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 |
|---|---|---|---|---|---|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
2,221
shares
|
$127,152
0.0% of portfolio
|
Q2 2025
Added 8.98%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Aug 13, 2025 Q2 2025 |
2,207
shares
|
$126,350
0.12% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
Alaska Permanent Capital Management
|
Jul 29, 2025 Q2 2025 |
2,141
shares
|
$122,572
0.01% of portfolio
|
Q2 2025
Reduced 20.41%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
2,097
shares
|
$120,053
0.03% of portfolio
|
Q2 2025
Added 3.61%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
2,070
shares
|
$118,507
0.04% of portfolio
|
Q2 2025
Added 73.95%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
2,063
shares
|
$118,106
0.01% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
2,000
shares
|
$114,500
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
1,981
shares
|
$113,412
0.01% of portfolio
|
Q2 2025
Added 13.98%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,980
shares
|
$113,355
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Canton Hathaway, LLC
|
Aug 04, 2025 Q2 2025 |
1,950
shares
|
$111,637
0.02% of portfolio
|
Q2 2025
Added 18.18%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
1,911
shares
|
$109,404
0.03% of portfolio
|
Q1 2025
Added 2202.41%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
1,876
shares
|
$107,401
0.04% of portfolio
|
Q2 2023
Reduced 23.99%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
1,856
shares
|
$106,256
0.01% of portfolio
|
Q2 2025
Reduced 31.96%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,824
shares
|
$104,424
0.02% of portfolio
|
Q2 2023
Added 0.27%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
1,800
shares
|
$103,050
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
1,797
shares
|
$102,878
0.04% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
1,713
shares
|
$98,069
0.06% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
1,700
shares
|
$97,325
0.0% of portfolio
|
Q1 2022
Added 112.5%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,680
shares
|
$96,180
0.15% of portfolio
|
Q3 2022
Added 39.07%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
1,660
shares
|
$95,035
0.04% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
1,594
shares
|
$91,256
0.04% of portfolio
|
Q3 2024
Added 23.18%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
1,589
shares
|
$90,970
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,570
shares
|
$89,882
0.02% of portfolio
|
Q1 2024
Added 0.58%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,562
shares
|
$89,424
0.08% of portfolio
|
Q4 2024
Reduced 26.77%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
1,549
shares
|
$88,680
0.0% of portfolio
|
Q2 2025
Reduced 80.42%
|