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 |
|---|---|---|---|---|---|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
864
shares
|
$49,464
0.0% of portfolio
|
Q4 2022
Added 59.41%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Aug 01, 2025 Q2 2025 |
853
shares
|
$48,834
0.05% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
849
shares
|
$48,605
0.03% of portfolio
|
Q2 2025
Reduced 98.24%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
833
shares
|
$47,689
0.01% of portfolio
|
Q2 2025
Reduced 57.74%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
830
shares
|
$47,517
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
812
shares
|
$46,487
0.03% of portfolio
|
Q2 2025
Reduced 11.16%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
786
shares
|
$44,998
0.01% of portfolio
|
Q3 2024
Added 48.02%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
780
shares
|
$44,655
0.0% of portfolio
|
Q2 2025
Reduced 30.91%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
705
shares
|
$40,361
0.01% of portfolio
|
Q1 2024
Added 83.12%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
700
shares
|
$40,075
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
685
shares
|
$39,216
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
641
shares
|
$36,697
0.01% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
605
shares
|
$34,636
0.01% of portfolio
|
Q1 2024
Added 18.75%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
589
shares
|
$33,720
0.0% of portfolio
|
Q1 2025
Reduced 62.93%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
565
shares
|
$32,346
0.01% of portfolio
|
Q2 2025
Reduced 10.32%
|
|
|
Miller Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
560
shares
|
$32,060
0.01% of portfolio
|
Q2 2025
Reduced 11.39%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
550
shares
|
$31,487
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
540
shares
|
$30,915
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
525
shares
|
$30,056
0.0% of portfolio
|
Q2 2025
Reduced 82.05%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
500
shares
|
$28,625
0.02% of portfolio
|
Q2 2025
Added 73.61%
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
495
shares
|
$28,338
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
490
shares
|
$28,052
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
485
shares
|
$27,766
0.0% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Aug 01, 2025 Q2 2025 |
483
shares
|
$27,651
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
475
shares
|
$27,193
0.01% of portfolio
|
Q2 2025
Reduced 58.7%
|