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 |
|---|---|---|---|---|---|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
1,854,052
shares
|
$105 Million
6.26% of portfolio
|
Q2 2025
Added 4.94%
|
|
|
Enstar Group LTD
Hamilton, D0 |
May 15, 2025 Q1 2025 |
1,539,025
shares
|
$87.4 Million
42.44% of portfolio
|
Q2 2024
Reduced 5.47%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
1,527,917
shares
|
$86.8 Million
0.16% of portfolio
|
Q2 2025
Reduced 10.69%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
1,502,869
shares
|
$85.3 Million
3.58% of portfolio
|
Q1 2025
Reduced 5.86%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
1,493,777
shares
|
$84.8 Million
0.43% of portfolio
|
Q1 2025
Added 13.04%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
1,487,458
shares
|
$84.5 Million
1.35% of portfolio
|
Q1 2025
Added 5.96%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
1,452,338
shares
|
$82.5 Million
1.31% of portfolio
|
Q2 2023
Added 1.35%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
1,439,436
shares
|
$81.7 Million
0.22% of portfolio
|
Q1 2025
Added 5.3%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
1,415,648
shares
|
$80.4 Million
7.01% of portfolio
|
Q1 2025
Added 7.65%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
1,360,779
shares
|
$77.3 Million
0.99% of portfolio
|
Q1 2025
Added 7.9%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
1,264,248
shares
|
$71.8 Million
0.14% of portfolio
|
Q1 2025
Added 4.22%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,219,666
shares
|
$69.3 Million
0.04% of portfolio
|
Q1 2025
Added 13.59%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
1,192,929
shares
|
$67.7 Million
0.43% of portfolio
|
Q1 2025
Added 21.35%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,128,232
shares
|
$64.1 Million
0.37% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
1,111,303
shares
|
$63.1 Million
0.02% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Capital Advisors Inc
|
Jul 22, 2025 Q2 2025 |
1,044,641
shares
|
$59.3 Million
1.1% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
1,007,194
shares
|
$57.2 Million
0.09% of portfolio
|
Q2 2025
Added 12.95%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
996,040
shares
|
$56.6 Million
1.31% of portfolio
|
Q1 2025
Added 29.43%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
951,591
shares
|
$54 Million
1.72% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
936,022
shares
|
$53.2 Million
0.65% of portfolio
|
Q1 2025
Added 83.86%
|
|
|
Teamwork Financial Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
907,939
shares
|
$51.6 Million
6.67% of portfolio
|
Q2 2025
Added 20.47%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
868,379
shares
|
$49.3 Million
0.45% of portfolio
|
Q1 2025
Added 11.35%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
794,178
shares
|
$45.1 Million
0.75% of portfolio
|
Q1 2025
Added 4.65%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
770,714
shares
|
$43.8 Million
1.89% of portfolio
|
Q1 2025
Added 4.87%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
763,976
shares
|
$43.4 Million
3.43% of portfolio
|
Q1 2025
Added 7.58%
|