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 |
|---|---|---|---|---|---|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
157,616
shares
|
$9.02 Million
0.33% of portfolio
|
Q2 2025
Added 4.23%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
157,371
shares
|
$9.01 Million
0.71% of portfolio
|
Q1 2025
Added 5.76%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
154,690
shares
|
$8.86 Million
0.78% of portfolio
|
Q2 2025
Added 26.34%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
154,500
shares
|
$8.85 Million
0.24% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
154,077
shares
|
$8.82 Million
1.87% of portfolio
|
Q2 2025
Reduced 18.46%
|
|
|
Masso Torrence Wealth Management Inc.
|
Jul 14, 2025 Q2 2025 |
151,684
shares
|
$8.68 Million
4.31% of portfolio
|
Q2 2025
Added 5.86%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
151,033
shares
|
$8.65 Million
0.17% of portfolio
|
Q2 2025
Added 33.84%
|
|
|
Smart Wealth LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
149,371
shares
|
$8.55 Million
2.66% of portfolio
|
Q2 2025
Added 19.63%
|
|
|
Strong Box Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
148,751
shares
|
$8.52 Million
3.38% of portfolio
|
Q2 2025
Added 2.65%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
147,429
shares
|
$8.44 Million
0.63% of portfolio
|
Q2 2025
Added 9.66%
|
|
|
Selective Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
146,997
shares
|
$8.42 Million
3.07% of portfolio
|
Q2 2025
Reduced 9.34%
|
|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
145,602
shares
|
$8.34 Million
2.32% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
143,891
shares
|
$8.24 Million
0.94% of portfolio
|
Q2 2025
Added 8.6%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
143,852
shares
|
$8.24 Million
0.65% of portfolio
|
Q3 2023
Added 3.14%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
143,461
shares
|
$8.21 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Aug 11, 2025 Q2 2025 |
143,084
shares
|
$8.19 Million
0.72% of portfolio
|
Q2 2025
Added 3.98%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
142,060
shares
|
$8.13 Million
0.39% of portfolio
|
Q2 2025
New holding
|
|
|
Bouvel Investment Partners, LLC
|
Jul 11, 2025 Q2 2025 |
142,025
shares
|
$8.13 Million
3.03% of portfolio
|
Q2 2025
Reduced 20.59%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
142,004
shares
|
$8.13 Million
0.16% of portfolio
|
Q2 2025
Reduced 21.56%
|
|
|
Fairway Wealth LLC
Independence, OH |
Jul 29, 2025 Q2 2025 |
141,470
shares
|
$8.1 Million
2.57% of portfolio
|
Q2 2025
Added 6.59%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Aug 14, 2025 Q2 2025 |
140,080
shares
|
$8.02 Million
3.43% of portfolio
|
Q2 2025
Added 2.77%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
138,716
shares
|
$7.94 Million
0.24% of portfolio
|
Q2 2025
Reduced 11.01%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
138,536
shares
|
$7.93 Million
1.22% of portfolio
|
Q2 2025
Reduced 11.52%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jul 14, 2025 Q2 2025 |
136,431
shares
|
$7.81 Million
1.5% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Aug 05, 2025 Q2 2025 |
136,417
shares
|
$7.81 Million
3.7% of portfolio
|
Q2 2025
Added 2.08%
|