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 |
|---|---|---|---|---|---|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
45,603
shares
|
$2.61 Million
0.12% of portfolio
|
Q2 2023
Reduced 1.7%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
45,589
shares
|
$2.61 Million
0.05% of portfolio
|
Q2 2025
Added 3.1%
|
|
|
Cibc World Markets Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
45,464
shares
|
$2.6 Million
0.02% of portfolio
|
Q2 2025
Added 5.39%
|
|
|
Purus Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
45,408
shares
|
$2.6 Million
0.94% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Jul 22, 2025 Q2 2025 |
45,333
shares
|
$2.6 Million
1.54% of portfolio
|
Q2 2025
New holding
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jul 14, 2025 Q2 2025 |
45,276
shares
|
$2.59 Million
0.71% of portfolio
|
Q2 2025
Added 18.04%
|
|
|
Guardian Financial Partners, LLC
|
Jul 31, 2025 Q2 2025 |
45,049
shares
|
$2.58 Million
1.52% of portfolio
|
Q2 2025
Added 5.8%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
44,934
shares
|
$2.57 Million
0.71% of portfolio
|
Q2 2025
Reduced 6.62%
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
44,706
shares
|
$2.56 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jul 15, 2025 Q2 2025 |
44,442
shares
|
$2.54 Million
1.38% of portfolio
|
Q2 2025
Added 3.77%
|
|
|
True North Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
44,281
shares
|
$2.54 Million
0.49% of portfolio
|
Q2 2025
Added 23.86%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
44,137
shares
|
$2.53 Million
0.98% of portfolio
|
Q2 2025
Added 5.77%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
44,118
shares
|
$2.53 Million
0.78% of portfolio
|
Q2 2025
Added 23.16%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 13, 2025 Q2 2025 |
44,033
shares
|
$2.52 Million
1.43% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
44,009
shares
|
$2.52 Million
0.03% of portfolio
|
Q2 2025
Added 7.89%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jul 15, 2025 Q2 2025 |
43,840
shares
|
$2.51 Million
0.74% of portfolio
|
Q2 2025
Added 8.29%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
43,620
shares
|
$2.5 Million
0.8% of portfolio
|
Q2 2025
Reduced 5.3%
|
|
|
Quadrature Capital LTD
London, X0 |
Aug 13, 2025 Q2 2025 |
42,916
shares
|
$2.46 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
42,846
shares
|
$2.45 Million
0.12% of portfolio
|
Q2 2025
Reduced 87.41%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Aug 04, 2025 Q2 2025 |
42,577
shares
|
$2.44 Million
1.52% of portfolio
|
Q2 2025
Added 19.65%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
42,447
shares
|
$2.43 Million
0.19% of portfolio
|
Q2 2025
Reduced 21.27%
|
|
|
Hourglass Capital, LLC
|
Jul 29, 2025 Q2 2025 |
42,150
shares
|
$2.41 Million
0.61% of portfolio
|
Q4 2023
Added 7.66%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jul 14, 2025 Q2 2025 |
42,015
shares
|
$2.41 Million
1.12% of portfolio
|
Q2 2025
Added 138.15%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
41,813
shares
|
$2.39 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
41,755
shares
|
$2.39 Million
6.02% of portfolio
|
Q2 2025
Added 82.11%
|