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 |
|---|---|---|---|---|---|
|
Crumly & Associates Inc.
|
Jul 02, 2025 Q2 2025 |
4,178
shares
|
$239,190
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
4,136
shares
|
$236,786
0.09% of portfolio
|
Q1 2024
Added 29.01%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
4,119
shares
|
$235,812
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
4,102
shares
|
$234,839
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Leverty Financial Group, LLC
|
Jul 17, 2025 Q2 2025 |
4,088
shares
|
$234,038
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Fortem Financial Group, LLC
|
Aug 12, 2025 Q2 2025 |
4,082
shares
|
$233,694
0.08% of portfolio
|
Q2 2023
Reduced 7.81%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jul 14, 2025 Q2 2025 |
4,066
shares
|
$232,778
0.04% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Sage Advisory Services, Ltd.Co.
|
Aug 06, 2025 Q2 2025 |
4,043
shares
|
$231,461
0.13% of portfolio
|
Q2 2025
Added 6.7%
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Jul 28, 2025 Q2 2025 |
4,040
shares
|
$231,290
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Cubed Investments, LLC
|
Aug 07, 2025 Q2 2025 |
4,035
shares
|
$231,003
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Aug 05, 2025 Q2 2025 |
4,032
shares
|
$230,832
0.02% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Jackson Hole Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
3,990
shares
|
$228,427
0.04% of portfolio
|
Q2 2025
Added 9.62%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Aug 04, 2025 Q2 2025 |
3,961
shares
|
$226,767
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
3,939
shares
|
$225,507
0.01% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
3,938
shares
|
$225,450
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
3,895
shares
|
$222,988
0.07% of portfolio
|
Q2 2025
Reduced 57.89%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
3,855
shares
|
$220,698
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
3,851
shares
|
$220,469
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
3,844
shares
|
$220,069
0.1% of portfolio
|
Q2 2025
Reduced 11.67%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
3,827
shares
|
$219,095
0.06% of portfolio
|
Q2 2025
Reduced 68.88%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
3,809
shares
|
$218,065
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Nvest Financial, LLC
|
Jul 28, 2025 Q2 2025 |
3,808
shares
|
$218,008
0.12% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Seelaus Asset Management LLC
|
Aug 05, 2025 Q2 2025 |
3,800
shares
|
$217,550
0.21% of portfolio
|
Q2 2025
Added 2.7%
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Jul 17, 2025 Q2 2025 |
3,795
shares
|
$217,263
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
3,790
shares
|
$216,977
0.07% of portfolio
|
Q2 2025
Reduced 8.45%
|