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 |
|---|---|---|---|---|---|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
1,713
shares
|
$97,897
0.06% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
1,700
shares
|
$97,155
0.0% of portfolio
|
Q1 2022
Added 112.5%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,680
shares
|
$96,012
0.15% of portfolio
|
Q3 2022
Added 39.07%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
1,669
shares
|
$95,383
0.04% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Canton Hathaway, LLC
|
Apr 22, 2025 Q1 2025 |
1,650
shares
|
$94,297
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
1,613
shares
|
$92,182
0.01% of portfolio
|
Q1 2025
Added 68.55%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
1,594
shares
|
$91,097
0.04% of portfolio
|
Q3 2024
Added 23.18%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
1,589
shares
|
$90,811
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,570
shares
|
$89,725
0.02% of portfolio
|
Q1 2024
Added 0.58%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,562
shares
|
$89,268
0.08% of portfolio
|
Q4 2024
Reduced 26.77%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
1,538
shares
|
$87,896
0.06% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
1,529
shares
|
$87,382
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
1,518
shares
|
$86,753
0.03% of portfolio
|
Q2 2025
Added 13.45%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
1,506
shares
|
$86,067
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
1,504
shares
|
$85,953
0.0% of portfolio
|
Q1 2025
Added 198.41%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
1,500
shares
|
$85,725
0.0% of portfolio
|
Q4 2024
Reduced 33.69%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
1,319
shares
|
$75,380
0.01% of portfolio
|
Q2 2025
Added 61.05%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
1,314
shares
|
$75,095
0.0% of portfolio
|
Q1 2025
Added 13.18%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
1,292
shares
|
$73,837
0.0% of portfolio
|
Q2 2025
Added 8.39%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
1,270
shares
|
$72,580
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
1,231
shares
|
$70,351
0.06% of portfolio
|
Q1 2025
Reduced 19.96%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
1,190
shares
|
$68,008
0.03% of portfolio
|
Q1 2025
Added 186.75%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
1,159
shares
|
$66,236
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
1,129
shares
|
$64,522
0.0% of portfolio
|
Q1 2025
Added 201.87%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
1,100
shares
|
$62,865
0.02% of portfolio
|
Q1 2024
New holding
|