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 |
|---|---|---|---|---|---|
|
First Financial Bank Trust Division
Hamilton, OH |
Jul 02, 2025 Q2 2025 |
528,608
shares
|
$30.3 Million
2.67% of portfolio
|
Q2 2025
New holding
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
524,375
shares
|
$30 Million
4.09% of portfolio
|
Q2 2025
Reduced 4.35%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
524,030
shares
|
$30 Million
1.5% of portfolio
|
Q2 2025
Added 17.77%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
522,454
shares
|
$29.9 Million
0.65% of portfolio
|
Q2 2025
Added 52.16%
|
|
|
Rational Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
514,292
shares
|
$29.4 Million
3.4% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
513,453
shares
|
$29.4 Million
0.26% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
507,452
shares
|
$29.1 Million
0.7% of portfolio
|
Q2 2025
Reduced 62.71%
|
|
|
Cornerstone Enterprises, LLC
Appleton, WI |
Jul 23, 2025 Q2 2025 |
498,682
shares
|
$28.5 Million
15.26% of portfolio
|
Q2 2025
Added 11.69%
|
|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
Jul 23, 2025 Q2 2025 |
473,982
shares
|
$27.1 Million
14.48% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Bouchey Financial Group LTD
|
Aug 08, 2025 Q2 2025 |
463,019
shares
|
$26.5 Million
2.33% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
449,845
shares
|
$25.8 Million
7.29% of portfolio
|
Q2 2023
Reduced 2.83%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
445,175
shares
|
$25.5 Million
0.42% of portfolio
|
Q2 2025
Added 6.13%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
431,103
shares
|
$24.7 Million
0.19% of portfolio
|
Q1 2025
Added 5.91%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
429,983
shares
|
$24.6 Million
0.26% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
425,129
shares
|
$24.3 Million
0.26% of portfolio
|
Q2 2025
Added 2.96%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
422,105
shares
|
$24.2 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Lee Johnson Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
414,243
shares
|
$23.7 Million
8.16% of portfolio
|
Q2 2025
Added 34.71%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
411,797
shares
|
$23.6 Million
7.75% of portfolio
|
Q2 2025
Added 6.99%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
407,614
shares
|
$23.3 Million
2.84% of portfolio
|
Q2 2025
Added 12.95%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
404,894
shares
|
$23.2 Million
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
402,982
shares
|
$23.1 Million
0.22% of portfolio
|
Q2 2025
Added 153.98%
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
394,432
shares
|
$22.6 Million
1.54% of portfolio
|
Q2 2025
Reduced 7.06%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
392,016
shares
|
$22.4 Million
1.36% of portfolio
|
Q2 2025
Added 5.21%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
390,727
shares
|
$22.4 Million
0.13% of portfolio
|
Q2 2025
Added 15.72%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Aug 07, 2025 Q2 2025 |
387,766
shares
|
$22.2 Million
1.87% of portfolio
|
Q2 2025
Added 1.46%
|