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 |
|---|---|---|---|---|---|
|
Sepio Capital, LP
|
Aug 13, 2025 Q2 2025 |
5,429
shares
|
$310,810
0.03% of portfolio
|
Q2 2025
Added 8.69%
|
|
|
Al Ti Global, Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
5,428
shares
|
$310,753
0.01% of portfolio
|
Q2 2025
Reduced 46.76%
|
|
|
Cypress Capital Group
|
Jul 25, 2025 Q2 2025 |
5,400
shares
|
$309,150
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Aug 13, 2025 Q2 2025 |
5,400
shares
|
$309,150
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Aug 14, 2025 Q2 2025 |
5,399
shares
|
$309,092
0.26% of portfolio
|
Q2 2025
Added 10.59%
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
5,367
shares
|
$307,260
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Aug 14, 2025 Q2 2025 |
5,308
shares
|
$303,883
0.01% of portfolio
|
Q4 2024
Added 17.36%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Aug 06, 2025 Q2 2025 |
5,300
shares
|
$303,425
0.15% of portfolio
|
Q2 2025
Added 4.62%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
5,297
shares
|
$303,253
0.42% of portfolio
|
Q4 2023
Reduced 1.93%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
5,290
shares
|
$302,852
0.03% of portfolio
|
Q2 2025
Added 5.8%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
5,260
shares
|
$301,135
0.01% of portfolio
|
Q4 2024
Added 18.87%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Jul 24, 2025 Q2 2025 |
5,240
shares
|
$299,990
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
5,229
shares
|
$299,360
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Staley Capital Advisers Inc
|
Aug 14, 2025 Q2 2025 |
5,218
shares
|
$298,730
0.01% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Jul 25, 2025 Q2 2025 |
5,205
shares
|
$297,986
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Red Door Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
5,175
shares
|
$296,268
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Carson Advisory Inc.
|
Aug 05, 2025 Q2 2025 |
5,168
shares
|
$295,868
0.2% of portfolio
|
Q2 2025
Added 18.37%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
5,128
shares
|
$293,578
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
Jul 11, 2025 Q2 2025 |
5,115
shares
|
$292,833
0.37% of portfolio
|
Q2 2025
Reduced 3.4%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Aug 08, 2025 Q2 2025 |
5,106
shares
|
$292,318
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Orgel Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
5,080
shares
|
$290,830
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Jul 16, 2025 Q2 2025 |
5,035
shares
|
$288,253
0.09% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
5,028
shares
|
$287,853
0.03% of portfolio
|
Q2 2025
Added 4.21%
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
5,027
shares
|
$287,795
0.21% of portfolio
|
Q2 2025
Reduced 6.09%
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
Aug 13, 2025 Q2 2025 |
5,016
shares
|
$287,166
0.07% of portfolio
|
Q4 2024
Added 9.14%
|