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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
76,572
shares
|
$4.38 Million
0.82% of portfolio
|
Q2 2025
Reduced 23.37%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
76,360
shares
|
$4.37 Million
1.79% of portfolio
|
Q3 2023
Added 40.11%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
75,904
shares
|
$4.35 Million
1.19% of portfolio
|
Q2 2025
Added 8.77%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
75,898
shares
|
$4.35 Million
0.54% of portfolio
|
Q3 2024
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
73,702
shares
|
$4.22 Million
0.11% of portfolio
|
Q2 2025
Reduced 29.15%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
73,697
shares
|
$4.22 Million
0.27% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Aug 14, 2025 Q2 2025 |
73,696
shares
|
$4.22 Million
2.66% of portfolio
|
Q2 2025
Added 411.64%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
73,476
shares
|
$4.21 Million
0.13% of portfolio
|
Q2 2025
Added 7.13%
|
|
|
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%
|
|
|
Delta Investment Management, LLC
|
Jul 31, 2025 Q2 2025 |
73,206
shares
|
$4.19 Million
0.98% of portfolio
|
Q2 2025
Reduced 20.49%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Jul 15, 2025 Q2 2025 |
72,418
shares
|
$4.15 Million
1.96% of portfolio
|
Q2 2025
Added 3.64%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
72,310
shares
|
$4.14 Million
0.71% of portfolio
|
Q2 2025
Reduced 13.35%
|
|
|
Walter & Keenan Wealth Management LLC
|
Aug 11, 2025 Q2 2025 |
72,262
shares
|
$4.14 Million
1.21% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
Aug 08, 2025 Q2 2025 |
71,354
shares
|
$4.09 Million
3.99% of portfolio
|
Q2 2025
Added 76.17%
|
|
|
Retirement Guys Formula LLC
|
Jul 15, 2025 Q2 2025 |
71,285
shares
|
$4.08 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%
|
|
|
Snider Financial Group
Bellevue, WA |
Aug 05, 2025 Q2 2025 |
71,127
shares
|
$4.07 Million
1.18% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
70,772
shares
|
$4.05 Million
1.2% of portfolio
|
Q1 2025
Added 28.23%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
70,726
shares
|
$4.05 Million
0.29% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Jul 10, 2025 Q2 2025 |
70,527
shares
|
$4.04 Million
1.55% of portfolio
|
Q2 2025
Added 2.92%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
70,191
shares
|
$4.02 Million
0.36% of portfolio
|
Q2 2025
Added 6.4%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
70,102
shares
|
$4.01 Million
0.3% of portfolio
|
Q2 2024
Added 26.04%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
69,831
shares
|
$4 Million
2.59% of portfolio
|
Q2 2025
Reduced 8.62%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
69,811
shares
|
$4 Million
0.17% of portfolio
|
Q2 2025
Added 131.48%
|