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 |
|---|---|---|---|---|---|
|
Veracity Capital LLC
|
Apr 10, 2025 Q1 2025 |
4,694
shares
|
$262,488
0.11% of portfolio
|
Q1 2025
Added 4.08%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
May 01, 2025 Q1 2025 |
4,676
shares
|
$261,481
0.17% of portfolio
|
Q1 2025
Reduced 7.79%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
4,670
shares
|
$261,146
0.03% of portfolio
|
Q1 2025
Added 12.1%
|
|
|
Insight 2811, Inc.
Chicago, IL |
May 12, 2025 Q1 2025 |
4,660
shares
|
$260,587
0.13% of portfolio
|
Q3 2024
Added 6.15%
|
|
|
Rba Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
4,641
shares
|
$259,524
0.1% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Apr 21, 2025 Q1 2025 |
4,640
shares
|
$259,468
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Hudock, Inc.
|
May 02, 2025 Q1 2025 |
4,615
shares
|
$258,070
0.05% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
4,605
shares
|
$257,511
0.09% of portfolio
|
Q1 2025
Added 8.23%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
4,584
shares
|
$256,337
0.14% of portfolio
|
Q2 2023
New holding
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
4,574
shares
|
$255,778
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Apr 23, 2025 Q1 2025 |
4,529
shares
|
$253,261
0.1% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
May 12, 2025 Q1 2025 |
4,500
shares
|
$251,640
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Sonata Capital Group Inc
|
Apr 29, 2025 Q1 2025 |
4,457
shares
|
$249,235
0.11% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
4,454
shares
|
$249,067
0.0% of portfolio
|
Q1 2025
Added 11.13%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
May 05, 2025 Q1 2025 |
4,434
shares
|
$247,949
0.12% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Atlas Brown,Inc.
|
Apr 08, 2025 Q1 2025 |
4,429
shares
|
$247,669
0.09% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Encompass More Asset Management
Danville, CA |
May 09, 2025 Q1 2025 |
4,425
shares
|
$247,446
0.08% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Welch Group, LLC
|
Apr 07, 2025 Q1 2025 |
4,419
shares
|
$247,110
0.01% of portfolio
|
Q1 2025
Reduced 41.05%
|
|
|
Carson Advisory Inc.
|
May 02, 2025 Q1 2025 |
4,366
shares
|
$244,146
0.18% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Element Wealth, LLC
|
Apr 29, 2025 Q1 2025 |
4,352
shares
|
$243,363
0.14% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Apr 07, 2025 Q1 2025 |
4,350
shares
|
$243,252
0.1% of portfolio
|
Q1 2025
Added 8.75%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
4,332
shares
|
$242,245
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Koa Wealth Management, LLC
Encinitas, CA |
May 12, 2025 Q1 2025 |
4,302
shares
|
$240,567
0.2% of portfolio
|
Q1 2025
Reduced 9.64%
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
4,294
shares
|
$240,120
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
4,284
shares
|
$239,561
0.06% of portfolio
|
Q4 2024
Added 60.99%
|