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 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-60.2K- 41.5% |
$3.08M - $3.43M
|
84.9K
$4.81M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-60.6K- 4.07% |
$3.1M - $3.45M
|
1.43M
$80.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-62.8K- 27.4% |
$3.21M - $3.58M
|
166K
$9.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-68.6K- 84.02% |
$3.51M - $3.91M
|
13K
$738K
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-72.1K- 4.8% |
$3.69M - $4.11M
|
1.43M
$81M
|
|
|
Jul 30, 2025
Q2 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-74K- 85.83% |
$3.78M - $4.22M
|
12.2K
$692K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-79.6K- 48.98% |
$4.07M - $4.54M
|
83K
$4.7M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-94.9K- 50.68% |
$4.85M - $5.41M
|
92.4K
$5.23M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-97.3K- 70.3% |
$4.98M - $5.55M
|
41.1K
$2.33M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-97.3K- 70.3% |
$4.98M - $5.55M
|
41.1K
$2.33M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-104K- 79.77% |
$5.33M - $5.94M
|
26.4K
$1.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-108K- 79.91% |
$5.54M - $6.17M
|
27.2K
$1.54M
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-117K- 94.8% |
$6M - $6.69M
|
6.44K
$365K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-132K- 35.13% |
$6.76M - $7.54M
|
244K
$13.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-142K- 14.29% |
$7.28M - $8.12M
|
854K
$48.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-163K- 39.02% |
$8.35M - $9.31M
|
255K
$14.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-171K- 4.41% |
$8.72M - $9.72M
|
3.69M
$209M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-183K- 10.69% |
$9.36M - $10.4M
|
1.53M
$86.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-201K- 48.59% |
$10.3M - $11.5M
|
213K
$12.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-203K- 56.12% |
$10.4M - $11.6M
|
159K
$8.99M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-205K- 64.8% |
$10.5M - $11.7M
|
112K
$6.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-219K- 99.4% |
$11.2M - $12.5M
|
1.32K
$74.9K
|
|
|
Aug 18, 2025
Q2 2025
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-221K- 48.0% |
$11.3M - $12.6M
|
239K
$13.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-245K- 92.48% |
$12.5M - $14M
|
19.9K
$1.13M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-292K- 89.84% |
$14.9M - $16.7M
|
33.1K
$1.87M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-298K- 87.41% |
$15.2M - $17M
|
42.8K
$2.43M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-318K- 95.98% |
$16.3M - $18.1M
|
13.3K
$753K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-319K- 54.79% |
$16.3M - $18.2M
|
263K
$14.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-452K- 98.12% |
$23.1M - $25.7M
|
8.63K
$489K
|
|
|
Aug 15, 2025
Q2 2025
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-513K- 76.35% |
$26.2M - $29.2M
|
159K
$9M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-544K- 14.58% |
$27.8M - $31M
|
3.18M
$180M
|
|
|
Jul 15, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-651KClosed |
$33.3M - $37.1M
|
0
$0
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-705K- 75.28% |
$36M - $40.2M
|
231K
$13.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-729K- 11.82% |
$37.3M - $41.5M
|
5.43M
$308M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-853K- 62.71% |
$43.6M - $48.6M
|
507K
$28.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Requisite Capital Management, LLC
|
SELL
|
- |
-1.03M- 81.92% |
$52.7M - $58.7M
|
228K
$12.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
SELL
|
- |
-402M- 99.98% |
$20.5B - $22.9B
|
61.3K
$3.47M
|