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 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
402M+ 387324.28% |
$20.5B - $22.9B
|
402M
$22.8B
|
|
|
Jul 24, 2025
Q2 2025
|
Nationwide Fund Advisors
|
BUY
|
- |
6.98MNew |
$357M - $398M
|
6.98M
$396M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.92M+ 4.38% |
$98.3M - $110M
|
45.8M
$2.6B
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.41M+ 56.29% |
$72.1M - $80.4M
|
3.91M
$222M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.33M+ 17.45% |
$67.9M - $75.7M
|
8.94M
$507M
|
|
|
Aug 14, 2025
Q2 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
1.27MNew |
$65.1M - $72.6M
|
1.27M
$72.2M
|
|
|
Aug 12, 2025
Q2 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
860K+ 42.07% |
$44M - $49M
|
2.9M
$165M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
820K+ 602.25% |
$41.9M - $46.7M
|
956K
$54.3M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
814K+ 14.98% |
$41.6M - $46.4M
|
6.25M
$355M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
778K+ 116.32% |
$39.8M - $44.3M
|
1.45M
$82.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
720K+ 4.58% |
$36.8M - $41M
|
16.4M
$932M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
691K+ 2.11% |
$35.3M - $39.4M
|
33.4M
$1.89B
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
637K+ 9.89% |
$32.6M - $36.3M
|
7.07M
$401M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
623K+ 3250.58% |
$31.9M - $35.5M
|
642K
$36.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
622KNew |
$31.8M - $35.5M
|
622K
$35.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
531K+ 414.21% |
$27.2M - $30.3M
|
660K
$37.4M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
529KNew |
$27M - $30.1M
|
529K
$30M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
450K+ 18.22% |
$23M - $25.7M
|
2.92M
$166M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
405KNew |
$20.7M - $23.1M
|
405K
$23M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
375K+ 33.74% |
$19.2M - $21.4M
|
1.49M
$84.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
305KNew |
$15.6M - $17.4M
|
305K
$17.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
292K+ 19.55% |
$14.9M - $16.6M
|
1.79M
$101M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
290K+ 110.94% |
$14.8M - $16.5M
|
551K
$31.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
261KNew |
$13.3M - $14.9M
|
261K
$14.8M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
244K+ 153.98% |
$12.5M - $13.9M
|
403K
$22.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
243K+ 527.46% |
$12.4M - $13.8M
|
289K
$16.4M
|
|
|
Oct 07, 2025
Q2 2025
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
242KNew |
$12.4M - $13.8M
|
242K
$13.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
218K+ 64.99% |
$11.2M - $12.4M
|
554K
$31.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilton Capital Management, LLC
|
BUY
|
- |
206K+ 38.86% |
$10.5M - $11.7M
|
735K
$41.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
192KNew |
$9.81M - $10.9M
|
192K
$10.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
189K+ 3.85% |
$9.65M - $10.8M
|
5.09M
$289M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
179K+ 52.16% |
$9.16M - $10.2M
|
522K
$29.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
168K+ 118.93% |
$8.58M - $9.56M
|
309K
$17.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
162K+ 40.5% |
$8.26M - $9.21M
|
560K
$31.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
159K+ 4.96% |
$8.11M - $9.04M
|
3.36M
$191M
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
154K+ 20.47% |
$7.89M - $8.79M
|
908K
$51.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
149KNew |
$7.61M - $8.48M
|
149K
$8.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
148K+ 1.83% |
$7.59M - $8.46M
|
8.27M
$469M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
148K+ 1.83% |
$7.59M - $8.46M
|
8.27M
$469M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
142KNew |
$7.26M - $8.1M
|
142K
$8.06M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
132K+ 324.21% |
$6.75M - $7.52M
|
173K
$9.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
131K+ 21.73% |
$6.7M - $7.47M
|
734K
$41.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
123K+ 4.98% |
$6.31M - $7.03M
|
2.6M
$148M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
119K+ 9.41% |
$6.09M - $6.78M
|
1.38M
$78.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
115K+ 12.95% |
$5.91M - $6.58M
|
1.01M
$57.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
114K+ 1.37% |
$5.83M - $6.5M
|
8.47M
$480M
|
|
|
Jul 15, 2025
Q2 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
112K+ 765.49% |
$5.73M - $6.39M
|
127K
$7.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
110K+ 21.04% |
$5.6M - $6.25M
|
630K
$35.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
107K+ 8.78% |
$5.48M - $6.11M
|
1.33M
$75.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
107K+ 34.71% |
$5.46M - $6.08M
|
414K
$23.5M
|
|