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
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-3.31K- 20.48% |
$169K - $189K
|
12.9K
$731K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-3.37K- 4.91% |
$172K - $192K
|
65.3K
$3.71M
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-3.58K- 9.4% |
$183K - $204K
|
34.4K
$1.96M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-4.57K- 20.0% |
$234K - $261K
|
18.3K
$1.04M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-5.41K- 12.39% |
$276K - $308K
|
38.2K
$2.17M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-6.09K- 36.25% |
$311K - $347K
|
10.7K
$608K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-8.4K- 14.54% |
$429K - $479K
|
49.3K
$2.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-11.8K- 6.94% |
$605K - $675K
|
159K
$9.01M
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-12.4K- 36.55% |
$634K - $707K
|
21.5K
$1.22M
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-15.1K- 9.34% |
$774K - $863K
|
147K
$8.35M
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-16K- 19.16% |
$818K - $912K
|
67.5K
$3.83M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-16.2K- 30.11% |
$826K - $921K
|
37.5K
$2.13M
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-17.7K- 17.04% |
$904K - $1.01M
|
86.1K
$4.89M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-23.4K- 12.48% |
$1.19M - $1.33M
|
164K
$9.31M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-23.8K- 4.35% |
$1.22M - $1.36M
|
524K
$29.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-30K- 32.51% |
$1.54M - $1.71M
|
62.3K
$3.54M
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-34.4K- 28.91% |
$1.76M - $1.96M
|
84.7K
$4.81M
|
|
|
Jul 11, 2025
Q2 2025
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-36.8K- 20.59% |
$1.88M - $2.1M
|
142K
$8.07M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-39K- 21.56% |
$2M - $2.22M
|
142K
$8.06M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-45.1K- 34.66% |
$2.31M - $2.57M
|
85K
$4.83M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-183K- 10.69% |
$9.36M - $10.4M
|
1.53M
$86.8M
|