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 1,382 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 $41.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
287,299
shares
|
$16.4 Million
2.1% of portfolio
|
Q3 2023
Added 2.9%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
285,515
shares
|
$16.3 Million
0.09% of portfolio
|
Q1 2025
Added 3.33%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
284,897
shares
|
$16.3 Million
0.33% of portfolio
|
Q1 2025
Added 17.47%
|
|
|
Fagan Associates, Inc.
|
May 05, 2025 Q1 2025 |
283,697
shares
|
$16.2 Million
2.82% of portfolio
|
Q1 2025
Added 4.97%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
282,659
shares
|
$16.2 Million
0.38% of portfolio
|
Q2 2025
Added 15.96%
|
|
|
Rezny Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
278,617
shares
|
$15.9 Million
3.63% of portfolio
|
Q2 2025
Added 3.81%
|
|
|
B&D White Capital Company, LLC
|
May 14, 2025 Q1 2025 |
278,502
shares
|
$15.9 Million
2.34% of portfolio
|
Q1 2025
New holding
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
272,775
shares
|
$15.6 Million
0.9% of portfolio
|
Q1 2025
Added 8.78%
|
|
|
Wealth Advisors Of Iowa, LLC
|
May 12, 2025 Q1 2025 |
271,552
shares
|
$15.5 Million
6.67% of portfolio
|
Q1 2025
Added 12.09%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
270,547
shares
|
$15.5 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jul 18, 2025 Q2 2025 |
269,083
shares
|
$15.4 Million
4.01% of portfolio
|
Q2 2025
Reduced 13.33%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Jul 22, 2025 Q2 2025 |
267,949
shares
|
$15.3 Million
6.85% of portfolio
|
Q2 2025
Reduced 5.36%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
265,214
shares
|
$15.2 Million
0.0% of portfolio
|
Q1 2025
Added 149.96%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jul 14, 2025 Q2 2025 |
264,139
shares
|
$15.1 Million
5.45% of portfolio
|
Q2 2025
Added 5.88%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Jul 23, 2025 Q2 2025 |
263,547
shares
|
$15.1 Million
5.95% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
262,839
shares
|
$15 Million
1.41% of portfolio
|
Q2 2025
Reduced 54.79%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
262,834
shares
|
$15 Million
1.41% of portfolio
|
Q4 2022
Added 7.63%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
262,280
shares
|
$15 Million
0.53% of portfolio
|
Q1 2025
Added 17.16%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
262,006
shares
|
$15 Million
0.42% of portfolio
|
Q1 2025
Added 49.68%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
261,274
shares
|
$14.9 Million
0.09% of portfolio
|
Q1 2025
Added 3.9%
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
260,440
shares
|
$14.9 Million
1.05% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
258,207
shares
|
$14.8 Million
0.03% of portfolio
|
Q1 2025
Added 9.85%
|
|
|
Trinity Legacy Partners, LLC
|
Jul 21, 2025 Q2 2025 |
257,112
shares
|
$14.7 Million
3.68% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Jul 15, 2025 Q2 2025 |
252,599
shares
|
$14.4 Million
4.42% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
247,901
shares
|
$14.2 Million
4.04% of portfolio
|
Q2 2025
Added 14.18%
|