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 1,386 institutions that hold shares in the stock, with a total of 733 Million shares, which have been reported (via 13F filing form) to have a value of $41.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
565
shares
|
$32,289
0.01% of portfolio
|
Q2 2025
Reduced 10.32%
|
|
|
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
|
Jul 24, 2025 Q2 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%
|