Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
3.28MNew |
$182M - $188M
|
3.28M
$186M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.47M+ 39.66% |
$81.5M - $84.1M
|
5.16M
$293M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.14M+ 2.49% |
$63.4M - $65.4M
|
47M
$2.67B
|
|
|
Nov 18, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
811K+ 3843.46% |
$45.1M - $46.5M
|
832K
$47.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
581K+ 40.19% |
$32.3M - $33.3M
|
2.03M
$115M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
544K+ 3.31% |
$30.2M - $31.2M
|
17M
$963M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
494K+ 5.52% |
$27.5M - $28.3M
|
9.43M
$535M
|
|
|
Nov 12, 2025
Q3 2025
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
415KNew |
$23.1M - $23.8M
|
415K
$23.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
333K+ 8.51% |
$18.5M - $19.1M
|
4.25M
$241M
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
319K+ 39.17% |
$17.8M - $18.3M
|
1.13M
$64.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
256K+ 120.08% |
$14.2M - $14.7M
|
468K
$26.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
255K+ 303.5% |
$14.2M - $14.6M
|
338K
$19.2M
|
|
|
Nov 05, 2025
Q3 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
243K+ 3768.07% |
$13.5M - $13.9M
|
249K
$14.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Imc Chicago, LLC
|
BUY
|
- |
241KNew |
$13.4M - $13.8M
|
241K
$13.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
227KNew |
$12.6M - $13M
|
227K
$12.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
201K+ 2.84% |
$11.2M - $11.5M
|
7.27M
$413M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
193KNew |
$10.7M - $11M
|
193K
$10.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
177K+ 2.83% |
$9.85M - $10.2M
|
6.43M
$365M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
174K+ 65.66% |
$9.7M - $10M
|
440K
$25M
|
|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
165K+ 99.63% |
$9.15M - $9.44M
|
330K
$18.7M
|
|
|
Nov 13, 2025
Q3 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
164K+ 5.64% |
$9.11M - $9.39M
|
3.07M
$174M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
154K+ 1300.2% |
$8.54M - $8.81M
|
165K
$9.38M
|
|
|
Nov 03, 2025
Q3 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
141K+ 21.33% |
$7.83M - $8.07M
|
800K
$45.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
140K+ 10555.48% |
$7.77M - $8.01M
|
141K
$8M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
133K+ 10.01% |
$7.39M - $7.62M
|
1.46M
$82.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
123K+ 300.23% |
$6.86M - $7.08M
|
165K
$9.34M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
121K+ 6.75% |
$6.7M - $6.92M
|
1.91M
$108M
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
120K+ 18.4% |
$6.67M - $6.88M
|
772K
$43.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
109K+ 20.86% |
$6.08M - $6.27M
|
633K
$35.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
107K+ 5.8% |
$5.98M - $6.17M
|
1.96M
$111M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
106K+ 36.86% |
$5.91M - $6.1M
|
395K
$22.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
97KNew |
$5.39M - $5.56M
|
97K
$5.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
95.8KNew |
$5.32M - $5.49M
|
95.8K
$5.43M
|
|
|
Nov 13, 2025
Q3 2025
|
Stonegate Management LLC
Lake Forest, IL |
BUY
|
- |
94.9KNew |
$5.28M - $5.44M
|
94.9K
$5.38M
|
|
|
Nov 10, 2025
Q3 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
93.9K+ 3910.92% |
$5.22M - $5.38M
|
96.3K
$5.46M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
92.4K+ 47.69% |
$5.14M - $5.3M
|
286K
$16.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
91.8K+ 32.94% |
$5.1M - $5.26M
|
370K
$21M
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
83.5K+ 194.52% |
$4.64M - $4.79M
|
126K
$7.17M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
81.3K+ 14.74% |
$4.52M - $4.66M
|
632K
$35.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
80.4K+ 18.65% |
$4.47M - $4.61M
|
512K
$29M
|
|
|
Nov 13, 2025
Q3 2025
|
Boston Partners
Boston, MA |
BUY
|
- |
79.4KNew |
$4.42M - $4.56M
|
79.4K
$4.51M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
75.6K+ 7.7% |
$4.2M - $4.34M
|
1.06M
$60M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
69.8KNew |
$3.88M - $4M
|
69.8K
$3.96M
|
|
|
Oct 15, 2025
Q3 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
68.5K+ 124.42% |
$3.81M - $3.93M
|
124K
$7.02M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
66.6K+ 25.63% |
$3.7M - $3.82M
|
326K
$18.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
64.3K+ 3.28% |
$3.57M - $3.69M
|
2.03M
$115M
|
|
|
Nov 14, 2025
Q3 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
62.5K+ 4.37% |
$3.48M - $3.59M
|
1.49M
$84.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
62.3KNew |
$3.47M - $3.58M
|
62.3K
$3.54M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
61.8K+ 2.12% |
$3.44M - $3.55M
|
2.98M
$169M
|
|
|
Oct 22, 2025
Q3 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
60.5K+ 9.75% |
$3.36M - $3.47M
|
681K
$38.6M
|
|