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 |
|---|---|---|---|---|---|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
20,221
shares
|
$1.16 Million
0.85% of portfolio
|
Q2 2025
Reduced 3.75%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
20,107
shares
|
$1.15 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Jul 31, 2025 Q2 2025 |
20,079
shares
|
$1.15 Million
0.21% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
20,060
shares
|
$1.15 Million
0.92% of portfolio
|
Q2 2025
Added 40.05%
|
|
|
Mendel Capital Management LLC
|
Aug 14, 2025 Q2 2025 |
20,007
shares
|
$1.15 Million
0.66% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Aug 05, 2025 Q2 2025 |
19,984
shares
|
$1.14 Million
0.75% of portfolio
|
Q2 2025
Reduced 8.75%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
19,943
shares
|
$1.14 Million
0.0% of portfolio
|
Q2 2025
Reduced 92.48%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
19,925
shares
|
$1.14 Million
0.12% of portfolio
|
Q4 2024
Added 8.32%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
19,895
shares
|
$1.14 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.7%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
19,663
shares
|
$1.13 Million
0.05% of portfolio
|
Q2 2025
Added 156.43%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Aug 11, 2025 Q2 2025 |
19,565
shares
|
$1.12 Million
0.17% of portfolio
|
Q1 2025
Reduced 15.12%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
19,495
shares
|
$1.12 Million
0.23% of portfolio
|
Q2 2025
Added 160.38%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
19,393
shares
|
$1.11 Million
0.2% of portfolio
|
Q1 2024
Reduced 0.16%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
19,302
shares
|
$1.11 Million
0.54% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Autumn Glory Partners, LLC
|
Jul 22, 2025 Q2 2025 |
19,286
shares
|
$1.1 Million
0.51% of portfolio
|
Q2 2025
Reduced 11.27%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Aug 05, 2025 Q2 2025 |
19,248
shares
|
$1.1 Million
0.54% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jul 30, 2025 Q2 2025 |
19,200
shares
|
$1.1 Million
0.11% of portfolio
|
Q2 2025
Added 9.48%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Aug 13, 2025 Q2 2025 |
19,030
shares
|
$1.09 Million
1.8% of portfolio
|
Q2 2025
Added 23.24%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Aug 14, 2025 Q2 2025 |
18,923
shares
|
$1.08 Million
0.99% of portfolio
|
Q2 2025
Added 15.34%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
18,894
shares
|
$1.08 Million
0.01% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Innovative Wealth Building LLC
California, MD |
Jul 22, 2025 Q2 2025 |
18,806
shares
|
$1.08 Million
0.89% of portfolio
|
Q2 2025
Added 5.93%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
18,706
shares
|
$1.07 Million
0.57% of portfolio
|
Q4 2023
Reduced 3.1%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
18,639
shares
|
$1.07 Million
0.29% of portfolio
|
Q1 2025
Added 84.75%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
18,531
shares
|
$1.06 Million
0.09% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
18,505
shares
|
$1.06 Million
0.08% of portfolio
|
Q4 2023
Added 34.55%
|