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 |
|---|---|---|---|---|---|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
456
shares
|
$26,106
0.0% of portfolio
|
Q2 2025
Reduced 88.56%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
448
shares
|
$25,648
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
432
shares
|
$24,732
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Aug 14, 2025 Q2 2025 |
431
shares
|
$24,674
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
414
shares
|
$23,701
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
409
shares
|
$23,415
0.01% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
408
shares
|
$23,358
0.01% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
407
shares
|
$23,300
0.01% of portfolio
|
Q2 2025
Added 133.91%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
400
shares
|
$22,900
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
400
shares
|
$22,900
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
400
shares
|
$22,900
0.0% of portfolio
|
Q1 2025
Reduced 26.06%
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
400
shares
|
$22,900
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
400
shares
|
$22,900
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
396
shares
|
$22,671
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
360
shares
|
$20,610
0.01% of portfolio
|
Q1 2025
Added 44.0%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
354
shares
|
$20,266
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Resources Management Corp
West Hartford, CT |
Aug 15, 2025 Q2 2025 |
350
shares
|
$20,037
0.0% of portfolio
|
Q4 2023
Added 536.36%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Aug 12, 2025 Q2 2025 |
350
shares
|
$20,037
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
340
shares
|
$19,465
0.01% of portfolio
|
Q2 2025
Added 580.0%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
320
shares
|
$18,320
0.01% of portfolio
|
Q2 2025
Added 37.34%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
316
shares
|
$18,091
0.0% of portfolio
|
Q2 2025
Added 544.9%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
315
shares
|
$18,033
0.01% of portfolio
|
Q2 2025
Reduced 62.0%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
314
shares
|
$17,976
0.01% of portfolio
|
Q2 2025
Added 3.29%
|
|
|
Game Plan Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
300
shares
|
$17,175
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Aug 19, 2025 Q2 2025 |
291
shares
|
$16,659
0.01% of portfolio
|
Q2 2025
Reduced 96.54%
|