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 1,382 institutions that hold shares in the stock, with a total of 726 Million shares, which have been reported (via 13F filing form) to have a value of $41.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Jul 11, 2025 Q2 2025 |
3,676
shares
|
$210,083
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Flc Capital Advisors
|
May 05, 2025 Q1 2025 |
3,672
shares
|
$209,854
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
3,654
shares
|
$208,826
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jul 15, 2025 Q2 2025 |
3,650
shares
|
$208,597
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
3,648
shares
|
$208,483
0.02% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
3,640
shares
|
$208,026
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
3,628
shares
|
$207,340
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Friday Financial
Dubuque, IA |
Jul 14, 2025 Q2 2025 |
3,620
shares
|
$206,883
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
3,590
shares
|
$205,168
0.01% of portfolio
|
Q1 2025
Added 163.2%
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
3,555
shares
|
$203,168
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
3,543
shares
|
$202,482
0.02% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
May 07, 2025 Q1 2025 |
3,522
shares
|
$201,282
0.07% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Apr 24, 2025 Q1 2025 |
3,507
shares
|
$200,425
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
3,487
shares
|
$199,282
0.04% of portfolio
|
Q1 2025
Reduced 48.23%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
3,433
shares
|
$196,195
0.02% of portfolio
|
Q1 2025
Reduced 16.84%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
3,027
shares
|
$172,993
0.03% of portfolio
|
Q1 2025
Added 296.72%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
2,977
shares
|
$170,135
0.0% of portfolio
|
Q2 2025
Added 76.05%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
2,973
shares
|
$169,906
0.01% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
2,950
shares
|
$168,592
0.0% of portfolio
|
Q1 2025
Added 1375.0%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
2,925
shares
|
$167,163
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
2,875
shares
|
$164,306
0.03% of portfolio
|
Q1 2024
Reduced 18.62%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
2,822
shares
|
$161,277
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
2,800
shares
|
$160,020
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
2,728
shares
|
$155,905
0.01% of portfolio
|
Q1 2024
Reduced 14.91%
|
|
|
Alaska Permanent Capital Management
|
May 01, 2025 Q1 2025 |
2,690
shares
|
$153,733
0.01% of portfolio
|
Q1 2024
New holding
|