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 |
|---|---|---|---|---|---|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Aug 12, 2025 Q2 2025 |
8,122
shares
|
$464,984
0.18% of portfolio
|
Q2 2025
Reduced 16.07%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
8,052
shares
|
$460,977
0.12% of portfolio
|
Q4 2024
Reduced 53.41%
|
|
|
Marks Wealth, LLC
|
Jul 18, 2025 Q2 2025 |
8,050
shares
|
$460,862
0.15% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
8,000
shares
|
$458,000
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Aug 06, 2025 Q2 2025 |
7,982
shares
|
$456,969
0.27% of portfolio
|
Q2 2025
Reduced 12.82%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
7,915
shares
|
$453,133
0.04% of portfolio
|
Q2 2025
Added 30.01%
|
|
|
Consilium Wealth Advisory, LLC
|
Jul 21, 2025 Q2 2025 |
7,872
shares
|
$450,672
0.19% of portfolio
|
Q3 2024
Reduced 88.71%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 07, 2025 Q2 2025 |
7,856
shares
|
$449,756
0.18% of portfolio
|
Q2 2025
Added 15.43%
|
|
|
B&L Asset Management LLC
Boston, MA |
Aug 04, 2025 Q2 2025 |
7,789
shares
|
$445,920
0.25% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Napa Wealth Management
Napa, CA |
Aug 14, 2025 Q2 2025 |
7,786
shares
|
$445,748
0.21% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
7,776
shares
|
$445,176
0.01% of portfolio
|
Q2 2025
Added 653.49%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
7,775
shares
|
$445,118
0.0% of portfolio
|
Q2 2025
Added 283.0%
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
7,716
shares
|
$441,741
0.15% of portfolio
|
Q2 2025
Reduced 3.14%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
7,711
shares
|
$441,454
0.13% of portfolio
|
Q2 2025
Added 481.96%
|
|
|
Novus Advisors, LLC
Greenville, SC |
Aug 14, 2025 Q2 2025 |
7,710
shares
|
$441,397
0.67% of portfolio
|
Q2 2025
Reduced 61.35%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Aug 14, 2025 Q2 2025 |
7,688
shares
|
$440,138
0.24% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
7,663
shares
|
$438,706
0.0% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Accredited Investors Inc.
|
Aug 08, 2025 Q2 2025 |
7,577
shares
|
$433,783
0.03% of portfolio
|
Q2 2025
Reduced 3.98%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Aug 15, 2025 Q2 2025 |
7,547
shares
|
$432,065
0.1% of portfolio
|
Q2 2025
Reduced 31.57%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
7,500
shares
|
$429,375
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
7,477
shares
|
$428,058
0.08% of portfolio
|
Q2 2025
Reduced 5.8%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
7,437
shares
|
$425,768
0.03% of portfolio
|
Q2 2025
Added 75.48%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
7,435
shares
|
$425,653
0.01% of portfolio
|
Q2 2025
Reduced 19.99%
|
|
|
Simpli Fi, Inc.
|
Jul 18, 2025 Q2 2025 |
7,345
shares
|
$420,501
0.23% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
7,337
shares
|
$420,043
0.19% of portfolio
|
Q2 2025
Reduced 7.03%
|