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 |
|---|---|---|---|---|---|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
2,594
shares
|
$148,247
0.01% of portfolio
|
Q2 2024
Added 293.03%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
May 08, 2025 Q1 2025 |
2,500
shares
|
$142,875
0.05% of portfolio
|
Q1 2024
Added 150.0%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
2,500
shares
|
$142,875
0.03% of portfolio
|
Q2 2025
Added 316.67%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
2,427
shares
|
$138,703
0.05% of portfolio
|
Q1 2024
Reduced 11.0%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
2,410
shares
|
$137,731
0.2% of portfolio
|
Q2 2023
Reduced 42.76%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
2,376
shares
|
$135,788
0.08% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
2,329
shares
|
$133,102
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
2,275
shares
|
$130,016
0.14% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
2,251
shares
|
$128,644
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
2,100
shares
|
$120,015
0.03% of portfolio
|
Q1 2025
Added 16.67%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
2,097
shares
|
$119,843
0.03% of portfolio
|
Q2 2025
Added 3.61%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
2,060
shares
|
$117,729
0.01% of portfolio
|
Q1 2025
Added 69.55%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
2,038
shares
|
$116,471
0.0% of portfolio
|
Q1 2025
Reduced 65.81%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
2,030
shares
|
$116,014
0.0% of portfolio
|
Q1 2025
Reduced 78.53%
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
2,000
shares
|
$114,300
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
2,000
shares
|
$114,300
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
1,981
shares
|
$113,214
0.01% of portfolio
|
Q2 2025
Added 13.98%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,980
shares
|
$113,157
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
1,911
shares
|
$109,213
0.03% of portfolio
|
Q1 2025
Added 2202.41%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
1,876
shares
|
$107,213
0.04% of portfolio
|
Q2 2023
Reduced 23.99%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
1,863
shares
|
$106,470
0.05% of portfolio
|
Q1 2025
Reduced 43.75%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
1,834
shares
|
$104,813
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,824
shares
|
$104,241
0.02% of portfolio
|
Q2 2023
Added 0.27%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
1,800
shares
|
$102,870
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
1,797
shares
|
$102,698
0.04% of portfolio
|
Q2 2025
Added 2.63%
|