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 |
|---|---|---|---|---|---|
|
Rocky Mountain Advisers, LLC
|
Jul 22, 2025 Q2 2025 |
280
shares
|
$16,030
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
280
shares
|
$16,030
0.01% of portfolio
|
Q1 2025
Reduced 6.98%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
280
shares
|
$16,030
0.01% of portfolio
|
Q3 2022
Added 21.74%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
276
shares
|
$15,801
0.0% of portfolio
|
Q4 2024
Reduced 56.74%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
240
shares
|
$13,740
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
234
shares
|
$13,396
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
223
shares
|
$12,766
0.0% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
200
shares
|
$11,450
0.0% of portfolio
|
Q2 2024
Reduced 85.25%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
200
shares
|
$11,450
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
181
shares
|
$10,362
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
173
shares
|
$9,904
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
171
shares
|
$9,789
0.01% of portfolio
|
Q3 2024
Reduced 34.23%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
150
shares
|
$8,587
0.0% of portfolio
|
Q2 2025
Reduced 80.74%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
150
shares
|
$8,587
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
146
shares
|
$8,358
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
127
shares
|
$7,270
0.0% of portfolio
|
Q2 2025
Reduced 64.62%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
100
shares
|
$5,725
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
100
shares
|
$5,725
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
96
shares
|
$5,496
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
90
shares
|
$5,152
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
80
shares
|
$4,580
0.0% of portfolio
|
Q2 2023
Added 2.56%
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
77
shares
|
$4,408
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
75
shares
|
$4,293
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
72
shares
|
$4,122
0.0% of portfolio
|
Q2 2025
Reduced 85.91%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
50
shares
|
$2,862
0.0% of portfolio
|
Q2 2025
New holding
|