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 |
|---|---|---|---|---|---|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
177,123
shares
|
$10.1 Million
0.13% of portfolio
|
Q2 2025
Added 72.03%
|
|
|
Community Bank, N.A.
|
Jul 25, 2025 Q2 2025 |
175,867
shares
|
$10.1 Million
1.34% of portfolio
|
Q2 2025
Added 10.87%
|
|
|
Cadence Bank
Tupelo, MS |
Aug 14, 2025 Q2 2025 |
174,508
shares
|
$9.99 Million
0.66% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Ellis Investment Partners, LLC
|
Jul 25, 2025 Q2 2025 |
173,455
shares
|
$9.93 Million
1.99% of portfolio
|
Q2 2025
Reduced 13.76%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
172,705
shares
|
$9.89 Million
0.25% of portfolio
|
Q2 2025
Added 324.21%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Jul 25, 2025 Q2 2025 |
172,465
shares
|
$9.87 Million
8.62% of portfolio
|
Q2 2025
Added 18.46%
|
|
|
Cambridge Advisors Inc.
|
Jul 16, 2025 Q2 2025 |
172,306
shares
|
$9.86 Million
2.13% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Forefront Wealth Management Inc.
|
Jul 17, 2025 Q2 2025 |
172,080
shares
|
$9.85 Million
8.55% of portfolio
|
Q2 2025
Added 39.28%
|
|
|
Power Wealth Management LLC
Roswell, GA |
May 13, 2025 Q1 2025 |
171,185
shares
|
$9.8 Million
3.96% of portfolio
|
Q1 2025
Added 5.73%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
167,004
shares
|
$9.56 Million
1.19% of portfolio
|
Q2 2025
Added 4.25%
|
|
|
Adg Wealth Management Group, LLC
Metairie, LA |
Aug 05, 2025 Q2 2025 |
166,322
shares
|
$9.52 Million
8.05% of portfolio
|
Q2 2025
Reduced 4.96%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
166,291
shares
|
$9.52 Million
0.05% of portfolio
|
Q2 2025
Reduced 27.4%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
165,383
shares
|
$9.47 Million
0.08% of portfolio
|
Q2 2025
Reduced 9.57%
|
|
|
Bernardo Wealth Planning LLC
|
Aug 13, 2025 Q2 2025 |
165,174
shares
|
$9.46 Million
2.04% of portfolio
|
Q2 2025
Reduced 8.98%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
164,838
shares
|
$9.44 Million
0.44% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
164,576
shares
|
$9.42 Million
0.61% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
164,184
shares
|
$9.4 Million
0.22% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Vera Bank, N.A.
|
Aug 07, 2025 Q2 2025 |
163,999
shares
|
$9.39 Million
2.09% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
163,860
shares
|
$9.38 Million
0.59% of portfolio
|
Q2 2025
Reduced 12.48%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
163,711
shares
|
$9.37 Million
0.61% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
163,039
shares
|
$9.33 Million
0.07% of portfolio
|
Q2 2025
Added 29.47%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
162,557
shares
|
$9.31 Million
2.52% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Cfo4 Life Group, LLC
|
Aug 08, 2025 Q2 2025 |
159,564
shares
|
$9.14 Million
1.5% of portfolio
|
Q2 2025
Reduced 18.66%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 15, 2025 Q2 2025 |
158,873
shares
|
$9.1 Million
2.83% of portfolio
|
Q2 2025
Reduced 76.35%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
158,715
shares
|
$9.09 Million
0.71% of portfolio
|
Q2 2025
Reduced 6.94%
|