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 |
|---|---|---|---|---|---|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Aug 07, 2025 Q2 2025 |
3,789
shares
|
$216,920
0.13% of portfolio
|
Q2 2025
Reduced 4.0%
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
Aug 08, 2025 Q2 2025 |
3,760
shares
|
$215,260
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Jul 31, 2025 Q2 2025 |
3,749
shares
|
$214,630
0.12% of portfolio
|
Q2 2025
Reduced 24.0%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Aug 11, 2025 Q2 2025 |
3,748
shares
|
$214,573
0.1% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
Camden Capital, LLC
|
Aug 14, 2025 Q2 2025 |
3,738
shares
|
$214,000
0.02% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jul 15, 2025 Q2 2025 |
3,733
shares
|
$213,714
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Weatherly Asset Management L. P.
|
Jul 11, 2025 Q2 2025 |
3,730
shares
|
$213,542
0.02% of portfolio
|
Q4 2024
Reduced 41.07%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
3,713
shares
|
$212,569
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Veracity Capital LLC
|
Jul 09, 2025 Q2 2025 |
3,710
shares
|
$212,397
0.07% of portfolio
|
Q2 2025
Reduced 20.96%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
Jul 24, 2025 Q2 2025 |
3,706
shares
|
$212,168
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Jul 23, 2025 Q2 2025 |
3,685
shares
|
$210,966
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Jul 11, 2025 Q2 2025 |
3,676
shares
|
$210,451
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
3,664
shares
|
$209,764
0.06% of portfolio
|
Q2 2025
Reduced 80.07%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jul 15, 2025 Q2 2025 |
3,650
shares
|
$208,962
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
3,648
shares
|
$208,848
0.02% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
West Wealth Group, LLC
|
Aug 13, 2025 Q2 2025 |
3,643
shares
|
$208,561
0.06% of portfolio
|
Q2 2025
Reduced 44.92%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
3,628
shares
|
$207,703
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Friday Financial
Dubuque, IA |
Jul 14, 2025 Q2 2025 |
3,620
shares
|
$207,245
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
3,584
shares
|
$205,184
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
3,584
shares
|
$205,184
0.05% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Naviter Wealth, LLC
|
Jul 28, 2025 Q2 2025 |
3,582
shares
|
$205,069
0.03% of portfolio
|
Q2 2025
Reduced 63.99%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Aug 05, 2025 Q2 2025 |
3,560
shares
|
$203,810
0.1% of portfolio
|
Q2 2025
Reduced 48.65%
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
3,555
shares
|
$203,523
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
3,543
shares
|
$202,836
0.02% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
3,502
shares
|
$200,489
0.04% of portfolio
|
Q2 2025
Reduced 18.25%
|