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 |
|---|---|---|---|---|---|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
May 02, 2025 Q1 2025 |
89,666
shares
|
$5.12 Million
1.36% of portfolio
|
Q1 2025
Reduced 5.24%
|
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Apr 30, 2025 Q1 2025 |
89,503
shares
|
$5.12 Million
3.56% of portfolio
|
Q1 2025
Added 7.12%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Jul 17, 2025 Q2 2025 |
89,416
shares
|
$5.11 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
|
$5.09 Million
0.38% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
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
|
$5.01 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
|
$4.96 Million
3.44% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
May 14, 2025 Q1 2025 |
86,167
shares
|
$4.92 Million
4.73% of portfolio
|
Q1 2025
Reduced 6.72%
|
|
|
Thomasville National Bank
|
Jul 11, 2025 Q2 2025 |
86,061
shares
|
$4.92 Million
0.35% of portfolio
|
Q2 2025
Reduced 17.04%
|
|
|
Reitz Capital Advisors LLC
|
Apr 22, 2024 Q1 2024 |
86,027
shares
|
$4.92 Million
8.68% of portfolio
|
Q4 2023
Reduced 59.58%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
85,521
shares
|
$4.89 Million
0.09% of portfolio
|
Q4 2022
Reduced 1.49%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
85,446
shares
|
$4.88 Million
0.8% of portfolio
|
Q1 2025
Reduced 2.95%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
85,226
shares
|
$4.87 Million
1.38% of portfolio
|
Q1 2023
Added 126.03%
|
|
|
Penney Financial, LLC
Houston, TX |
May 02, 2025 Q1 2025 |
85,147
shares
|
$4.87 Million
3.2% of portfolio
|
Q1 2025
Added 5.91%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
85,014
shares
|
$4.86 Million
0.32% of portfolio
|
Q2 2025
Reduced 34.66%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
84,862
shares
|
$4.85 Million
0.26% of portfolio
|
Q2 2025
Reduced 41.5%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
84,790
shares
|
$4.85 Million
0.01% of portfolio
|
Q1 2025
Added 28.14%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jul 09, 2025 Q2 2025 |
84,723
shares
|
$4.84 Million
1.36% of portfolio
|
Q2 2025
Reduced 28.91%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
83,861
shares
|
$4.79 Million
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Ewg Elevate Inc.
|
Jul 15, 2025 Q2 2025 |
83,842
shares
|
$4.79 Million
1.61% of portfolio
|
Q2 2025
Added 84.8%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
83,459
shares
|
$4.77 Million
0.06% of portfolio
|
Q2 2022
Added 22.84%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
83,450
shares
|
$4.77 Million
1.22% of portfolio
|
Q1 2025
Added 5.69%
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
83,280
shares
|
$4.76 Million
0.96% of portfolio
|
Q1 2025
Added 3.03%
|