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 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.99K- 3.15% |
$102K - $113K
|
61.1K
$3.46M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-2.02K- 7.93% |
$103K - $115K
|
23.4K
$1.33M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Bridge, LLC
|
SELL
|
- |
-2.02K- 12.13% |
$103K - $115K
|
14.6K
$829K
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-2.15K- 2.12% |
$110K - $122K
|
99.1K
$5.61M
|
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
SELL
|
- |
-2.16K- 2.66% |
$111K - $123K
|
79.1K
$4.48M
|
|
|
Aug 05, 2025
Q2 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-2.18K- 9.04% |
$111K - $124K
|
21.9K
$1.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-2.24K- 1.43% |
$115K - $128K
|
155K
$8.75M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.28K- 17.94% |
$117K - $130K
|
10.4K
$591K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-2.29K- 2.37% |
$117K - $130K
|
94.3K
$5.34M
|
|
|
Aug 06, 2025
Q2 2025
|
Souders Financial Advisors
|
SELL
|
- |
-2.32K- 17.71% |
$118K - $132K
|
10.8K
$609K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-2.4K- 82.05% |
$123K - $137K
|
525
$29.7K
|
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-2.44K- 5.3% |
$125K - $139K
|
43.6K
$2.47M
|
|
|
Jul 22, 2025
Q2 2025
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-2.45K- 11.27% |
$125K - $140K
|
19.3K
$1.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.5K- 34.53% |
$128K - $142K
|
4.74K
$268K
|
|
|
Jul 31, 2025
Q2 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-2.5K- 17.54% |
$128K - $143K
|
11.8K
$665K
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2.52K- 19.43% |
$129K - $144K
|
10.5K
$592K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-2.61K- 44.34% |
$134K - $149K
|
3.28K
$186K
|
|
|
Jul 30, 2025
Q2 2025
|
Sanders Morris Harris LLC
|
SELL
|
- |
-2.74K- 22.42% |
$140K - $156K
|
9.49K
$537K
|
|
|
Jul 21, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-2.8K- 8.82% |
$143K - $159K
|
28.9K
$1.64M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.8K- 0.77% |
$143K - $160K
|
359K
$20.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-2.87K- 2.06% |
$147K - $164K
|
136K
$7.73M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-2.88K- 5.7% |
$147K - $164K
|
47.6K
$2.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-2.9K- 10.1% |
$148K - $165K
|
25.8K
$1.46M
|
|
|
Aug 12, 2025
Q2 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
SELL
|
- |
-2.95K- 7.41% |
$151K - $168K
|
36.9K
$2.09M
|
|
|
Aug 13, 2025
Q2 2025
|
West Wealth Group, LLC
|
SELL
|
- |
-2.97K- 44.92% |
$152K - $169K
|
3.64K
$206K
|
|
|
Jul 22, 2025
Q2 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-3.03K- 1.59% |
$155K - $173K
|
187K
$10.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-3.04K- 2.44% |
$156K - $173K
|
121K
$6.88M
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-3.1K- 6.91% |
$158K - $177K
|
41.7K
$2.36M
|
|
|
Jul 30, 2025
Q2 2025
|
Gables Capital Management Inc.
|
SELL
|
- |
-3.15K- 8.85% |
$161K - $180K
|
32.4K
$1.84M
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-3.18K- 6.62% |
$163K - $181K
|
44.9K
$2.54M
|
|
|
Aug 13, 2025
Q2 2025
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-3.25K- 1.49% |
$166K - $185K
|
216K
$12.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.27K- 15.23% |
$167K - $187K
|
18.2K
$1.03M
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-3.29K- 16.7% |
$168K - $188K
|
16.4K
$929K
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-3.31K- 20.48% |
$169K - $189K
|
12.9K
$729K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-3.33K- 36.49% |
$170K - $190K
|
5.8K
$329K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-3.37K- 4.91% |
$172K - $192K
|
65.3K
$3.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-3.37K- 48.65% |
$172K - $192K
|
3.56K
$202K
|
|
|
Aug 15, 2025
Q2 2025
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-3.48K- 31.57% |
$178K - $198K
|
7.55K
$427K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-3.53K- 88.56% |
$180K - $201K
|
456
$25.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-3.58K- 9.4% |
$183K - $204K
|
34.4K
$1.95M
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-3.6K- 1.08% |
$184K - $205K
|
331K
$18.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-3.67K- 36.63% |
$188K - $209K
|
6.35K
$360K
|
|
|
Jul 21, 2025
Q2 2025
|
J2 Capital Management Inc
|
SELL
|
- |
-3.68K- 4.01% |
$188K - $209K
|
87.9K
$4.98M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-3.68K- 78.1% |
$188K - $210K
|
1.03K
$58.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Capital Planning LLC
|
SELL
|
- |
-3.68K- 25.94% |
$188K - $210K
|
10.5K
$595K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-3.77K- 24.26% |
$193K - $215K
|
11.8K
$666K
|
|
|
Aug 12, 2025
Q2 2025
|
Seaview Investment Managers LLC
|
SELL
|
- |
-3.79K- 27.54% |
$194K - $216K
|
9.98K
$565K
|
|
|
Jul 24, 2025
Q2 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-3.86K- 3.63% |
$197K - $220K
|
102K
$5.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-4K- 5.49% |
$205K - $228K
|
69K
$3.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-4.03K- 68.6% |
$206K - $230K
|
1.84K
$104K
|