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 1,386 institutions that hold shares in the stock, with a total of 733 Million shares, which have been reported (via 13F filing form) to have a value of $41.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
27,328
shares
|
$1.56 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
27,043
shares
|
$1.55 Million
0.26% of portfolio
|
Q1 2025
Added 522.39%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Apr 22, 2025 Q1 2025 |
27,030
shares
|
$1.54 Million
1.77% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
26,941
shares
|
$1.54 Million
0.01% of portfolio
|
Q1 2025
Added 4.51%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jul 22, 2025 Q2 2025 |
26,788
shares
|
$1.53 Million
0.25% of portfolio
|
Q2 2025
Reduced 20.33%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jul 07, 2025 Q2 2025 |
26,782
shares
|
$1.53 Million
0.43% of portfolio
|
Q2 2025
Added 5.18%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
26,580
shares
|
$1.52 Million
0.06% of portfolio
|
Q1 2025
Added 15.19%
|
|
|
Wealth Effects LLC
|
Jul 15, 2025 Q2 2025 |
26,511
shares
|
$1.52 Million
0.62% of portfolio
|
Q2 2025
Reduced 5.93%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
26,414
shares
|
$1.51 Million
0.09% of portfolio
|
Q2 2025
Reduced 79.77%
|
|
|
Cypress Capital Management LLC (Wy)
|
May 05, 2025 Q1 2025 |
26,286
shares
|
$1.5 Million
1.82% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
26,231
shares
|
$1.5 Million
0.06% of portfolio
|
Q2 2025
Reduced 21.7%
|
|
|
Note Advisors, LLC
Buffalo, NY |
May 14, 2025 Q1 2025 |
26,216
shares
|
$1.5 Million
1.24% of portfolio
|
Q1 2025
Added 11.96%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
26,000
shares
|
$1.49 Million
0.07% of portfolio
|
Q1 2023
Added 33.33%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Apr 22, 2025 Q1 2025 |
25,953
shares
|
$1.48 Million
1.34% of portfolio
|
Q1 2025
Reduced 11.4%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
25,751
shares
|
$1.47 Million
0.36% of portfolio
|
Q1 2024
New holding
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 15, 2025 Q1 2025 |
25,750
shares
|
$1.47 Million
0.37% of portfolio
|
Q1 2025
Added 7.95%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
25,634
shares
|
$1.46 Million
0.17% of portfolio
|
Q2 2025
Added 3.68%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
May 02, 2025 Q1 2025 |
25,605
shares
|
$1.46 Million
0.35% of portfolio
|
Q1 2025
Added 19.38%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
25,508
shares
|
$1.46 Million
0.44% of portfolio
|
Q2 2025
Added 49.28%
|
|
|
Wealth Dimensions Group, Ltd.
|
May 05, 2025 Q1 2025 |
25,416
shares
|
$1.45 Million
0.35% of portfolio
|
Q1 2025
Added 4.67%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
25,407
shares
|
$1.45 Million
0.49% of portfolio
|
Q1 2025
Added 15.52%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
May 02, 2025 Q1 2025 |
25,062
shares
|
$1.43 Million
0.3% of portfolio
|
Q1 2025
Reduced 6.85%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2025 Q1 2025 |
24,793
shares
|
$1.42 Million
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Leelyn Smith, LLC
Geneva, IL |
May 01, 2025 Q1 2025 |
24,691
shares
|
$1.41 Million
0.26% of portfolio
|
Q1 2025
Added 3.52%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
24,627
shares
|
$1.41 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.62%
|