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 |
|---|---|---|---|---|---|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
191,752
shares
|
$11 Million
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
190,370
shares
|
$10.9 Million
0.37% of portfolio
|
Q1 2025
Reduced 15.82%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
189,804
shares
|
$10.8 Million
0.22% of portfolio
|
Q1 2025
Added 25.43%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
189,553
shares
|
$10.8 Million
0.09% of portfolio
|
Q1 2025
Added 2.86%
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
187,946
shares
|
$10.7 Million
4.49% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Apr 18, 2025 Q1 2025 |
187,739
shares
|
$10.7 Million
6.38% of portfolio
|
Q1 2025
Added 12.07%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
187,499
shares
|
$10.7 Million
0.33% of portfolio
|
Q1 2025
Added 7.36%
|
|
|
Ivc Wealth Advisors LLC
|
Jul 22, 2025 Q2 2025 |
187,376
shares
|
$10.7 Million
5.24% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
185,345
shares
|
$10.6 Million
0.64% of portfolio
|
Q1 2025
Added 53.27%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
185,092
shares
|
$10.6 Million
2.93% of portfolio
|
Q2 2025
Added 4.05%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
184,998
shares
|
$10.6 Million
0.7% of portfolio
|
Q1 2025
Added 124.21%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
182,877
shares
|
$10.5 Million
0.1% of portfolio
|
Q1 2025
Reduced 14.85%
|
|
|
Bernardo Wealth Planning LLC
|
Apr 30, 2025 Q1 2025 |
181,462
shares
|
$10.4 Million
2.48% of portfolio
|
Q1 2025
Added 3.69%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
180,930
shares
|
$10.3 Million
0.12% of portfolio
|
Q2 2025
Reduced 6.83%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
177,197
shares
|
$10.1 Million
0.38% of portfolio
|
Q1 2025
Reduced 3.15%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
175,856
shares
|
$10.1 Million
0.52% of portfolio
|
Q1 2025
Reduced 49.58%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
175,109
shares
|
$10 Million
0.3% of portfolio
|
Q1 2025
Added 45.49%
|
|
|
Adg Wealth Management Group, LLC
Metairie, LA |
May 01, 2025 Q1 2025 |
174,994
shares
|
$10 Million
9.43% of portfolio
|
Q1 2025
Added 7.33%
|
|
|
Hedeker Wealth, LLC
|
May 06, 2025 Q1 2025 |
174,334
shares
|
$9.96 Million
2.79% of portfolio
|
Q1 2025
Added 14.2%
|
|
|
Advisory Resource Group
|
Apr 21, 2025 Q1 2025 |
172,766
shares
|
$9.87 Million
2.4% of portfolio
|
Q1 2025
Added 8.27%
|
|
|
Cambridge Advisors Inc.
|
Jul 16, 2025 Q2 2025 |
172,306
shares
|
$9.85 Million
2.13% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Forefront Wealth Management Inc.
|
Jul 17, 2025 Q2 2025 |
172,080
shares
|
$9.83 Million
8.55% of portfolio
|
Q2 2025
Added 39.28%
|
|
|
Cadence Bank
Tupelo, MS |
May 14, 2025 Q1 2025 |
171,251
shares
|
$9.79 Million
0.71% of portfolio
|
Q1 2025
Added 19.41%
|
|
|
Power Wealth Management LLC
Roswell, GA |
May 13, 2025 Q1 2025 |
171,185
shares
|
$9.78 Million
3.96% of portfolio
|
Q1 2025
Added 5.73%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
170,743
shares
|
$9.76 Million
1.04% of portfolio
|
Q1 2025
Reduced 24.49%
|