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 |
|---|---|---|---|---|---|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
118,794
shares
|
$6.8 Million
0.59% of portfolio
|
Q2 2025
Added 26.34%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jul 24, 2025 Q2 2025 |
118,426
shares
|
$6.78 Million
0.65% of portfolio
|
Q2 2025
Reduced 30.64%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
117,819
shares
|
$6.75 Million
0.37% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
115,741
shares
|
$6.63 Million
2.62% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Aug 07, 2025 Q2 2025 |
115,510
shares
|
$6.61 Million
0.7% of portfolio
|
Q2 2025
Reduced 14.66%
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Aug 05, 2025 Q2 2025 |
113,334
shares
|
$6.49 Million
4.0% of portfolio
|
Q2 2025
Reduced 5.57%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Jul 18, 2025 Q2 2025 |
113,221
shares
|
$6.48 Million
1.28% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Aug 14, 2025 Q2 2025 |
113,157
shares
|
$6.48 Million
1.44% of portfolio
|
Q2 2025
Added 26.2%
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
111,704
shares
|
$6.4 Million
0.44% of portfolio
|
Q2 2025
Reduced 8.31%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Jul 22, 2025 Q2 2025 |
111,549
shares
|
$6.39 Million
2.47% of portfolio
|
Q2 2025
Reduced 64.8%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
111,331
shares
|
$6.37 Million
0.54% of portfolio
|
Q2 2025
Added 43.31%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Aug 12, 2025 Q2 2025 |
110,850
shares
|
$6.35 Million
0.76% of portfolio
|
Q2 2025
Added 8.22%
|
|
|
Pinnacle Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
110,394
shares
|
$6.32 Million
7.58% of portfolio
|
Q2 2025
Reduced 30.9%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Jul 31, 2025 Q2 2025 |
109,059
shares
|
$6.24 Million
4.9% of portfolio
|
Q2 2025
Added 4.67%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jul 15, 2025 Q2 2025 |
108,734
shares
|
$6.23 Million
2.63% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
107,327
shares
|
$6.14 Million
3.61% of portfolio
|
Q1 2025
Reduced 7.44%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Jul 30, 2025 Q2 2025 |
106,094
shares
|
$6.07 Million
0.21% of portfolio
|
Q1 2025
Reduced 60.59%
|
|
|
Capital Advisors Wealth Management, LLC
|
Aug 13, 2025 Q2 2025 |
106,080
shares
|
$6.07 Million
0.97% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
104,753
shares
|
$6 Million
0.77% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
104,688
shares
|
$5.99 Million
0.25% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
104,480
shares
|
$5.98 Million
1.42% of portfolio
|
Q2 2025
Added 9.01%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
104,380
shares
|
$5.98 Million
0.87% of portfolio
|
Q4 2024
Added 3.55%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
103,998
shares
|
$5.95 Million
0.23% of portfolio
|
Q2 2025
Added 60.29%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
103,803
shares
|
$5.94 Million
0.89% of portfolio
|
Q2 2025
New holding
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Aug 04, 2025 Q2 2025 |
102,707
shares
|
$5.88 Million
1.48% of portfolio
|
Q2 2025
Added 228.82%
|