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 |
|---|---|---|---|---|---|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
18,639
shares
|
$1.07 Million
0.29% of portfolio
|
Q1 2025
Added 84.75%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
18,619
shares
|
$1.06 Million
0.1% of portfolio
|
Q1 2025
Reduced 80.38%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
18,505
shares
|
$1.06 Million
0.08% of portfolio
|
Q4 2023
Added 34.55%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
18,399
shares
|
$1.05 Million
0.1% of portfolio
|
Q1 2025
Reduced 42.12%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
18,384
shares
|
$1.05 Million
0.36% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
18,295
shares
|
$1.05 Million
0.22% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
18,288
shares
|
$1.05 Million
0.1% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
18,186
shares
|
$1.04 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
18,134
shares
|
$1.04 Million
0.03% of portfolio
|
Q1 2025
Added 151.27%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
17,962
shares
|
$1.03 Million
0.11% of portfolio
|
Q1 2025
Added 4.26%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
17,850
shares
|
$1.02 Million
0.01% of portfolio
|
Q1 2025
Reduced 13.41%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
17,835
shares
|
$1.02 Million
0.31% of portfolio
|
Q3 2024
Reduced 35.1%
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
May 08, 2025 Q1 2025 |
17,612
shares
|
$1.01 Million
1.09% of portfolio
|
Q1 2025
Added 34.81%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
17,575
shares
|
$1 Million
0.15% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
May 09, 2025 Q1 2025 |
17,538
shares
|
$1 Million
0.12% of portfolio
|
Q1 2025
Reduced 3.89%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
17,369
shares
|
$992,638
0.09% of portfolio
|
Q1 2025
Reduced 53.03%
|
|
|
Menard Financial Group LLC
Houston, TX |
May 08, 2025 Q1 2025 |
17,250
shares
|
$985,837
0.68% of portfolio
|
Q1 2025
Reduced 3.38%
|
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
17,170
shares
|
$981,265
0.21% of portfolio
|
Q2 2025
Reduced 22.25%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Apr 18, 2025 Q1 2025 |
17,117
shares
|
$978,236
0.46% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
16,957
shares
|
$969,092
0.06% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
16,892
shares
|
$965,377
0.02% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
American Trust
Lexington, KY |
May 16, 2025 Q1 2025 |
16,857
shares
|
$963,377
0.26% of portfolio
|
Q1 2025
Reduced 80.69%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
May 07, 2025 Q1 2025 |
16,781
shares
|
$959,034
0.54% of portfolio
|
Q1 2025
Reduced 3.49%
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
16,695
shares
|
$954,119
0.26% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
16,693
shares
|
$954,004
0.04% of portfolio
|
Q1 2025
Reduced 20.29%
|