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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
13.9K+ 6.28% |
$711K - $792K
|
235K
$13.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
13.8KNew |
$708K - $789K
|
13.8K
$784K
|
|
|
Aug 15, 2025
Q2 2025
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
13.8K+ 140.17% |
$706K - $787K
|
23.6K
$1.34M
|
|
|
Jul 30, 2025
Q2 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
13.6K+ 20.39% |
$697K - $777K
|
80.5K
$4.56M
|
|
|
Jul 30, 2025
Q2 2025
|
Bg Investment Services, Inc.
|
BUY
|
- |
13.6K+ 41.74% |
$696K - $776K
|
46.2K
$2.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
13.6K+ 94.41% |
$695K - $774K
|
28K
$1.58M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
13.5KNew |
$689K - $768K
|
13.5K
$763K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
13.4K+ 72.78% |
$685K - $763K
|
31.8K
$1.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
13.4K+ 4.01% |
$685K - $763K
|
348K
$19.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
13.3KNew |
$680K - $758K
|
13.3K
$753K
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
13.3K+ 73.27% |
$679K - $757K
|
31.4K
$1.78M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
13.2KNew |
$678K - $755K
|
13.2K
$750K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
13KNew |
$666K - $743K
|
13K
$738K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
13K+ 9.66% |
$664K - $740K
|
147K
$8.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
13K+ 19.51% |
$662K - $738K
|
79.3K
$4.49M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
12.6K+ 780.6% |
$644K - $718K
|
14.2K
$804K
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
BUY
|
- |
12.6K+ 36.12% |
$643K - $716K
|
47.4K
$2.68M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
12.5K+ 7.16% |
$641K - $715K
|
188K
$10.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
12.4K+ 10.23% |
$636K - $709K
|
134K
$7.59M
|
|
|
Jul 25, 2025
Q2 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
12.3K+ 25.23% |
$631K - $703K
|
61.2K
$3.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
12.2K+ 2.96% |
$625K - $697K
|
425K
$24.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
12K+ 160.38% |
$614K - $684K
|
19.5K
$1.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
12K+ 156.43% |
$613K - $684K
|
19.7K
$1.11M
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
12K+ 3.99% |
$613K - $683K
|
312K
$17.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
11.9KNew |
$607K - $677K
|
11.9K
$673K
|
|
|
Aug 05, 2025
Q2 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
11.6K+ 109.65% |
$593K - $661K
|
22.2K
$1.25M
|
|
|
Aug 04, 2025
Q2 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
11.5K+ 23.18% |
$588K - $655K
|
61.1K
$3.46M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
11.4K+ 8.6% |
$583K - $649K
|
144K
$8.15M
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
11.4K+ 27.0% |
$581K - $647K
|
53.4K
$3.03M
|
|
|
Jul 07, 2025
Q2 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
11.4K+ 3.97% |
$580K - $647K
|
297K
$16.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
11.2K+ 15.38% |
$575K - $641K
|
84.4K
$4.78M
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
11.2KNew |
$572K - $638K
|
11.2K
$634K
|
|
|
Jul 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
10.9K+ 2.96% |
$557K - $621K
|
379K
$21.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
10.7K+ 5.74% |
$548K - $610K
|
197K
$11.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
BUY
|
- |
10.4K+ 27.74% |
$533K - $594K
|
48K
$2.72M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
10.4K+ 24.03% |
$530K - $591K
|
53.5K
$3.03M
|
|
|
Aug 05, 2025
Q2 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
10.3K+ 11.45% |
$526K - $587K
|
100K
$5.67M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
10.2K+ 11.28% |
$523K - $583K
|
101K
$5.72M
|
|
|
Jul 16, 2025
Q2 2025
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
10.2K+ 3.81% |
$523K - $583K
|
279K
$15.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
10.2K+ 2.25% |
$522K - $582K
|
463K
$26.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
10.1K+ 139.44% |
$519K - $578K
|
17.4K
$987K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
10.1K+ 5.71% |
$517K - $577K
|
187K
$10.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
10.1K+ 12.7% |
$517K - $576K
|
89.6K
$5.07M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
10K+ 62.29% |
$513K - $572K
|
26.2K
$1.48M
|
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
9.91K+ 39.73% |
$507K - $565K
|
34.9K
$1.97M
|
|
|
Aug 04, 2025
Q2 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
9.85K+ 18.26% |
$504K - $562K
|
63.8K
$3.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
9.73K+ 18.25% |
$497K - $554K
|
63K
$3.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
9.72K+ 38.27% |
$497K - $554K
|
35.1K
$1.99M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
9.7K+ 42.62% |
$496K - $553K
|
32.5K
$1.84M
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
9.46K+ 36.73% |
$484K - $539K
|
35.2K
$1.99M
|