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 |
|---|---|---|---|---|---|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
10,878
shares
|
$622,765
0.03% of portfolio
|
Q3 2022
Added 1.4%
|
|
|
Elevatus Welath Management
Victor, NY |
Aug 14, 2025 Q2 2025 |
10,819
shares
|
$619,387
0.21% of portfolio
|
Q2 2025
Added 46.92%
|
|
|
Kfa Private Wealth Group, LLC
|
Jul 24, 2025 Q2 2025 |
10,814
shares
|
$619,101
0.19% of portfolio
|
Q2 2025
Added 52.01%
|
|
|
Souders Financial Advisors
|
Aug 06, 2025 Q2 2025 |
10,758
shares
|
$615,895
0.09% of portfolio
|
Q2 2025
Reduced 17.71%
|
|
|
Biechele Royce Advisors
|
Oct 29, 2024 Q3 2024 |
10,755
shares
|
$615,723
0.21% of portfolio
|
Q3 2024
Added 4.32%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
10,704
shares
|
$612,804
0.07% of portfolio
|
Q2 2025
Reduced 36.25%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Aug 08, 2025 Q2 2025 |
10,700
shares
|
$612,575
0.04% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Strategic Advisors LLC
|
Aug 12, 2025 Q2 2025 |
10,699
shares
|
$612,517
0.12% of portfolio
|
Q2 2025
Added 48.68%
|
|
|
Bay Rivers Group
|
Jul 09, 2025 Q2 2025 |
10,584
shares
|
$605,934
0.29% of portfolio
|
Q2 2025
Added 4.1%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
10,556
shares
|
$604,331
0.0% of portfolio
|
Q2 2025
Added 15.09%
|
|
|
Fortress Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
10,534
shares
|
$603,071
0.34% of portfolio
|
Q2 2025
Reduced 3.9%
|
|
|
Platform Technology Partners
|
Aug 11, 2025 Q2 2025 |
10,524
shares
|
$602,499
0.17% of portfolio
|
Q2 2025
Added 26.29%
|
|
|
Capital Planning LLC
|
Jul 21, 2025 Q2 2025 |
10,507
shares
|
$601,525
0.2% of portfolio
|
Q2 2025
Reduced 25.94%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
10,462
shares
|
$598,949
0.04% of portfolio
|
Q2 2025
Reduced 30.91%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
10,460
shares
|
$598,835
0.14% of portfolio
|
Q2 2025
Reduced 19.43%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
10,438
shares
|
$597,575
0.01% of portfolio
|
Q2 2025
Reduced 17.94%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
10,390
shares
|
$594,827
0.06% of portfolio
|
Q2 2025
Added 30.94%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
10,369
shares
|
$593,625
0.07% of portfolio
|
Q2 2025
Added 3.89%
|
|
|
American Money Management, LLC
|
Aug 13, 2025 Q2 2025 |
10,368
shares
|
$593,568
0.11% of portfolio
|
Q2 2025
Reduced 4.62%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Aug 07, 2025 Q2 2025 |
10,331
shares
|
$591,449
0.31% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
10,227
shares
|
$585,495
0.02% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Aug 06, 2025 Q2 2025 |
10,220
shares
|
$585,095
0.49% of portfolio
|
Q2 2025
Reduced 10.93%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
10,103
shares
|
$578,396
0.29% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Mattern Wealth Management LLC
|
Jul 17, 2025 Q2 2025 |
10,082
shares
|
$577,194
0.13% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
10,008
shares
|
$572,958
0.07% of portfolio
|
Q2 2025
Added 0.03%
|