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 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
4.97K+ 56.8% |
$254K - $283K
|
13.7K
$777K
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
4.95K+ 26.39% |
$253K - $282K
|
23.7K
$1.34M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
4.94K+ 11.53% |
$252K - $281K
|
47.8K
$2.71M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
4.89K+ 7.13% |
$250K - $279K
|
73.5K
$4.16M
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
4.88KNew |
$250K - $278K
|
4.88K
$276K
|
|
|
Jul 31, 2025
Q2 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
4.87K+ 4.67% |
$249K - $277K
|
109K
$6.18M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
4.86KNew |
$248K - $277K
|
4.86K
$275K
|
|
|
Aug 04, 2025
Q2 2025
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
4.81K+ 4.04% |
$246K - $274K
|
124K
$7.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
4.77KNew |
$244K - $272K
|
4.77K
$270K
|
|
|
Aug 13, 2025
Q2 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
4.72K+ 47.32% |
$241K - $269K
|
14.7K
$832K
|
|
|
Jul 25, 2025
Q2 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
4.66K+ 29.87% |
$238K - $266K
|
20.3K
$1.15M
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
4.63KNew |
$237K - $264K
|
4.63K
$262K
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
4.57KNew |
$234K - $260K
|
4.57K
$259K
|
|
|
Jul 24, 2025
Q2 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
4.57K+ 119.81% |
$234K - $260K
|
8.38K
$474K
|
|
|
Aug 14, 2025
Q2 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
4.54KNew |
$232K - $259K
|
4.54K
$257K
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.5K+ 13.29% |
$230K - $256K
|
38.3K
$2.17M
|
|
|
Aug 04, 2025
Q2 2025
|
Vgi Partners LTD
Sydney, Nsw, C3 |
BUY
|
- |
4.45KNew |
$228K - $254K
|
4.45K
$252K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
4.4K+ 16.21% |
$225K - $251K
|
31.5K
$1.78M
|
|
|
Aug 11, 2025
Q2 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
4.39K+ 21.41% |
$225K - $250K
|
24.9K
$1.41M
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
4.37K+ 208.1% |
$223K - $249K
|
6.47K
$366K
|
|
|
Jul 23, 2025
Q2 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
4.33K+ 58.53% |
$221K - $247K
|
11.7K
$664K
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
4.29K+ 7.41% |
$219K - $244K
|
62.1K
$3.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
4.22K+ 6.4% |
$216K - $241K
|
70.2K
$3.97M
|
|
|
Jul 11, 2025
Q2 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
4.19K+ 8.23% |
$214K - $239K
|
55.1K
$3.12M
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
4.18KNew |
$214K - $238K
|
4.18K
$237K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.13K+ 2.57% |
$211K - $235K
|
165K
$9.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
4.1K+ 7.82% |
$210K - $234K
|
56.6K
$3.21M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
4.1KNew |
$210K - $234K
|
4.1K
$232K
|
|
|
Jul 17, 2025
Q2 2025
|
Leverty Financial Group, LLC
|
BUY
|
- |
4.09KNew |
$209K - $233K
|
4.09K
$232K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
4.09K+ 3.22% |
$209K - $233K
|
131K
$7.42M
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
4.07K+ 6.06% |
$208K - $232K
|
71.2K
$4.03M
|
|
|
Jul 28, 2025
Q2 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
4.04KNew |
$207K - $230K
|
4.04K
$229K
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
4.04KNew |
$206K - $230K
|
4.04K
$229K
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
3.94KNew |
$201K - $224K
|
3.94K
$223K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.91K+ 1.63% |
$200K - $223K
|
244K
$13.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
3.85KNew |
$197K - $220K
|
3.85K
$218K
|
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
3.84K+ 15.03% |
$196K - $219K
|
29.4K
$1.67M
|
|
|
Jul 09, 2025
Q2 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
3.84K+ 2.65% |
$196K - $219K
|
149K
$8.42M
|
|
|
Aug 13, 2025
Q2 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
3.81K+ 6.15% |
$195K - $217K
|
65.8K
$3.72M
|
|
|
Jul 17, 2025
Q2 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
3.8KNew |
$194K - $216K
|
3.8K
$215K
|
|
|
Aug 14, 2025
Q2 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
3.77K+ 2.77% |
$193K - $215K
|
140K
$7.93M
|
|
|
Aug 08, 2025
Q2 2025
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
3.76KNew |
$192K - $214K
|
3.76K
$213K
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
3.75K+ 13.55% |
$192K - $214K
|
31.4K
$1.78M
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
3.73KNew |
$191K - $213K
|
3.73K
$211K
|
|
|
Aug 14, 2025
Q2 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
3.71KNew |
$190K - $212K
|
3.71K
$210K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.71K+ 7.24% |
$190K - $211K
|
54.9K
$3.11M
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
3.7K+ 52.01% |
$189K - $211K
|
10.8K
$612K
|
|
|
Jul 23, 2025
Q2 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
3.69KNew |
$188K - $210K
|
3.69K
$209K
|
|
|
Jul 11, 2025
Q2 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
3.68KNew |
$188K - $210K
|
3.68K
$208K
|
|
|
Jul 24, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3.68K+ 356.55% |
$188K - $210K
|
4.71K
$267K
|