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 |
|---|---|---|---|---|---|
|
O'Rourke & Company, Inc
Boston, MA |
Jul 18, 2025 Q2 2025 |
83,068
shares
|
$4.75 Million
2.28% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Herbst Group, LLC
Westport, CT |
Jul 15, 2025 Q2 2025 |
82,082
shares
|
$4.69 Million
3.11% of portfolio
|
Q2 2025
Reduced 9.98%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
81,619
shares
|
$4.66 Million
0.36% of portfolio
|
Q1 2025
Added 7.15%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
81,334
shares
|
$4.65 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
|
$4.62 Million
2.8% of portfolio
|
Q2 2024
Added 13.63%
|
|
|
Joseph P. Lucia & Associates, LLC
|
May 14, 2025 Q1 2025 |
80,663
shares
|
$4.61 Million
2.51% of portfolio
|
Q1 2025
Added 3.77%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
80,658
shares
|
$4.61 Million
0.11% of portfolio
|
Q2 2025
Added 37.65%
|
|
|
Members Advisory Group LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
80,221
shares
|
$4.58 Million
2.11% of portfolio
|
Q1 2025
Reduced 19.26%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
79,804
shares
|
$4.56 Million
0.96% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
79,506
shares
|
$4.54 Million
0.04% of portfolio
|
Q1 2025
Added 14.39%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
79,233
shares
|
$4.53 Million
1.59% of portfolio
|
Q4 2023
Reduced 54.19%
|
|
|
Madrona Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
79,103
shares
|
$4.52 Million
1.16% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Ulland Investment Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
77,833
shares
|
$4.45 Million
3.72% of portfolio
|
Q1 2025
Added 14585.47%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
77,684
shares
|
$4.44 Million
0.46% of portfolio
|
Q1 2025
Added 39.75%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
77,421
shares
|
$4.42 Million
1.97% of portfolio
|
Q1 2025
Added 2.92%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
77,257
shares
|
$4.42 Million
0.16% of portfolio
|
Q2 2025
Reduced 6.34%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
76,694
shares
|
$4.38 Million
0.08% of portfolio
|
Q1 2025
Reduced 30.26%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
76,592
shares
|
$4.38 Million
0.92% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
76,360
shares
|
$4.36 Million
1.79% of portfolio
|
Q3 2023
Added 40.11%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Apr 28, 2025 Q1 2025 |
76,050
shares
|
$4.35 Million
3.28% of portfolio
|
Q1 2025
Added 5.53%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
75,906
shares
|
$4.34 Million
0.54% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
75,904
shares
|
$4.34 Million
1.19% of portfolio
|
Q2 2025
Added 8.77%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
75,898
shares
|
$4.34 Million
0.54% of portfolio
|
Q3 2024
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
75,658
shares
|
$4.32 Million
0.25% of portfolio
|
Q1 2025
Reduced 26.86%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
75,513
shares
|
$4.32 Million
0.41% of portfolio
|
Q1 2025
Added 1.2%
|