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
|
Delta Investment Management, LLC
|
SELL
|
- |
-18.9K- 20.49% |
$965K - $1.08M
|
73.2K
$4.15M
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-19.2K- 22.49% |
$983K - $1.1M
|
66.2K
$3.75M
|
|
|
Aug 07, 2025
Q2 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-19.9K- 14.66% |
$1.02M - $1.13M
|
116K
$6.54M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-20.2K- 28.58% |
$1.03M - $1.15M
|
50.4K
$2.85M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-20.6K- 6.05% |
$1.05M - $1.17M
|
320K
$18.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-20.6K- 62.02% |
$1.06M - $1.18M
|
12.6K
$715K
|
|
|
Aug 14, 2025
Q2 2025
|
Newport Capital Group, LLC
|
SELL
|
- |
-22K- 39.05% |
$1.13M - $1.25M
|
34.3K
$1.94M
|
|
|
Aug 07, 2025
Q2 2025
|
Weil Company, Inc.
|
SELL
|
- |
-22K- 29.19% |
$1.13M - $1.26M
|
53.5K
$3.03M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-22.2K- 9.76% |
$1.13M - $1.26M
|
205K
$11.6M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-22.2K- 28.98% |
$1.14M - $1.27M
|
54.5K
$3.08M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-22.3K- 41.15% |
$1.14M - $1.27M
|
31.9K
$1.81M
|
|
|
Aug 07, 2025
Q2 2025
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-22.4K- 31.32% |
$1.15M - $1.28M
|
49.2K
$2.78M
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-23.2K- 22.29% |
$1.18M - $1.32M
|
80.8K
$4.58M
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-23.3K- 23.37% |
$1.19M - $1.33M
|
76.6K
$4.34M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-23.4K- 12.48% |
$1.19M - $1.33M
|
164K
$9.28M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-23.8K- 4.35% |
$1.22M - $1.36M
|
524K
$29.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-24.8K- 27.15% |
$1.27M - $1.41M
|
66.6K
$3.77M
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
SELL
|
- |
-25.2KClosed |
$1.29M - $1.44M
|
0
$0
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-27.7K- 13.76% |
$1.42M - $1.58M
|
173K
$9.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-27.9K- 36.99% |
$1.43M - $1.59M
|
47.6K
$2.69M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-28.2K- 10.77% |
$1.44M - $1.61M
|
234K
$13.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-29.7K- 12.5% |
$1.52M - $1.69M
|
208K
$11.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
SELL
|
- |
-30K- 7.06% |
$1.53M - $1.71M
|
394K
$22.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-30K- 32.51% |
$1.54M - $1.71M
|
62.3K
$3.53M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-30.2K- 82.42% |
$1.55M - $1.72M
|
6.45K
$365K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-30.3K- 29.15% |
$1.55M - $1.73M
|
73.7K
$4.17M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-30.7K- 24.08% |
$1.57M - $1.75M
|
96.8K
$5.48M
|
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-31.4K- 51.82% |
$1.6M - $1.79M
|
29.2K
$1.65M
|
|
|
Aug 13, 2025
Q2 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-33.1K- 29.76% |
$1.69M - $1.89M
|
78.2K
$4.43M
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-34.4K- 28.91% |
$1.76M - $1.96M
|
84.7K
$4.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-34.7K- 10.47% |
$1.78M - $1.98M
|
297K
$16.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-34.9K- 18.46% |
$1.78M - $1.99M
|
154K
$8.73M
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-36.1KClosed |
$1.84M - $2.06M
|
0
$0
|
|
|
Jul 23, 2025
Q2 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-36.6K- 77.03% |
$1.87M - $2.09M
|
10.9K
$618K
|
|
|
Aug 08, 2025
Q2 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-36.6K- 18.66% |
$1.87M - $2.09M
|
160K
$9.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
SELL
|
- |
-36.8K- 93.87% |
$1.88M - $2.1M
|
2.4K
$136K
|
|
|
Jul 11, 2025
Q2 2025
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-36.8K- 20.59% |
$1.88M - $2.1M
|
142K
$8.04M
|
|
|
Aug 08, 2025
Q2 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-37.9K- 64.8% |
$1.94M - $2.16M
|
20.6K
$1.17M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-39K- 21.56% |
$2M - $2.22M
|
142K
$8.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-39.6K- 10.71% |
$2.03M - $2.26M
|
330K
$18.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-40K- 10.62% |
$2.05M - $2.28M
|
337K
$19.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-41.4K- 13.33% |
$2.12M - $2.36M
|
269K
$15.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-42.9K- 19.28% |
$2.19M - $2.44M
|
179K
$10.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-45.1K- 34.66% |
$2.31M - $2.57M
|
85K
$4.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-47.5K- 98.24% |
$2.43M - $2.71M
|
849
$48.1K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-48.9K- 2.39% |
$2.5M - $2.79M
|
1.99M
$113M
|
|
|
Jul 29, 2025
Q2 2025
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-49.4K- 30.9% |
$2.52M - $2.81M
|
110K
$6.25M
|
|
|
Jul 28, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-51.4K- 82.29% |
$2.63M - $2.93M
|
11.1K
$626K
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-52.3K- 30.64% |
$2.68M - $2.98M
|
118K
$6.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-53.3K- 38.9% |
$2.72M - $3.04M
|
83.7K
$4.74M
|