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 |
|---|---|---|---|---|---|
|
Leverty Financial Group, LLC
|
Jul 17, 2025 Q2 2025 |
4,088
shares
|
$233,629
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Fortem Financial Group, LLC
|
May 01, 2025 Q1 2025 |
4,082
shares
|
$233,286
0.09% of portfolio
|
Q2 2023
Reduced 7.81%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
4,079
shares
|
$233,114
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jul 14, 2025 Q2 2025 |
4,066
shares
|
$232,371
0.04% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
3,985
shares
|
$227,742
0.0% of portfolio
|
Q1 2025
Added 15.88%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Apr 17, 2025 Q1 2025 |
3,961
shares
|
$226,371
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Apr 30, 2025 Q1 2025 |
3,947
shares
|
$225,571
0.15% of portfolio
|
Q1 2025
Reduced 44.63%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
May 08, 2025 Q1 2025 |
3,943
shares
|
$225,342
0.02% of portfolio
|
Q1 2025
Added 6.57%
|
|
|
Harvest Investment Services, LLC
|
May 15, 2025 Q1 2025 |
3,919
shares
|
$223,970
0.07% of portfolio
|
Q1 2025
Reduced 47.43%
|
|
|
Black Diamond Wealth Management Inc.
|
May 13, 2025 Q1 2025 |
3,915
shares
|
$223,742
0.18% of portfolio
|
Q1 2025
Reduced 60.43%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
3,907
shares
|
$223,285
0.02% of portfolio
|
Q1 2025
Added 4.61%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
3,907
shares
|
$223,285
0.01% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
3,855
shares
|
$220,313
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
3,844
shares
|
$219,684
0.1% of portfolio
|
Q2 2025
Reduced 11.67%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
3,809
shares
|
$217,684
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
3,807
shares
|
$217,570
0.01% of portfolio
|
Q1 2025
Added 4.79%
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Jul 17, 2025 Q2 2025 |
3,795
shares
|
$216,884
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Sage Advisory Services, Ltd.Co.
|
May 06, 2025 Q1 2025 |
3,789
shares
|
$216,541
0.13% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
3,762
shares
|
$214,998
0.07% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jul 15, 2025 Q2 2025 |
3,733
shares
|
$213,340
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Weatherly Asset Management L. P.
|
Jul 11, 2025 Q2 2025 |
3,730
shares
|
$213,169
0.02% of portfolio
|
Q4 2024
Reduced 41.07%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
3,721
shares
|
$212,655
0.03% of portfolio
|
Q1 2025
Reduced 55.87%
|
|
|
Nvest Financial, LLC
|
Apr 23, 2025 Q1 2025 |
3,712
shares
|
$212,140
0.12% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Veracity Capital LLC
|
Jul 09, 2025 Q2 2025 |
3,710
shares
|
$212,026
0.07% of portfolio
|
Q2 2025
Reduced 20.96%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
Jul 24, 2025 Q2 2025 |
3,706
shares
|
$211,797
0.16% of portfolio
|
Q4 2024
New holding
|