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 |
|---|---|---|---|---|---|
|
Tactive Advisors, LLC
Jacksonville, FL |
Aug 18, 2025 Q2 2025 |
16,161
shares
|
$925,217
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
16,104
shares
|
$921,954
0.11% of portfolio
|
Q2 2025
Added 14.16%
|
|
|
Iam Advisory, LLC
|
Jul 08, 2025 Q2 2025 |
16,014
shares
|
$916,801
0.23% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
Jul 30, 2025 Q2 2025 |
15,939
shares
|
$912,507
0.83% of portfolio
|
Q2 2025
Reduced 24.63%
|
|
|
Brown Miller Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
15,883
shares
|
$909,301
0.29% of portfolio
|
Q2 2025
Added 6.14%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
15,733
shares
|
$900,714
0.16% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Camelot Portfolios, LLC
|
Jul 17, 2025 Q2 2025 |
15,714
shares
|
$899,626
0.55% of portfolio
|
Q2 2025
Added 3.53%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Jul 08, 2025 Q2 2025 |
15,611
shares
|
$893,729
0.39% of portfolio
|
Q2 2025
Reduced 8.69%
|
|
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
Jul 29, 2025 Q2 2025 |
15,517
shares
|
$888,348
0.55% of portfolio
|
Q2 2025
Added 62.18%
|
|
|
Monument Capital Management
|
Jul 24, 2025 Q2 2025 |
15,347
shares
|
$878,615
0.23% of portfolio
|
Q2 2025
Reduced 5.86%
|
|
|
Independent Investors Inc
|
Jul 18, 2025 Q2 2025 |
15,315
shares
|
$876,783
0.19% of portfolio
|
Q2 2025
Reduced 8.1%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
15,275
shares
|
$874,493
0.11% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jul 08, 2025 Q2 2025 |
15,121
shares
|
$865,677
0.41% of portfolio
|
Q2 2025
Added 5.58%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
15,000
shares
|
$858,750
0.21% of portfolio
|
Q1 2025
Reduced 4.31%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
15,000
shares
|
$858,750
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Aug 06, 2025 Q2 2025 |
14,994
shares
|
$858,406
0.34% of portfolio
|
Q2 2025
Added 62.62%
|
|
|
Grandview Asset Management LLC
|
Jul 17, 2025 Q2 2025 |
14,976
shares
|
$857,376
0.27% of portfolio
|
Q2 2025
Added 8.56%
|
|
|
Cooper Capital Advisors LLC
Encinitas, CA |
Aug 08, 2025 Q2 2025 |
14,871
shares
|
$851,364
0.82% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Tranquility Partners, LLC
|
Jul 25, 2025 Q2 2025 |
14,812
shares
|
$847,987
0.31% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Aug 08, 2025 Q2 2025 |
14,745
shares
|
$844,151
0.1% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Seaview Investment Managers LLC
|
Aug 13, 2025 Q2 2025 |
14,697
shares
|
$841,403
0.18% of portfolio
|
Q2 2025
Added 47.32%
|
|
|
Legacy Bridge, LLC
|
Aug 06, 2025 Q2 2025 |
14,646
shares
|
$838,483
0.44% of portfolio
|
Q2 2025
Reduced 12.13%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jul 11, 2025 Q2 2025 |
14,596
shares
|
$835,621
0.31% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
14,581
shares
|
$834,762
0.13% of portfolio
|
Q2 2025
Reduced 10.94%
|
|
|
J.Safra Asset Management Corp
|
Jul 28, 2025 Q2 2025 |
14,479
shares
|
$828,922
0.06% of portfolio
|
Q2 2025
New holding
|