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 |
|---|---|---|---|---|---|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
41,704
shares
|
$2.39 Million
0.94% of portfolio
|
Q2 2025
Reduced 6.91%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
41,666
shares
|
$2.39 Million
0.04% of portfolio
|
Q2 2024
Added 14.57%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
41,612
shares
|
$2.38 Million
0.02% of portfolio
|
Q2 2025
Reduced 15.85%
|
|
|
Mas Advisors LLC
Miami, FL |
Jul 22, 2025 Q2 2025 |
41,612
shares
|
$2.38 Million
3.99% of portfolio
|
Q2 2025
Reduced 10.13%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
41,588
shares
|
$2.38 Million
0.19% of portfolio
|
Q2 2025
Added 14.71%
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
41,142
shares
|
$2.36 Million
2.2% of portfolio
|
Q2 2023
Added 2.36%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
41,112
shares
|
$2.35 Million
0.01% of portfolio
|
Q2 2025
Reduced 70.3%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Jul 29, 2025 Q2 2025 |
40,812
shares
|
$2.34 Million
1.76% of portfolio
|
Q2 2025
Added 22.55%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
40,369
shares
|
$2.31 Million
0.89% of portfolio
|
Q2 2025
Added 3.08%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Aug 05, 2025 Q2 2025 |
40,210
shares
|
$2.3 Million
1.39% of portfolio
|
Q2 2025
Added 24.74%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
40,202
shares
|
$2.3 Million
0.42% of portfolio
|
Q2 2025
Reduced 3.09%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
40,056
shares
|
$2.29 Million
0.27% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Anchor Capital Management Group Inc
Aliso Viejo, CA |
Jul 31, 2025 Q2 2025 |
40,000
shares
|
$2.29 Million
1.06% of portfolio
|
Q4 2024
New holding
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
39,200
shares
|
$2.24 Million
1.98% of portfolio
|
Q2 2025
Reduced 21.38%
|
|
|
Hexagon Capital Partners LLC
|
Aug 11, 2025 Q2 2025 |
38,761
shares
|
$2.22 Million
0.49% of portfolio
|
Q2 2025
Added 5.47%
|
|
|
Optima Capital LLC
Portland, OR |
Jul 14, 2025 Q2 2025 |
38,676
shares
|
$2.21 Million
1.18% of portfolio
|
Q2 2025
Added 6.75%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
38,550
shares
|
$2.21 Million
0.09% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
38,526
shares
|
$2.21 Million
0.19% of portfolio
|
Q2 2025
Added 6.51%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
38,335
shares
|
$2.19 Million
0.42% of portfolio
|
Q2 2025
Added 13.29%
|
|
|
5 T Wealth, LLC
Napa, CA |
Aug 05, 2025 Q2 2025 |
38,280
shares
|
$2.19 Million
1.03% of portfolio
|
Q2 2025
Added 8.5%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jul 09, 2025 Q2 2025 |
38,241
shares
|
$2.19 Million
1.01% of portfolio
|
Q2 2025
Reduced 12.39%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
38,134
shares
|
$2.18 Million
0.19% of portfolio
|
Q2 2025
Reduced 26.78%
|
|
|
Moseley Investment Management Inc
|
Jul 24, 2025 Q2 2025 |
37,827
shares
|
$2.17 Million
0.76% of portfolio
|
Q2 2025
Added 8.45%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
37,715
shares
|
$2.16 Million
0.05% of portfolio
|
Q2 2025
Reduced 4.88%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Aug 13, 2025 Q2 2025 |
37,577
shares
|
$2.15 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.96%
|