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 |
|---|---|---|---|---|---|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Aug 08, 2025 Q2 2025 |
91,350
shares
|
$5.23 Million
1.64% of portfolio
|
Q2 2025
Added 367.14%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
90,000
shares
|
$5.15 Million
0.55% of portfolio
|
Q2 2025
New holding
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
89,607
shares
|
$5.13 Million
0.03% of portfolio
|
Q2 2025
Added 12.7%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Jul 17, 2025 Q2 2025 |
89,416
shares
|
$5.12 Million
2.44% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
21 West Wealth Management LLC
Tustin, CA |
Jul 08, 2025 Q2 2025 |
89,336
shares
|
$5.11 Million
5.12% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
89,007
shares
|
$5.1 Million
0.38% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
88,374
shares
|
$5.06 Million
0.07% of portfolio
|
Q2 2025
Added 77.22%
|
|
|
J2 Capital Management Inc
|
Jul 21, 2025 Q2 2025 |
87,929
shares
|
$5.03 Million
4.17% of portfolio
|
Q2 2025
Reduced 4.01%
|
|
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
Jul 09, 2025 Q2 2025 |
87,760
shares
|
$5.02 Million
3.67% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Focused Wealth Management, Inc
|
Jul 15, 2025 Q2 2025 |
87,673
shares
|
$5.02 Million
0.61% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jul 16, 2025 Q2 2025 |
86,856
shares
|
$4.97 Million
3.44% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Penney Financial, LLC
Houston, TX |
Jul 23, 2025 Q2 2025 |
86,324
shares
|
$4.94 Million
2.49% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Thomasville National Bank
|
Jul 11, 2025 Q2 2025 |
86,061
shares
|
$4.93 Million
0.35% of portfolio
|
Q2 2025
Reduced 17.04%
|
|
|
Reitz Capital Advisors LLC
|
Apr 22, 2024 Q1 2024 |
86,027
shares
|
$4.93 Million
8.68% of portfolio
|
Q4 2023
Reduced 59.58%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
85,549
shares
|
$4.9 Million
2.05% of portfolio
|
Q2 2025
Added 10.5%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
85,226
shares
|
$4.88 Million
1.38% of portfolio
|
Q1 2023
Added 126.03%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
85,014
shares
|
$4.87 Million
0.32% of portfolio
|
Q2 2025
Reduced 34.66%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
84,862
shares
|
$4.86 Million
0.26% of portfolio
|
Q2 2025
Reduced 41.5%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jul 09, 2025 Q2 2025 |
84,723
shares
|
$4.85 Million
1.36% of portfolio
|
Q2 2025
Reduced 28.91%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
84,591
shares
|
$4.84 Million
0.01% of portfolio
|
Q2 2025
Reduced 10.15%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Aug 06, 2025 Q2 2025 |
84,357
shares
|
$4.83 Million
3.98% of portfolio
|
Q2 2025
Added 627.03%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Aug 04, 2025 Q2 2025 |
84,357
shares
|
$4.83 Million
3.64% of portfolio
|
Q2 2025
Added 15.38%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
83,861
shares
|
$4.8 Million
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Ewg Elevate Inc.
|
Jul 15, 2025 Q2 2025 |
83,842
shares
|
$4.8 Million
1.61% of portfolio
|
Q2 2025
Added 84.8%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
83,660
shares
|
$4.79 Million
0.02% of portfolio
|
Q4 2024
Added 60.96%
|