1.02K - $1.14K
|
5.5K
$312K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
3+ 0.03% |
$153 - $171
|
10K
$568K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
1+ 0.01% |
$51.1 - $57
|
13.7K
$778K
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-13- 0.2% |
$665 - $741
|
6.65K
$378K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-40- 0.88% |
$2.05K - $2.28K
|
4.49K
$255K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-65- 10.32% |
$3.32K - $3.71K
|
565
$32.1K
|
|
|
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 11, 2025
Q2 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
SELL
|
- |
-180- 3.4% |
$9.21K - $10.3K
|
5.12K
$290K
|
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-314- 2.18% |
$16.1K - $17.9K
|
14.1K
$800K
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-326- 6.09% |
$16.7K - $18.6K
|
5.03K
$285K
|
|
|
Jul 08, 2025
Q2 2025
|
Iam Advisory, LLC
|
SELL
|
- |
-372- 2.27% |
$19K - $21.2K
|
16K
$909K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-422- 0.47% |
$21.6K - $24.1K
|
89K
$5.05M
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-427- 3.9% |
$21.8K - $24.3K
|
10.5K
$598K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-439- 85.91% |
$22.5K - $25K
|
72
$4.09K
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-729- 1.54% |
$37.3K - $41.6K
|
46.5K
$2.64M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-806- 15.72% |
$41.2K - $45.9K
|
4.32K
$245K
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
SELL
|
- |
-984- 20.96% |
$50.3K - $56.1K
|
3.71K
$211K
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-1.04K- 0.5% |
$53K - $59.1K
|
207K
$11.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
SELL
|
- |
-1.13K- 19.05% |
$58K - $64.6K
|
4.82K
$274K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-1.17K- 3.45% |
$59.8K - $66.6K
|
32.7K
$1.86M
|
|
|
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 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.46K- 14.1% |
$74.5K - $83K
|
8.88K
$504K
|
|
|
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
$887K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-2.29K- 2.37% |
$117K - $130K
|
94.3K
$5.36M
|
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-2.44K- 5.3% |
$125K - $139K
|
43.6K
$2.48M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-2.88K- 5.7% |
$147K - $164K
|
47.6K
$2.71M
|