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 |
|---|---|---|---|---|---|
|
Columbia Advisory Partners LLC
|
Apr 15, 2025 Q1 2025 |
7,395
shares
|
$414,785
0.42% of portfolio
|
Q1 2025
Added 13.89%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
7,387
shares
|
$414,336
0.06% of portfolio
|
Q1 2025
Added 43.58%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Apr 17, 2025 Q1 2025 |
7,373
shares
|
$413,551
0.15% of portfolio
|
Q1 2025
Added 93.62%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
7,364
shares
|
$413,046
0.02% of portfolio
|
Q1 2025
Added 10.09%
|
|
|
Elevatus Welath Management
Victor, NY |
May 13, 2025 Q1 2025 |
7,364
shares
|
$413,046
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Wesbanco Bank Inc
|
Apr 14, 2025 Q1 2025 |
7,349
shares
|
$412,205
0.01% of portfolio
|
Q1 2025
Added 13.96%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
7,276
shares
|
$408,110
0.01% of portfolio
|
Q1 2025
Added 4.02%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
7,273
shares
|
$407,942
0.0% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Fsc Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
7,271
shares
|
$407,830
0.28% of portfolio
|
Q1 2025
Reduced 3.76%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
7,232
shares
|
$405,642
0.0% of portfolio
|
Q1 2025
Added 20.88%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
7,222
shares
|
$405,081
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Advisors LLC
|
Apr 17, 2025 Q1 2025 |
7,196
shares
|
$403,623
0.08% of portfolio
|
Q1 2025
Added 4.29%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
7,185
shares
|
$403,006
0.11% of portfolio
|
Q1 2025
Reduced 22.02%
|
|
|
Simpli Fi, Inc.
|
Apr 28, 2025 Q1 2025 |
7,159
shares
|
$401,548
0.24% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Ims Capital Management
|
Jan 29, 2025 Q4 2024 |
7,152
shares
|
$401,155
0.19% of portfolio
|
Q4 2024
Reduced 3.65%
|
|
|
Potentia Wealth
San Jose, CA |
May 09, 2025 Q1 2025 |
7,120
shares
|
$399,360
0.19% of portfolio
|
Q1 2025
Reduced 8.32%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
May 14, 2025 Q1 2025 |
7,117
shares
|
$399,192
0.13% of portfolio
|
Q1 2025
Reduced 19.82%
|
|
|
Kfa Private Wealth Group, LLC
|
May 07, 2025 Q1 2025 |
7,114
shares
|
$399,024
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Capital City Trust CO
|
May 07, 2025 Q1 2025 |
7,104
shares
|
$398,463
0.12% of portfolio
|
Q4 2024
Reduced 5.52%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Apr 28, 2025 Q1 2025 |
7,100
shares
|
$398,239
0.41% of portfolio
|
Q1 2025
Added 4.8%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Apr 16, 2025 Q1 2025 |
7,074
shares
|
$396,780
0.2% of portfolio
|
Q1 2025
Reduced 7.75%
|
|
|
Canvas Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
7,057
shares
|
$395,827
0.1% of portfolio
|
Q1 2025
Reduced 7.16%
|
|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
7,043
shares
|
$395,041
0.32% of portfolio
|
Q3 2024
Added 7.64%
|
|
|
Tanglewood Wealth Management, Inc.
|
Apr 14, 2025 Q1 2025 |
7,040
shares
|
$394,873
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
7,026
shares
|
$394,088
0.04% of portfolio
|
Q1 2025
Reduced 21.48%
|