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 1,368 institutions that hold shares in the stock, with a total of 334 Million shares, which have been reported (via 13F filing form) to have a value of $18.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
14,285
shares
|
$801,245
0.23% of portfolio
|
Q1 2025
Reduced 4.44%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
May 05, 2025 Q1 2025 |
14,250
shares
|
$799,282
0.66% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Capital Planning LLC
|
Apr 29, 2025 Q1 2025 |
14,187
shares
|
$795,748
0.24% of portfolio
|
Q1 2025
Added 45.96%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
14,107
shares
|
$791,261
0.1% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Apr 23, 2025 Q1 2025 |
14,087
shares
|
$790,139
0.81% of portfolio
|
Q1 2025
Reduced 36.38%
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
May 12, 2025 Q1 2025 |
13,973
shares
|
$783,745
0.39% of portfolio
|
Q1 2025
Added 2.64%
|
|
|
Grandview Asset Management LLC
|
Apr 21, 2025 Q1 2025 |
13,795
shares
|
$773,761
0.3% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Seaview Investment Managers LLC
|
May 13, 2025 Q1 2025 |
13,768
shares
|
$772,247
0.2% of portfolio
|
Q1 2025
Added 32.99%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
May 07, 2025 Q1 2025 |
13,765
shares
|
$772,078
0.71% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
13,715
shares
|
$769,274
0.32% of portfolio
|
Q1 2024
Added 6.07%
|
|
|
Annex Advisory Services, LLC
|
Apr 10, 2025 Q1 2025 |
13,700
shares
|
$768,433
0.03% of portfolio
|
Q1 2025
Reduced 13.66%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Apr 10, 2025 Q1 2025 |
13,634
shares
|
$764,731
0.02% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
13,512
shares
|
$757,888
0.0% of portfolio
|
Q1 2025
Reduced 10.54%
|
|
|
West Bancorporation Inc
|
Apr 25, 2025 Q1 2025 |
13,485
shares
|
$756,373
0.54% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
13,148
shares
|
$737,471
0.49% of portfolio
|
Q1 2025
Added 11.87%
|
|
|
Souders Financial Advisors
|
May 05, 2025 Q1 2025 |
13,074
shares
|
$733,320
0.12% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
12,983
shares
|
$728,216
0.19% of portfolio
|
Q1 2025
Added 5.66%
|
|
|
Novare Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
12,923
shares
|
$724,851
0.07% of portfolio
|
Q1 2025
Reduced 12.24%
|
|
|
Alliance Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
12,829
shares
|
$719,578
0.38% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
12,815
shares
|
$718,793
0.21% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
12,790
shares
|
$717,391
0.11% of portfolio
|
Q1 2025
Reduced 3.76%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
12,724
shares
|
$713,689
0.14% of portfolio
|
Q3 2024
Added 186.96%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
12,720
shares
|
$713,464
0.01% of portfolio
|
Q1 2025
Added 7.16%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
12,574
shares
|
$705,275
0.12% of portfolio
|
Q1 2025
Added 7.72%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
May 08, 2025 Q1 2025 |
12,420
shares
|
$696,637
0.13% of portfolio
|
Q1 2025
Added 0.02%
|