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 |
|---|---|---|---|---|---|
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
May 05, 2025 Q1 2025 |
119,182
shares
|
$6.77 Million
6.22% of portfolio
|
Q1 2025
New holding
|
|
|
Frg Family Wealth Advisors LLC
|
May 15, 2025 Q1 2025 |
119,054
shares
|
$6.76 Million
1.36% of portfolio
|
Q1 2025
Added 24.81%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
May 02, 2025 Q1 2025 |
117,660
shares
|
$6.68 Million
4.79% of portfolio
|
Q1 2025
Added 4.46%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
117,305
shares
|
$6.66 Million
0.14% of portfolio
|
Q1 2025
Reduced 10.9%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
116,280
shares
|
$6.6 Million
0.4% of portfolio
|
Q1 2025
Added 18.71%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
115,741
shares
|
$6.57 Million
2.62% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Jul 18, 2025 Q2 2025 |
113,221
shares
|
$6.43 Million
1.28% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
112,847
shares
|
$6.41 Million
0.16% of portfolio
|
Q1 2025
Added 21.75%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Jul 22, 2025 Q2 2025 |
111,549
shares
|
$6.33 Million
2.47% of portfolio
|
Q2 2025
Reduced 64.8%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
May 15, 2025 Q1 2025 |
111,340
shares
|
$6.32 Million
0.91% of portfolio
|
Q1 2025
Reduced 3.66%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jul 15, 2025 Q2 2025 |
108,734
shares
|
$6.18 Million
2.63% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
107,327
shares
|
$6.1 Million
3.61% of portfolio
|
Q1 2025
Reduced 7.44%
|
|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Apr 17, 2025 Q1 2025 |
106,225
shares
|
$6.03 Million
3.04% of portfolio
|
Q1 2025
Added 2.62%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Apr 23, 2025 Q1 2025 |
106,094
shares
|
$6.03 Million
0.22% of portfolio
|
Q1 2025
Reduced 60.59%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
104,688
shares
|
$5.95 Million
0.25% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
104,380
shares
|
$5.93 Million
0.87% of portfolio
|
Q4 2024
Added 3.55%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
104,304
shares
|
$5.92 Million
0.09% of portfolio
|
Q1 2025
Added 20.63%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Apr 25, 2025 Q1 2025 |
104,194
shares
|
$5.92 Million
5.43% of portfolio
|
Q1 2025
Added 1.99%
|
|
|
Capital Advisors Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
104,100
shares
|
$5.91 Million
1.06% of portfolio
|
Q1 2025
Added 6.03%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
104,029
shares
|
$5.91 Million
0.2% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
103,970
shares
|
$5.9 Million
0.47% of portfolio
|
Q1 2025
Added 44.18%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
103,803
shares
|
$5.89 Million
0.89% of portfolio
|
Q2 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
102,958
shares
|
$5.85 Million
0.08% of portfolio
|
Q1 2025
Reduced 35.96%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
102,927
shares
|
$5.85 Million
0.31% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
102,892
shares
|
$5.84 Million
0.78% of portfolio
|
Q1 2025
Reduced 1.3%
|