Institutional Ownership J P Morgan Exchange Traded Fd (JEPI)
This table provides information about the institutional ownership of J P Morgan Exchange Traded Fd (JEPI). We have compiled data on the 1,366 institutions that hold shares in the stock, with a total of 333 Million shares, which have been reported (via 13F filing form) to have a value of $18.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
43,911,513
shares
|
$2.44 Billion
0.18% of portfolio
|
Q1 2025
Added 5.77%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
32,681,222
shares
|
$1.81 Billion
0.15% of portfolio
|
Q1 2025
Added 4.57%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
28,174,390
shares
|
$1.56 Billion
0.13% of portfolio
|
Q1 2025
Added 35.91%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
15,714,403
shares
|
$872 Million
0.21% of portfolio
|
Q1 2025
Added 7.97%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
8,351,919
shares
|
$464 Million
0.09% of portfolio
|
Q1 2025
Added 8.91%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
8,119,139
shares
|
$451 Million
0.1% of portfolio
|
Q1 2025
Added 10.52%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
7,611,329
shares
|
$423 Million
0.15% of portfolio
|
Q1 2025
Added 11.33%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
7,460,484
shares
|
$414 Million
0.7% of portfolio
|
Q1 2025
Reduced 98.25%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
6,435,593
shares
|
$357 Million
0.14% of portfolio
|
Q1 2025
Added 14.87%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
6,163,033
shares
|
$342 Million
0.84% of portfolio
|
Q1 2025
Added 25.68%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
4,903,295
shares
|
$272 Million
0.4% of portfolio
|
Q1 2025
Added 18.87%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
3,865,420
shares
|
$215 Million
0.45% of portfolio
|
Q1 2025
Added 6.65%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
3,728,338
shares
|
$207 Million
0.3% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
3,428,448
shares
|
$190 Million
0.38% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
3,199,188
shares
|
$178 Million
0.61% of portfolio
|
Q1 2025
Added 17.06%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
3,033,921
shares
|
$168 Million
0.14% of portfolio
|
Q1 2025
Added 7.12%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,011,469
shares
|
$167 Million
0.24% of portfolio
|
Q3 2024
Added 3.88%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
2,504,557
shares
|
$139 Million
0.06% of portfolio
|
Q1 2025
Added 12.36%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
2,477,365
shares
|
$138 Million
0.4% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
2,470,813
shares
|
$137 Million
0.15% of portfolio
|
Q1 2025
Added 9.73%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,088,319
shares
|
$116 Million
0.08% of portfolio
|
Q3 2024
Reduced 13.76%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
May 14, 2025 Q1 2025 |
2,043,968
shares
|
$113 Million
2.67% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
2,043,548
shares
|
$113 Million
0.39% of portfolio
|
Q1 2025
Added 3.73%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,939,744
shares
|
$108 Million
0.44% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Cornerstone Advisory, LLC
|
May 07, 2025 Q1 2025 |
1,926,444
shares
|
$107 Million
13.84% of portfolio
|
Q1 2025
Added 4.44%
|