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 |
|---|---|---|---|---|---|
|
Sterling Manor Financial, LLC
|
Jul 09, 2025 Q2 2025 |
8,832
shares
|
$505,632
0.41% of portfolio
|
Q2 2025
Added 4.86%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
8,817
shares
|
$504,773
0.37% of portfolio
|
Q3 2024
Reduced 42.88%
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
8,747
shares
|
$500,765
0.07% of portfolio
|
Q2 2025
Added 13.49%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
8,738
shares
|
$500,250
0.07% of portfolio
|
Q2 2025
Added 134.83%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
8,645
shares
|
$494,926
0.08% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
8,640
shares
|
$494,640
0.03% of portfolio
|
Q2 2025
Added 35.11%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
8,632
shares
|
$494,182
0.01% of portfolio
|
Q2 2025
Reduced 98.12%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Jul 28, 2025 Q2 2025 |
8,589
shares
|
$491,720
0.46% of portfolio
|
Q2 2025
Added 30.63%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jul 22, 2025 Q2 2025 |
8,580
shares
|
$491,205
0.05% of portfolio
|
Q2 2025
Added 24.75%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
8,566
shares
|
$490,403
0.02% of portfolio
|
Q2 2025
Reduced 55.44%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
8,485
shares
|
$485,766
0.1% of portfolio
|
Q2 2025
Added 54.98%
|
|
|
Nautilus Advisors LLC
La Jolla, CA |
Aug 25, 2025 Q2 2025 |
8,476
shares
|
$485,251
0.35% of portfolio
|
Q2 2025
Reduced 51.06%
|
|
|
Canvas Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
8,472
shares
|
$485,022
0.1% of portfolio
|
Q2 2025
Added 20.05%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
8,455
shares
|
$484,048
0.08% of portfolio
|
Q1 2025
Added 7.2%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jul 17, 2025 Q2 2025 |
8,402
shares
|
$481,014
0.04% of portfolio
|
Q2 2025
Reduced 10.71%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Apr 22, 2025 Q1 2025 |
8,377
shares
|
$479,583
0.41% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Jul 24, 2025 Q2 2025 |
8,377
shares
|
$479,583
0.3% of portfolio
|
Q2 2025
Added 119.81%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
8,266
shares
|
$473,228
0.02% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Meridian Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
8,235
shares
|
$471,453
0.22% of portfolio
|
Q2 2025
Added 17.68%
|
|
|
Pegasus Asset Management, Inc.
|
Jul 25, 2025 Q2 2025 |
8,235
shares
|
$471,453
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
8,235
shares
|
$471,453
0.01% of portfolio
|
Q2 2025
Reduced 16.03%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
8,186
shares
|
$468,648
0.37% of portfolio
|
Q2 2025
Added 36.5%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Jul 23, 2025 Q2 2025 |
8,185
shares
|
$468,591
0.36% of portfolio
|
Q2 2025
Added 3.28%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Jul 31, 2025 Q2 2025 |
8,178
shares
|
$468,190
0.48% of portfolio
|
Q2 2025
Reduced 10.94%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
8,170
shares
|
$467,732
0.35% of portfolio
|
Q2 2025
Reduced 8.24%
|