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 |
|---|---|---|---|---|---|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
28,486
shares
|
$1.63 Million
1.25% of portfolio
|
Q1 2025
Added 18.64%
|
|
|
Note Advisors, LLC
Buffalo, NY |
Aug 14, 2025 Q2 2025 |
28,443
shares
|
$1.63 Million
1.12% of portfolio
|
Q2 2025
Added 8.49%
|
|
|
Pennsylvania Capital Management Inc
|
Jul 17, 2025 Q2 2025 |
28,250
shares
|
$1.62 Million
0.53% of portfolio
|
Q2 2025
Reduced 20.35%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
28,194
shares
|
$1.61 Million
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Brasada Capital Management, LP
Houston, TX |
Aug 14, 2025 Q2 2025 |
27,971
shares
|
$1.6 Million
0.31% of portfolio
|
Q2 2025
Added 94.41%
|
|
|
Modus Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
27,900
shares
|
$1.6 Million
0.5% of portfolio
|
Q2 2025
Added 3.88%
|
|
|
Spinnaker Investment Group, LLC
|
Jul 16, 2025 Q2 2025 |
27,814
shares
|
$1.59 Million
0.4% of portfolio
|
Q2 2025
Reduced 25.76%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
27,726
shares
|
$1.59 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Jul 24, 2025 Q2 2025 |
27,598
shares
|
$1.58 Million
1.09% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
27,567
shares
|
$1.58 Million
0.07% of portfolio
|
Q2 2025
Reduced 5.36%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
27,328
shares
|
$1.56 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
27,219
shares
|
$1.56 Million
0.03% of portfolio
|
Q2 2025
Reduced 79.91%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Apr 22, 2025 Q1 2025 |
27,030
shares
|
$1.55 Million
1.77% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
26,874
shares
|
$1.54 Million
0.1% of portfolio
|
Q2 2025
Reduced 6.37%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jul 22, 2025 Q2 2025 |
26,788
shares
|
$1.53 Million
0.25% of portfolio
|
Q2 2025
Reduced 20.33%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jul 07, 2025 Q2 2025 |
26,782
shares
|
$1.53 Million
0.43% of portfolio
|
Q2 2025
Added 5.18%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
26,778
shares
|
$1.53 Million
0.2% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Aug 15, 2025 Q2 2025 |
26,773
shares
|
$1.53 Million
0.59% of portfolio
|
Q2 2025
Reduced 6.28%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Aug 08, 2025 Q2 2025 |
26,543
shares
|
$1.52 Million
0.35% of portfolio
|
Q2 2025
Added 3.66%
|
|
|
Wealth Effects LLC
|
Jul 15, 2025 Q2 2025 |
26,511
shares
|
$1.52 Million
0.62% of portfolio
|
Q2 2025
Reduced 5.93%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
26,414
shares
|
$1.51 Million
0.09% of portfolio
|
Q2 2025
Reduced 79.77%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
26,231
shares
|
$1.5 Million
0.06% of portfolio
|
Q2 2025
Reduced 21.7%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
26,150
shares
|
$1.5 Million
0.04% of portfolio
|
Q2 2025
Added 62.29%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
26,000
shares
|
$1.49 Million
0.07% of portfolio
|
Q1 2023
Added 33.33%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
25,963
shares
|
$1.49 Million
0.06% of portfolio
|
Q2 2025
Added 125.2%
|