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 |
|---|---|---|---|---|---|
|
Waller Financial Planning Group, Inc
|
Jul 02, 2025 Q2 2025 |
6,650
shares
|
$380,712
0.09% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
6,615
shares
|
$378,708
0.08% of portfolio
|
Q4 2022
Reduced 11.92%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
6,615
shares
|
$378,708
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
6,584
shares
|
$376,934
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Aug 13, 2025 Q2 2025 |
6,562
shares
|
$375,674
0.06% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
6,556
shares
|
$375,331
0.05% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Osborne Partners Capital Management, LLC
|
Aug 12, 2025 Q2 2025 |
6,555
shares
|
$375,273
0.02% of portfolio
|
Q4 2024
Reduced 6.89%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
6,470
shares
|
$370,407
0.07% of portfolio
|
Q2 2025
Added 208.1%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
6,447
shares
|
$369,090
0.06% of portfolio
|
Q2 2025
Reduced 82.42%
|
|
|
New York Life Investment Management LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
6,440
shares
|
$368,690
0.0% of portfolio
|
Q2 2025
Reduced 94.8%
|
|
|
Private Capital Advisors, Inc.
|
Jul 30, 2025 Q2 2025 |
6,385
shares
|
$365,541
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
6,369
shares
|
$364,625
0.2% of portfolio
|
Q1 2025
Added 3.46%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Aug 07, 2025 Q2 2025 |
6,354
shares
|
$363,766
0.12% of portfolio
|
Q2 2025
Reduced 36.63%
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Jul 14, 2025 Q2 2025 |
6,353
shares
|
$363,709
0.3% of portfolio
|
Q2 2025
Reduced 55.86%
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
6,263
shares
|
$358,556
0.03% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
6,248
shares
|
$357,698
0.14% of portfolio
|
Q2 2025
Added 3.6%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
6,231
shares
|
$356,724
0.16% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jul 11, 2025 Q2 2025 |
6,212
shares
|
$355,637
0.22% of portfolio
|
Q2 2025
Added 6.35%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
6,207
shares
|
$355,350
0.14% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Montz Harcus Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
6,172
shares
|
$353,347
0.17% of portfolio
|
Q2 2025
Added 18.94%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
6,150
shares
|
$352,087
0.01% of portfolio
|
Q2 2025
Added 6.96%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Aug 13, 2025 Q2 2025 |
6,137
shares
|
$351,343
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Wills Financial Group, Inc.
|
Feb 14, 2025 Q4 2024 |
6,129
shares
|
$350,885
0.16% of portfolio
|
Q4 2024
Added 54.89%
|
|
|
Blb&B Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
6,100
shares
|
$349,225
0.02% of portfolio
|
Q2 2025
Reduced 10.29%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
5,985
shares
|
$342,641
0.07% of portfolio
|
Q4 2024
Reduced 18.91%
|