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 |
|---|---|---|---|---|---|
|
Florida Financial Advisors, LLC
Tampa, FL |
Aug 14, 2025 Q2 2025 |
14,370
shares
|
$822,682
0.59% of portfolio
|
Q2 2025
Reduced 3.7%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
14,334
shares
|
$820,621
0.01% of portfolio
|
Q2 2025
Added 53.57%
|
|
|
Latitude Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
14,311
shares
|
$819,304
0.49% of portfolio
|
Q2 2025
Added 17.69%
|
|
|
Kkm Financial LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
14,262
shares
|
$816,499
0.28% of portfolio
|
Q2 2025
Reduced 29.02%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
14,204
shares
|
$813,179
0.04% of portfolio
|
Q2 2025
Added 780.6%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
14,194
shares
|
$812,606
0.02% of portfolio
|
Q2 2025
Added 93.14%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Jul 07, 2025 Q2 2025 |
14,086
shares
|
$806,423
0.56% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
13,858
shares
|
$793,370
0.17% of portfolio
|
Q2 2025
Reduced 23.12%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
13,839
shares
|
$792,282
0.75% of portfolio
|
Q2 2025
New holding
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
13,828
shares
|
$791,653
0.17% of portfolio
|
Q2 2025
Added 11.72%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Aug 07, 2025 Q2 2025 |
13,817
shares
|
$791,023
0.12% of portfolio
|
Q2 2025
Reduced 30.84%
|
|
|
Advisor Resource Council
|
Aug 11, 2025 Q2 2025 |
13,771
shares
|
$788,389
0.31% of portfolio
|
Q2 2025
Reduced 7.09%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
13,744
shares
|
$786,844
0.06% of portfolio
|
Q2 2025
Added 64.21%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
13,726
shares
|
$785,813
0.09% of portfolio
|
Q2 2025
Added 56.8%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
13,715
shares
|
$785,183
0.32% of portfolio
|
Q1 2024
Added 6.07%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
13,701
shares
|
$784,382
0.03% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Jul 18, 2025 Q2 2025 |
13,634
shares
|
$780,546
0.15% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
13,470
shares
|
$771,157
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
13,343
shares
|
$763,886
0.37% of portfolio
|
Q2 2025
Reduced 9.82%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Jul 21, 2025 Q2 2025 |
13,335
shares
|
$763,428
0.4% of portfolio
|
Q2 2025
Reduced 6.98%
|
|
|
Highland Capital Management, LLC
|
Jul 22, 2025 Q2 2025 |
13,300
shares
|
$761,425
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
13,299
shares
|
$761,367
0.14% of portfolio
|
Q2 2025
Reduced 95.98%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
13,248
shares
|
$758,448
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
13,148
shares
|
$752,723
0.49% of portfolio
|
Q1 2025
Added 11.87%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
13,142
shares
|
$752,379
0.49% of portfolio
|
Q2 2025
Added 100.3%
|