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 |
|---|---|---|---|---|---|
|
Benchmark Financial Wealth Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
21,910
shares
|
$1.25 Million
0.41% of portfolio
|
Q2 2025
Reduced 9.04%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Jul 03, 2025 Q2 2025 |
21,653
shares
|
$1.24 Million
0.52% of portfolio
|
Q2 2025
Added 12.82%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jul 14, 2025 Q2 2025 |
21,547
shares
|
$1.23 Million
1.01% of portfolio
|
Q2 2025
Added 11.45%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
21,518
shares
|
$1.23 Million
0.0% of portfolio
|
Q2 2025
Reduced 29.09%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jul 10, 2025 Q2 2025 |
21,518
shares
|
$1.23 Million
0.24% of portfolio
|
Q2 2025
Reduced 36.55%
|
|
|
Pointe Capital Management LLC
|
Aug 05, 2025 Q2 2025 |
21,511
shares
|
$1.23 Million
0.65% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
21,429
shares
|
$1.23 Million
0.17% of portfolio
|
Q2 2025
Reduced 5.96%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
21,297
shares
|
$1.22 Million
0.66% of portfolio
|
Q1 2024
Reduced 30.42%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
21,178
shares
|
$1.21 Million
0.17% of portfolio
|
Q2 2025
Added 68.43%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
21,094
shares
|
$1.21 Million
0.54% of portfolio
|
Q2 2025
Added 198.19%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jul 17, 2025 Q2 2025 |
20,959
shares
|
$1.2 Million
0.4% of portfolio
|
Q2 2025
Added 8.44%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
20,872
shares
|
$1.19 Million
0.05% of portfolio
|
Q2 2025
Added 9.4%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jul 21, 2025 Q2 2025 |
20,849
shares
|
$1.19 Million
0.83% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
20,790
shares
|
$1.19 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.08%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
20,757
shares
|
$1.19 Million
0.11% of portfolio
|
Q2 2025
Added 9.41%
|
|
|
Howard Financial Services, Ltd.
|
Jul 02, 2025 Q2 2025 |
20,701
shares
|
$1.19 Million
0.16% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
20,677
shares
|
$1.18 Million
1.82% of portfolio
|
Q3 2023
Reduced 1.43%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
20,660
shares
|
$1.18 Million
0.0% of portfolio
|
Q2 2025
Added 52.9%
|
|
|
Evolution Wealth Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
20,577
shares
|
$1.18 Million
0.18% of portfolio
|
Q2 2025
Reduced 64.8%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
20,445
shares
|
$1.17 Million
0.1% of portfolio
|
Q2 2025
Added 20.98%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Aug 01, 2025 Q2 2025 |
20,348
shares
|
$1.16 Million
0.41% of portfolio
|
Q2 2025
New holding
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
20,343
shares
|
$1.16 Million
0.96% of portfolio
|
Q2 2025
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
20,280
shares
|
$1.16 Million
1.02% of portfolio
|
Q1 2025
Reduced 50.65%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
20,277
shares
|
$1.16 Million
0.73% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Jul 25, 2025 Q2 2025 |
20,273
shares
|
$1.16 Million
0.83% of portfolio
|
Q2 2025
Added 29.87%
|