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 |
|---|---|---|---|---|---|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
11,294
shares
|
$633,480
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
De Dora Capital, Inc.
|
May 06, 2025 Q1 2025 |
11,294
shares
|
$633,480
0.2% of portfolio
|
Q1 2025
Added 23.77%
|
|
|
John W. Brooker & Co., Cp As
|
Apr 30, 2025 Q1 2025 |
11,162
shares
|
$626,076
0.31% of portfolio
|
Q1 2025
Added 47.96%
|
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
11,028
shares
|
$618,560
0.17% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
10,986
shares
|
$616,204
0.05% of portfolio
|
Q1 2025
Reduced 37.28%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
10,962
shares
|
$614,858
0.14% of portfolio
|
Q1 2025
Reduced 3.66%
|
|
|
Fortress Wealth Management, Inc.
|
May 02, 2025 Q1 2025 |
10,961
shares
|
$614,802
0.38% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Apr 28, 2025 Q1 2025 |
10,922
shares
|
$612,614
0.06% of portfolio
|
Q1 2025
Added 104.15%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
10,878
shares
|
$610,147
0.03% of portfolio
|
Q3 2022
Added 1.4%
|
|
|
American Money Management, LLC
|
May 13, 2025 Q1 2025 |
10,870
shares
|
$609,698
0.12% of portfolio
|
Q1 2025
Reduced 10.0%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
10,834
shares
|
$607,679
0.31% of portfolio
|
Q1 2025
Added 38.01%
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
10,773
shares
|
$604,257
0.45% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Biechele Royce Advisors
|
Oct 29, 2024 Q3 2024 |
10,755
shares
|
$603,247
0.21% of portfolio
|
Q3 2024
Added 4.32%
|
|
|
Code Waechter LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
10,568
shares
|
$592,759
0.5% of portfolio
|
Q1 2025
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
10,481
shares
|
$587,879
0.02% of portfolio
|
Q1 2025
Added 28.27%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
10,476
shares
|
$587,598
0.05% of portfolio
|
Q1 2025
Added 6.47%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Apr 14, 2025 Q1 2025 |
10,459
shares
|
$586,645
0.12% of portfolio
|
Q1 2025
Added 170.68%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
May 09, 2025 Q1 2025 |
10,429
shares
|
$584,962
0.04% of portfolio
|
Q1 2025
Reduced 4.13%
|
|
|
American Financial Advisors, LLC
|
May 01, 2025 Q1 2025 |
10,335
shares
|
$579,690
0.09% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
May 05, 2025 Q1 2025 |
10,318
shares
|
$578,736
0.32% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
10,300
shares
|
$577,727
0.02% of portfolio
|
Q1 2025
Reduced 8.66%
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
10,196
shares
|
$571,893
0.02% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Bay Rivers Group
|
Apr 10, 2025 Q1 2025 |
10,167
shares
|
$570,267
0.31% of portfolio
|
Q1 2025
Added 33.13%
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
10,139
shares
|
$568,696
0.44% of portfolio
|
Q1 2025
Added 86.38%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
10,110
shares
|
$567,069
0.31% of portfolio
|
Q1 2025
Added 0.22%
|