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 |
|---|---|---|---|---|---|
|
Somerset Trust CO
|
Jul 07, 2025 Q2 2025 |
32,271
shares
|
$1.85 Million
0.62% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Kraematon Investment Advisors, Inc
|
Jul 22, 2025 Q2 2025 |
32,252
shares
|
$1.85 Million
1.85% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
32,201
shares
|
$1.84 Million
0.01% of portfolio
|
Q2 2025
Added 342.75%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
32,187
shares
|
$1.84 Million
0.92% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
32,107
shares
|
$1.84 Million
0.14% of portfolio
|
Q2 2025
Reduced 18.04%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
31,940
shares
|
$1.83 Million
0.95% of portfolio
|
Q2 2025
Reduced 41.15%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
31,834
shares
|
$1.82 Million
0.27% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
31,790
shares
|
$1.82 Million
0.17% of portfolio
|
Q2 2025
Added 72.78%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 25, 2025 Q2 2025 |
31,504
shares
|
$1.8 Million
0.38% of portfolio
|
Q2 2025
Added 16.21%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 29, 2025 Q2 2025 |
31,436
shares
|
$1.8 Million
0.41% of portfolio
|
Q2 2025
Added 13.55%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
31,420
shares
|
$1.8 Million
0.03% of portfolio
|
Q2 2025
Added 73.27%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Jul 24, 2025 Q2 2025 |
31,003
shares
|
$1.77 Million
1.23% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
30,860
shares
|
$1.77 Million
1.71% of portfolio
|
Q4 2024
New holding
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
30,694
shares
|
$1.76 Million
0.28% of portfolio
|
Q2 2025
Reduced 18.87%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
30,465
shares
|
$1.74 Million
0.6% of portfolio
|
Q2 2025
Added 23.77%
|
|
|
Nelson Capital Management, LLC
|
Jul 23, 2025 Q2 2025 |
30,357
shares
|
$1.74 Million
0.23% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
30,323
shares
|
$1.74 Million
0.01% of portfolio
|
Q2 2025
Added 6.82%
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
30,243
shares
|
$1.73 Million
0.13% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Aug 15, 2025 Q2 2025 |
29,885
shares
|
$1.71 Million
0.99% of portfolio
|
Q2 2025
Added 46.24%
|
|
|
Elco Management Co., LLC
New York, NY |
Aug 04, 2025 Q2 2025 |
29,700
shares
|
$1.7 Million
0.9% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Jul 24, 2025 Q2 2025 |
29,404
shares
|
$1.68 Million
0.62% of portfolio
|
Q2 2025
Added 15.03%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Aug 08, 2025 Q2 2025 |
29,170
shares
|
$1.67 Million
0.24% of portfolio
|
Q2 2025
Reduced 51.82%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
29,110
shares
|
$1.67 Million
0.13% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Jul 21, 2025 Q2 2025 |
28,898
shares
|
$1.65 Million
2.37% of portfolio
|
Q2 2025
Added 10.04%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
28,712
shares
|
$1.64 Million
1.57% of portfolio
|
Q2 2025
Reduced 4.4%
|