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 |
|---|---|---|---|---|---|
|
Meridian Financial Partners LLC
|
Apr 14, 2025 Q1 2025 |
6,998
shares
|
$392,517
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
6,933
shares
|
$388,871
0.22% of portfolio
|
Q1 2025
Reduced 29.86%
|
|
|
Mc Adam, LLC
|
May 21, 2025 Q1 2025 |
6,918
shares
|
$388,030
0.02% of portfolio
|
Q1 2025
Reduced 6.42%
|
|
|
Reliant Wealth Planning
|
Apr 28, 2025 Q1 2025 |
6,907
shares
|
$387,413
0.2% of portfolio
|
Q1 2025
Added 46.55%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Apr 14, 2025 Q1 2025 |
6,878
shares
|
$385,787
0.04% of portfolio
|
Q1 2025
Reduced 7.39%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
6,806
shares
|
$381,748
0.17% of portfolio
|
Q1 2025
Reduced 24.06%
|
|
|
Blb&B Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
6,800
shares
|
$381,412
0.02% of portfolio
|
Q1 2025
Reduced 4.59%
|
|
|
Embree Financial Group
Chicago, IL |
Apr 22, 2025 Q1 2025 |
6,719
shares
|
$376,868
0.06% of portfolio
|
Q1 2025
Added 4.32%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
May 13, 2025 Q1 2025 |
6,711
shares
|
$376,419
0.31% of portfolio
|
Q1 2025
Reduced 2.91%
|
|
|
Smith Anglin Financial, LLC
|
Apr 09, 2025 Q1 2025 |
6,683
shares
|
$374,849
0.05% of portfolio
|
Q1 2025
Reduced 68.89%
|
|
|
Waller Financial Planning Group, Inc
|
Apr 02, 2025 Q1 2025 |
6,663
shares
|
$373,727
0.11% of portfolio
|
Q1 2025
Added 14.64%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Apr 11, 2025 Q1 2025 |
6,645
shares
|
$372,718
0.07% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
6,615
shares
|
$371,035
0.08% of portfolio
|
Q4 2022
Reduced 11.92%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
6,615
shares
|
$371,035
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
West Wealth Group, LLC
|
May 05, 2025 Q1 2025 |
6,614
shares
|
$370,979
0.12% of portfolio
|
Q1 2025
Added 11.14%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 24, 2025 Q1 2025 |
6,584
shares
|
$369,296
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Sincerus Advisory, LLC
New York, NY |
Apr 21, 2025 Q1 2025 |
6,575
shares
|
$368,791
0.4% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Apr 28, 2025 Q1 2025 |
6,561
shares
|
$368,006
0.28% of portfolio
|
Q1 2025
Added 13.32%
|
|
|
Osborne Partners Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
6,555
shares
|
$367,669
0.02% of portfolio
|
Q4 2024
Reduced 6.89%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
May 09, 2025 Q1 2025 |
6,508
shares
|
$365,033
0.26% of portfolio
|
Q1 2025
Added 5.67%
|
|
|
Wills Financial Group LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
6,429
shares
|
$360,602
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Tag Stone Capital, Inc.
|
May 05, 2025 Q1 2025 |
6,425
shares
|
$360,378
0.19% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
6,395
shares
|
$358,695
0.03% of portfolio
|
Q1 2025
Added 22.82%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
6,369
shares
|
$357,237
0.2% of portfolio
|
Q1 2025
Added 3.46%
|
|
|
1900 Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
6,339
shares
|
$355,554
0.03% of portfolio
|
Q1 2025
Reduced 5.29%
|