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 |
|---|---|---|---|---|---|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Apr 09, 2025 Q1 2025 |
4,275
shares
|
$239,058
0.12% of portfolio
|
Q1 2025
Reduced 5.38%
|
|
|
Patron Partners, LLC
|
Apr 24, 2025 Q1 2025 |
4,270
shares
|
$238,778
0.14% of portfolio
|
Q1 2025
Added 18.81%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
4,261
shares
|
$238,275
0.04% of portfolio
|
Q2 2024
Added 7.38%
|
|
|
Acorn Financial Advisory Services Inc
|
Apr 29, 2025 Q1 2025 |
4,245
shares
|
$237,380
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Apr 14, 2025 Q1 2025 |
4,245
shares
|
$237,380
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
4,238
shares
|
$236,988
0.02% of portfolio
|
Q1 2025
Added 11.91%
|
|
|
Landmark Wealth Management, LLC
|
May 02, 2025 Q1 2025 |
4,235
shares
|
$236,821
0.11% of portfolio
|
Q1 2025
Added 10.49%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Apr 14, 2025 Q1 2025 |
4,141
shares
|
$231,564
0.04% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
4,140
shares
|
$231,508
0.09% of portfolio
|
Q4 2024
Reduced 10.78%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
4,136
shares
|
$231,285
0.09% of portfolio
|
Q1 2024
Added 29.01%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
4,119
shares
|
$230,334
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
4,101
shares
|
$229,327
0.04% of portfolio
|
Q1 2025
Added 43.34%
|
|
|
Caitlin John, LLC
Brighton, MI |
May 14, 2025 Q1 2025 |
4,098
shares
|
$229,160
0.23% of portfolio
|
Q1 2025
Added 55.17%
|
|
|
Fortem Financial Group, LLC
|
May 01, 2025 Q1 2025 |
4,082
shares
|
$228,265
0.09% of portfolio
|
Q2 2023
Reduced 7.81%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
4,079
shares
|
$228,097
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
4,052
shares
|
$226,587
0.01% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
3,985
shares
|
$222,841
0.0% of portfolio
|
Q1 2025
Added 15.88%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Apr 17, 2025 Q1 2025 |
3,961
shares
|
$221,499
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Apr 30, 2025 Q1 2025 |
3,947
shares
|
$220,716
0.15% of portfolio
|
Q1 2025
Reduced 44.63%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
May 08, 2025 Q1 2025 |
3,943
shares
|
$220,492
0.02% of portfolio
|
Q1 2025
Added 6.57%
|
|
|
Harvest Investment Services, LLC
|
May 15, 2025 Q1 2025 |
3,919
shares
|
$219,150
0.07% of portfolio
|
Q1 2025
Reduced 47.43%
|
|
|
Black Diamond Wealth Management Inc.
|
May 13, 2025 Q1 2025 |
3,915
shares
|
$218,926
0.18% of portfolio
|
Q1 2025
Reduced 60.43%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
3,907
shares
|
$218,479
0.02% of portfolio
|
Q1 2025
Added 4.61%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
3,907
shares
|
$218,479
0.01% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
3,874
shares
|
$216,634
0.02% of portfolio
|
Q1 2025
Reduced 41.48%
|