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 |
|---|---|---|---|---|---|
|
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
|
|
|
Game Plan Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
300
shares
|
$17,145
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
300
shares
|
$17,145
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
288
shares
|
$16,459
0.02% of portfolio
|
Q1 2025
Added 154.87%
|
|
|
Rocky Mountain Advisers, LLC
|
Jul 22, 2025 Q2 2025 |
280
shares
|
$16,002
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
280
shares
|
$16,002
0.01% of portfolio
|
Q1 2025
Reduced 6.98%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
280
shares
|
$16,002
0.01% of portfolio
|
Q3 2022
Added 21.74%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
276
shares
|
$15,773
0.0% of portfolio
|
Q4 2024
Reduced 56.74%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
271
shares
|
$15,487
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
250
shares
|
$14,287
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
240
shares
|
$13,716
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
234
shares
|
$13,373
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
234
shares
|
$13,373
0.0% of portfolio
|
Q4 2024
Added 368.0%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
233
shares
|
$13,315
0.0% of portfolio
|
Q1 2025
Added 5.91%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
223
shares
|
$12,744
0.0% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
200
shares
|
$11,430
0.0% of portfolio
|
Q2 2024
Reduced 85.25%
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
182
shares
|
$10,401
0.0% of portfolio
|
Q1 2025
Reduced 43.13%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
181
shares
|
$10,344
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
174
shares
|
$9,944
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
173
shares
|
$9,886
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
171
shares
|
$9,772
0.01% of portfolio
|
Q3 2024
Reduced 34.23%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
150
shares
|
$8,572
0.01% of portfolio
|
Q4 2023
New holding
|