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 |
|---|---|---|---|---|---|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
1,532
shares
|
$87,707
0.01% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
1,518
shares
|
$86,905
0.03% of portfolio
|
Q2 2025
Added 13.45%
|
|
|
Elequin Capital LP
New York, NY |
Aug 11, 2025 Q2 2025 |
1,418
shares
|
$81,180
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
1,390
shares
|
$79,577
0.02% of portfolio
|
Q2 2025
Reduced 25.39%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Aug 14, 2025 Q2 2025 |
1,323
shares
|
$75,741
0.01% of portfolio
|
Q2 2025
Reduced 99.4%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
1,319
shares
|
$75,512
0.01% of portfolio
|
Q2 2025
Added 61.05%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
1,292
shares
|
$73,967
0.0% of portfolio
|
Q2 2025
Added 8.39%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
1,174
shares
|
$67,211
0.0% of portfolio
|
Q2 2025
Reduced 10.65%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
1,159
shares
|
$66,352
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
1,105
shares
|
$63,261
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
1,100
shares
|
$62,975
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Jul 31, 2025 Q2 2025 |
1,100
shares
|
$62,975
0.03% of portfolio
|
Q2 2025
Added 340.0%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
1,088
shares
|
$62,288
0.05% of portfolio
|
Q2 2025
Reduced 29.26%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
1,088
shares
|
$62,288
0.05% of portfolio
|
Q2 2025
Reduced 11.62%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
1,044
shares
|
$59,769
0.0% of portfolio
|
Q2 2025
Added 2.55%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
1,031
shares
|
$59,024
0.01% of portfolio
|
Q2 2025
Reduced 78.1%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
1,000
shares
|
$57,250
0.04% of portfolio
|
Q2 2025
Reduced 90.72%
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
1,000
shares
|
$57,250
0.02% of portfolio
|
Q4 2024
Reduced 17.63%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,000
shares
|
$57,250
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Aug 06, 2025 Q2 2025 |
1,000
shares
|
$57,250
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
995
shares
|
$56,963
0.01% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
993
shares
|
$56,849
0.03% of portfolio
|
Q2 2025
Added 14.53%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
974
shares
|
$55,761
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Centerpoint Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
966
shares
|
$55,303
0.02% of portfolio
|
Q2 2025
Added 2.55%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
940
shares
|
$53,815
0.0% of portfolio
|
Q2 2025
Reduced 50.53%
|