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 |
|---|---|---|---|---|---|
|
Redmond Asset Management, LLC
Henrico, VA |
Aug 01, 2025 Q2 2025 |
48,277
shares
|
$2.76 Million
0.68% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
3 Edge Asset Management, LP
|
Jul 31, 2025 Q2 2025 |
48,061
shares
|
$2.75 Million
0.2% of portfolio
|
Q2 2025
Added 5.76%
|
|
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
Aug 11, 2025 Q2 2025 |
47,958
shares
|
$2.75 Million
2.5% of portfolio
|
Q2 2025
Added 27.74%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
47,803
shares
|
$2.74 Million
0.1% of portfolio
|
Q2 2025
Reduced 19.08%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
47,770
shares
|
$2.73 Million
0.27% of portfolio
|
Q2 2025
Added 11.53%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
47,709
shares
|
$2.73 Million
0.11% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
47,644
shares
|
$2.73 Million
0.98% of portfolio
|
Q2 2025
Reduced 5.7%
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Jul 15, 2025 Q2 2025 |
47,639
shares
|
$2.73 Million
2.0% of portfolio
|
Q2 2025
Added 4.12%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
47,580
shares
|
$2.72 Million
0.24% of portfolio
|
Q2 2025
Reduced 36.99%
|
|
|
Rovin Capital
|
Aug 06, 2025 Q2 2025 |
47,563
shares
|
$2.72 Million
0.82% of portfolio
|
Q2 2025
Added 3.44%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
47,353
shares
|
$2.71 Million
0.01% of portfolio
|
Q2 2025
Added 36.12%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Jul 21, 2025 Q2 2025 |
47,135
shares
|
$2.7 Million
5.22% of portfolio
|
Q2 2025
Reduced 19.87%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
47,029
shares
|
$2.69 Million
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
46,905
shares
|
$2.69 Million
0.57% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Gfs Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
46,630
shares
|
$2.67 Million
0.36% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
46,481
shares
|
$2.66 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
46,478
shares
|
$2.66 Million
0.64% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
46,395
shares
|
$2.66 Million
1.05% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
May 20, 2025 Q1 2025 |
46,332
shares
|
$2.65 Million
2.24% of portfolio
|
Q1 2025
Added 20.42%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
46,288
shares
|
$2.65 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 14, 2025 Q2 2025 |
46,244
shares
|
$2.65 Million
0.61% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Jul 15, 2025 Q2 2025 |
46,222
shares
|
$2.65 Million
1.17% of portfolio
|
Q2 2025
Added 5.28%
|
|
|
Bg Investment Services, Inc.
|
Jul 30, 2025 Q2 2025 |
46,217
shares
|
$2.65 Million
3.48% of portfolio
|
Q2 2025
Added 41.74%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 17, 2025 Q2 2025 |
46,149
shares
|
$2.64 Million
0.56% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
45,678
shares
|
$2.62 Million
0.02% of portfolio
|
Q2 2025
Reduced 11.86%
|