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 1,369 institutions that hold shares in the stock, with a total of 334 Million shares, which have been reported (via 13F filing form) to have a value of $18.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Adg Wealth Management Group, LLC
Metairie, LA |
May 01, 2025 Q1 2025 |
174,994
shares
|
$9.82 Million
9.43% of portfolio
|
Q1 2025
Added 7.33%
|
|
|
Hedeker Wealth, LLC
|
May 06, 2025 Q1 2025 |
174,334
shares
|
$9.78 Million
2.79% of portfolio
|
Q1 2025
Added 14.2%
|
|
|
Advisory Resource Group
|
Apr 21, 2025 Q1 2025 |
172,766
shares
|
$9.69 Million
2.4% of portfolio
|
Q1 2025
Added 8.27%
|
|
|
Cadence Bank
Tupelo, MS |
May 14, 2025 Q1 2025 |
171,251
shares
|
$9.61 Million
0.71% of portfolio
|
Q1 2025
Added 19.41%
|
|
|
Power Wealth Management LLC
Roswell, GA |
May 13, 2025 Q1 2025 |
171,185
shares
|
$9.6 Million
3.96% of portfolio
|
Q1 2025
Added 5.73%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
170,743
shares
|
$9.58 Million
1.04% of portfolio
|
Q1 2025
Reduced 24.49%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
170,551
shares
|
$9.57 Million
0.95% of portfolio
|
Q1 2025
Reduced 27.97%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
170,238
shares
|
$9.55 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
168,206
shares
|
$9.43 Million
0.03% of portfolio
|
Q1 2025
Added 26.19%
|
|
|
Cambridge Advisors Inc.
|
Apr 24, 2025 Q1 2025 |
167,317
shares
|
$9.38 Million
2.17% of portfolio
|
Q1 2025
Added 6.03%
|
|
|
Country Club Bank
|
Apr 30, 2025 Q1 2025 |
165,077
shares
|
$9.26 Million
0.65% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
162,585
shares
|
$9.12 Million
0.02% of portfolio
|
Q1 2025
Added 45.27%
|
|
|
Vera Bank, N.A.
|
May 09, 2025 Q1 2025 |
162,224
shares
|
$9.1 Million
2.71% of portfolio
|
Q1 2025
Reduced 8.05%
|
|
|
Selective Wealth Management, Inc.
|
Apr 14, 2025 Q1 2025 |
162,137
shares
|
$9.09 Million
3.84% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
161,288
shares
|
$9.05 Million
0.23% of portfolio
|
Q1 2025
Reduced 3.47%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
160,708
shares
|
$9.01 Million
0.54% of portfolio
|
Q1 2025
Added 54.07%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
160,590
shares
|
$9.01 Million
0.65% of portfolio
|
Q1 2025
Added 10.25%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
160,189
shares
|
$8.99 Million
1.33% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Pinnacle Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
159,767
shares
|
$8.96 Million
15.68% of portfolio
|
Q1 2025
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
159,682
shares
|
$8.96 Million
2.76% of portfolio
|
Q1 2025
Added 8.05%
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
158,631
shares
|
$8.9 Million
1.23% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Prentice Wealth Management LLC
|
Apr 16, 2025 Q1 2025 |
158,339
shares
|
$8.88 Million
2.65% of portfolio
|
Q1 2025
Added 1583.74%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
157,371
shares
|
$8.83 Million
0.71% of portfolio
|
Q1 2025
Added 5.76%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
156,787
shares
|
$8.79 Million
0.02% of portfolio
|
Q1 2025
Added 18.48%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
156,740
shares
|
$8.79 Million
0.28% of portfolio
|
Q1 2025
Added 1.51%
|