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 |
|---|---|---|---|---|---|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
3,855
shares
|
$215,571
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Apr 17, 2025 Q1 2025 |
3,851
shares
|
$215,347
0.15% of portfolio
|
Q3 2024
Reduced 16.55%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
May 05, 2025 Q1 2025 |
3,811
shares
|
$213,111
0.15% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Essex Savings Bank
|
Apr 21, 2025 Q1 2025 |
3,809
shares
|
$212,999
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
3,807
shares
|
$212,887
0.01% of portfolio
|
Q1 2025
Added 4.79%
|
|
|
Sage Advisory Services, Ltd.Co.
|
May 06, 2025 Q1 2025 |
3,789
shares
|
$211,880
0.13% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
3,762
shares
|
$210,371
0.07% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Weatherly Asset Management L. P.
|
May 01, 2025 Q1 2025 |
3,730
shares
|
$208,581
0.02% of portfolio
|
Q4 2024
Reduced 41.07%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
3,721
shares
|
$208,078
0.03% of portfolio
|
Q1 2025
Reduced 55.87%
|
|
|
Nvest Financial, LLC
|
Apr 23, 2025 Q1 2025 |
3,712
shares
|
$207,575
0.12% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
May 07, 2025 Q1 2025 |
3,706
shares
|
$207,239
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Seelaus Asset Management LLC
|
May 09, 2025 Q1 2025 |
3,700
shares
|
$206,904
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Camden Capital, LLC
|
May 13, 2025 Q1 2025 |
3,699
shares
|
$206,848
0.02% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Flc Capital Advisors
|
May 05, 2025 Q1 2025 |
3,672
shares
|
$205,338
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
3,654
shares
|
$204,331
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
3,640
shares
|
$203,548
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
May 12, 2025 Q1 2025 |
3,632
shares
|
$203,101
0.02% of portfolio
|
Q3 2024
Added 31.75%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
3,612
shares
|
$201,983
0.01% of portfolio
|
Q1 2025
Reduced 16.89%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
3,590
shares
|
$200,752
0.01% of portfolio
|
Q1 2025
Added 163.2%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
May 07, 2025 Q1 2025 |
3,522
shares
|
$196,950
0.07% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Apr 24, 2025 Q1 2025 |
3,507
shares
|
$196,111
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
3,487
shares
|
$194,993
0.04% of portfolio
|
Q1 2025
Reduced 48.23%
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
3,453
shares
|
$193,091
0.02% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
3,433
shares
|
$191,973
0.02% of portfolio
|
Q1 2025
Reduced 16.84%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
3,027
shares
|
$169,269
0.03% of portfolio
|
Q1 2025
Added 296.72%
|