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 |
|---|---|---|---|---|---|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
37,499
shares
|
$2.15 Million
0.22% of portfolio
|
Q2 2025
Reduced 30.11%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jul 24, 2025 Q2 2025 |
37,424
shares
|
$2.14 Million
0.19% of portfolio
|
Q2 2025
Added 17.21%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
37,025
shares
|
$2.12 Million
1.47% of portfolio
|
Q2 2024
Reduced 3.26%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
36,969
shares
|
$2.12 Million
0.51% of portfolio
|
Q1 2024
Reduced 20.19%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
36,961
shares
|
$2.12 Million
0.76% of portfolio
|
Q2 2025
Added 3.22%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Aug 12, 2025 Q2 2025 |
36,850
shares
|
$2.11 Million
1.54% of portfolio
|
Q2 2025
Reduced 7.41%
|
|
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
Apr 24, 2024 Q1 2024 |
36,675
shares
|
$2.1 Million
1.66% of portfolio
|
Q1 2024
Added 5.45%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
36,670
shares
|
$2.1 Million
0.29% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
|
Croban
Fremont, OH |
Aug 08, 2025 Q2 2025 |
36,451
shares
|
$2.09 Million
1.77% of portfolio
|
Q2 2025
New holding
|
|
|
Bell Bank
|
Jul 11, 2025 Q2 2025 |
36,385
shares
|
$2.08 Million
0.1% of portfolio
|
Q2 2025
Added 3.16%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
36,381
shares
|
$2.08 Million
1.03% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
36,142
shares
|
$2.07 Million
0.41% of portfolio
|
Q2 2025
Added 124.19%
|
|
|
Lokken Investment Group LLC
|
Jul 23, 2025 Q2 2025 |
36,138
shares
|
$2.07 Million
0.89% of portfolio
|
Q2 2025
Added 32.13%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
36,085
shares
|
$2.07 Million
0.46% of portfolio
|
Q2 2025
Added 4.06%
|
|
|
Integras Partners LLC
Alpharetta, GA |
Aug 12, 2025 Q2 2025 |
36,083
shares
|
$2.07 Million
2.07% of portfolio
|
Q2 2025
Reduced 5.16%
|
|
|
Mcdonald Partners LLC
|
Aug 12, 2025 Q2 2025 |
36,070
shares
|
$2.07 Million
0.51% of portfolio
|
Q2 2025
Added 5.98%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Jul 22, 2025 Q2 2025 |
35,922
shares
|
$2.06 Million
2.13% of portfolio
|
Q2 2025
Added 66.83%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Jul 15, 2025 Q2 2025 |
35,893
shares
|
$2.05 Million
1.58% of portfolio
|
Q2 2025
Reduced 10.32%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
35,789
shares
|
$2.05 Million
0.3% of portfolio
|
Q2 2025
Added 6.08%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
35,738
shares
|
$2.05 Million
0.59% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Seven Bridge Financial Group, LLC
|
Sep 04, 2025 Q2 2025 |
35,605
shares
|
$2.04 Million
0.39% of portfolio
|
Q2 2025
Reduced 25.46%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
35,333
shares
|
$2.02 Million
0.21% of portfolio
|
Q2 2025
Reduced 5.21%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Aug 15, 2025 Q2 2025 |
35,207
shares
|
$2.02 Million
0.44% of portfolio
|
Q2 2025
Added 36.73%
|
|
|
Round Rock Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
35,153
shares
|
$2.01 Million
0.35% of portfolio
|
Q2 2025
Reduced 11.38%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Aug 14, 2025 Q2 2025 |
35,129
shares
|
$2.01 Million
0.65% of portfolio
|
Q2 2025
Added 38.27%
|