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 |
|---|---|---|---|---|---|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
59,070
shares
|
$3.38 Million
0.18% of portfolio
|
Q2 2025
Reduced 21.92%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Aug 13, 2025 Q2 2025 |
59,053
shares
|
$3.38 Million
0.78% of portfolio
|
Q2 2025
Added 3.81%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
58,906
shares
|
$3.37 Million
1.31% of portfolio
|
Q2 2025
New holding
|
|
|
Patten Group, Inc.
|
Jul 30, 2025 Q2 2025 |
58,734
shares
|
$3.36 Million
0.73% of portfolio
|
Q2 2025
Added 16.15%
|
|
|
Sky Oak Wealth, LLC
|
Jul 30, 2025 Q2 2025 |
57,947
shares
|
$3.32 Million
0.67% of portfolio
|
Q2 2025
Added 3.53%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
57,683
shares
|
$3.3 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Slate Stone Wealth, LLC
|
Aug 12, 2025 Q2 2025 |
57,605
shares
|
$3.3 Million
0.31% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
57,366
shares
|
$3.28 Million
0.48% of portfolio
|
Q2 2025
Added 10.35%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
56,943
shares
|
$3.26 Million
0.08% of portfolio
|
Q2 2025
Added 4.75%
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
56,778
shares
|
$3.25 Million
0.27% of portfolio
|
Q2 2025
Added 4.38%
|
|
|
Planning Directions Inc
|
Aug 01, 2025 Q2 2025 |
56,648
shares
|
$3.24 Million
1.84% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Fortress Financial Solutions, LLC
Tucson, AZ |
Aug 12, 2025 Q2 2025 |
56,616
shares
|
$3.24 Million
4.04% of portfolio
|
Q2 2025
Added 7.82%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
56,400
shares
|
$3.23 Million
0.02% of portfolio
|
Q4 2024
Reduced 11.32%
|
|
|
Scott Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
55,095
shares
|
$3.15 Million
0.86% of portfolio
|
Q2 2025
Added 8.23%
|
|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
54,970
shares
|
$3.15 Million
0.69% of portfolio
|
Q2 2025
Added 3.48%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
54,909
shares
|
$3.14 Million
0.25% of portfolio
|
Q2 2025
Added 7.24%
|
|
|
J Hagan Capital, Inc.
Louisville, KY |
Apr 29, 2025 Q1 2025 |
54,762
shares
|
$3.14 Million
2.56% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
54,465
shares
|
$3.12 Million
0.05% of portfolio
|
Q2 2025
Reduced 28.98%
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
54,408
shares
|
$3.11 Million
0.55% of portfolio
|
Q2 2025
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
54,401
shares
|
$3.11 Million
1.57% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Aug 11, 2025 Q2 2025 |
53,904
shares
|
$3.09 Million
1.23% of portfolio
|
Q2 2025
New holding
|
|
|
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%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
53,824
shares
|
$3.08 Million
0.2% of portfolio
|
Q2 2025
Added 6.92%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
53,738
shares
|
$3.08 Million
0.22% of portfolio
|
Q2 2025
Added 209.39%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
53,517
shares
|
$3.06 Million
0.52% of portfolio
|
Q2 2025
Added 24.03%
|