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 |
|---|---|---|---|---|---|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
102,675
shares
|
$5.88 Million
0.41% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Jul 24, 2025 Q2 2025 |
102,365
shares
|
$5.86 Million
2.56% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
102,307
shares
|
$5.86 Million
0.01% of portfolio
|
Q2 2025
Added 127.43%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
102,231
shares
|
$5.85 Million
0.22% of portfolio
|
Q3 2021
Reduced 95.33%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
101,656
shares
|
$5.82 Million
0.51% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
100,967
shares
|
$5.78 Million
0.41% of portfolio
|
Q2 2025
Added 11.28%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Aug 12, 2025 Q2 2025 |
100,231
shares
|
$5.74 Million
5.34% of portfolio
|
Q2 2025
New holding
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
100,190
shares
|
$5.74 Million
1.2% of portfolio
|
Q2 2025
Added 11.45%
|
|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
99,057
shares
|
$5.67 Million
0.42% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
Hellman Jordan Management CO Inc
Quincy, MA |
Jan 20, 2023 Q4 2022 |
98,945
shares
|
$5.66 Million
9.16% of portfolio
|
Q4 2022
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
98,849
shares
|
$5.66 Million
0.7% of portfolio
|
Q2 2025
Reduced 3.93%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
96,766
shares
|
$5.54 Million
0.4% of portfolio
|
Q2 2025
Reduced 24.08%
|
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Aug 04, 2025 Q2 2025 |
95,907
shares
|
$5.49 Million
4.16% of portfolio
|
Q2 2025
Added 7.16%
|
|
|
De Dora Capital, Inc.
|
Jul 29, 2025 Q2 2025 |
95,565
shares
|
$5.47 Million
1.46% of portfolio
|
Q2 2025
Added 746.16%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
95,522
shares
|
$5.47 Million
0.7% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Aug 06, 2025 Q2 2025 |
95,410
shares
|
$5.46 Million
0.74% of portfolio
|
Q2 2025
Reduced 4.57%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
94,498
shares
|
$5.41 Million
3.87% of portfolio
|
Q2 2025
Added 3.77%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
94,328
shares
|
$5.4 Million
0.41% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
94,151
shares
|
$5.39 Million
1.51% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Ulland Investment Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
93,734
shares
|
$5.37 Million
4.07% of portfolio
|
Q2 2025
Added 20.43%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
93,331
shares
|
$5.34 Million
0.0% of portfolio
|
Q2 2025
Added 10.07%
|
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
93,171
shares
|
$5.33 Million
0.94% of portfolio
|
Q2 2025
Added 543.22%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
92,497
shares
|
$5.3 Million
0.91% of portfolio
|
Q3 2023
Added 3.75%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
92,353
shares
|
$5.29 Million
0.16% of portfolio
|
Q2 2025
Reduced 50.68%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
91,386
shares
|
$5.23 Million
0.4% of portfolio
|
Q2 2025
Added 22.44%
|