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
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
6.82K+ 4.25% |
$349K - $388K
|
167K
$9.46M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
6.74K+ 653.49% |
$345K - $384K
|
7.78K
$440K
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
6.69K+ 9.27% |
$342K - $381K
|
78.9K
$4.47M
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
6.58K+ 100.3% |
$337K - $375K
|
13.1K
$744K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
6.51K+ 38.01% |
$333K - $371K
|
23.6K
$1.34M
|
|
|
Aug 04, 2025
Q2 2025
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
6.4K+ 7.16% |
$328K - $365K
|
95.9K
$5.43M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
6.39K+ 4.23% |
$327K - $364K
|
158K
$8.93M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
6.39K+ 481.96% |
$327K - $364K
|
7.71K
$437K
|
|
|
Jul 30, 2025
Q2 2025
|
Private Capital Advisors, Inc.
|
BUY
|
- |
6.39KNew |
$327K - $364K
|
6.39K
$362K
|
|
|
Aug 13, 2025
Q2 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
6.2K+ 38.39% |
$317K - $353K
|
22.3K
$1.26M
|
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
6.14KNew |
$314K - $350K
|
6.14K
$348K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
6.12K+ 8.77% |
$313K - $349K
|
75.9K
$4.3M
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
6.02K+ 8.23% |
$308K - $343K
|
79.2K
$4.49M
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
5.99K+ 21.05% |
$306K - $341K
|
34.4K
$1.95M
|
|
|
Jul 29, 2025
Q2 2025
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
BUY
|
- |
5.95K+ 62.18% |
$304K - $339K
|
15.5K
$879K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
5.85K+ 23.77% |
$299K - $334K
|
30.5K
$1.73M
|
|
|
Aug 06, 2025
Q2 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
5.77K+ 62.62% |
$295K - $329K
|
15K
$849K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
5.75K+ 283.0% |
$294K - $327K
|
7.78K
$440K
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
5.74K+ 40.05% |
$293K - $327K
|
20.1K
$1.14M
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
5.72KNew |
$292K - $326K
|
5.72K
$324K
|
|
|
Jul 21, 2025
Q2 2025
|
Quattro Financial Advisors LLC
|
BUY
|
- |
5.6KNew |
$286K - $319K
|
5.6K
$317K
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
5.57K+ 1.46% |
$285K - $318K
|
388K
$22M
|
|
|
Jul 21, 2025
Q2 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
5.52K+ 2.19% |
$282K - $315K
|
257K
$14.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
5.51K+ 3025.27% |
$282K - $314K
|
5.69K
$322K
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
5.5K+ 17.21% |
$281K - $313K
|
37.4K
$2.12M
|
|
|
Aug 11, 2025
Q2 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
5.47K+ 3.98% |
$280K - $312K
|
143K
$8.1M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
5.45K+ 1.91% |
$279K - $311K
|
290K
$16.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
5.43K+ 76.32% |
$278K - $310K
|
12.5K
$711K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
5.4K+ 30.27% |
$276K - $308K
|
23.3K
$1.32M
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
BUY
|
- |
5.4KNew |
$276K - $308K
|
5.4K
$306K
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
5.38K+ 10.35% |
$275K - $307K
|
57.4K
$3.25M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
5.37K+ 64.21% |
$275K - $306K
|
13.7K
$778K
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
5.37KNew |
$274K - $306K
|
5.37K
$304K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
5.33K+ 14.71% |
$273K - $304K
|
41.6K
$2.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
5.33K+ 7.08% |
$273K - $304K
|
80.7K
$4.57M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.28K+ 2.82% |
$270K - $301K
|
193K
$10.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
5.26K+ 27.68% |
$269K - $300K
|
24.2K
$1.37M
|
|
|
Jul 30, 2025
Q2 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
5.25K+ 11.51% |
$269K - $299K
|
50.9K
$2.88M
|
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
5.24KNew |
$268K - $299K
|
5.24K
$297K
|
|
|
Jul 23, 2025
Q2 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
5.23K+ 2.02% |
$267K - $298K
|
264K
$14.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
5.21K+ 0.77% |
$266K - $297K
|
684K
$38.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
5.19K+ 11.08% |
$265K - $296K
|
52K
$2.95M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
5.18KNew |
$265K - $295K
|
5.18K
$293K
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
5.14K+ 131.18% |
$263K - $293K
|
9.06K
$513K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
5.13KNew |
$262K - $292K
|
5.13K
$290K
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
5.08KNew |
$260K - $290K
|
5.08K
$288K
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
5.03K+ 41.63% |
$257K - $287K
|
17.1K
$969K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
5.02K+ 134.83% |
$257K - $286K
|
8.74K
$495K
|
|
|
Aug 14, 2025
Q2 2025
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
5K+ 53.57% |
$256K - $285K
|
14.3K
$812K
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
4.99K+ 2.98% |
$255K - $284K
|
172K
$9.76M
|