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 |
|---|---|---|---|---|---|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
1,044
shares
|
$59,664
0.0% of portfolio
|
Q2 2025
Added 2.55%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
1,032
shares
|
$58,978
0.0% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
1,031
shares
|
$58,921
0.02% of portfolio
|
Q4 2024
Added 90.57%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
1,016
shares
|
$58,064
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
1,000
shares
|
$57,150
0.04% of portfolio
|
Q2 2025
Reduced 90.72%
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
1,000
shares
|
$57,150
0.02% of portfolio
|
Q4 2024
Reduced 17.63%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,000
shares
|
$57,150
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
1,000
shares
|
$57,150
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
993
shares
|
$56,749
0.03% of portfolio
|
Q2 2025
Added 14.53%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
974
shares
|
$55,664
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
942
shares
|
$53,835
0.02% of portfolio
|
Q1 2025
Added 10.69%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
940
shares
|
$53,721
0.0% of portfolio
|
Q2 2025
Reduced 50.53%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
914
shares
|
$52,235
0.04% of portfolio
|
Q1 2025
Reduced 6.16%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
864
shares
|
$49,377
0.0% of portfolio
|
Q4 2022
Added 59.41%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
833
shares
|
$47,605
0.01% of portfolio
|
Q2 2025
Reduced 57.74%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
832
shares
|
$47,548
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Perritt Capital Management Inc
Chicago, IL |
May 13, 2025 Q1 2025 |
828
shares
|
$47,320
0.03% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
786
shares
|
$44,919
0.01% of portfolio
|
Q3 2024
Added 48.02%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
779
shares
|
$44,519
0.01% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
705
shares
|
$40,290
0.02% of portfolio
|
Q1 2024
Added 83.12%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
700
shares
|
$40,005
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
685
shares
|
$39,147
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
641
shares
|
$36,633
0.01% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
605
shares
|
$34,575
0.01% of portfolio
|
Q1 2024
Added 18.75%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
589
shares
|
$33,661
0.0% of portfolio
|
Q1 2025
Reduced 62.93%
|