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 |
|---|---|---|---|---|---|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
182
shares
|
$10,177
0.0% of portfolio
|
Q1 2025
Reduced 43.13%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
181
shares
|
$10,121
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
174
shares
|
$9,730
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
173
shares
|
$9,674
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
171
shares
|
$9,562
0.01% of portfolio
|
Q3 2024
Reduced 34.23%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
150
shares
|
$8,388
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
147
shares
|
$8,220
0.0% of portfolio
|
Q4 2024
Reduced 6.37%
|
|
|
First Community Trust Na
|
Apr 08, 2025 Q1 2025 |
146
shares
|
$8,164
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
100
shares
|
$5,592
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
100
shares
|
$5,592
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
100
shares
|
$5,592
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
100
shares
|
$5,592
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
May 22, 2025 Q1 2025 |
96
shares
|
$5,368
0.0% of portfolio
|
Q1 2025
Reduced 99.69%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
80
shares
|
$4,473
0.0% of portfolio
|
Q2 2023
Added 2.56%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
75
shares
|
$4,194
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
May 12, 2025 Q1 2025 |
67
shares
|
$3,746
0.0% of portfolio
|
Q1 2025
Added 272.22%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
60
shares
|
$3,355
0.0% of portfolio
|
Q4 2024
Reduced 93.75%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
60
shares
|
$3,355
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
50
shares
|
$2,796
0.0% of portfolio
|
Q2 2024
Added 66.67%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
49
shares
|
$2,740
0.0% of portfolio
|
Q1 2025
Reduced 87.66%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
39
shares
|
$2,180
0.0% of portfolio
|
Q4 2024
Reduced 98.02%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
32
shares
|
$1,789
0.0% of portfolio
|
Q1 2025
Added 18.52%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
31
shares
|
$1,733
0.0% of portfolio
|
Q1 2025
Reduced 44.64%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
May 01, 2025 Q1 2025 |
21
shares
|
$1,174
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ckw Financial Group
|
May 16, 2025 Q1 2025 |
20
shares
|
$1,118
0.0% of portfolio
|
Q1 2025
New holding
|