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 |
|---|---|---|---|---|---|
|
Madden Securities Corp
|
Apr 14, 2025 Q1 2025 |
304,375
shares
|
$17.1 Million
7.23% of portfolio
|
Q1 2025
Added 5.64%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
301,803
shares
|
$16.9 Million
0.36% of portfolio
|
Q1 2025
Added 38.44%
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
300,235
shares
|
$16.8 Million
5.81% of portfolio
|
Q1 2025
Added 5.5%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
296,603
shares
|
$16.6 Million
1.93% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Marquette Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
294,829
shares
|
$16.5 Million
2.95% of portfolio
|
Q1 2025
Reduced 3.47%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
290,699
shares
|
$16.3 Million
0.33% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
287,299
shares
|
$16.1 Million
2.1% of portfolio
|
Q3 2023
Added 2.9%
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Apr 24, 2025 Q1 2025 |
285,617
shares
|
$16 Million
4.57% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
285,515
shares
|
$16 Million
0.09% of portfolio
|
Q1 2025
Added 3.33%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
284,897
shares
|
$16 Million
0.33% of portfolio
|
Q1 2025
Added 17.47%
|
|
|
Fagan Associates, Inc.
|
May 05, 2025 Q1 2025 |
283,697
shares
|
$15.9 Million
2.82% of portfolio
|
Q1 2025
Added 4.97%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Apr 22, 2025 Q1 2025 |
283,113
shares
|
$15.9 Million
8.02% of portfolio
|
Q1 2025
Reduced 4.96%
|
|
|
B&D White Capital Company, LLC
|
May 14, 2025 Q1 2025 |
278,502
shares
|
$15.6 Million
2.34% of portfolio
|
Q1 2025
New holding
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Apr 23, 2025 Q1 2025 |
276,690
shares
|
$15.5 Million
5.85% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Curran Financial Partners, LLC
|
Apr 21, 2025 Q1 2025 |
275,440
shares
|
$15.4 Million
4.47% of portfolio
|
Q1 2025
Added 12.17%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
272,775
shares
|
$15.3 Million
0.9% of portfolio
|
Q1 2025
Added 8.78%
|
|
|
Wealth Advisors Of Iowa, LLC
|
May 12, 2025 Q1 2025 |
271,552
shares
|
$15.2 Million
6.67% of portfolio
|
Q1 2025
Added 12.09%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
270,547
shares
|
$15.2 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Rezny Wealth Management, Inc.
|
May 12, 2025 Q1 2025 |
268,387
shares
|
$15.1 Million
4.03% of portfolio
|
Q1 2025
Added 13.02%
|
|
|
Advisors Management Group Inc
|
Apr 25, 2025 Q1 2025 |
266,272
shares
|
$14.9 Million
3.31% of portfolio
|
Q1 2025
Added 1029.56%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
265,214
shares
|
$14.9 Million
0.0% of portfolio
|
Q1 2025
Added 149.96%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
262,834
shares
|
$14.7 Million
1.41% of portfolio
|
Q4 2022
Added 7.63%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
262,280
shares
|
$14.7 Million
0.53% of portfolio
|
Q1 2025
Added 17.16%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
262,006
shares
|
$14.7 Million
0.42% of portfolio
|
Q1 2025
Added 49.68%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
261,274
shares
|
$14.7 Million
0.09% of portfolio
|
Q1 2025
Added 3.9%
|