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 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-4.04K- 3.93% |
$207K - $230K
|
98.8K
$5.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.07K- 15.31% |
$208K - $232K
|
22.5K
$1.27M
|
|
|
Jul 15, 2025
Q2 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
SELL
|
- |
-4.13K- 10.32% |
$211K - $235K
|
35.9K
$2.03M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-4.17K- 23.12% |
$213K - $238K
|
13.9K
$785K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-4.38K- 3.38% |
$224K - $250K
|
125K
$7.09M
|
|
|
Jul 30, 2025
Q2 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-4.41K- 2.23% |
$225K - $251K
|
193K
$10.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-4.51K- 11.38% |
$231K - $257K
|
35.2K
$1.99M
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-4.53K- 19.2% |
$232K - $258K
|
19.1K
$1.08M
|
|
|
Aug 06, 2025
Q2 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-4.56K- 4.57% |
$233K - $260K
|
95.4K
$5.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.57K- 1.07% |
$234K - $260K
|
422K
$23.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-4.57K- 20.0% |
$234K - $261K
|
18.3K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-4.68K- 30.91% |
$239K - $267K
|
10.5K
$592K
|
|
|
Jul 22, 2025
Q2 2025
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-4.69K- 10.13% |
$240K - $267K
|
41.6K
$2.36M
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-4.77K- 46.76% |
$244K - $272K
|
5.43K
$307K
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-4.91K- 22.25% |
$251K - $280K
|
17.2K
$972K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-4.97K- 17.93% |
$254K - $283K
|
22.7K
$1.29M
|
|
|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-5.02K- 31.29% |
$257K - $286K
|
11K
$625K
|
|
|
Jul 30, 2025
Q2 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.21K- 24.63% |
$266K - $297K
|
15.9K
$903K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5.23K- 6.34% |
$268K - $298K
|
77.3K
$4.38M
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-5.36K- 57.89% |
$274K - $305K
|
3.9K
$221K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-5.37K- 18.56% |
$275K - $306K
|
23.6K
$1.33M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-5.41K- 12.39% |
$276K - $308K
|
38.2K
$2.17M
|
|
|
Aug 08, 2025
Q2 2025
|
Beck Bode, LLC
|
SELL
|
- |
-5.55K- 37.14% |
$284K - $317K
|
9.4K
$532K
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-5.76K- 10.28% |
$295K - $328K
|
50.3K
$2.85M
|
|
|
Aug 12, 2025
Q2 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-5.81K- 3.09% |
$297K - $331K
|
182K
$10.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-5.83K- 29.02% |
$298K - $332K
|
14.3K
$808K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-6.09K- 36.25% |
$311K - $347K
|
10.7K
$606K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.15K- 11.86% |
$314K - $350K
|
45.7K
$2.59M
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-6.16K- 30.84% |
$315K - $351K
|
13.8K
$782K
|
|
|
Jul 14, 2025
Q2 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
SELL
|
- |
-6.34K- 28.04% |
$324K - $362K
|
16.3K
$922K
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-6.36K- 80.42% |
$325K - $363K
|
1.55K
$87.7K
|
|
|
Jul 28, 2025
Q2 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-6.36K- 63.99% |
$325K - $363K
|
3.58K
$203K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-6.38K- 3.1% |
$326K - $363K
|
199K
$11.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-6.59K- 8.68% |
$337K - $375K
|
69.3K
$3.93M
|
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-6.59K- 8.62% |
$337K - $375K
|
69.8K
$3.95M
|
|
|
Aug 05, 2025
Q2 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-6.68K- 5.57% |
$342K - $381K
|
113K
$6.42M
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-6.84K- 20.33% |
$350K - $390K
|
26.8K
$1.52M
|
|
|
Aug 14, 2025
Q2 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-6.93K- 35.85% |
$354K - $395K
|
12.4K
$702K
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-7.07K- 18.04% |
$361K - $403K
|
32.1K
$1.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-7.08K- 5.52% |
$362K - $404K
|
121K
$6.86M
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-7.14K- 18.87% |
$365K - $407K
|
30.7K
$1.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-7.16K- 2.65% |
$366K - $408K
|
263K
$14.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-7.22K- 20.35% |
$369K - $411K
|
28.3K
$1.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-7.27K- 21.7% |
$372K - $414K
|
26.2K
$1.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Helium Advisors LLC
Everett, WA |
SELL
|
- |
-7.82K- 11.53% |
$400K - $446K
|
60K
$3.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-7.84K- 15.85% |
$401K - $447K
|
41.6K
$2.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-7.97K- 4.3% |
$407K - $454K
|
177K
$10M
|
|
|
Jul 14, 2025
Q2 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
SELL
|
- |
-8.04K- 55.86% |
$411K - $458K
|
6.35K
$360K
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-8.11K- 96.54% |
$415K - $462K
|
291
$16.5K
|
|
|
Jul 30, 2025
Q2 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-8.33K- 12.15% |
$426K - $475K
|
60.2K
$3.41M
|