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 1,382 institutions that hold shares in the stock, with a total of 726 Million shares, which have been reported (via 13F filing form) to have a value of $41.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
B & T Capital Management Dba Alpha Capital Management
|
May 01, 2025 Q1 2025 |
20,078
shares
|
$1.15 Million
0.23% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
20,067
shares
|
$1.15 Million
0.06% of portfolio
|
Q1 2025
Added 4.84%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
May 08, 2025 Q1 2025 |
19,985
shares
|
$1.14 Million
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Fountainhead Am, LLC
Warren, NJ |
May 05, 2025 Q1 2025 |
19,979
shares
|
$1.14 Million
0.2% of portfolio
|
Q1 2025
Added 5.11%
|
|
|
Novus Advisors, LLC
Greenville, SC |
May 08, 2025 Q1 2025 |
19,947
shares
|
$1.14 Million
1.15% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Mendel Capital Management LLC
|
Apr 24, 2025 Q1 2025 |
19,934
shares
|
$1.14 Million
0.7% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
19,925
shares
|
$1.14 Million
0.12% of portfolio
|
Q4 2024
Added 8.32%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
May 13, 2025 Q1 2025 |
19,672
shares
|
$1.12 Million
0.63% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
May 02, 2025 Q1 2025 |
19,654
shares
|
$1.12 Million
0.58% of portfolio
|
Q1 2025
Added 10.6%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
19,565
shares
|
$1.12 Million
0.42% of portfolio
|
Q1 2025
Reduced 15.12%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Apr 30, 2025 Q1 2025 |
19,555
shares
|
$1.12 Million
0.5% of portfolio
|
Q1 2025
Reduced 63.56%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
19,393
shares
|
$1.11 Million
0.24% of portfolio
|
Q1 2024
Reduced 0.16%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
19,324
shares
|
$1.1 Million
0.66% of portfolio
|
Q1 2025
Added 4.07%
|
|
|
Marion Wealth Management
|
Apr 08, 2025 Q1 2025 |
19,307
shares
|
$1.1 Million
0.29% of portfolio
|
Q1 2025
Added 3.67%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
19,302
shares
|
$1.1 Million
0.54% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Autumn Glory Partners, LLC
|
Jul 22, 2025 Q2 2025 |
19,286
shares
|
$1.1 Million
0.51% of portfolio
|
Q2 2025
Reduced 11.27%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
19,222
shares
|
$1.1 Million
0.05% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
19,163
shares
|
$1.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.03%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
May 15, 2025 Q1 2025 |
19,108
shares
|
$1.09 Million
1.06% of portfolio
|
Q1 2025
Added 50.05%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
19,078
shares
|
$1.09 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 01, 2025 Q1 2025 |
18,987
shares
|
$1.09 Million
0.22% of portfolio
|
Q1 2025
Added 22.44%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
18,878
shares
|
$1.08 Million
0.01% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Innovative Wealth Building LLC
California, MD |
Jul 22, 2025 Q2 2025 |
18,806
shares
|
$1.07 Million
0.89% of portfolio
|
Q2 2025
Added 5.93%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 12, 2025 Q1 2025 |
18,751
shares
|
$1.07 Million
0.09% of portfolio
|
Q1 2025
Added 85.51%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
18,706
shares
|
$1.07 Million
0.57% of portfolio
|
Q4 2023
Reduced 3.1%
|