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 |
|---|---|---|---|---|---|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
1,911
shares
|
$106,863
0.03% of portfolio
|
Q1 2025
Added 2202.41%
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
1,900
shares
|
$106,248
0.01% of portfolio
|
Q4 2024
Reduced 13.64%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
1,876
shares
|
$104,905
0.04% of portfolio
|
Q2 2023
Reduced 23.99%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
1,863
shares
|
$104,178
0.05% of portfolio
|
Q1 2025
Reduced 43.75%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
1,834
shares
|
$102,557
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,824
shares
|
$101,998
0.02% of portfolio
|
Q2 2023
Added 0.27%
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
1,800
shares
|
$100,656
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
1,751
shares
|
$97,915
0.04% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
Coastline Trust CO
|
Apr 28, 2025 Q1 2025 |
1,738
shares
|
$97,188
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
1,713
shares
|
$95,790
0.06% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
1,700
shares
|
$95,064
0.0% of portfolio
|
Q1 2022
Added 112.5%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
1,691
shares
|
$94,560
0.0% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,680
shares
|
$93,945
0.15% of portfolio
|
Q3 2022
Added 39.07%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
1,669
shares
|
$93,330
0.04% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Canton Hathaway, LLC
|
Apr 22, 2025 Q1 2025 |
1,650
shares
|
$92,268
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
1,613
shares
|
$90,198
0.01% of portfolio
|
Q1 2025
Added 68.55%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
1,594
shares
|
$89,136
0.04% of portfolio
|
Q3 2024
Added 23.18%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
1,589
shares
|
$88,856
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,570
shares
|
$87,794
0.02% of portfolio
|
Q1 2024
Added 0.58%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,562
shares
|
$87,347
0.08% of portfolio
|
Q4 2024
Reduced 26.77%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
1,538
shares
|
$86,004
0.06% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
1,529
shares
|
$85,501
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
1,506
shares
|
$84,215
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
1,504
shares
|
$84,103
0.0% of portfolio
|
Q1 2025
Added 198.41%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
1,500
shares
|
$83,880
0.0% of portfolio
|
Q4 2024
Reduced 33.69%
|