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 1,402 institutions that hold shares in the stock, with a total of 747 Million shares, which have been reported (via 13F filing form) to have a value of $42.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
401,875,207
shares
|
$23 Billion
3.64% of portfolio
|
Q2 2025
Reduced 99.98%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
45,833,158
shares
|
$2.62 Billion
0.18% of portfolio
|
Q2 2025
Added 4.38%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
33,372,182
shares
|
$1.91 Billion
0.14% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
28,174,390
shares
|
$1.61 Billion
0.13% of portfolio
|
Q1 2025
Added 35.91%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
16,434,182
shares
|
$941 Million
0.2% of portfolio
|
Q2 2025
Added 4.58%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
8,939,325
shares
|
$512 Million
0.16% of portfolio
|
Q2 2025
Added 17.45%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
8,465,945
shares
|
$485 Million
0.09% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
8,267,547
shares
|
$473 Million
0.09% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
7,072,179
shares
|
$405 Million
0.14% of portfolio
|
Q2 2025
Added 9.89%
|
|
|
Nationwide Fund Advisors
|
Jul 24, 2025 Q2 2025 |
6,983,251
shares
|
$400 Million
22.51% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
6,248,359
shares
|
$358 Million
0.68% of portfolio
|
Q2 2025
Added 14.98%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
5,091,909
shares
|
$292 Million
0.38% of portfolio
|
Q2 2025
Added 3.85%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
3,914,423
shares
|
$224 Million
0.08% of portfolio
|
Q2 2025
Added 56.29%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
3,694,868
shares
|
$212 Million
0.38% of portfolio
|
Q2 2025
Reduced 4.41%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
3,428,448
shares
|
$196 Million
0.38% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
3,357,833
shares
|
$192 Million
0.55% of portfolio
|
Q2 2025
Added 4.96%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
3,184,738
shares
|
$182 Million
0.24% of portfolio
|
Q2 2025
Reduced 14.58%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
3,064,828
shares
|
$175 Million
0.13% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,011,469
shares
|
$172 Million
0.24% of portfolio
|
Q3 2024
Added 3.88%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
2,921,110
shares
|
$167 Million
0.17% of portfolio
|
Q2 2025
Added 18.22%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Aug 12, 2025 Q2 2025 |
2,903,847
shares
|
$166 Million
3.37% of portfolio
|
Q2 2025
Added 42.07%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
2,600,663
shares
|
$149 Million
0.39% of portfolio
|
Q2 2025
Added 4.98%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,088,319
shares
|
$120 Million
0.08% of portfolio
|
Q3 2024
Reduced 13.76%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
1,994,661
shares
|
$114 Million
0.34% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Cornerstone Advisory, LLC
|
Jul 30, 2025 Q2 2025 |
1,962,031
shares
|
$112 Million
13.15% of portfolio
|
Q2 2025
Added 1.85%
|