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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
13,744
shares
|
$785,469
0.06% of portfolio
|
Q2 2025
Added 64.21%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
13,726
shares
|
$784,440
0.09% of portfolio
|
Q2 2025
Added 56.8%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
13,715
shares
|
$783,812
0.32% of portfolio
|
Q1 2024
Added 6.07%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
13,701
shares
|
$783,012
0.03% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Jul 18, 2025 Q2 2025 |
13,634
shares
|
$779,183
0.15% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
13,512
shares
|
$772,210
0.0% of portfolio
|
Q1 2025
Reduced 10.54%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
13,470
shares
|
$769,810
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Jul 21, 2025 Q2 2025 |
13,335
shares
|
$762,095
0.4% of portfolio
|
Q2 2025
Reduced 6.98%
|
|
|
Highland Capital Management, LLC
|
Jul 22, 2025 Q2 2025 |
13,300
shares
|
$760,095
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
13,248
shares
|
$757,123
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
13,148
shares
|
$751,408
0.49% of portfolio
|
Q1 2025
Added 11.87%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
13,142
shares
|
$751,065
0.49% of portfolio
|
Q2 2025
Added 100.3%
|
|
|
Alliance Wealth Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
13,090
shares
|
$748,093
0.35% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
Souders Financial Advisors
|
May 05, 2025 Q1 2025 |
13,074
shares
|
$747,179
0.12% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Novare Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
12,923
shares
|
$738,549
0.07% of portfolio
|
Q1 2025
Reduced 12.24%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
12,867
shares
|
$735,349
0.63% of portfolio
|
Q2 2025
Reduced 20.48%
|
|
|
Castle Rock Wealth Management, LLC
|
Jul 23, 2025 Q2 2025 |
12,866
shares
|
$735,291
0.19% of portfolio
|
Q2 2025
Reduced 9.93%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
12,815
shares
|
$732,377
0.21% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
12,790
shares
|
$730,948
0.11% of portfolio
|
Q1 2025
Reduced 3.76%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
12,724
shares
|
$727,176
0.14% of portfolio
|
Q3 2024
Added 186.96%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
12,720
shares
|
$726,948
0.01% of portfolio
|
Q1 2025
Added 7.16%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jul 21, 2025 Q2 2025 |
12,633
shares
|
$721,975
0.26% of portfolio
|
Q2 2025
Reduced 62.02%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
12,549
shares
|
$717,175
0.14% of portfolio
|
Q2 2025
Added 76.32%
|