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 |
---|---|---|---|---|---|
Wellington Shields Capital Management, LLC
New York, NY |
May 08, 2025 Q1 2025 |
12,420
shares
|
$709,803
0.13% of portfolio
|
Q1 2025
Added 0.02%
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
12,377
shares
|
$707,345
0.18% of portfolio
|
Q1 2025
Added 24.99%
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
12,297
shares
|
$702,773
0.21% of portfolio
|
Q1 2025
Added 15.68%
|
|
Sanders Morris Harris LLC
|
Apr 08, 2025 Q1 2025 |
12,231
shares
|
$699,001
0.11% of portfolio
|
Q1 2025
Added 48.6%
|
|
Auour Investments LLC
Wenham, MA |
May 01, 2025 Q1 2025 |
12,192
shares
|
$696,772
0.26% of portfolio
|
Q1 2025
Reduced 21.56%
|
|
Latitude Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
12,160
shares
|
$694,944
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
|
$693,801
0.04% of portfolio
|
Q4 2024
Added 80.15%
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
12,106
shares
|
$691,857
0.08% of portfolio
|
Q1 2025
New holding
|
|
Florida Financial Advisors, LLC
Tampa, FL |
May 01, 2025 Q1 2025 |
12,091
shares
|
$691,000
0.27% of portfolio
|
Q1 2025
Added 72.38%
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
12,081
shares
|
$690,429
0.1% of portfolio
|
Q1 2025
New holding
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
11,891
shares
|
$679,570
0.37% of portfolio
|
Q1 2025
Added 36.95%
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
11,878
shares
|
$678,827
0.01% of portfolio
|
Q1 2025
Added 46.23%
|
|
Madison Wealth Partners, Inc
|
Apr 22, 2025 Q1 2025 |
11,867
shares
|
$678,199
0.19% of portfolio
|
Q1 2025
Added 25.71%
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
11,836
shares
|
$676,427
0.05% of portfolio
|
Q4 2023
Reduced 0.39%
|
|
Spahn Wealth & Retirement LLC
Scottsdale, AZ |
Feb 12, 2025 Q4 2024 |
11,810
shares
|
$674,941
0.45% of portfolio
|
Q4 2024
New holding
|
|
West Bancorporation Inc
|
Jul 24, 2025 Q2 2025 |
11,775
shares
|
$672,941
0.44% of portfolio
|
Q2 2025
Reduced 12.68%
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
11,769
shares
|
$672,598
0.29% of portfolio
|
Q2 2025
Reduced 24.26%
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
11,762
shares
|
$672,198
0.11% of portfolio
|
Q1 2024
Reduced 1.82%
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
11,738
shares
|
$670,826
0.14% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
Columbia Advisory Partners LLC
|
Jul 23, 2025 Q2 2025 |
11,723
shares
|
$669,969
0.6% of portfolio
|
Q2 2025
Added 58.53%
|
|
Milestone Asset Management Group, LLC
Avon, CT |
May 06, 2025 Q1 2025 |
11,624
shares
|
$664,311
0.6% of portfolio
|
Q1 2025
Added 1.43%
|
|
Tradewinds, Llc.
Raleigh, NC |
Apr 29, 2025 Q1 2025 |
11,603
shares
|
$663,111
0.19% of portfolio
|
Q1 2025
Reduced 9.8%
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
11,582
shares
|
$661,911
0.06% of portfolio
|
Q1 2025
Reduced 8.64%
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
11,529
shares
|
$658,882
0.04% of portfolio
|
Q1 2025
Reduced 40.45%
|
|
Arcus Capital Partners, LLC
|
Apr 30, 2025 Q1 2025 |
11,520
shares
|
$658,368
0.29% of portfolio
|
Q1 2025
Added 93.97%
|