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 1,382 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 $41.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
54,395
shares
|
$3.11 Million
0.26% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
54,361
shares
|
$3.11 Million
0.08% of portfolio
|
Q1 2025
Added 11.75%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
54,298
shares
|
$3.1 Million
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
53,964
shares
|
$3.08 Million
2.83% of portfolio
|
Q1 2025
Added 40.91%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
53,914
shares
|
$3.08 Million
0.25% of portfolio
|
Q1 2025
Reduced 65.81%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
53,882
shares
|
$3.08 Million
0.15% of portfolio
|
Q1 2025
Added 42.7%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
53,517
shares
|
$3.06 Million
0.52% of portfolio
|
Q2 2025
Added 24.03%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
53,426
shares
|
$3.05 Million
0.7% of portfolio
|
Q2 2025
Added 27.0%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
53,289
shares
|
$3.05 Million
0.0% of portfolio
|
Q1 2025
Added 32.15%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
53,137
shares
|
$3.04 Million
0.36% of portfolio
|
Q2 2024
Added 3.78%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
53,120
shares
|
$3.04 Million
0.69% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
53,041
shares
|
$3.03 Million
0.2% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Moser Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
52,750
shares
|
$3.01 Million
1.62% of portfolio
|
Q1 2025
Added 11.11%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
52,721
shares
|
$3.01 Million
0.04% of portfolio
|
Q2 2025
Added 73.95%
|
|
|
Fortress Financial Solutions, LLC
Tucson, AZ |
May 01, 2025 Q1 2025 |
52,512
shares
|
$3 Million
4.34% of portfolio
|
Q1 2025
Added 5.24%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
51,985
shares
|
$2.97 Million
0.45% of portfolio
|
Q1 2025
Added 3.49%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
51,825
shares
|
$2.96 Million
0.03% of portfolio
|
Q1 2025
Added 12.02%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
51,162
shares
|
$2.92 Million
0.18% of portfolio
|
Q2 2025
Added 19.01%
|
|
|
Patten Group, Inc.
|
May 14, 2025 Q1 2025 |
50,566
shares
|
$2.89 Million
0.68% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jul 21, 2025 Q2 2025 |
50,483
shares
|
$2.89 Million
1.41% of portfolio
|
Q2 2025
Reduced 23.67%
|
|
|
Jsf Financial, LLC
|
Jul 22, 2025 Q2 2025 |
50,388
shares
|
$2.88 Million
0.69% of portfolio
|
Q2 2025
Added 15.68%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
50,366
shares
|
$2.88 Million
0.32% of portfolio
|
Q2 2025
Reduced 28.58%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
50,341
shares
|
$2.88 Million
0.21% of portfolio
|
Q1 2025
Reduced 81.16%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
49,867
shares
|
$2.85 Million
0.05% of portfolio
|
Q1 2025
Reduced 8.33%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
May 14, 2025 Q1 2025 |
49,863
shares
|
$2.85 Million
2.52% of portfolio
|
Q1 2025
Reduced 12.93%
|