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 |
|---|---|---|---|---|---|
|
Weil Company, Inc.
|
Apr 30, 2025 Q1 2025 |
75,484
shares
|
$4.31 Million
1.45% of portfolio
|
Q1 2025
Added 22.48%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
75,339
shares
|
$4.31 Million
1.76% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
73,834
shares
|
$4.22 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
73,697
shares
|
$4.21 Million
0.27% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
73,251
shares
|
$4.19 Million
0.68% of portfolio
|
Q3 2022
Reduced 2.03%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
73,208
shares
|
$4.18 Million
1.58% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Apr 22, 2025 Q1 2025 |
73,112
shares
|
$4.18 Million
3.58% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
72,968
shares
|
$4.17 Million
0.23% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
72,916
shares
|
$4.17 Million
1.01% of portfolio
|
Q1 2025
Added 1224.54%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Jul 15, 2025 Q2 2025 |
72,418
shares
|
$4.14 Million
1.96% of portfolio
|
Q2 2025
Added 3.64%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
72,199
shares
|
$4.13 Million
0.84% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
May 06, 2025 Q1 2025 |
71,564
shares
|
$4.09 Million
0.85% of portfolio
|
Q1 2025
New holding
|
|
|
Retirement Guys Formula LLC
|
Jul 15, 2025 Q2 2025 |
71,285
shares
|
$4.07 Million
1.61% of portfolio
|
Q2 2025
Added 2.71%
|
|
|
Windsor Capital Management, LLC
|
Jul 11, 2025 Q2 2025 |
71,170
shares
|
$4.07 Million
1.2% of portfolio
|
Q2 2025
Added 6.06%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
70,772
shares
|
$4.04 Million
1.2% of portfolio
|
Q1 2025
Added 28.23%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Jul 10, 2025 Q2 2025 |
70,527
shares
|
$4.03 Million
1.55% of portfolio
|
Q2 2025
Added 2.92%
|
|
|
Walter & Keenan Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
70,486
shares
|
$4.03 Million
1.22% of portfolio
|
Q1 2025
Added 9.0%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
70,180
shares
|
$4.01 Million
0.32% of portfolio
|
Q1 2025
Added 18.19%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
70,102
shares
|
$4.01 Million
0.3% of portfolio
|
Q2 2024
Added 26.04%
|
|
|
Snider Financial Group
Bellevue, WA |
Apr 11, 2025 Q1 2025 |
70,065
shares
|
$4 Million
1.3% of portfolio
|
Q1 2025
Added 4.24%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
69,831
shares
|
$3.99 Million
2.59% of portfolio
|
Q2 2025
Reduced 8.62%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Jul 16, 2025 Q2 2025 |
69,424
shares
|
$3.97 Million
2.42% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
68,744
shares
|
$3.93 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
68,583
shares
|
$3.92 Million
0.13% of portfolio
|
Q1 2025
Reduced 49.72%
|
|
|
Cap Partners, LLC
Franklin, TN |
May 08, 2025 Q1 2025 |
68,520
shares
|
$3.92 Million
2.84% of portfolio
|
Q1 2025
Added 4.26%
|