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 |
|---|---|---|---|---|---|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
147
shares
|
$8,401
0.0% of portfolio
|
Q4 2024
Reduced 6.37%
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
146
shares
|
$8,343
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
100
shares
|
$5,715
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
96
shares
|
$5,486
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
May 22, 2025 Q1 2025 |
96
shares
|
$5,486
0.0% of portfolio
|
Q1 2025
Reduced 99.69%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
80
shares
|
$4,572
0.0% of portfolio
|
Q2 2023
Added 2.56%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
75
shares
|
$4,286
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
72
shares
|
$4,114
0.0% of portfolio
|
Q2 2025
Reduced 85.91%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
May 12, 2025 Q1 2025 |
67
shares
|
$3,829
0.0% of portfolio
|
Q1 2025
Added 272.22%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
60
shares
|
$3,429
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
|
$3,429
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
50
shares
|
$2,857
0.0% of portfolio
|
Q2 2024
Added 66.67%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
49
shares
|
$2,800
0.0% of portfolio
|
Q1 2025
Reduced 87.66%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
39
shares
|
$2,228
0.0% of portfolio
|
Q4 2024
Reduced 98.02%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jul 10, 2025 Q2 2025 |
39
shares
|
$2,228
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Birchbrook, Inc.
Bangor, ME |
Jun 10, 2025 Q1 2025 |
26
shares
|
$1,485
0.0% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Jul 17, 2025 Q2 2025 |
21
shares
|
$1,200
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ckw Financial Group
|
May 16, 2025 Q1 2025 |
20
shares
|
$1,143
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
19
shares
|
$1,085
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
May 02, 2025 Q1 2025 |
17
shares
|
$971
0.0% of portfolio
|
Q1 2025
Added 6.25%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
15
shares
|
$857
0.0% of portfolio
|
Q4 2024
Reduced 86.96%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
6
shares
|
$342
0.0% of portfolio
|
Q4 2024
Reduced 14.29%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
4
shares
|
$228
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Godsey & Gibb Associates
|
Jul 23, 2025 Q2 2025 |
3
shares
|
$171
0.0% of portfolio
|
Q2 2025
Reduced 98.51%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
1
shares
|
$57
0.0% of portfolio
|
Q1 2025
New holding
|