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 |
|---|---|---|---|---|---|
|
First Pacific Financial
|
Apr 23, 2025 Q1 2025 |
1,442
shares
|
$80,636
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
1,410
shares
|
$78,847
0.02% of portfolio
|
Q1 2025
Reduced 91.42%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
1,338
shares
|
$74,820
0.03% of portfolio
|
Q4 2023
Reduced 17.79%
|
|
|
Atticus Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
1,325
shares
|
$74,094
0.03% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
1,314
shares
|
$73,478
0.0% of portfolio
|
Q1 2025
Added 13.18%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
1,270
shares
|
$71,018
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
1,231
shares
|
$68,837
0.06% of portfolio
|
Q1 2025
Reduced 19.96%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
1,192
shares
|
$66,656
0.0% of portfolio
|
Q1 2025
Added 6.71%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
1,190
shares
|
$66,544
0.03% of portfolio
|
Q1 2025
Added 186.75%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
1,159
shares
|
$64,811
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
1,150
shares
|
$64,308
0.04% of portfolio
|
Q1 2025
Reduced 53.02%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
1,129
shares
|
$63,133
0.0% of portfolio
|
Q1 2025
Added 201.87%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
1,100
shares
|
$61,512
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
1,032
shares
|
$57,709
0.0% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
1,031
shares
|
$57,653
0.02% of portfolio
|
Q4 2024
Added 90.57%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
1,018
shares
|
$56,926
0.0% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
1,016
shares
|
$56,814
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
1,000
shares
|
$55,920
0.03% of portfolio
|
Q4 2024
Reduced 17.63%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,000
shares
|
$55,920
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
1,000
shares
|
$55,920
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Apr 14, 2025 Q1 2025 |
974
shares
|
$54,466
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
942
shares
|
$52,676
0.02% of portfolio
|
Q1 2025
Added 10.69%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
914
shares
|
$51,110
0.04% of portfolio
|
Q1 2025
Reduced 6.16%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
867
shares
|
$48,482
0.02% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
864
shares
|
$48,314
0.0% of portfolio
|
Q4 2022
Added 59.41%
|