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 |
|---|---|---|---|---|---|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
45
shares
|
$2,576
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
39
shares
|
$2,232
0.0% of portfolio
|
Q4 2024
Reduced 98.02%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jul 10, 2025 Q2 2025 |
39
shares
|
$2,232
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
29
shares
|
$1,660
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Birchbrook, Inc.
Bangor, ME |
Aug 11, 2025 Q2 2025 |
27
shares
|
$1,545
0.0% of portfolio
|
Q2 2025
Added 3.85%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Jul 17, 2025 Q2 2025 |
21
shares
|
$1,202
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
17
shares
|
$973
0.0% of portfolio
|
Q2 2025
Reduced 10.53%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Aug 05, 2025 Q2 2025 |
17
shares
|
$973
0.0% of portfolio
|
Q1 2025
Added 6.25%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
15
shares
|
$858
0.0% of portfolio
|
Q4 2024
Reduced 86.96%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
10
shares
|
$572
0.0% of portfolio
|
Q2 2025
Reduced 83.33%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
6
shares
|
$343
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
6
shares
|
$343
0.0% of portfolio
|
Q4 2024
Reduced 14.29%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
4
shares
|
$229
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%
|
|
|
Beacon Capital Management, Inc.
|
Sep 04, 2025 Q2 2025 |
1
shares
|
$57
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Jul 29, 2025 Q2 2025 |
1
shares
|
$57
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
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|