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 1,386 institutions that hold shares in the stock, with a total of 733 Million shares, which have been reported (via 13F filing form) to have a value of $41.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sonata Capital Group Inc
|
Apr 29, 2025 Q1 2025 |
4,457
shares
|
$254,717
0.11% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
4,454
shares
|
$254,546
0.0% of portfolio
|
Q1 2025
Added 11.13%
|
|
|
Encompass More Asset Management
Danville, CA |
May 09, 2025 Q1 2025 |
4,425
shares
|
$252,888
0.08% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Welch Group, LLC
|
Apr 07, 2025 Q1 2025 |
4,419
shares
|
$252,545
0.01% of portfolio
|
Q1 2025
Reduced 41.05%
|
|
|
Rba Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
4,404
shares
|
$251,688
0.09% of portfolio
|
Q2 2025
Reduced 5.11%
|
|
|
Carson Advisory Inc.
|
May 02, 2025 Q1 2025 |
4,366
shares
|
$249,516
0.18% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 11, 2025 Q2 2025 |
4,357
shares
|
$249,002
0.12% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Jul 24, 2025 Q2 2025 |
4,351
shares
|
$248,659
0.15% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
4,332
shares
|
$247,573
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
4,321
shares
|
$246,945
0.02% of portfolio
|
Q2 2025
Reduced 15.72%
|
|
|
Koa Wealth Management, LLC
Encinitas, CA |
May 12, 2025 Q1 2025 |
4,302
shares
|
$245,859
0.2% of portfolio
|
Q1 2025
Reduced 9.64%
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
4,294
shares
|
$245,402
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Jul 14, 2025 Q2 2025 |
4,293
shares
|
$245,344
0.22% of portfolio
|
Q2 2025
Added 4.76%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
4,284
shares
|
$244,830
0.06% of portfolio
|
Q4 2024
Added 60.99%
|
|
|
Patron Partners, LLC
|
Jul 16, 2025 Q2 2025 |
4,270
shares
|
$244,030
0.13% of portfolio
|
Q1 2025
Added 18.81%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
4,261
shares
|
$243,516
0.04% of portfolio
|
Q2 2024
Added 7.38%
|
|
|
Acorn Financial Advisory Services Inc
|
Apr 29, 2025 Q1 2025 |
4,245
shares
|
$242,601
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
4,238
shares
|
$242,201
0.02% of portfolio
|
Q1 2025
Added 11.91%
|
|
|
Landmark Wealth Management, LLC
|
May 02, 2025 Q1 2025 |
4,235
shares
|
$242,030
0.11% of portfolio
|
Q1 2025
Added 10.49%
|
|
|
Crumly & Associates Inc.
|
Jul 02, 2025 Q2 2025 |
4,178
shares
|
$238,772
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
4,140
shares
|
$236,601
0.09% of portfolio
|
Q4 2024
Reduced 10.78%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
4,136
shares
|
$236,372
0.09% of portfolio
|
Q1 2024
Added 29.01%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
4,119
shares
|
$235,400
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
4,102
shares
|
$234,429
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
4,101
shares
|
$234,372
0.04% of portfolio
|
Q1 2025
Added 43.34%
|