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 |
|---|---|---|---|---|---|
|
Cutter & CO Brokerage, Inc.
|
May 01, 2025 Q1 2025 |
5,569
shares
|
$311,418
0.08% of portfolio
|
Q1 2025
Reduced 37.41%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
5,565
shares
|
$311,194
0.13% of portfolio
|
Q3 2023
Reduced 48.15%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
5,535
shares
|
$309,517
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Crux Wealth Advisors
Long Beach, CA |
May 13, 2025 Q1 2025 |
5,533
shares
|
$309,405
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
5,482
shares
|
$306,553
0.04% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Wealth Management Partners, LLC
|
Apr 10, 2025 Q1 2025 |
5,481
shares
|
$306,497
0.15% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
5,475
shares
|
$306,162
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
May 14, 2025 Q1 2025 |
5,400
shares
|
$301,968
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Market Strategies LLC
|
Apr 04, 2025 Q1 2025 |
5,353
shares
|
$299,339
0.21% of portfolio
|
Q1 2025
Reduced 67.22%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Apr 24, 2025 Q1 2025 |
5,318
shares
|
$297,382
0.03% of portfolio
|
Q4 2024
Added 24.92%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
May 15, 2025 Q1 2025 |
5,308
shares
|
$296,823
0.01% of portfolio
|
Q4 2024
Added 17.36%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
5,300
shares
|
$296,376
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
5,297
shares
|
$296,208
0.42% of portfolio
|
Q4 2023
Reduced 1.93%
|
|
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
Apr 24, 2025 Q1 2025 |
5,295
shares
|
$296,096
0.29% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Collective Family Office LLC
|
Apr 03, 2025 Q1 2025 |
5,284
shares
|
$295,481
0.08% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
5,264
shares
|
$294,362
0.0% of portfolio
|
Q1 2025
Added 2.23%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
5,260
shares
|
$294,139
0.01% of portfolio
|
Q4 2024
Added 18.87%
|
|
|
Safeguard Investment Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
5,253
shares
|
$293,747
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
5,229
shares
|
$292,405
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
May 05, 2025 Q1 2025 |
5,205
shares
|
$291,063
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Montz Harcus Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
5,189
shares
|
$290,168
0.16% of portfolio
|
Q1 2025
Added 12.68%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
5,172
shares
|
$289,218
0.03% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Penbrook Management LLC
|
Apr 01, 2025 Q1 2025 |
5,150
shares
|
$287,988
0.24% of portfolio
|
Q1 2024
Added 4.04%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
5,141
shares
|
$287,484
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Staley Capital Advisers Inc
|
May 12, 2025 Q1 2025 |
5,137
shares
|
$287,261
0.01% of portfolio
|
Q1 2025
Reduced 0.21%
|