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 |
|---|---|---|---|---|---|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jul 24, 2025 Q2 2025 |
34,867
shares
|
$2 Million
0.74% of portfolio
|
Q2 2025
Added 39.73%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
34,817
shares
|
$1.99 Million
1.84% of portfolio
|
Q4 2022
Reduced 25.92%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Jul 15, 2025 Q2 2025 |
34,715
shares
|
$1.99 Million
1.44% of portfolio
|
Q2 2025
Reduced 4.72%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
34,481
shares
|
$1.97 Million
0.12% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Jul 09, 2025 Q2 2025 |
34,445
shares
|
$1.97 Million
1.04% of portfolio
|
Q2 2025
Reduced 9.4%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Aug 12, 2025 Q2 2025 |
34,440
shares
|
$1.97 Million
0.73% of portfolio
|
Q2 2025
Added 21.05%
|
|
|
Newport Capital Group, LLC
|
Aug 14, 2025 Q2 2025 |
34,343
shares
|
$1.97 Million
1.33% of portfolio
|
Q2 2025
Reduced 39.05%
|
|
|
Integral Investment Advisors, Inc.
|
Aug 01, 2025 Q2 2025 |
34,182
shares
|
$1.96 Million
0.57% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
34,042
shares
|
$1.95 Million
0.71% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Aug 05, 2025 Q2 2025 |
33,729
shares
|
$1.93 Million
0.92% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
33,658
shares
|
$1.93 Million
0.04% of portfolio
|
Q2 2025
Added 198.02%
|
|
|
Worth Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
33,531
shares
|
$1.92 Million
1.04% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Aug 13, 2025 Q2 2025 |
33,226
shares
|
$1.9 Million
1.4% of portfolio
|
Q2 2025
Added 7.5%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Aug 12, 2025 Q2 2025 |
33,110
shares
|
$1.9 Million
0.71% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
33,056
shares
|
$1.89 Million
0.27% of portfolio
|
Q2 2025
Reduced 89.84%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jul 18, 2025 Q2 2025 |
32,964
shares
|
$1.89 Million
0.26% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
32,705
shares
|
$1.87 Million
0.62% of portfolio
|
Q2 2025
Reduced 3.45%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
32,691
shares
|
$1.87 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
32,651
shares
|
$1.87 Million
0.61% of portfolio
|
Q3 2024
Reduced 11.83%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jul 29, 2025 Q2 2025 |
32,609
shares
|
$1.87 Million
0.72% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
32,522
shares
|
$1.86 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
32,461
shares
|
$1.86 Million
0.15% of portfolio
|
Q2 2025
Added 42.62%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
32,456
shares
|
$1.86 Million
0.51% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Gables Capital Management Inc.
|
Jul 30, 2025 Q2 2025 |
32,449
shares
|
$1.86 Million
0.89% of portfolio
|
Q2 2025
Reduced 8.85%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
32,277
shares
|
$1.85 Million
0.29% of portfolio
|
Q3 2024
Reduced 7.7%
|