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 |
|---|---|---|---|---|---|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
7,296
shares
|
$417,696
0.03% of portfolio
|
Q2 2025
Added 3.84%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Jul 25, 2025 Q2 2025 |
7,277
shares
|
$416,608
0.26% of portfolio
|
Q2 2025
Added 11.82%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
7,229
shares
|
$413,860
0.01% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
7,224
shares
|
$413,574
0.01% of portfolio
|
Q2 2025
Added 20.6%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
7,152
shares
|
$409,452
0.06% of portfolio
|
Q2 2025
Added 6.44%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
7,147
shares
|
$409,165
0.0% of portfolio
|
Q2 2025
Added 64.98%
|
|
|
Tag Stone Capital, Inc.
|
Aug 11, 2025 Q2 2025 |
7,145
shares
|
$409,051
0.19% of portfolio
|
Q2 2025
Added 11.21%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Aug 13, 2025 Q2 2025 |
7,136
shares
|
$408,536
0.11% of portfolio
|
Q2 2025
Reduced 8.17%
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
7,131
shares
|
$408,249
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
7,120
shares
|
$407,620
0.03% of portfolio
|
Q2 2025
Added 24.02%
|
|
|
Capital City Trust CO
|
Jul 22, 2025 Q2 2025 |
7,104
shares
|
$406,704
0.11% of portfolio
|
Q4 2024
Reduced 5.52%
|
|
|
Fsc Wealth Advisors, LLC
|
Sep 02, 2025 Q2 2025 |
7,101
shares
|
$406,532
0.26% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Corps Capital Advisors, LLC
Southlake, TX |
Aug 05, 2025 Q2 2025 |
7,072
shares
|
$404,872
0.65% of portfolio
|
Q2 2025
Reduced 10.82%
|
|
|
Atlantic Private Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
7,043
shares
|
$403,211
0.29% of portfolio
|
Q3 2024
Added 7.64%
|
|
|
Tanglewood Wealth Management, Inc.
|
Jul 21, 2025 Q2 2025 |
7,040
shares
|
$403,040
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Reliant Wealth Planning
|
Aug 12, 2025 Q2 2025 |
6,962
shares
|
$398,574
0.18% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
6,962
shares
|
$398,574
0.09% of portfolio
|
Q2 2025
Reduced 7.92%
|
|
|
Ims Capital Management
|
Jul 15, 2025 Q2 2025 |
6,933
shares
|
$396,914
0.19% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Aug 13, 2025 Q2 2025 |
6,933
shares
|
$396,914
0.13% of portfolio
|
Q2 2025
Added 34.86%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Aug 12, 2025 Q2 2025 |
6,901
shares
|
$395,082
0.26% of portfolio
|
Q2 2025
Added 2.83%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
6,882
shares
|
$393,994
0.02% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jul 15, 2025 Q2 2025 |
6,873
shares
|
$393,479
0.37% of portfolio
|
Q2 2025
Reduced 3.2%
|
|
|
Pvg Asset Management Corp
Golden, CO |
Sep 02, 2025 Q2 2025 |
6,859
shares
|
$392,677
1.48% of portfolio
|
Q2 2025
Added 11.35%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
6,740
shares
|
$385,865
0.06% of portfolio
|
Q2 2025
Reduced 10.92%
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Aug 05, 2025 Q2 2025 |
6,706
shares
|
$383,918
0.13% of portfolio
|
Q2 2025
Reduced 70.59%
|