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 |
|---|---|---|---|---|---|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
4,584
shares
|
$262,434
0.14% of portfolio
|
Q2 2023
New holding
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Jul 16, 2025 Q2 2025 |
4,567
shares
|
$261,460
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Koa Wealth Management, LLC
Encinitas, CA |
Jul 29, 2025 Q2 2025 |
4,551
shares
|
$260,544
0.21% of portfolio
|
Q2 2025
Added 5.79%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Aug 14, 2025 Q2 2025 |
4,540
shares
|
$259,915
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Jul 18, 2025 Q2 2025 |
4,500
shares
|
$257,625
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
4,489
shares
|
$256,995
0.06% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Atlas Brown,Inc.
|
Jul 08, 2025 Q2 2025 |
4,478
shares
|
$256,365
0.08% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Jul 07, 2025 Q2 2025 |
4,477
shares
|
$256,308
0.12% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Sonata Capital Group Inc
|
Jul 30, 2025 Q2 2025 |
4,464
shares
|
$255,564
0.1% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Vgi Partners LTD
Sydney, Nsw, C3 |
Aug 04, 2025 Q2 2025 |
4,451
shares
|
$254,819
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Welch Group, LLC
|
Jul 25, 2025 Q2 2025 |
4,432
shares
|
$253,732
0.01% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jul 30, 2025 Q2 2025 |
4,413
shares
|
$252,644
0.14% of portfolio
|
Q2 2025
Reduced 5.62%
|
|
|
Rba Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
4,404
shares
|
$252,129
0.09% of portfolio
|
Q2 2025
Reduced 5.11%
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
Aug 08, 2025 Q2 2025 |
4,377
shares
|
$250,583
0.13% of portfolio
|
Q2 2025
Reduced 68.68%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
4,372
shares
|
$250,297
0.02% of portfolio
|
Q2 2025
Added 7.18%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 11, 2025 Q2 2025 |
4,357
shares
|
$249,438
0.12% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
4,354
shares
|
$249,266
0.04% of portfolio
|
Q2 2025
Added 6.17%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Jul 24, 2025 Q2 2025 |
4,351
shares
|
$249,094
0.15% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Penbrook Management LLC
|
Jul 25, 2025 Q2 2025 |
4,325
shares
|
$247,606
0.2% of portfolio
|
Q2 2025
Reduced 16.02%
|
|
|
Landmark Wealth Management, LLC
|
Jul 25, 2025 Q2 2025 |
4,321
shares
|
$247,377
0.1% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
4,321
shares
|
$247,377
0.02% of portfolio
|
Q2 2025
Reduced 15.72%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jul 14, 2025 Q2 2025 |
4,293
shares
|
$245,774
0.22% of portfolio
|
Q2 2025
Added 4.76%
|
|
|
Patron Partners, LLC
|
Jul 16, 2025 Q2 2025 |
4,270
shares
|
$244,457
0.13% of portfolio
|
Q1 2025
Added 18.81%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
4,261
shares
|
$243,942
0.04% of portfolio
|
Q2 2024
Added 7.38%
|
|
|
Encompass More Asset Management
Danville, CA |
Aug 07, 2025 Q2 2025 |
4,196
shares
|
$240,221
0.07% of portfolio
|
Q2 2025
Reduced 5.18%
|