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 |
|---|---|---|---|---|---|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Aug 05, 2025 Q2 2025 |
18,496
shares
|
$1.06 Million
0.47% of portfolio
|
Q2 2025
Added 17.99%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
18,390
shares
|
$1.05 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
Aug 13, 2025 Q2 2025 |
18,343
shares
|
$1.05 Million
0.97% of portfolio
|
Q2 2025
Added 4.15%
|
|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
18,295
shares
|
$1.05 Million
0.22% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
18,287
shares
|
$1.05 Million
0.06% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Marion Wealth Management
|
Aug 05, 2025 Q2 2025 |
18,013
shares
|
$1.03 Million
0.26% of portfolio
|
Q2 2025
Reduced 6.7%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
17,835
shares
|
$1.02 Million
0.31% of portfolio
|
Q3 2024
Reduced 35.1%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
17,708
shares
|
$1.01 Million
0.02% of portfolio
|
Q2 2025
Reduced 40.25%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
17,422
shares
|
$997,409
0.03% of portfolio
|
Q2 2025
Added 139.44%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
17,290
shares
|
$989,852
0.09% of portfolio
|
Q2 2025
Reduced 3.74%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
17,198
shares
|
$984,585
0.05% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
17,170
shares
|
$982,982
0.21% of portfolio
|
Q2 2025
Reduced 22.25%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Aug 12, 2025 Q2 2025 |
17,114
shares
|
$979,776
0.52% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Menard Financial Group LLC
Houston, TX |
Aug 13, 2025 Q2 2025 |
17,019
shares
|
$974,337
0.6% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Aug 04, 2025 Q2 2025 |
16,916
shares
|
$968,441
0.13% of portfolio
|
Q2 2025
Reduced 3.75%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
16,892
shares
|
$967,067
0.02% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
16,740
shares
|
$958,365
0.24% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Sns Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
16,723
shares
|
$957,391
0.09% of portfolio
|
Q2 2025
Added 3.75%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Jul 30, 2025 Q2 2025 |
16,586
shares
|
$949,548
0.2% of portfolio
|
Q2 2025
Added 15.06%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
16,546
shares
|
$947,258
0.02% of portfolio
|
Q2 2025
Added 1000.13%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Jul 21, 2025 Q2 2025 |
16,412
shares
|
$939,587
0.23% of portfolio
|
Q2 2025
Reduced 16.7%
|
|
|
Blue Chip Partners, Inc.
|
Aug 14, 2025 Q2 2025 |
16,355
shares
|
$936,323
0.08% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
16,308
shares
|
$933,633
0.76% of portfolio
|
Q2 2025
Added 4.49%
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Jul 14, 2025 Q2 2025 |
16,276
shares
|
$931,801
0.62% of portfolio
|
Q2 2025
Reduced 28.04%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Aug 14, 2025 Q2 2025 |
16,250
shares
|
$930,312
0.5% of portfolio
|
Q1 2025
Reduced 69.15%
|