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 1,380 institutions that hold shares in the stock, with a total of 726 Million shares, which have been reported (via 13F filing form) to have a value of $41.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
170,238
shares
|
$9.73 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
168,206
shares
|
$9.61 Million
0.03% of portfolio
|
Q1 2025
Added 26.19%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
167,004
shares
|
$9.54 Million
1.19% of portfolio
|
Q2 2025
Added 4.25%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
164,838
shares
|
$9.42 Million
0.44% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
164,576
shares
|
$9.41 Million
0.61% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
163,860
shares
|
$9.36 Million
0.59% of portfolio
|
Q2 2025
Reduced 12.48%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
162,585
shares
|
$9.29 Million
0.02% of portfolio
|
Q1 2025
Added 45.27%
|
|
|
Vera Bank, N.A.
|
May 09, 2025 Q1 2025 |
162,224
shares
|
$9.27 Million
2.71% of portfolio
|
Q1 2025
Reduced 8.05%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
161,288
shares
|
$9.22 Million
0.23% of portfolio
|
Q1 2025
Reduced 3.47%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
160,590
shares
|
$9.18 Million
0.65% of portfolio
|
Q1 2025
Added 10.25%
|
|
|
Pinnacle Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
159,767
shares
|
$9.13 Million
15.68% of portfolio
|
Q1 2025
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
159,682
shares
|
$9.13 Million
2.76% of portfolio
|
Q1 2025
Added 8.05%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
158,715
shares
|
$9.07 Million
0.71% of portfolio
|
Q2 2025
Reduced 6.94%
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
158,631
shares
|
$9.07 Million
1.23% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Prentice Wealth Management LLC
|
Apr 16, 2025 Q1 2025 |
158,339
shares
|
$9.05 Million
2.65% of portfolio
|
Q1 2025
Added 1583.74%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
157,371
shares
|
$8.99 Million
0.71% of portfolio
|
Q1 2025
Added 5.76%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
156,787
shares
|
$8.96 Million
0.02% of portfolio
|
Q1 2025
Added 18.48%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
156,740
shares
|
$8.96 Million
0.28% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
156,578
shares
|
$8.95 Million
1.43% of portfolio
|
Q1 2025
Added 7.79%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
155,872
shares
|
$8.91 Million
0.29% of portfolio
|
Q1 2025
Added 19.93%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
154,077
shares
|
$8.81 Million
1.87% of portfolio
|
Q2 2025
Reduced 18.46%
|
|
|
Masso Torrence Wealth Management Inc.
|
Jul 14, 2025 Q2 2025 |
151,684
shares
|
$8.67 Million
4.31% of portfolio
|
Q2 2025
Added 5.86%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
151,225
shares
|
$8.64 Million
0.29% of portfolio
|
Q1 2025
Added 26.36%
|
|
|
Divergent Planning, LLC
|
Jul 09, 2025 Q2 2025 |
148,752
shares
|
$8.5 Million
3.38% of portfolio
|
Q2 2025
New holding
|
|
|
Strong Box Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
148,751
shares
|
$8.5 Million
3.38% of portfolio
|
Q2 2025
Added 2.65%
|