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 |
|---|---|---|---|---|---|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
246,492
shares
|
$14.1 Million
0.96% of portfolio
|
Q2 2025
Added 60.92%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
244,754
shares
|
$14 Million
7.09% of portfolio
|
Q1 2024
Added 16.27%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
244,227
shares
|
$14 Million
0.81% of portfolio
|
Q2 2025
Reduced 35.13%
|
|
|
Sfmg, LLC
|
May 09, 2025 Q1 2025 |
243,764
shares
|
$13.9 Million
1.12% of portfolio
|
Q1 2025
Added 7.49%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
243,531
shares
|
$13.9 Million
0.44% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
242,713
shares
|
$13.9 Million
3.7% of portfolio
|
Q3 2024
Added 10.29%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
242,670
shares
|
$13.9 Million
0.04% of portfolio
|
Q1 2025
Added 9.79%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
239,863
shares
|
$13.7 Million
0.01% of portfolio
|
Q1 2025
Added 61.65%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
239,643
shares
|
$13.7 Million
1.58% of portfolio
|
Q1 2025
Added 17.55%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
239,190
shares
|
$13.7 Million
0.8% of portfolio
|
Q2 2025
Added 33.35%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
238,104
shares
|
$13.6 Million
0.47% of portfolio
|
Q1 2025
Reduced 18.09%
|
|
|
Signature Wealth Management Partners, LLC
|
Jul 21, 2025 Q2 2025 |
237,623
shares
|
$13.6 Million
7.85% of portfolio
|
Q2 2025
Added 6.43%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
237,248
shares
|
$13.6 Million
0.87% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
233,943
shares
|
$13.4 Million
0.21% of portfolio
|
Q1 2025
Added 41.07%
|
|
|
Mcia Inc
|
Apr 28, 2025 Q1 2025 |
231,465
shares
|
$13.2 Million
2.98% of portfolio
|
Q1 2025
Added 17.32%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
231,368
shares
|
$13.2 Million
0.18% of portfolio
|
Q2 2025
Reduced 75.28%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
230,152
shares
|
$13.2 Million
8.4% of portfolio
|
Q4 2024
Added 2.93%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
229,633
shares
|
$13.1 Million
1.13% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
229,059
shares
|
$13.1 Million
0.08% of portfolio
|
Q1 2025
Added 48.45%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
228,302
shares
|
$13 Million
0.33% of portfolio
|
Q1 2024
Added 7.32%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
227,626
shares
|
$13 Million
0.3% of portfolio
|
Q1 2024
Reduced 6.74%
|
|
|
Requisite Capital Management, LLC
|
Jul 18, 2025 Q2 2025 |
227,503
shares
|
$13 Million
4.57% of portfolio
|
Q2 2025
Reduced 81.92%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
227,110
shares
|
$13 Million
0.43% of portfolio
|
Q1 2025
Added 6.57%
|
|
|
Columbus Macro, LLC
|
Jul 23, 2025 Q2 2025 |
224,368
shares
|
$12.8 Million
1.64% of portfolio
|
Q2 2025
Added 12.05%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
222,375
shares
|
$12.7 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.55%
|