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 |
|---|---|---|---|---|---|
|
Fiduciary Group LLC
Savannah, GA |
Aug 13, 2025 Q2 2025 |
12,032
shares
|
$688,832
0.07% of portfolio
|
Q2 2025
Added 10.16%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Aug 01, 2025 Q2 2025 |
12,005
shares
|
$687,286
0.51% of portfolio
|
Q2 2025
Added 3.28%
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
11,891
shares
|
$680,759
0.37% of portfolio
|
Q1 2025
Added 36.95%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
11,879
shares
|
$680,072
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
11,836
shares
|
$677,611
0.05% of portfolio
|
Q4 2023
Reduced 0.39%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
11,810
shares
|
$676,122
0.0% of portfolio
|
Q2 2025
Reduced 56.16%
|
|
|
Spahn Wealth & Retirement LLC
Scottsdale, AZ |
Feb 12, 2025 Q4 2024 |
11,810
shares
|
$676,122
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
West Bancorporation Inc
|
Jul 24, 2025 Q2 2025 |
11,775
shares
|
$674,118
0.44% of portfolio
|
Q2 2025
Reduced 12.68%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
11,769
shares
|
$673,775
0.29% of portfolio
|
Q2 2025
Reduced 24.26%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
11,762
shares
|
$673,374
0.11% of portfolio
|
Q1 2024
Reduced 1.82%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Jul 31, 2025 Q2 2025 |
11,750
shares
|
$672,687
0.43% of portfolio
|
Q2 2025
Reduced 17.54%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
11,738
shares
|
$672,000
0.14% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Columbia Advisory Partners LLC
|
Jul 23, 2025 Q2 2025 |
11,723
shares
|
$671,141
0.6% of portfolio
|
Q2 2025
Added 58.53%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
11,582
shares
|
$663,069
0.06% of portfolio
|
Q1 2025
Reduced 8.64%
|
|
|
Arcus Capital Partners, LLC
|
Jul 29, 2025 Q2 2025 |
11,484
shares
|
$657,459
0.3% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
11,467
shares
|
$656,485
0.02% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
11,324
shares
|
$648,299
0.12% of portfolio
|
Q2 2025
Added 8.27%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
11,303
shares
|
$647,096
0.02% of portfolio
|
Q2 2025
Added 7.84%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
11,267
shares
|
$645,035
0.05% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
11,194
shares
|
$640,856
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
11,177
shares
|
$639,883
0.01% of portfolio
|
Q2 2025
Reduced 5.9%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
11,051
shares
|
$632,669
0.05% of portfolio
|
Q2 2025
Added 21.21%
|
|
|
Hixon Zuercher, LLC
|
Jul 31, 2025 Q2 2025 |
11,040
shares
|
$632,040
0.21% of portfolio
|
Q2 2025
Added 10.2%
|
|
|
Detalus Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
11,028
shares
|
$631,353
0.2% of portfolio
|
Q2 2025
Reduced 31.29%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Jul 23, 2025 Q2 2025 |
10,916
shares
|
$624,941
0.34% of portfolio
|
Q2 2025
Reduced 77.03%
|