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 1,380 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 $41.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
May 01, 2025 Q1 2025 |
221,258
shares
|
$12.6 Million
3.95% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
May 14, 2025 Q1 2025 |
220,636
shares
|
$12.5 Million
4.04% of portfolio
|
Q1 2025
Reduced 5.84%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
May 09, 2025 Q1 2025 |
219,932
shares
|
$12.5 Million
8.29% of portfolio
|
Q1 2025
Added 55.37%
|
|
|
First National Advisers, LLC
Omaha, NE |
May 07, 2025 Q1 2025 |
218,895
shares
|
$12.4 Million
2.04% of portfolio
|
Q1 2025
Added 8.73%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
216,896
shares
|
$12.3 Million
3.68% of portfolio
|
Q2 2025
Added 13.61%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
215,862
shares
|
$12.3 Million
1.93% of portfolio
|
Q1 2025
Added 5.35%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jul 18, 2025 Q2 2025 |
215,412
shares
|
$12.2 Million
3.57% of portfolio
|
Q2 2025
Added 7.86%
|
|
|
Sterling Investment Counsel, LLC
|
Jul 21, 2025 Q2 2025 |
212,830
shares
|
$12.1 Million
7.12% of portfolio
|
Q2 2025
Reduced 48.59%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
209,277
shares
|
$11.9 Million
0.5% of portfolio
|
Q1 2025
Added 5.8%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jul 08, 2025 Q2 2025 |
206,648
shares
|
$11.7 Million
3.83% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
205,826
shares
|
$11.7 Million
1.86% of portfolio
|
Q1 2025
Added 5.67%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
205,029
shares
|
$11.6 Million
1.03% of portfolio
|
Q1 2025
Reduced 3.74%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
204,545
shares
|
$11.6 Million
0.18% of portfolio
|
Q1 2025
Added 64.1%
|
|
|
Financial Guidance Group, Inc.
|
Apr 23, 2025 Q1 2025 |
202,325
shares
|
$11.5 Million
7.03% of portfolio
|
Q1 2025
Added 4.2%
|
|
|
F
|
May 14, 2025 Q1 2025 |
201,615
shares
|
$11.4 Million
0.56% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
201,360
shares
|
$11.4 Million
1.71% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Futures LTD Liability Co.
|
Apr 24, 2025 Q1 2025 |
201,229
shares
|
$11.4 Million
7.78% of portfolio
|
Q1 2025
Added 6.88%
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
201,136
shares
|
$11.4 Million
2.45% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
200,425
shares
|
$11.4 Million
2.02% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Columbus Macro, LLC
|
Apr 17, 2025 Q1 2025 |
200,248
shares
|
$11.4 Million
1.57% of portfolio
|
Q1 2025
Added 8.51%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
May 12, 2025 Q1 2025 |
197,390
shares
|
$11.2 Million
3.75% of portfolio
|
Q1 2025
New holding
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Jul 15, 2025 Q2 2025 |
197,170
shares
|
$11.2 Million
6.74% of portfolio
|
Q2 2025
Added 5.74%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
196,699
shares
|
$11.2 Million
0.3% of portfolio
|
Q1 2025
Added 11.15%
|
|
|
Cfo4 Life Group, LLC
|
Apr 30, 2025 Q1 2025 |
196,176
shares
|
$11.1 Million
2.0% of portfolio
|
Q1 2025
Reduced 66.07%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
195,520
shares
|
$11.1 Million
0.41% of portfolio
|
Q1 2025
Reduced 6.13%
|