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 |
|---|---|---|---|---|---|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
75
shares
|
$4,259
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
72
shares
|
$4,088
0.0% of portfolio
|
Q2 2025
Reduced 85.91%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
May 12, 2025 Q1 2025 |
67
shares
|
$3,804
0.0% of portfolio
|
Q1 2025
Added 272.22%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
60
shares
|
$3,407
0.0% of portfolio
|
Q4 2024
Reduced 93.75%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
60
shares
|
$3,407
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
50
shares
|
$2,839
0.0% of portfolio
|
Q2 2024
Added 66.67%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
49
shares
|
$2,782
0.0% of portfolio
|
Q1 2025
Reduced 87.66%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
39
shares
|
$2,214
0.0% of portfolio
|
Q4 2024
Reduced 98.02%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jul 10, 2025 Q2 2025 |
39
shares
|
$2,214
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
32
shares
|
$1,817
0.0% of portfolio
|
Q1 2025
Added 18.52%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Jun 10, 2025 Q1 2025 |
26
shares
|
$1,476
0.0% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Jul 17, 2025 Q2 2025 |
21
shares
|
$1,192
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ckw Financial Group
|
May 16, 2025 Q1 2025 |
20
shares
|
$1,135
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
19
shares
|
$1,079
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
May 02, 2025 Q1 2025 |
17
shares
|
$965
0.0% of portfolio
|
Q1 2025
Added 6.25%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
15
shares
|
$851
0.0% of portfolio
|
Q4 2024
Reduced 86.96%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
6
shares
|
$340
0.0% of portfolio
|
Q4 2024
Reduced 14.29%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
4
shares
|
$227
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
1
shares
|
$56
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|