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 |
|---|---|---|---|---|---|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
69,793
shares
|
$4 Million
0.04% of portfolio
|
Q2 2025
Added 5.31%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Aug 13, 2025 Q2 2025 |
69,639
shares
|
$3.99 Million
0.68% of portfolio
|
Q2 2025
Added 60.26%
|
|
|
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%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2025 Q2 2025 |
69,321
shares
|
$3.97 Million
0.47% of portfolio
|
Q2 2025
Reduced 8.68%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Aug 11, 2025 Q2 2025 |
68,965
shares
|
$3.95 Million
0.19% of portfolio
|
Q2 2025
Reduced 5.49%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
68,744
shares
|
$3.94 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
Next Level Private LLC
Harrison, NY |
Jul 08, 2025 Q2 2025 |
67,504
shares
|
$3.86 Million
1.34% of portfolio
|
Q2 2025
Reduced 19.16%
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
67,378
shares
|
$3.86 Million
0.73% of portfolio
|
Q2 2025
Reduced 12.03%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Aug 12, 2025 Q2 2025 |
66,923
shares
|
$3.83 Million
0.38% of portfolio
|
Q2 2025
Added 4.75%
|
|
|
Private Wealth Partners, LLC
|
Aug 01, 2025 Q2 2025 |
66,918
shares
|
$3.83 Million
0.3% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
66,871
shares
|
$3.83 Million
2.09% of portfolio
|
Q2 2025
Added 191.17%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Aug 04, 2025 Q2 2025 |
66,746
shares
|
$3.82 Million
3.85% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Caerus Investment Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
66,590
shares
|
$3.81 Million
3.68% of portfolio
|
Q2 2025
Reduced 27.15%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
66,562
shares
|
$3.81 Million
0.03% of portfolio
|
Q2 2025
Added 122.55%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
66,411
shares
|
$3.8 Million
0.66% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
66,231
shares
|
$3.79 Million
0.57% of portfolio
|
Q2 2025
Reduced 22.49%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jul 28, 2025 Q2 2025 |
65,902
shares
|
$3.77 Million
1.68% of portfolio
|
Q2 2025
Added 14.85%
|
|
|
Little House Capital LLC
Braintree, MA |
Jul 08, 2025 Q2 2025 |
65,839
shares
|
$3.77 Million
0.98% of portfolio
|
Q2 2025
Added 4.64%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Aug 13, 2025 Q2 2025 |
65,766
shares
|
$3.77 Million
1.1% of portfolio
|
Q2 2025
Added 6.15%
|
|
|
Fairway Financial, LLC
Casselberry, FL |
Aug 06, 2025 Q2 2025 |
65,670
shares
|
$3.76 Million
3.16% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
65,319
shares
|
$3.74 Million
0.36% of portfolio
|
Q2 2025
Reduced 4.91%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Aug 11, 2025 Q2 2025 |
65,202
shares
|
$3.73 Million
2.4% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
64,651
shares
|
$3.7 Million
0.49% of portfolio
|
Q2 2025
Added 5.36%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
64,084
shares
|
$3.67 Million
0.14% of portfolio
|
Q2 2025
Added 16.68%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Aug 04, 2025 Q2 2025 |
63,817
shares
|
$3.65 Million
2.95% of portfolio
|
Q2 2025
Added 18.26%
|