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 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
3.65KNew |
$187K - $208K
|
3.65K
$207K
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3.63K+ 3.59% |
$186K - $207K
|
105K
$5.93M
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
3.63KNew |
$186K - $207K
|
3.63K
$205K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.63K+ 7.85% |
$185K - $207K
|
49.8K
$2.82M
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
3.62KNew |
$185K - $206K
|
3.62K
$205K
|
|
|
Aug 13, 2025
Q2 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
3.59K+ 23.24% |
$184K - $205K
|
19K
$1.08M
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.58KNew |
$183K - $204K
|
3.58K
$203K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.56K+ 1.81% |
$182K - $203K
|
200K
$11.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
3.56KNew |
$182K - $203K
|
3.56K
$201K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
3.55K+ 20.98% |
$181K - $202K
|
20.4K
$1.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.52K+ 5.31% |
$180K - $200K
|
69.8K
$3.95M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.51K+ 3.54% |
$179K - $200K
|
103K
$5.81M
|
|
|
Aug 12, 2025
Q2 2025
|
Strategic Advisors LLC
|
BUY
|
- |
3.5K+ 48.68% |
$179K - $200K
|
10.7K
$606K
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
3.48K+ 6.92% |
$178K - $199K
|
53.8K
$3.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
3.46K+ 46.92% |
$177K - $197K
|
10.8K
$613K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
3.44K+ 3.77% |
$176K - $196K
|
94.5K
$5.35M
|
|
|
Jul 22, 2025
Q2 2025
|
Madden Securities Corp
|
BUY
|
- |
3.41K+ 1.12% |
$174K - $194K
|
308K
$17.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
3.36K+ 8.29% |
$172K - $191K
|
43.8K
$2.48M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
3.35K+ 1.67% |
$171K - $191K
|
205K
$11.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
3.33K+ 2.79% |
$170K - $190K
|
123K
$6.95M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
3.29K+ 5.36% |
$168K - $187K
|
64.7K
$3.66M
|
|
|
Aug 07, 2025
Q2 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
3.27K+ 5.75% |
$167K - $187K
|
60.1K
$3.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
3.27K+ 35.87% |
$167K - $186K
|
12.4K
$701K
|
|
|
Aug 14, 2025
Q2 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
3.26K+ 1.9% |
$167K - $186K
|
175K
$9.88M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.24K+ 16.14% |
$166K - $185K
|
23.3K
$1.32M
|
|
|
Jul 30, 2025
Q2 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
3.24K+ 4.25% |
$165K - $184K
|
79.3K
$4.49M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.22K+ 7.89% |
$165K - $184K
|
44K
$2.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
3.2K+ 75.48% |
$164K - $182K
|
7.44K
$421K
|
|
|
Aug 11, 2025
Q2 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
3.18K+ 16.17% |
$163K - $181K
|
22.9K
$1.29M
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
3.16K+ 6.61% |
$162K - $180K
|
51K
$2.89M
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
3.12K+ 1.94% |
$160K - $178K
|
164K
$9.27M
|
|
|
Aug 12, 2025
Q2 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
3.04K+ 4.75% |
$155K - $173K
|
66.9K
$3.79M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
3.01K+ 54.98% |
$154K - $172K
|
8.49K
$481K
|
|
|
Aug 05, 2025
Q2 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
3K+ 8.5% |
$153K - $171K
|
38.3K
$2.17M
|
|
|
Oct 02, 2025
Q2 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
2.98K+ 22.64% |
$152K - $170K
|
16.1K
$913K
|
|
|
Jul 29, 2025
Q2 2025
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
2.95K+ 3.68% |
$151K - $168K
|
83.2K
$4.71M
|
|
|
Jul 24, 2025
Q2 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
2.95K+ 8.45% |
$151K - $168K
|
37.8K
$2.14M
|
|
|
Jul 24, 2025
Q2 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
2.93K+ 15.31% |
$150K - $167K
|
22K
$1.25M
|
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
2.92K+ 4.64% |
$149K - $166K
|
65.8K
$3.73M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
2.9K+ 10.04% |
$148K - $165K
|
31.8K
$1.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
2.9K+ 5.95% |
$148K - $165K
|
51.6K
$2.92M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.9K+ 1.8% |
$148K - $165K
|
164K
$9.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
2.9K+ 13.34% |
$148K - $165K
|
24.6K
$1.39M
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
2.88K+ 5.05% |
$147K - $164K
|
60K
$3.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
2.88K+ 1.8% |
$147K - $164K
|
163K
$9.21M
|
|
|
Sep 29, 2025
Q2 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
2.83K+ 3.4% |
$145K - $161K
|
86.1K
$4.88M
|
|
|
Oct 21, 2025
Q2 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
2.82K+ 3.48% |
$144K - $161K
|
84K
$4.75M
|
|
|
Aug 05, 2025
Q2 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
2.82K+ 17.99% |
$144K - $161K
|
18.5K
$1.05M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
BUY
|
- |
2.82K+ 64.98% |
$144K - $160K
|
7.15K
$405K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2.8K+ 6.03% |
$143K - $160K
|
49.3K
$2.79M
|