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 |
|---|---|---|---|---|---|
|
Selective Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
146,997
shares
|
$8.4 Million
3.07% of portfolio
|
Q2 2025
Reduced 9.34%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
146,811
shares
|
$8.39 Million
0.4% of portfolio
|
Q1 2025
Added 39.16%
|
|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
145,602
shares
|
$8.32 Million
2.32% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Apr 22, 2025 Q1 2025 |
145,589
shares
|
$8.32 Million
8.47% of portfolio
|
Q1 2025
Added 17.14%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
143,891
shares
|
$8.22 Million
0.94% of portfolio
|
Q2 2025
Added 8.6%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
143,852
shares
|
$8.22 Million
0.65% of portfolio
|
Q3 2023
Added 3.14%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
143,569
shares
|
$8.2 Million
0.13% of portfolio
|
Q1 2025
Reduced 4.39%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
143,095
shares
|
$8.18 Million
0.52% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Vienna Asset Management LLC
Cupertino, CA |
May 15, 2025 Q1 2025 |
142,344
shares
|
$8.13 Million
7.24% of portfolio
|
Q1 2025
Added 41.81%
|
|
|
Bouvel Investment Partners, LLC
|
Jul 11, 2025 Q2 2025 |
142,025
shares
|
$8.12 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
|
$8.12 Million
0.16% of portfolio
|
Q2 2025
Reduced 21.56%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
141,524
shares
|
$8.09 Million
0.37% of portfolio
|
Q1 2025
Reduced 12.31%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
141,001
shares
|
$8.06 Million
0.2% of portfolio
|
Q1 2025
Added 35.19%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
138,433
shares
|
$7.91 Million
0.03% of portfolio
|
Q1 2025
Reduced 11.29%
|
|
|
Edgemoor Investment Advisors, Inc.
|
May 05, 2025 Q1 2025 |
137,611
shares
|
$7.86 Million
0.74% of portfolio
|
Q1 2025
Added 5.77%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
136,927
shares
|
$7.83 Million
0.04% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jul 14, 2025 Q2 2025 |
136,431
shares
|
$7.8 Million
1.5% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
May 14, 2025 Q1 2025 |
136,307
shares
|
$7.79 Million
3.65% of portfolio
|
Q1 2025
Added 8.84%
|
|
|
Atlantic Union Bankshares Corp
|
May 05, 2025 Q1 2025 |
136,157
shares
|
$7.78 Million
0.51% of portfolio
|
Q1 2025
Added 3.09%
|
|
|
American Planning Services, Inc.
Sun City Center, FL |
Nov 14, 2024 Q3 2024 |
135,962
shares
|
$7.77 Million
7.1% of portfolio
|
Q3 2024
Reduced 3.74%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
135,467
shares
|
$7.74 Million
0.2% of portfolio
|
Q1 2025
Added 10.92%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
135,360
shares
|
$7.74 Million
0.93% of portfolio
|
Q1 2025
Reduced 3.56%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
134,438
shares
|
$7.68 Million
0.65% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
133,911
shares
|
$7.65 Million
0.45% of portfolio
|
Q2 2025
Added 20.72%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Apr 25, 2025 Q1 2025 |
133,635
shares
|
$7.64 Million
3.11% of portfolio
|
Q1 2025
Reduced 18.33%
|