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 |
|---|---|---|---|---|---|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
8,000
shares
|
$448,720
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
7,966
shares
|
$446,812
0.17% of portfolio
|
Q1 2025
Reduced 32.5%
|
|
|
B&L Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
7,943
shares
|
$445,522
0.3% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
May 20, 2025 Q1 2025 |
7,937
shares
|
$445,186
0.09% of portfolio
|
Q1 2025
Added 16.28%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
7,935
shares
|
$445,074
0.05% of portfolio
|
Q1 2025
Added 47.03%
|
|
|
Corps Capital Advisors, LLC
Southlake, TX |
May 06, 2025 Q1 2025 |
7,930
shares
|
$444,793
0.48% of portfolio
|
Q1 2025
Added 3.93%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
May 13, 2025 Q1 2025 |
7,925
shares
|
$444,513
0.36% of portfolio
|
Q1 2025
Added 15.27%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
May 21, 2025 Q1 2025 |
7,915
shares
|
$443,952
0.05% of portfolio
|
Q1 2025
Added 41.85%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
7,912
shares
|
$443,784
0.02% of portfolio
|
Q1 2025
Reduced 30.82%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
7,892
shares
|
$442,662
0.25% of portfolio
|
Q1 2025
Reduced 4.55%
|
|
|
Accredited Investors Inc.
|
May 06, 2025 Q1 2025 |
7,891
shares
|
$442,606
0.03% of portfolio
|
Q1 2025
Added 7.52%
|
|
|
Consilium Wealth Advisory, LLC
|
Apr 17, 2025 Q1 2025 |
7,872
shares
|
$441,540
0.23% of portfolio
|
Q3 2024
Reduced 88.71%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
7,827
shares
|
$439,016
0.01% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
Sentinus, LLC
Oak Brook, IL |
May 15, 2025 Q1 2025 |
7,771
shares
|
$435,875
0.13% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Lvz, Inc.
|
Apr 22, 2025 Q1 2025 |
7,707
shares
|
$432,285
0.07% of portfolio
|
Q1 2025
Added 2.81%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
7,668
shares
|
$430,098
0.02% of portfolio
|
Q1 2025
Added 10.52%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
7,663
shares
|
$429,817
0.0% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
May 09, 2025 Q1 2025 |
7,566
shares
|
$424,376
0.08% of portfolio
|
Q1 2025
Reduced 3.17%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 16, 2025 Q1 2025 |
7,561
shares
|
$424,096
0.1% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
May 15, 2025 Q1 2025 |
7,546
shares
|
$423,255
0.27% of portfolio
|
Q1 2025
Reduced 4.36%
|
|
|
Spears Abacus Advisors LLC
|
May 14, 2025 Q1 2025 |
7,500
shares
|
$420,675
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
7,500
shares
|
$420,675
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Apr 10, 2025 Q1 2025 |
7,499
shares
|
$420,618
0.24% of portfolio
|
Q1 2025
Added 18.56%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
7,487
shares
|
$419,945
0.11% of portfolio
|
Q4 2024
Reduced 17.2%
|
|
|
Columbia Advisory Partners LLC
|
Apr 15, 2025 Q1 2025 |
7,395
shares
|
$414,785
0.42% of portfolio
|
Q1 2025
Added 13.89%
|