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 |
|---|---|---|---|---|---|
|
Alteri Wealth LLC
Westlake Village, CA |
May 07, 2025 Q1 2025 |
6,191
shares
|
$346,200
0.16% of portfolio
|
Q1 2025
Added 8.2%
|
|
|
Johnson Bixby & Associates, LLC
|
Apr 22, 2025 Q1 2025 |
6,188
shares
|
$346,032
0.06% of portfolio
|
Q1 2025
Reduced 16.85%
|
|
|
Wills Financial Group, Inc.
|
Feb 14, 2025 Q4 2024 |
6,129
shares
|
$342,733
0.16% of portfolio
|
Q4 2024
Added 54.89%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
6,126
shares
|
$342,565
0.17% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Tompkins Financial Corp
|
Apr 07, 2025 Q1 2025 |
6,088
shares
|
$340,440
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
6,031
shares
|
$337,253
0.16% of portfolio
|
Q1 2025
Added 33.08%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
5,997
shares
|
$335,352
0.33% of portfolio
|
Q1 2025
Reduced 46.4%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
5,990
shares
|
$334,960
0.01% of portfolio
|
Q4 2024
Added 16.67%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
5,985
shares
|
$334,681
0.07% of portfolio
|
Q4 2024
Reduced 18.91%
|
|
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
Apr 23, 2025 Q1 2025 |
5,954
shares
|
$332,947
0.33% of portfolio
|
Q1 2025
Added 7.01%
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Apr 17, 2025 Q1 2025 |
5,943
shares
|
$332,332
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
5,914
shares
|
$330,710
0.17% of portfolio
|
Q2 2023
Added 362.03%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
5,893
shares
|
$329,536
0.15% of portfolio
|
Q1 2025
Reduced 7.59%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
5,873
shares
|
$328,418
0.07% of portfolio
|
Q1 2025
Added 4155.8%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Apr 21, 2025 Q1 2025 |
5,841
shares
|
$326,628
0.22% of portfolio
|
Q1 2025
Added 26.92%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
5,801
shares
|
$324,391
0.01% of portfolio
|
Q2 2024
Added 16.02%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
5,800
shares
|
$324,336
0.08% of portfolio
|
Q3 2022
New holding
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
May 15, 2025 Q1 2025 |
5,790
shares
|
$323,776
0.01% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
5,750
shares
|
$321,540
0.01% of portfolio
|
Q1 2025
Added 26.37%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Apr 09, 2025 Q1 2025 |
5,741
shares
|
$321,036
0.03% of portfolio
|
Q1 2025
Added 40.75%
|
|
|
Cra Financial Services, LLC
|
Apr 16, 2025 Q1 2025 |
5,707
shares
|
$319,135
0.06% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 30, 2025 Q1 2025 |
5,700
shares
|
$318,744
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lbmc Investment Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
5,664
shares
|
$316,730
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
5,655
shares
|
$316,227
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
5,611
shares
|
$313,767
0.09% of portfolio
|
Q4 2024
Added 3.03%
|