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 |
|---|---|---|---|---|---|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
3,499
shares
|
$200,317
0.03% of portfolio
|
Q2 2025
Added 15.59%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
3,487
shares
|
$199,630
0.04% of portfolio
|
Q1 2025
Reduced 48.23%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
3,433
shares
|
$196,539
0.02% of portfolio
|
Q1 2025
Reduced 16.84%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
3,338
shares
|
$191,100
0.06% of portfolio
|
Q2 2025
Reduced 11.27%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
3,298
shares
|
$188,810
0.03% of portfolio
|
Q2 2025
Added 14.71%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
3,280
shares
|
$187,780
0.08% of portfolio
|
Q2 2025
Reduced 44.34%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
3,071
shares
|
$175,814
0.01% of portfolio
|
Q2 2025
Reduced 14.46%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
3,049
shares
|
$174,555
0.01% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
2,977
shares
|
$170,433
0.0% of portfolio
|
Q2 2025
Added 76.05%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
2,822
shares
|
$161,559
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
2,800
shares
|
$160,300
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Ssa Swiss Advisors Ag
Zurich, |
Jul 31, 2025 Q2 2025 |
2,659
shares
|
$152,227
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
2,594
shares
|
$148,506
0.01% of portfolio
|
Q2 2024
Added 293.03%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
2,550
shares
|
$145,987
0.1% of portfolio
|
Q2 2025
Added 404.95%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
2,516
shares
|
$144,041
0.0% of portfolio
|
Q2 2025
Added 1611.56%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
2,505
shares
|
$143,411
0.01% of portfolio
|
Q2 2025
Reduced 35.34%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
2,500
shares
|
$143,125
0.04% of portfolio
|
Q1 2024
Added 150.0%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
2,500
shares
|
$143,125
0.03% of portfolio
|
Q2 2025
Added 316.67%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
2,427
shares
|
$138,945
0.05% of portfolio
|
Q1 2024
Reduced 11.0%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
2,410
shares
|
$137,972
0.2% of portfolio
|
Q2 2023
Reduced 42.76%
|
|
|
Tableaux LLC
Stockbridge, MA |
Aug 12, 2025 Q2 2025 |
2,400
shares
|
$137,400
0.13% of portfolio
|
Q2 2025
Reduced 93.87%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
2,376
shares
|
$136,026
0.08% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
2,329
shares
|
$133,335
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
2,284
shares
|
$130,759
0.0% of portfolio
|
Q2 2025
Reduced 22.58%
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
2,251
shares
|
$128,869
0.03% of portfolio
|
Q1 2025
New holding
|