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 |
|---|---|---|---|---|---|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Apr 22, 2025 Q1 2025 |
11,474
shares
|
$655,739
0.65% of portfolio
|
Q1 2025
Added 16.33%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
11,472
shares
|
$655,624
0.02% of portfolio
|
Q1 2025
Added 11.21%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
11,467
shares
|
$655,339
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
|
$651,452
0.22% of portfolio
|
Q1 2025
Added 21.1%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
11,324
shares
|
$647,166
0.12% of portfolio
|
Q2 2025
Added 8.27%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
11,294
shares
|
$645,452
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
De Dora Capital, Inc.
|
May 06, 2025 Q1 2025 |
11,294
shares
|
$645,452
0.2% of portfolio
|
Q1 2025
Added 23.77%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
11,267
shares
|
$643,909
0.05% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Detalus Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
11,028
shares
|
$630,250
0.2% of portfolio
|
Q2 2025
Reduced 31.29%
|
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
11,028
shares
|
$630,250
0.17% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
10,962
shares
|
$626,478
0.14% of portfolio
|
Q1 2025
Reduced 3.66%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Apr 28, 2025 Q1 2025 |
10,922
shares
|
$624,192
0.06% of portfolio
|
Q1 2025
Added 104.15%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Jul 23, 2025 Q2 2025 |
10,916
shares
|
$623,849
0.34% of portfolio
|
Q2 2025
Reduced 77.03%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
10,878
shares
|
$621,677
0.03% of portfolio
|
Q3 2022
Added 1.4%
|
|
|
American Money Management, LLC
|
May 13, 2025 Q1 2025 |
10,870
shares
|
$621,220
0.12% of portfolio
|
Q1 2025
Reduced 10.0%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
10,834
shares
|
$619,163
0.31% of portfolio
|
Q1 2025
Added 38.01%
|
|
|
Kfa Private Wealth Group, LLC
|
Jul 24, 2025 Q2 2025 |
10,814
shares
|
$618,020
0.19% of portfolio
|
Q2 2025
Added 52.01%
|
|
|
Biechele Royce Advisors
|
Oct 29, 2024 Q3 2024 |
10,755
shares
|
$614,648
0.21% of portfolio
|
Q3 2024
Added 4.32%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
10,704
shares
|
$611,733
0.07% of portfolio
|
Q2 2025
Reduced 36.25%
|
|
|
Bay Rivers Group
|
Jul 09, 2025 Q2 2025 |
10,584
shares
|
$604,875
0.29% of portfolio
|
Q2 2025
Added 4.1%
|
|
|
Code Waechter LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
10,568
shares
|
$603,961
0.5% of portfolio
|
Q1 2025
New holding
|
|
|
Fortress Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
10,534
shares
|
$602,018
0.34% of portfolio
|
Q2 2025
Reduced 3.9%
|
|
|
Capital Planning LLC
|
Jul 21, 2025 Q2 2025 |
10,507
shares
|
$600,475
0.2% of portfolio
|
Q2 2025
Reduced 25.94%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
10,481
shares
|
$598,989
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
|
$598,703
0.05% of portfolio
|
Q1 2025
Added 6.47%
|