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 |
|---|---|---|---|---|---|
|
Alliance Wealth Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
13,090
shares
|
$749,402
0.35% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
13,039
shares
|
$746,482
0.05% of portfolio
|
Q2 2025
Reduced 84.02%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
13,029
shares
|
$745,910
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
12,925
shares
|
$739,956
0.13% of portfolio
|
Q2 2025
Added 4.07%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Aug 14, 2025 Q2 2025 |
12,893
shares
|
$738,124
0.18% of portfolio
|
Q2 2025
Added 145.44%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
12,886
shares
|
$737,723
0.18% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
12,867
shares
|
$736,635
0.63% of portfolio
|
Q2 2025
Reduced 20.48%
|
|
|
Castle Rock Wealth Management, LLC
|
Jul 23, 2025 Q2 2025 |
12,866
shares
|
$736,578
0.19% of portfolio
|
Q2 2025
Reduced 9.93%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
12,790
shares
|
$732,227
0.11% of portfolio
|
Q1 2025
Reduced 3.76%
|
|
|
Auour Investments LLC
Wenham, MA |
Jul 31, 2025 Q2 2025 |
12,759
shares
|
$730,452
0.26% of portfolio
|
Q2 2025
Added 4.65%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
12,724
shares
|
$728,449
0.12% of portfolio
|
Q3 2024
Added 186.96%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Aug 13, 2025 Q2 2025 |
12,712
shares
|
$727,762
0.62% of portfolio
|
Q2 2025
Reduced 9.76%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jul 21, 2025 Q2 2025 |
12,633
shares
|
$723,239
0.26% of portfolio
|
Q2 2025
Reduced 62.02%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
12,589
shares
|
$720,720
0.01% of portfolio
|
Q2 2025
Added 9.74%
|
|
|
Thompson Davis & Co., Inc.
|
Aug 20, 2025 Q2 2025 |
12,572
shares
|
$719,747
0.51% of portfolio
|
Q2 2025
Reduced 4.56%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
12,549
shares
|
$718,430
0.14% of portfolio
|
Q2 2025
Added 76.32%
|
|
|
Novare Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
12,490
shares
|
$715,052
0.06% of portfolio
|
Q2 2025
Reduced 3.35%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
12,396
shares
|
$709,671
0.4% of portfolio
|
Q2 2025
Reduced 35.85%
|
|
|
Aft, Forsyth & Company, Inc.
|
Aug 14, 2025 Q2 2025 |
12,385
shares
|
$709,041
0.37% of portfolio
|
Q2 2025
Added 35.87%
|
|
|
Madison Wealth Partners, Inc
|
Jul 29, 2025 Q2 2025 |
12,380
shares
|
$708,755
0.17% of portfolio
|
Q2 2025
Added 4.32%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Aug 07, 2025 Q2 2025 |
12,234
shares
|
$700,396
0.32% of portfolio
|
Q2 2025
Added 12.92%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Jul 30, 2025 Q2 2025 |
12,214
shares
|
$699,251
0.79% of portfolio
|
Q2 2025
Reduced 85.83%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
12,140
shares
|
$695,015
0.04% of portfolio
|
Q4 2024
Added 80.15%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
12,106
shares
|
$693,068
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
12,081
shares
|
$691,637
0.1% of portfolio
|
Q1 2025
New holding
|