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 |
|---|---|---|---|---|---|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
May 01, 2025 Q1 2025 |
464,694
shares
|
$26 Million
15.03% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Apr 30, 2025 Q1 2025 |
460,328
shares
|
$25.7 Million
0.65% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
May 09, 2025 Q1 2025 |
460,228
shares
|
$25.7 Million
6.39% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Bouchey Financial Group LTD
|
May 09, 2025 Q1 2025 |
452,811
shares
|
$25.3 Million
2.39% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
449,845
shares
|
$25.2 Million
7.29% of portfolio
|
Q2 2023
Reduced 2.83%
|
|
|
Cornerstone Enterprises, LLC
Appleton, WI |
Apr 24, 2025 Q1 2025 |
446,480
shares
|
$25 Million
15.55% of portfolio
|
Q1 2025
Added 59.2%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
444,967
shares
|
$24.9 Million
1.47% of portfolio
|
Q1 2025
Added 30.94%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
439,859
shares
|
$24.6 Million
0.29% of portfolio
|
Q1 2025
Added 11.5%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
431,103
shares
|
$24.1 Million
0.19% of portfolio
|
Q1 2025
Added 5.91%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
426,672
shares
|
$23.9 Million
0.04% of portfolio
|
Q1 2025
Reduced 5.77%
|
|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
424,382
shares
|
$23.7 Million
1.71% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
419,460
shares
|
$23.5 Million
0.43% of portfolio
|
Q1 2025
Added 10.32%
|
|
|
Beta Wealth Group, Inc.
|
May 08, 2025 Q1 2025 |
418,492
shares
|
$23.4 Million
12.04% of portfolio
|
Q1 2025
Added 84.65%
|
|
|
Financial Services Advisory Inc
|
May 12, 2025 Q1 2025 |
415,469
shares
|
$23.2 Million
8.99% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Sterling Investment Counsel, LLC
|
Apr 21, 2025 Q1 2025 |
414,001
shares
|
$23.2 Million
8.14% of portfolio
|
Q1 2025
Added 125.55%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
412,909
shares
|
$23.1 Million
0.29% of portfolio
|
Q1 2025
Added 3.98%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
398,768
shares
|
$22.3 Million
0.51% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
384,890
shares
|
$21.5 Million
7.01% of portfolio
|
Q1 2025
Added 12.08%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
382,194
shares
|
$21.4 Million
2.07% of portfolio
|
Q1 2025
Added 12.3%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
376,891
shares
|
$21.1 Million
1.34% of portfolio
|
Q1 2025
Added 3.77%
|
|
|
Graypoint LLC
|
May 02, 2025 Q1 2025 |
376,462
shares
|
$21.1 Million
1.38% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Apr 09, 2025 Q1 2025 |
372,621
shares
|
$20.8 Million
1.27% of portfolio
|
Q1 2025
Added 9.52%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Apr 23, 2025 Q1 2025 |
372,366
shares
|
$20.8 Million
8.22% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Apr 16, 2025 Q1 2025 |
369,924
shares
|
$20.7 Million
1.1% of portfolio
|
Q1 2025
Added 7.45%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Apr 22, 2025 Q1 2025 |
367,985
shares
|
$20.6 Million
10.41% of portfolio
|
Q1 2025
Reduced 7.1%
|