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 1,402 institutions that hold shares in the stock, with a total of 747 Million shares, which have been reported (via 13F filing form) to have a value of $42.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
23,615
shares
|
$1.35 Million
0.04% of portfolio
|
Q2 2025
Reduced 19.2%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
23,571
shares
|
$1.35 Million
0.2% of portfolio
|
Q2 2025
Reduced 18.56%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jul 25, 2025 Q2 2025 |
23,571
shares
|
$1.35 Million
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
23,426
shares
|
$1.34 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.93%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Aug 08, 2025 Q2 2025 |
23,370
shares
|
$1.34 Million
0.25% of portfolio
|
Q2 2025
Reduced 6.75%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
23,306
shares
|
$1.33 Million
0.06% of portfolio
|
Q2 2025
Added 16.14%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
23,253
shares
|
$1.33 Million
0.02% of portfolio
|
Q2 2025
Added 30.27%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
23,230
shares
|
$1.33 Million
0.08% of portfolio
|
Q3 2022
New holding
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
23,175
shares
|
$1.33 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
23,096
shares
|
$1.32 Million
0.17% of portfolio
|
Q3 2022
Added 15.52%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
23,077
shares
|
$1.32 Million
0.11% of portfolio
|
Q2 2025
Added 7.3%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Aug 11, 2025 Q2 2025 |
22,852
shares
|
$1.31 Million
0.66% of portfolio
|
Q2 2025
Added 16.17%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
22,739
shares
|
$1.3 Million
0.03% of portfolio
|
Q2 2025
Reduced 17.93%
|
|
|
Triton Wealth Management, Pllc
|
Jul 28, 2025 Q2 2025 |
22,680
shares
|
$1.3 Million
0.59% of portfolio
|
Q2 2025
New holding
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Aug 01, 2025 Q2 2025 |
22,605
shares
|
$1.29 Million
0.26% of portfolio
|
Q2 2025
Added 13.11%
|
|
|
Round Angle Advisors LLC
Red Bank, NJ |
Jul 25, 2025 Q2 2025 |
22,592
shares
|
$1.29 Million
1.07% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
22,517
shares
|
$1.29 Million
0.18% of portfolio
|
Q1 2023
Added 43.12%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
22,510
shares
|
$1.29 Million
0.05% of portfolio
|
Q2 2025
Reduced 15.31%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Jul 23, 2025 Q2 2025 |
22,430
shares
|
$1.28 Million
1.04% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Aug 13, 2025 Q2 2025 |
22,334
shares
|
$1.28 Million
0.01% of portfolio
|
Q2 2025
Added 38.39%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
22,305
shares
|
$1.28 Million
0.13% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Paladin Advisory Group, LLC
|
Aug 06, 2025 Q2 2025 |
22,215
shares
|
$1.27 Million
0.99% of portfolio
|
Q2 2025
Reduced 3.68%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jul 22, 2025 Q2 2025 |
22,209
shares
|
$1.27 Million
0.53% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Code Waechter LLC
Tampa, FL |
Aug 05, 2025 Q2 2025 |
22,156
shares
|
$1.27 Million
0.9% of portfolio
|
Q2 2025
Added 109.65%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jul 24, 2025 Q2 2025 |
22,033
shares
|
$1.26 Million
1.07% of portfolio
|
Q2 2025
Added 15.31%
|