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 |
|---|---|---|---|---|---|
|
Weil Company, Inc.
|
Aug 07, 2025 Q2 2025 |
53,453
shares
|
$3.06 Million
0.96% of portfolio
|
Q2 2025
Reduced 29.19%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
53,426
shares
|
$3.06 Million
0.7% of portfolio
|
Q2 2025
Added 27.0%
|
|
|
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%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
52,721
shares
|
$3.02 Million
0.04% of portfolio
|
Q2 2025
Added 73.95%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
52,601
shares
|
$3.01 Million
0.16% of portfolio
|
Q2 2025
Reduced 22.42%
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
52,300
shares
|
$2.99 Million
1.48% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
52,010
shares
|
$2.98 Million
0.18% of portfolio
|
Q2 2025
Added 11.08%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Jul 30, 2025 Q2 2025 |
51,640
shares
|
$2.96 Million
1.25% of portfolio
|
Q2 2025
Added 5.95%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
51,162
shares
|
$2.93 Million
0.18% of portfolio
|
Q2 2025
Added 19.01%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
50,971
shares
|
$2.92 Million
0.25% of portfolio
|
Q2 2025
Added 6.61%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jul 30, 2025 Q2 2025 |
50,881
shares
|
$2.91 Million
1.03% of portfolio
|
Q2 2025
Added 11.51%
|
|
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
Aug 05, 2025 Q2 2025 |
50,812
shares
|
$2.91 Million
3.38% of portfolio
|
Q2 2025
Reduced 14.76%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
50,652
shares
|
$2.9 Million
0.45% of portfolio
|
Q2 2025
Added 87.3%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Aug 07, 2025 Q2 2025 |
50,494
shares
|
$2.89 Million
1.76% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
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%
|
|
|
Means Investment Co., Inc.
|
Jul 25, 2025 Q2 2025 |
50,284
shares
|
$2.88 Million
0.27% of portfolio
|
Q2 2025
Reduced 10.28%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Jul 09, 2025 Q2 2025 |
49,861
shares
|
$2.85 Million
1.12% of portfolio
|
Q2 2025
Added 2.48%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
49,825
shares
|
$2.85 Million
0.07% of portfolio
|
Q2 2025
Added 7.85%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
49,340
shares
|
$2.82 Million
0.25% of portfolio
|
Q2 2025
Reduced 14.54%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
49,254
shares
|
$2.82 Million
0.39% of portfolio
|
Q2 2025
Added 6.03%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
49,196
shares
|
$2.82 Million
0.65% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Aug 07, 2025 Q2 2025 |
49,150
shares
|
$2.81 Million
0.51% of portfolio
|
Q2 2025
Reduced 31.32%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Aug 04, 2025 Q2 2025 |
48,303
shares
|
$2.77 Million
1.71% of portfolio
|
Q2 2025
Added 4.61%
|