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 |
|---|---|---|---|---|---|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
132,838
shares
|
$7.54 Million
0.19% of portfolio
|
Q3 2022
Added 44.0%
|
|
|
Fairway Wealth LLC
Independence, OH |
Apr 29, 2025 Q1 2025 |
132,724
shares
|
$7.54 Million
2.8% of portfolio
|
Q1 2025
Added 5.09%
|
|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
132,463
shares
|
$7.52 Million
1.28% of portfolio
|
Q1 2025
Added 6.44%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
132,292
shares
|
$7.51 Million
1.0% of portfolio
|
Q2 2024
New holding
|
|
|
First Hawaiian Bank
|
Jul 03, 2025 Q2 2025 |
131,929
shares
|
$7.49 Million
1.03% of portfolio
|
Q2 2025
Added 49.1%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
131,004
shares
|
$7.44 Million
0.63% of portfolio
|
Q2 2025
Added 3.22%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jul 17, 2025 Q2 2025 |
130,289
shares
|
$7.4 Million
3.45% of portfolio
|
Q2 2025
Added 15.05%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
129,539
shares
|
$7.36 Million
0.28% of portfolio
|
Q1 2025
Added 21.3%
|
|
|
Traynor Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
128,290
shares
|
$7.29 Million
0.63% of portfolio
|
Q1 2025
Added 40.45%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
128,238
shares
|
$7.28 Million
1.0% of portfolio
|
Q1 2025
Added 5.91%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
127,463
shares
|
$7.24 Million
0.58% of portfolio
|
Q1 2025
Reduced 9.03%
|
|
|
Sterling Investment Advisors, Ltd.
|
Jul 17, 2025 Q2 2025 |
126,950
shares
|
$7.21 Million
1.69% of portfolio
|
Q2 2025
Added 7.45%
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Jul 15, 2025 Q2 2025 |
126,656
shares
|
$7.19 Million
6.99% of portfolio
|
Q2 2025
Added 765.49%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
125,928
shares
|
$7.15 Million
0.06% of portfolio
|
Q1 2025
Added 133.82%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
125,075
shares
|
$7.1 Million
1.92% of portfolio
|
Q3 2024
Added 3.38%
|
|
|
Smart Wealth LLC
Omaha, NE |
Apr 29, 2025 Q1 2025 |
124,866
shares
|
$7.09 Million
2.56% of portfolio
|
Q1 2025
Added 15.15%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
124,472
shares
|
$7.07 Million
2.28% of portfolio
|
Q1 2025
Added 13.48%
|
|
|
New York Life Investment Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
123,783
shares
|
$7.03 Million
0.08% of portfolio
|
Q1 2025
Added 38.65%
|
|
|
Destiny Wealth Partners, LLC
|
Jul 16, 2025 Q2 2025 |
122,671
shares
|
$6.97 Million
1.01% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
122,441
shares
|
$6.95 Million
0.67% of portfolio
|
Q1 2025
Added 27.65%
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
121,828
shares
|
$6.92 Million
0.54% of portfolio
|
Q1 2025
Added 8.39%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
May 13, 2025 Q1 2025 |
121,634
shares
|
$6.91 Million
3.38% of portfolio
|
Q1 2025
Added 4.84%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Apr 30, 2025 Q1 2025 |
120,876
shares
|
$6.86 Million
1.07% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Evergreen Wealth Management, LLC
Williamston, MI |
May 05, 2025 Q1 2025 |
120,421
shares
|
$6.84 Million
4.11% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Apr 16, 2025 Q1 2025 |
120,016
shares
|
$6.82 Million
4.15% of portfolio
|
Q1 2025
Reduced 5.63%
|