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 |
|---|---|---|---|---|---|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Aug 08, 2025 Q2 2025 |
25,811
shares
|
$1.48 Million
0.81% of portfolio
|
Q2 2025
Reduced 10.1%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
25,781
shares
|
$1.48 Million
0.17% of portfolio
|
Q2 2025
Added 7.35%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
25,751
shares
|
$1.47 Million
0.36% of portfolio
|
Q1 2024
New holding
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
25,703
shares
|
$1.47 Million
1.01% of portfolio
|
Q2 2025
Added 10.37%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
25,634
shares
|
$1.47 Million
0.17% of portfolio
|
Q2 2025
Added 3.68%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Aug 12, 2025 Q2 2025 |
25,560
shares
|
$1.46 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
25,508
shares
|
$1.46 Million
0.44% of portfolio
|
Q2 2025
Added 49.28%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Jul 31, 2025 Q2 2025 |
25,458
shares
|
$1.46 Million
0.24% of portfolio
|
Q2 2025
Added 3.11%
|
|
|
Wealth Dimensions Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
25,408
shares
|
$1.45 Million
0.32% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Cypress Capital Management LLC (Wy)
|
Aug 06, 2025 Q2 2025 |
25,293
shares
|
$1.45 Million
1.59% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
25,005
shares
|
$1.43 Million
0.06% of portfolio
|
Q2 2025
Added 49.79%
|
|
|
Bcgm Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
24,929
shares
|
$1.43 Million
0.44% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Aug 11, 2025 Q2 2025 |
24,899
shares
|
$1.43 Million
0.38% of portfolio
|
Q2 2025
Added 21.41%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
24,627
shares
|
$1.41 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Sloy Dahl & Holst, LLC
|
Jul 30, 2025 Q2 2025 |
24,600
shares
|
$1.41 Million
0.22% of portfolio
|
Q2 2025
Added 13.34%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Aug 01, 2025 Q2 2025 |
24,538
shares
|
$1.4 Million
1.13% of portfolio
|
Q2 2025
Reduced 5.45%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Aug 12, 2025 Q2 2025 |
24,397
shares
|
$1.4 Million
0.65% of portfolio
|
Q2 2025
Added 4.69%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jul 31, 2025 Q2 2025 |
24,243
shares
|
$1.39 Million
0.24% of portfolio
|
Q2 2025
Added 27.68%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Aug 14, 2025 Q2 2025 |
24,232
shares
|
$1.39 Million
0.71% of portfolio
|
Q2 2025
Added 62.72%
|
|
|
Generation Capital Management LLC
Pittsford, NY |
Aug 13, 2025 Q2 2025 |
24,108
shares
|
$1.38 Million
1.08% of portfolio
|
Q2 2025
Added 7.52%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 19, 2025 Q2 2025 |
23,755
shares
|
$1.36 Million
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
23,701
shares
|
$1.36 Million
0.31% of portfolio
|
Q1 2025
Added 12.22%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
23,700
shares
|
$1.36 Million
0.09% of portfolio
|
Q2 2025
Added 26.39%
|
|
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
Aug 15, 2025 Q2 2025 |
23,645
shares
|
$1.35 Million
1.01% of portfolio
|
Q2 2025
Added 140.17%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Aug 05, 2025 Q2 2025 |
23,624
shares
|
$1.35 Million
0.5% of portfolio
|
Q2 2025
Added 38.01%
|