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 |
|---|---|---|---|---|---|
|
Clear Point Advisors Inc.
Melville, NY |
Jul 16, 2025 Q2 2025 |
5,012
shares
|
$286,937
0.24% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Aug 12, 2025 Q2 2025 |
4,992
shares
|
$285,792
0.03% of portfolio
|
Q2 2025
Reduced 6.13%
|
|
|
Chelsea Counsel CO
|
Jul 18, 2025 Q2 2025 |
4,980
shares
|
$285,105
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
4,959
shares
|
$283,902
0.01% of portfolio
|
Q2 2025
Added 22.38%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Aug 06, 2025 Q2 2025 |
4,940
shares
|
$282,815
0.15% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Aug 14, 2025 Q2 2025 |
4,925
shares
|
$281,956
0.25% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
4,903
shares
|
$280,696
0.41% of portfolio
|
Q3 2022
Reduced 6.45%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Aug 08, 2025 Q2 2025 |
4,900
shares
|
$280,525
0.03% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
Hudock, Inc.
|
Aug 08, 2025 Q2 2025 |
4,891
shares
|
$280,009
0.04% of portfolio
|
Q2 2025
Added 5.98%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jul 15, 2025 Q2 2025 |
4,880
shares
|
$279,380
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
4,880
shares
|
$279,380
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Jul 30, 2025 Q2 2025 |
4,865
shares
|
$278,521
0.14% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Acorn Financial Advisory Services Inc
|
Jul 28, 2025 Q2 2025 |
4,864
shares
|
$278,464
0.06% of portfolio
|
Q2 2025
Added 14.58%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
4,857
shares
|
$278,063
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
4,827
shares
|
$276,345
0.04% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
4,820
shares
|
$275,945
0.23% of portfolio
|
Q2 2025
Reduced 19.05%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Aug 06, 2025 Q2 2025 |
4,810
shares
|
$275,372
0.08% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
4,769
shares
|
$273,025
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
4,735
shares
|
$271,078
0.0% of portfolio
|
Q2 2025
Reduced 34.53%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
4,675
shares
|
$267,643
0.03% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
4,665
shares
|
$267,071
0.0% of portfolio
|
Q2 2025
Added 4.74%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
4,640
shares
|
$265,640
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
4,633
shares
|
$265,239
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Insight 2811, Inc.
Chicago, IL |
Aug 11, 2025 Q2 2025 |
4,610
shares
|
$263,922
0.12% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Outlook Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
4,605
shares
|
$263,636
0.08% of portfolio
|
Q1 2025
Added 8.23%
|