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 1,380 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 $41.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Miller Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
560
shares
|
$32,004
0.01% of portfolio
|
Q2 2025
Reduced 11.39%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
550
shares
|
$31,432
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
511
shares
|
$29,203
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
505
shares
|
$28,860
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
495
shares
|
$28,289
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
485
shares
|
$27,717
0.0% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
483
shares
|
$27,603
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
475
shares
|
$27,146
0.01% of portfolio
|
Q2 2025
Reduced 58.7%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
448
shares
|
$25,603
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
409
shares
|
$23,374
0.01% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
408
shares
|
$23,317
0.01% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
400
shares
|
$22,860
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
400
shares
|
$22,860
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
400
shares
|
$22,860
0.0% of portfolio
|
Q1 2025
Reduced 26.06%
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
400
shares
|
$22,860
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
400
shares
|
$22,860
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
396
shares
|
$22,631
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
360
shares
|
$20,574
0.02% of portfolio
|
Q1 2025
Added 44.0%
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
359
shares
|
$20,516
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
354
shares
|
$20,231
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Resources Management Corp
West Hartford, CT |
May 16, 2025 Q1 2025 |
350
shares
|
$20,002
0.0% of portfolio
|
Q4 2023
Added 536.36%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
350
shares
|
$20,002
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
315
shares
|
$18,002
0.01% of portfolio
|
Q2 2025
Reduced 62.0%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
314
shares
|
$17,945
0.01% of portfolio
|
Q2 2025
Added 3.29%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
300
shares
|
$17,145
0.0% of portfolio
|
Q1 2025
New holding
|