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 |
|---|---|---|---|---|---|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 11, 2025 Q2 2025 |
63,785
shares
|
$3.65 Million
0.43% of portfolio
|
Q2 2025
Added 157.27%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
63,674
shares
|
$3.65 Million
2.05% of portfolio
|
Q1 2025
Added 7.1%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
63,074
shares
|
$3.61 Million
1.57% of portfolio
|
Q2 2025
Added 13.8%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
63,016
shares
|
$3.61 Million
0.0% of portfolio
|
Q2 2025
Added 18.25%
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
62,916
shares
|
$3.6 Million
0.73% of portfolio
|
Q2 2025
Added 37.33%
|
|
|
Interchange Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
62,817
shares
|
$3.6 Million
0.86% of portfolio
|
Q2 2025
Added 467.91%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
62,780
shares
|
$3.59 Million
0.0% of portfolio
|
Q2 2025
Added 13.01%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
62,331
shares
|
$3.57 Million
0.29% of portfolio
|
Q2 2025
Reduced 32.51%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Jul 31, 2025 Q2 2025 |
62,312
shares
|
$3.57 Million
1.08% of portfolio
|
Q2 2025
Added 2.68%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
62,136
shares
|
$3.56 Million
0.24% of portfolio
|
Q2 2025
Added 7.41%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
61,463
shares
|
$3.52 Million
0.14% of portfolio
|
Q2 2025
Added 13.2%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jul 25, 2025 Q2 2025 |
61,214
shares
|
$3.5 Million
2.8% of portfolio
|
Q2 2025
Added 25.23%
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
61,161
shares
|
$3.5 Million
0.35% of portfolio
|
Q2 2025
Added 35.56%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
61,100
shares
|
$3.5 Million
0.11% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Beam Wealth Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
61,071
shares
|
$3.5 Million
1.08% of portfolio
|
Q2 2025
Added 23.18%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
60,974
shares
|
$3.49 Million
0.14% of portfolio
|
Q2 2025
Added 35.55%
|
|
|
Ignite Planners, LLC
|
Aug 08, 2025 Q2 2025 |
60,910
shares
|
$3.49 Million
0.66% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
60,402
shares
|
$3.46 Million
0.21% of portfolio
|
Q2 2025
Added 13.88%
|
|
|
Wincap Financial LLC
Boston, MA |
Aug 01, 2025 Q2 2025 |
60,402
shares
|
$3.46 Million
2.76% of portfolio
|
Q2 2025
Added 37.08%
|
|
|
American Trust
Lexington, KY |
Sep 03, 2025 Q2 2025 |
60,397
shares
|
$3.46 Million
0.34% of portfolio
|
Q2 2025
Added 258.29%
|
|
|
Cap Partners, LLC
Franklin, TN |
Jul 30, 2025 Q2 2025 |
60,193
shares
|
$3.45 Million
2.15% of portfolio
|
Q2 2025
Reduced 12.15%
|
|
|
Clarity Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
60,142
shares
|
$3.44 Million
0.86% of portfolio
|
Q2 2025
Added 5.75%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jul 08, 2025 Q2 2025 |
59,973
shares
|
$3.43 Million
2.21% of portfolio
|
Q2 2025
Added 5.05%
|
|
|
Helium Advisors LLC
Everett, WA |
Aug 14, 2025 Q2 2025 |
59,953
shares
|
$3.43 Million
2.16% of portfolio
|
Q2 2025
Reduced 11.53%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Jul 15, 2025 Q2 2025 |
59,928
shares
|
$3.43 Million
2.6% of portfolio
|
Q2 2025
Added 2.19%
|