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 15, 2025
Q2 2025
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
9.45K+ 46.24% |
$483K - $539K
|
29.9K
$1.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
9.34K+ 4.07% |
$478K - $532K
|
239K
$13.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
9.34K+ 62.72% |
$478K - $532K
|
24.2K
$1.37M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
9.31KNew |
$476K - $531K
|
9.31K
$527K
|
|
|
Jul 23, 2025
Q2 2025
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
9.29K+ 2.0% |
$475K - $529K
|
474K
$26.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
9.16K+ 16.68% |
$468K - $522K
|
64.1K
$3.63M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
9.1K+ 5.34% |
$465K - $518K
|
179K
$10.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
9.03K+ 2.5% |
$462K - $515K
|
370K
$20.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
8.9KNew |
$455K - $507K
|
8.9K
$504K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
8.89KNew |
$455K - $507K
|
8.89K
$503K
|
|
|
Aug 13, 2025
Q2 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
8.87K+ 3.19% |
$454K - $506K
|
287K
$16.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
8.8K+ 7.45% |
$450K - $502K
|
127K
$7.19M
|
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
8.79K+ 32.13% |
$449K - $501K
|
36.1K
$2.05M
|
|
|
Jul 29, 2025
Q2 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
8.75K+ 6.59% |
$447K - $499K
|
141K
$8.01M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.67K+ 3.62% |
$444K - $494K
|
249K
$14.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
8.63K+ 9.01% |
$441K - $492K
|
104K
$5.92M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
8.6K+ 68.43% |
$440K - $490K
|
21.2K
$1.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
8.59K+ 4.11% |
$439K - $490K
|
218K
$12.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
8.54K+ 10.07% |
$437K - $487K
|
93.3K
$5.29M
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
BUY
|
- |
8.53K+ 23.86% |
$436K - $486K
|
44.3K
$2.51M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
8.52K+ 14.85% |
$436K - $486K
|
65.9K
$3.73M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
8.42K+ 49.28% |
$431K - $480K
|
25.5K
$1.44M
|
|
|
Aug 12, 2025
Q2 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
8.42K+ 8.22% |
$431K - $480K
|
111K
$6.28M
|
|
|
Jul 14, 2025
Q2 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
8.4K+ 5.86% |
$429K - $479K
|
152K
$8.59M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.31K+ 49.79% |
$425K - $474K
|
25K
$1.42M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
8.3K+ 23.16% |
$424K - $473K
|
44.1K
$2.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
8.24KNew |
$421K - $469K
|
8.24K
$466K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
8.17K+ 19.01% |
$418K - $466K
|
51.2K
$2.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
BUY
|
- |
8.17K+ 16.15% |
$418K - $466K
|
58.7K
$3.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
8.13K+ 10.5% |
$416K - $463K
|
85.5K
$4.84M
|
|
|
Aug 05, 2025
Q2 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
7.98K+ 24.74% |
$408K - $455K
|
40.2K
$2.28M
|
|
|
Aug 05, 2025
Q2 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
7.78K+ 6.44% |
$398K - $443K
|
129K
$7.29M
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
7.65K+ 13.8% |
$391K - $436K
|
63.1K
$3.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
7.64K+ 145.44% |
$391K - $435K
|
12.9K
$730K
|
|
|
Jul 29, 2025
Q2 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
7.51K+ 22.55% |
$384K - $428K
|
40.8K
$2.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.41K+ 2.87% |
$379K - $423K
|
266K
$15M
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
BUY
|
- |
7.36K+ 13.88% |
$376K - $420K
|
60.4K
$3.42M
|
|
|
Aug 05, 2025
Q2 2025
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
7.36K+ 6.25% |
$376K - $419K
|
125K
$7.08M
|
|
|
Aug 07, 2025
Q2 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
7.28K+ 2.24% |
$372K - $415K
|
332K
$18.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7.23K+ 13.01% |
$370K - $412K
|
62.8K
$3.56M
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
7.2K+ 4.05% |
$368K - $410K
|
185K
$10.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
7.19K+ 2.53% |
$368K - $410K
|
291K
$16.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
7.17K+ 13.2% |
$366K - $408K
|
61.5K
$3.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
7.15K+ 52.9% |
$366K - $407K
|
20.7K
$1.17M
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
7.13KNew |
$365K - $406K
|
7.13K
$404K
|
|
|
Aug 04, 2025
Q2 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
6.99K+ 19.65% |
$358K - $399K
|
42.6K
$2.41M
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
6.92K+ 18.04% |
$354K - $394K
|
45.3K
$2.56M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
6.85K+ 93.14% |
$350K - $390K
|
14.2K
$804K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
6.83K+ 9.37% |
$349K - $389K
|
79.7K
$4.52M
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
BUY
|
- |
6.83K+ 15.68% |
$349K - $389K
|
50.4K
$2.85M
|