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 |
|---|---|---|---|---|---|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Aug 13, 2025 Q2 2025 |
9,913
shares
|
$567,519
0.17% of portfolio
|
Q2 2025
Reduced 13.04%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
9,873
shares
|
$565,229
0.12% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Bts Asset Management, Inc.
|
Jul 30, 2025 Q2 2025 |
9,659
shares
|
$552,977
0.67% of portfolio
|
Q2 2025
Added 2.89%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jul 23, 2025 Q2 2025 |
9,646
shares
|
$552,233
0.42% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
9,594
shares
|
$549,256
0.03% of portfolio
|
Q1 2025
Reduced 64.32%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
9,584
shares
|
$548,684
0.01% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Aug 15, 2025 Q2 2025 |
9,553
shares
|
$546,909
0.46% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
9,533
shares
|
$545,764
0.1% of portfolio
|
Q3 2024
Reduced 12.1%
|
|
|
Sanders Morris Harris LLC
|
Jul 30, 2025 Q2 2025 |
9,489
shares
|
$543,245
0.14% of portfolio
|
Q2 2025
Reduced 22.42%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jul 21, 2025 Q2 2025 |
9,439
shares
|
$540,382
0.18% of portfolio
|
Q2 2025
Added 28.02%
|
|
|
Beck Bode, LLC
|
Aug 08, 2025 Q2 2025 |
9,398
shares
|
$538,035
0.1% of portfolio
|
Q2 2025
Reduced 37.14%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
9,373
shares
|
$536,604
0.01% of portfolio
|
Q3 2023
Reduced 8.25%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Jul 17, 2025 Q2 2025 |
9,370
shares
|
$536,432
0.27% of portfolio
|
Q2 2025
Added 24.95%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
9,344
shares
|
$534,944
0.37% of portfolio
|
Q2 2023
Added 8.42%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
9,308
shares
|
$532,883
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Coign Capital Advisors LLC
Draper, UT |
Aug 04, 2025 Q2 2025 |
9,284
shares
|
$531,509
0.36% of portfolio
|
Q2 2025
Reduced 5.14%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
9,264
shares
|
$530,364
0.06% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
9,241
shares
|
$529,047
0.01% of portfolio
|
Q2 2025
Added 27.96%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
9,232
shares
|
$528,532
0.19% of portfolio
|
Q1 2024
Added 32.7%
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
9,060
shares
|
$518,685
0.13% of portfolio
|
Q2 2025
Added 131.18%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
8,962
shares
|
$513,074
0.19% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
8,921
shares
|
$510,727
0.36% of portfolio
|
Q2 2025
Reduced 12.01%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Aug 13, 2025 Q2 2025 |
8,900
shares
|
$509,525
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jul 15, 2025 Q2 2025 |
8,891
shares
|
$509,009
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
8,878
shares
|
$508,265
0.07% of portfolio
|
Q2 2025
Reduced 14.1%
|