Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2026
Q4 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
137K+ 17.07% |
$7.65M - $7.87M
|
937K
$53.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Mor Wealth Management, LLC
Philadelphia, PA |
BUY
|
- |
81.6KNew |
$4.57M - $4.7M
|
81.6K
$4.63M
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
49.9KNew |
$2.8M - $2.88M
|
49.9K
$2.83M
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
44.4K+ 6.45% |
$2.49M - $2.56M
|
732K
$41.6M
|
|
|
Jan 16, 2026
Q4 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
43K+ 9.07% |
$2.41M - $2.48M
|
517K
$29.3M
|
|
|
Jan 05, 2026
Q4 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
43K+ 27.88% |
$2.41M - $2.47M
|
197K
$11.2M
|
|
|
Jan 02, 2026
Q4 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
41.6K+ 7.37% |
$2.33M - $2.39M
|
605K
$34.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
40.9K+ 242.17% |
$2.29M - $2.36M
|
57.8K
$3.28M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
36.3K+ 4.41% |
$2.03M - $2.09M
|
860K
$48.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Capital Advisors Inc
|
BUY
|
- |
32K+ 2.98% |
$1.79M - $1.84M
|
1.11M
$62.7M
|
|
|
Jan 07, 2026
Q4 2025
|
Qp Wealth Management, LLC
|
BUY
|
- |
30KNew |
$1.68M - $1.73M
|
30K
$1.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
29.8K+ 7.08% |
$1.67M - $1.72M
|
451K
$25.6M
|
|
|
Jan 14, 2026
Q4 2025
|
Columbus Macro, LLC
|
BUY
|
- |
25.1K+ 9.86% |
$1.4M - $1.44M
|
279K
$15.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
23.4K+ 16.77% |
$1.31M - $1.35M
|
163K
$9.26M
|
|
|
Jan 12, 2026
Q4 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
23.2K+ 18.74% |
$1.3M - $1.33M
|
147K
$8.33M
|
|
|
Jan 05, 2026
Q4 2025
|
First Hawaiian Bank
|
BUY
|
- |
17.9K+ 10.75% |
$1M - $1.03M
|
184K
$10.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
17.3K+ 19.77% |
$971K - $998K
|
105K
$5.96M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
16.7K+ 89.79% |
$937K - $964K
|
35.4K
$2.01M
|
|
|
Jan 07, 2026
Q4 2025
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
BUY
|
- |
16.6K+ 30.48% |
$930K - $956K
|
71.1K
$4.03M
|
|
|
Jan 15, 2026
Q4 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
15.8K+ 22.21% |
$884K - $909K
|
86.8K
$4.93M
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
13.6K+ 13.78% |
$764K - $786K
|
113K
$6.39M
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
12.8K+ 90.41% |
$716K - $737K
|
26.9K
$1.53M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
12.3KNew |
$687K - $707K
|
12.3K
$696K
|
|
|
Jan 15, 2026
Q4 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
BUY
|
- |
12KNew |
$671K - $690K
|
12K
$680K
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
11.4K+ 2.69% |
$639K - $657K
|
435K
$24.7M
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
11.1K+ 33.49% |
$620K - $638K
|
44.1K
$2.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Sherman Wealth Management LLC
Gaithersburg, MD |
BUY
|
- |
10.6KNew |
$593K - $610K
|
10.6K
$601K
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
9.57K+ 38.29% |
$536K - $551K
|
34.6K
$1.96M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
9.54K+ 245.54% |
$534K - $550K
|
13.4K
$762K
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
9.51K+ 32.93% |
$533K - $548K
|
38.4K
$2.18M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.27K+ 11.28% |
$519K - $534K
|
91.4K
$5.18M
|
|
|
Jan 16, 2026
Q4 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
8.77K+ 4.52% |
$491K - $505K
|
203K
$11.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
8.25K+ 24.26% |
$462K - $475K
|
42.2K
$2.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.16K+ 2.96% |
$457K - $470K
|
284K
$16.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
7.48K+ 12.8% |
$419K - $431K
|
65.9K
$3.74M
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
7.22K+ 16.92% |
$405K - $416K
|
49.9K
$2.83M
|
|
|
Jan 14, 2026
Q4 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
6.75K+ 2.59% |
$378K - $389K
|
267K
$15.2M
|
|
|
Jan 16, 2026
Q4 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
6.56K+ 3.29% |
$368K - $378K
|
206K
$11.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.29K+ 9.43% |
$352K - $362K
|
73K
$4.14M
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
6.24K+ 17.84% |
$349K - $359K
|
41.2K
$2.34M
|
|
|
Jan 15, 2026
Q4 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
5.93K+ 1.46% |
$332K - $342K
|
412K
$23.4M
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
5.75K+ 87.29% |
$322K - $331K
|
12.3K
$700K
|
|
|
Jan 15, 2026
Q4 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
5.24KNew |
$293K - $302K
|
5.24K
$297K
|
|
|
Jan 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
5.19K+ 8.78% |
$291K - $299K
|
64.3K
$3.65M
|
|
|
Jan 15, 2026
Q4 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
5.1K+ 3.04% |
$286K - $294K
|
173K
$9.82M
|
|
|
Jan 13, 2026
Q4 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
4.71K+ 18.45% |
$264K - $271K
|
30.2K
$1.71M
|
|
|
Jan 15, 2026
Q4 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
4.7K+ 55.87% |
$263K - $270K
|
13.1K
$743K
|
|
|
Jan 07, 2026
Q4 2025
|
Bay Rivers Group
|
BUY
|
- |
4.32K+ 35.89% |
$242K - $249K
|
16.3K
$927K
|
|
|
Jan 12, 2026
Q4 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
4.17K+ 32.94% |
$233K - $240K
|
16.8K
$954K
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
3.9KNew |
$218K - $224K
|
3.9K
$221K
|
|