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 |
|---|---|---|---|---|---|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
15,000
shares
|
$857,250
0.21% of portfolio
|
Q1 2025
Reduced 4.31%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
15,000
shares
|
$857,250
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Grandview Asset Management LLC
|
Jul 17, 2025 Q2 2025 |
14,976
shares
|
$855,878
0.27% of portfolio
|
Q2 2025
Added 8.56%
|
|
|
Beck Bode, LLC
|
May 14, 2025 Q1 2025 |
14,951
shares
|
$854,449
0.16% of portfolio
|
Q1 2025
Reduced 17.44%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
May 15, 2025 Q1 2025 |
14,892
shares
|
$851,077
0.46% of portfolio
|
Q1 2025
Added 62.7%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
14,830
shares
|
$847,534
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
14,822
shares
|
$847,077
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
14,796
shares
|
$845,591
0.45% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Tranquility Partners, LLC
|
Apr 24, 2025 Q1 2025 |
14,653
shares
|
$837,418
0.33% of portfolio
|
Q1 2025
Added 7.59%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jul 11, 2025 Q2 2025 |
14,596
shares
|
$834,161
0.31% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Studio Investment Management LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
14,415
shares
|
$823,817
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Star Financial Bank
Fort Wayne, IN |
May 05, 2025 Q1 2025 |
14,404
shares
|
$823,188
0.6% of portfolio
|
Q1 2025
Reduced 3.22%
|
|
|
Brasada Capital Management, LP
Houston, TX |
May 15, 2025 Q1 2025 |
14,388
shares
|
$822,274
0.17% of portfolio
|
Q1 2025
Reduced 12.51%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
May 09, 2025 Q1 2025 |
14,384
shares
|
$822,045
0.12% of portfolio
|
Q1 2025
Reduced 2.97%
|
|
|
Thompson Davis & Co., Inc.
|
May 13, 2025 Q1 2025 |
14,359
shares
|
$820,616
0.66% of portfolio
|
Q1 2025
Added 7.56%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
14,323
shares
|
$818,559
0.79% of portfolio
|
Q1 2025
Added 25.05%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
May 05, 2025 Q1 2025 |
14,250
shares
|
$814,387
0.66% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
14,194
shares
|
$811,187
0.02% of portfolio
|
Q2 2025
Added 93.14%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
14,107
shares
|
$806,215
0.1% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Apr 23, 2025 Q1 2025 |
14,087
shares
|
$805,072
0.81% of portfolio
|
Q1 2025
Reduced 36.38%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Jul 07, 2025 Q2 2025 |
14,086
shares
|
$805,014
0.56% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
May 12, 2025 Q1 2025 |
13,973
shares
|
$798,556
0.39% of portfolio
|
Q1 2025
Added 2.64%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
13,858
shares
|
$791,984
0.17% of portfolio
|
Q2 2025
Reduced 23.12%
|
|
|
Seaview Investment Managers LLC
|
May 13, 2025 Q1 2025 |
13,768
shares
|
$786,841
0.2% of portfolio
|
Q1 2025
Added 32.99%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
May 07, 2025 Q1 2025 |
13,765
shares
|
$786,669
0.71% of portfolio
|
Q1 2025
Reduced 2.57%
|