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 |
|---|---|---|---|---|---|
|
Appleton Partners Inc
|
Apr 22, 2025 Q1 2025 |
260,028
shares
|
$14.5 Million
1.15% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
258,319
shares
|
$14.4 Million
6.83% of portfolio
|
Q1 2025
Added 4.84%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
258,207
shares
|
$14.4 Million
0.03% of portfolio
|
Q1 2025
Added 9.85%
|
|
|
Trinity Legacy Partners, LLC
|
May 14, 2025 Q1 2025 |
251,590
shares
|
$14.1 Million
3.76% of portfolio
|
Q1 2025
Added 4.07%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
May 13, 2025 Q1 2025 |
250,475
shares
|
$14 Million
5.94% of portfolio
|
Q1 2025
Reduced 74.27%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Apr 08, 2025 Q1 2025 |
249,478
shares
|
$14 Million
5.9% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
244,754
shares
|
$13.7 Million
7.09% of portfolio
|
Q1 2024
Added 16.27%
|
|
|
Sfmg, LLC
|
May 09, 2025 Q1 2025 |
243,764
shares
|
$13.6 Million
1.12% of portfolio
|
Q1 2025
Added 7.49%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
243,748
shares
|
$13.6 Million
0.39% of portfolio
|
Q1 2025
Added 3.97%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
242,713
shares
|
$13.6 Million
3.7% of portfolio
|
Q3 2024
Added 10.29%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
242,670
shares
|
$13.6 Million
0.04% of portfolio
|
Q1 2025
Added 9.79%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
239,863
shares
|
$13.4 Million
0.01% of portfolio
|
Q1 2025
Added 61.65%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
239,643
shares
|
$13.4 Million
1.58% of portfolio
|
Q1 2025
Added 17.55%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
239,621
shares
|
$13.4 Million
0.46% of portfolio
|
Q1 2025
Added 39.63%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
238,104
shares
|
$13.3 Million
0.47% of portfolio
|
Q1 2025
Reduced 18.09%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
237,248
shares
|
$13.3 Million
0.87% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
233,943
shares
|
$13.1 Million
0.21% of portfolio
|
Q1 2025
Added 41.07%
|
|
|
Mcia Inc
|
Apr 28, 2025 Q1 2025 |
231,465
shares
|
$12.9 Million
2.98% of portfolio
|
Q1 2025
Added 17.32%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
230,152
shares
|
$12.9 Million
8.4% of portfolio
|
Q4 2024
Added 2.93%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
229,633
shares
|
$12.8 Million
1.13% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
229,059
shares
|
$12.8 Million
0.08% of portfolio
|
Q1 2025
Added 48.45%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
228,302
shares
|
$12.8 Million
0.33% of portfolio
|
Q1 2024
Added 7.32%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
227,626
shares
|
$12.7 Million
0.3% of portfolio
|
Q1 2024
Reduced 6.74%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
227,110
shares
|
$12.7 Million
0.43% of portfolio
|
Q1 2025
Added 6.57%
|
|
|
Signature Wealth Management Partners, LLC
|
May 08, 2025 Q1 2025 |
223,271
shares
|
$12.5 Million
8.46% of portfolio
|
Q1 2025
Added 22.37%
|