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 1,367 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 |
|---|---|---|---|---|---|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
9,250
shares
|
$518,832
0.17% of portfolio
|
Q1 2025
Reduced 6.71%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
9,232
shares
|
$517,822
0.19% of portfolio
|
Q1 2024
Added 32.7%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
May 05, 2025 Q1 2025 |
9,220
shares
|
$517,149
0.21% of portfolio
|
Q1 2025
Reduced 15.84%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
9,183
shares
|
$515,074
0.62% of portfolio
|
Q1 2025
Reduced 72.58%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
9,172
shares
|
$514,457
0.0% of portfolio
|
Q1 2025
Added 121.07%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2025 Q1 2025 |
9,156
shares
|
$513,560
0.23% of portfolio
|
Q1 2025
Added 6.54%
|
|
|
Legacy Financial Group LLC
|
Apr 09, 2025 Q1 2025 |
9,134
shares
|
$512,326
0.09% of portfolio
|
Q1 2025
Reduced 5.46%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
9,117
shares
|
$511,372
0.06% of portfolio
|
Q1 2025
Added 33.21%
|
|
|
Aft, Forsyth & Company, Inc.
|
May 12, 2025 Q1 2025 |
9,115
shares
|
$511,260
0.29% of portfolio
|
Q1 2025
Added 6.07%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
8,904
shares
|
$499,425
0.46% of portfolio
|
Q3 2024
Reduced 6.67%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
8,817
shares
|
$494,545
0.37% of portfolio
|
Q3 2024
Reduced 42.88%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Apr 16, 2025 Q1 2025 |
8,769
shares
|
$491,853
0.58% of portfolio
|
Q1 2025
Reduced 73.94%
|
|
|
Falcon Wealth Planning
|
Apr 24, 2025 Q1 2025 |
8,754
shares
|
$491,011
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
8,672
shares
|
$486,412
0.08% of portfolio
|
Q1 2025
Reduced 19.37%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
May 05, 2025 Q1 2025 |
8,455
shares
|
$474,240
0.08% of portfolio
|
Q1 2025
Added 7.2%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Apr 15, 2025 Q1 2025 |
8,437
shares
|
$473,231
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Sterling Manor Financial, LLC
|
Apr 28, 2025 Q1 2025 |
8,423
shares
|
$472,446
0.42% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
May 12, 2025 Q1 2025 |
8,404
shares
|
$471,380
0.42% of portfolio
|
Q1 2025
New holding
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Apr 22, 2025 Q1 2025 |
8,377
shares
|
$469,865
0.41% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
8,370
shares
|
$469,473
0.04% of portfolio
|
Q1 2025
Added 4.44%
|
|
|
Platform Technology Partners
|
May 01, 2025 Q1 2025 |
8,333
shares
|
$467,397
0.15% of portfolio
|
Q1 2025
Added 46.86%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
8,134
shares
|
$456,236
0.03% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Napa Wealth Management
Napa, CA |
May 14, 2025 Q1 2025 |
8,096
shares
|
$454,104
0.26% of portfolio
|
Q1 2025
Reduced 34.43%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
8,052
shares
|
$451,636
0.12% of portfolio
|
Q4 2024
Reduced 53.41%
|
|
|
Marks Wealth, LLC
|
Apr 29, 2025 Q1 2025 |
8,048
shares
|
$451,412
0.17% of portfolio
|
Q1 2025
Added 12.84%
|