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 |
|---|---|---|---|---|---|
|
Argent Advisors, Inc.
Monroe, LA |
Apr 25, 2025 Q1 2025 |
10,027
shares
|
$562,414
0.2% of portfolio
|
Q4 2024
Added 3.86%
|
|
|
Hixon Zuercher, LLC
|
Apr 25, 2025 Q1 2025 |
10,018
shares
|
$561,909
0.2% of portfolio
|
Q1 2025
Added 14.78%
|
|
|
Trust CO
|
Apr 08, 2025 Q1 2025 |
10,005
shares
|
$561,180
0.07% of portfolio
|
Q1 2025
Added 8.38%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
9,981
shares
|
$559,834
0.08% of portfolio
|
Q1 2025
Reduced 16.46%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
9,947
shares
|
$557,927
0.06% of portfolio
|
Q1 2025
Added 7.37%
|
|
|
Naviter Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
9,946
shares
|
$557,871
0.07% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Mattern Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
9,904
shares
|
$555,515
0.14% of portfolio
|
Q1 2025
Added 2.4%
|
|
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
May 19, 2025 Q1 2025 |
9,845
shares
|
$552,206
0.44% of portfolio
|
Q1 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
9,807
shares
|
$550,074
0.01% of portfolio
|
Q1 2025
Added 13.94%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
9,798
shares
|
$549,569
0.12% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Coign Capital Advisors LLC
Draper, UT |
May 09, 2025 Q1 2025 |
9,787
shares
|
$548,952
0.43% of portfolio
|
Q1 2025
Reduced 23.23%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
9,703
shares
|
$544,241
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
May 07, 2025 Q1 2025 |
9,677
shares
|
$542,782
0.21% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
9,598
shares
|
$538,351
0.01% of portfolio
|
Q1 2025
Reduced 16.83%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
9,594
shares
|
$538,127
0.03% of portfolio
|
Q1 2025
Reduced 64.32%
|
|
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
Apr 23, 2025 Q1 2025 |
9,568
shares
|
$536,669
1.77% of portfolio
|
Q1 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
9,533
shares
|
$534,705
0.1% of portfolio
|
Q3 2024
Reduced 12.1%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Apr 14, 2025 Q1 2025 |
9,410
shares
|
$527,806
0.06% of portfolio
|
Q1 2025
Reduced 8.8%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Apr 17, 2025 Q1 2025 |
9,402
shares
|
$527,358
0.41% of portfolio
|
Q1 2025
Reduced 6.48%
|
|
|
Bts Asset Management, Inc.
|
Apr 16, 2025 Q1 2025 |
9,388
shares
|
$526,572
0.6% of portfolio
|
Q1 2025
Reduced 10.02%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
9,373
shares
|
$525,731
0.01% of portfolio
|
Q3 2023
Reduced 8.25%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
9,344
shares
|
$524,104
0.37% of portfolio
|
Q2 2023
Added 8.42%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
9,334
shares
|
$523,544
0.01% of portfolio
|
Q3 2023
Reduced 9.68%
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
9,293
shares
|
$521,244
0.01% of portfolio
|
Q1 2025
Added 159.94%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
9,262
shares
|
$519,505
0.07% of portfolio
|
Q1 2025
Added 0.01%
|