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 |
|---|---|---|---|---|---|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
83,459
shares
|
$4.78 Million
0.06% of portfolio
|
Q2 2022
Added 22.84%
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
83,280
shares
|
$4.77 Million
0.96% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Members Advisory Group LLC
Williamsville, NY |
Jul 29, 2025 Q2 2025 |
83,172
shares
|
$4.76 Million
1.94% of portfolio
|
Q2 2025
Added 3.68%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Jul 18, 2025 Q2 2025 |
83,068
shares
|
$4.76 Million
2.28% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
82,958
shares
|
$4.75 Million
0.01% of portfolio
|
Q2 2025
Reduced 48.98%
|
|
|
Herbst Group, LLC
Westport, CT |
Jul 15, 2025 Q2 2025 |
82,082
shares
|
$4.7 Million
3.11% of portfolio
|
Q2 2025
Reduced 9.98%
|
|
|
Ballast, Inc.
|
Jul 29, 2025 Q2 2025 |
81,366
shares
|
$4.66 Million
2.28% of portfolio
|
Q2 2025
New holding
|
|
|
Joseph P. Lucia & Associates, LLC
|
Aug 04, 2025 Q2 2025 |
81,366
shares
|
$4.66 Million
2.28% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
81,334
shares
|
$4.66 Million
0.12% of portfolio
|
Q4 2023
Added 8.4%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
80,907
shares
|
$4.63 Million
2.8% of portfolio
|
Q2 2024
Added 13.63%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
80,800
shares
|
$4.63 Million
0.45% of portfolio
|
Q2 2025
Reduced 22.29%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
80,670
shares
|
$4.62 Million
1.75% of portfolio
|
Q2 2025
Added 7.08%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
80,658
shares
|
$4.62 Million
0.11% of portfolio
|
Q2 2025
Added 37.65%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Jul 30, 2025 Q2 2025 |
80,457
shares
|
$4.61 Million
1.48% of portfolio
|
Q2 2025
Added 20.39%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
79,804
shares
|
$4.57 Million
0.96% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
79,748
shares
|
$4.57 Million
0.84% of portfolio
|
Q2 2025
Added 9.37%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
79,710
shares
|
$4.56 Million
0.14% of portfolio
|
Q2 2025
Added 91.72%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
79,328
shares
|
$4.54 Million
0.33% of portfolio
|
Q2 2025
Added 19.51%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Jul 30, 2025 Q2 2025 |
79,285
shares
|
$4.54 Million
3.09% of portfolio
|
Q2 2025
Added 4.25%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
79,233
shares
|
$4.54 Million
1.59% of portfolio
|
Q4 2023
Reduced 54.19%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Aug 25, 2025 Q2 2025 |
79,232
shares
|
$4.54 Million
1.31% of portfolio
|
Q2 2025
Added 8.23%
|
|
|
Madrona Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
79,103
shares
|
$4.53 Million
1.16% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Aug 11, 2025 Q2 2025 |
78,889
shares
|
$4.52 Million
0.86% of portfolio
|
Q2 2025
Added 9.27%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
78,270
shares
|
$4.48 Million
0.07% of portfolio
|
Q2 2025
Added 24.95%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Aug 13, 2025 Q2 2025 |
78,207
shares
|
$4.48 Million
0.59% of portfolio
|
Q2 2025
Reduced 29.76%
|