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 |
|---|---|---|---|---|---|
|
Rmr Wealth Builders
|
Apr 16, 2025 Q1 2025 |
5,127
shares
|
$286,701
0.03% of portfolio
|
Q1 2025
Added 6.57%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Apr 21, 2025 Q1 2025 |
5,106
shares
|
$285,527
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
May 09, 2025 Q1 2025 |
5,085
shares
|
$284,353
0.21% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Apr 28, 2025 Q1 2025 |
5,066
shares
|
$283,290
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
May 07, 2025 Q1 2025 |
5,016
shares
|
$280,494
0.07% of portfolio
|
Q4 2024
Added 9.14%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
5,000
shares
|
$279,600
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Sepio Capital, LP
|
May 15, 2025 Q1 2025 |
4,995
shares
|
$279,320
0.03% of portfolio
|
Q1 2025
Reduced 68.13%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
May 22, 2025 Q1 2025 |
4,982
shares
|
$278,593
0.1% of portfolio
|
Q4 2024
Added 3.53%
|
|
|
Chelsea Counsel CO
|
May 21, 2025 Q1 2025 |
4,980
shares
|
$278,481
0.16% of portfolio
|
Q4 2022
New holding
|
|
|
Paragon Private Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
4,976
shares
|
$278,257
0.14% of portfolio
|
Q1 2025
Reduced 32.43%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Apr 14, 2025 Q1 2025 |
4,935
shares
|
$275,965
0.21% of portfolio
|
Q1 2025
Reduced 21.62%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Apr 18, 2025 Q1 2025 |
4,933
shares
|
$275,853
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
May 07, 2025 Q1 2025 |
4,915
shares
|
$274,846
0.15% of portfolio
|
Q1 2025
Added 23.96%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
4,903
shares
|
$274,175
0.41% of portfolio
|
Q3 2022
Reduced 6.45%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Apr 21, 2025 Q1 2025 |
4,902
shares
|
$274,119
0.25% of portfolio
|
Q1 2025
Reduced 6.68%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
May 05, 2025 Q1 2025 |
4,900
shares
|
$274,008
0.09% of portfolio
|
Q1 2025
Added 4.03%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Apr 11, 2025 Q1 2025 |
4,882
shares
|
$273,001
0.28% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
4,880
shares
|
$272,889
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
4,854
shares
|
$271,435
0.07% of portfolio
|
Q1 2025
Added 2.19%
|
|
|
Hengehold Capital Management LLC
|
Apr 17, 2025 Q1 2025 |
4,825
shares
|
$269,814
0.03% of portfolio
|
Q1 2025
Added 10.95%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
May 14, 2025 Q1 2025 |
4,814
shares
|
$269,198
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
4,810
shares
|
$268,975
0.0% of portfolio
|
Q1 2025
Added 29.41%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
May 21, 2025 Q1 2025 |
4,803
shares
|
$268,583
0.05% of portfolio
|
Q1 2025
Reduced 8.79%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
4,777
shares
|
$267,129
0.03% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
May 15, 2025 Q1 2025 |
4,712
shares
|
$263,495
0.04% of portfolio
|
Q1 2025
Added 2.61%
|