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 |
|---|---|---|---|---|---|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Aug 13, 2025 Q2 2025 |
5,940
shares
|
$340,065
0.01% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
5,914
shares
|
$338,576
0.17% of portfolio
|
Q2 2023
Added 362.03%
|
|
|
Wills Financial Group LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
5,908
shares
|
$338,233
0.15% of portfolio
|
Q2 2025
Reduced 8.1%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
5,907
shares
|
$338,175
0.06% of portfolio
|
Q2 2025
Added 3.5%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
5,873
shares
|
$336,229
0.07% of portfolio
|
Q2 2025
Reduced 68.6%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
5,866
shares
|
$335,828
0.0% of portfolio
|
Q2 2025
Added 5.98%
|
|
|
Johnson Bixby & Associates, LLC
|
Jul 16, 2025 Q2 2025 |
5,844
shares
|
$334,569
0.05% of portfolio
|
Q2 2025
Reduced 5.56%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
5,801
shares
|
$332,107
0.06% of portfolio
|
Q2 2025
Reduced 36.49%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
5,801
shares
|
$332,107
0.01% of portfolio
|
Q2 2024
Added 16.02%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
5,800
shares
|
$332,050
0.08% of portfolio
|
Q3 2022
New holding
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
5,755
shares
|
$329,473
0.02% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
5,743
shares
|
$328,786
0.02% of portfolio
|
Q2 2025
Reduced 75.7%
|
|
|
Chris Bulman Inc
Roseville, CA |
Jul 14, 2025 Q2 2025 |
5,718
shares
|
$327,355
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
5,688
shares
|
$325,638
0.04% of portfolio
|
Q2 2025
Added 3025.27%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Jul 29, 2025 Q2 2025 |
5,637
shares
|
$322,718
0.14% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Aug 13, 2025 Q2 2025 |
5,625
shares
|
$322,031
0.22% of portfolio
|
Q2 2025
Added 13.98%
|
|
|
Spears Abacus Advisors LLC
|
Aug 14, 2025 Q2 2025 |
5,600
shares
|
$320,600
0.01% of portfolio
|
Q2 2025
Reduced 25.33%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
5,600
shares
|
$320,600
0.08% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Quattro Financial Advisors LLC
|
Jul 21, 2025 Q2 2025 |
5,598
shares
|
$320,485
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
5,565
shares
|
$318,596
0.13% of portfolio
|
Q3 2023
Reduced 48.15%
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
5,531
shares
|
$316,649
0.0% of portfolio
|
Q2 2025
Added 5.07%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
5,526
shares
|
$316,363
0.09% of portfolio
|
Q2 2025
Reduced 23.09%
|
|
|
Wealth Management Partners, LLC
|
Jul 11, 2025 Q2 2025 |
5,501
shares
|
$314,932
0.12% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
5,486
shares
|
$314,073
0.09% of portfolio
|
Q2 2025
Added 13.02%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
5,482
shares
|
$313,844
0.04% of portfolio
|
Q4 2024
Added 2.81%
|