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 |
|---|---|---|---|---|---|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
364,108
shares
|
$20.4 Million
0.26% of portfolio
|
Q1 2025
Added 38.28%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Apr 14, 2025 Q1 2025 |
362,650
shares
|
$20.3 Million
4.93% of portfolio
|
Q1 2025
Added 90.87%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
362,227
shares
|
$20.3 Million
0.74% of portfolio
|
Q1 2025
Added 5.28%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
361,603
shares
|
$20.2 Million
0.22% of portfolio
|
Q1 2025
Added 34.1%
|
|
|
Cooper Financial Group
|
May 12, 2025 Q1 2025 |
360,873
shares
|
$20.2 Million
2.82% of portfolio
|
Q1 2025
Added 11.21%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
360,662
shares
|
$20.2 Million
0.09% of portfolio
|
Q1 2025
Added 8.3%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
354,120
shares
|
$19.8 Million
2.98% of portfolio
|
Q2 2023
Added 6.8%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
349,352
shares
|
$19.5 Million
0.31% of portfolio
|
Q1 2025
Added 25.13%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
343,368
shares
|
$19.2 Million
0.62% of portfolio
|
Q1 2025
Reduced 20.93%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
340,393
shares
|
$19 Million
0.67% of portfolio
|
Q4 2024
Reduced 6.46%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
340,094
shares
|
$19 Million
0.01% of portfolio
|
Q1 2025
Added 69.96%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
337,638
shares
|
$18.9 Million
0.12% of portfolio
|
Q1 2025
Added 7.3%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
335,828
shares
|
$18.8 Million
2.39% of portfolio
|
Q1 2025
Added 55.33%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
334,207
shares
|
$18.7 Million
6.4% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
334,166
shares
|
$18.7 Million
1.28% of portfolio
|
Q1 2025
Added 86.55%
|
|
|
Mechanics Bank Trust Department
|
Apr 08, 2025 Q1 2025 |
331,669
shares
|
$18.5 Million
2.61% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
331,156
shares
|
$18.5 Million
1.04% of portfolio
|
Q1 2025
Added 1615.3%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
May 06, 2025 Q1 2025 |
325,350
shares
|
$18.2 Million
2.96% of portfolio
|
Q1 2025
Reduced 28.67%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Apr 29, 2025 Q1 2025 |
324,439
shares
|
$18.1 Million
3.78% of portfolio
|
Q1 2025
Added 7.27%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
322,622
shares
|
$18 Million
2.8% of portfolio
|
Q3 2024
Added 11.58%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
316,909
shares
|
$17.7 Million
3.24% of portfolio
|
Q1 2025
Added 187.61%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
310,456
shares
|
$17.4 Million
5.28% of portfolio
|
Q1 2025
Reduced 12.79%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
309,083
shares
|
$17.3 Million
0.71% of portfolio
|
Q1 2025
Reduced 9.02%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
308,358
shares
|
$17.2 Million
1.69% of portfolio
|
Q1 2025
Reduced 4.18%
|
|
|
Lee Johnson Capital Management, LLC
|
Apr 29, 2025 Q1 2025 |
307,516
shares
|
$17.2 Million
9.36% of portfolio
|
Q1 2025
Added 7.96%
|