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 |
|---|---|---|---|---|---|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
12,377
shares
|
$694,225
0.18% of portfolio
|
Q1 2025
Added 24.99%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
12,297
shares
|
$689,738
0.21% of portfolio
|
Q1 2025
Added 15.68%
|
|
|
Sanders Morris Harris LLC
|
Apr 08, 2025 Q1 2025 |
12,231
shares
|
$686,036
0.11% of portfolio
|
Q1 2025
Added 48.6%
|
|
|
Auour Investments LLC
Wenham, MA |
May 01, 2025 Q1 2025 |
12,192
shares
|
$683,849
0.26% of portfolio
|
Q1 2025
Reduced 21.56%
|
|
|
Latitude Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
12,160
shares
|
$682,054
0.48% of portfolio
|
Q1 2025
Added 15.7%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
12,140
shares
|
$680,932
0.04% of portfolio
|
Q4 2024
Added 80.15%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
12,106
shares
|
$679,025
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
May 01, 2025 Q1 2025 |
12,091
shares
|
$678,184
0.27% of portfolio
|
Q1 2025
Added 72.38%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
12,081
shares
|
$677,623
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
11,891
shares
|
$666,966
0.37% of portfolio
|
Q1 2025
Added 36.95%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
11,878
shares
|
$666,237
0.01% of portfolio
|
Q1 2025
Added 46.23%
|
|
|
Madison Wealth Partners, Inc
|
Apr 22, 2025 Q1 2025 |
11,867
shares
|
$665,620
0.19% of portfolio
|
Q1 2025
Added 25.71%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
11,836
shares
|
$663,881
0.05% of portfolio
|
Q4 2023
Reduced 0.39%
|
|
|
Spahn Wealth & Retirement LLC
Scottsdale, AZ |
Feb 12, 2025 Q4 2024 |
11,810
shares
|
$662,422
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
11,762
shares
|
$659,730
0.11% of portfolio
|
Q1 2024
Reduced 1.82%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
11,738
shares
|
$658,384
0.14% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
May 06, 2025 Q1 2025 |
11,624
shares
|
$651,990
0.6% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Apr 29, 2025 Q1 2025 |
11,603
shares
|
$650,812
0.19% of portfolio
|
Q1 2025
Reduced 9.8%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
11,582
shares
|
$649,634
0.06% of portfolio
|
Q1 2025
Reduced 8.64%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
11,529
shares
|
$646,661
0.04% of portfolio
|
Q1 2025
Reduced 40.45%
|
|
|
Arcus Capital Partners, LLC
|
Apr 30, 2025 Q1 2025 |
11,520
shares
|
$646,156
0.29% of portfolio
|
Q1 2025
Added 93.97%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Apr 22, 2025 Q1 2025 |
11,474
shares
|
$643,576
0.65% of portfolio
|
Q1 2025
Added 16.33%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
11,472
shares
|
$643,464
0.02% of portfolio
|
Q1 2025
Added 11.21%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
11,467
shares
|
$643,184
0.02% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
May 08, 2025 Q1 2025 |
11,399
shares
|
$639,369
0.22% of portfolio
|
Q1 2025
Added 21.1%
|