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 1,397 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 $41.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
1,960,370
shares
|
$110 Million
0.39% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
1,854,052
shares
|
$104 Million
6.26% of portfolio
|
Q2 2025
Added 4.94%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
1,785,759
shares
|
$100 Million
0.54% of portfolio
|
Q2 2025
Added 19.55%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
1,539,797
shares
|
$86.3 Million
0.21% of portfolio
|
Q2 2025
Added 6.97%
|
|
|
Enstar Group LTD
Hamilton, D0 |
Aug 14, 2025 Q2 2025 |
1,539,025
shares
|
$86.3 Million
42.16% of portfolio
|
Q2 2024
Reduced 5.47%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
1,527,917
shares
|
$85.7 Million
0.16% of portfolio
|
Q2 2025
Reduced 10.69%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
1,486,279
shares
|
$83.3 Million
0.02% of portfolio
|
Q2 2025
Added 33.74%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
1,479,587
shares
|
$82.9 Million
6.69% of portfolio
|
Q2 2025
Added 4.52%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
1,452,338
shares
|
$81.4 Million
1.31% of portfolio
|
Q2 2023
Added 1.35%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
1,446,109
shares
|
$81.1 Million
0.06% of portfolio
|
Q2 2025
Added 116.32%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
1,430,764
shares
|
$80.2 Million
3.1% of portfolio
|
Q2 2025
Reduced 4.8%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
1,426,900
shares
|
$80 Million
1.17% of portfolio
|
Q2 2025
Reduced 4.07%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
1,383,274
shares
|
$77.5 Million
0.14% of portfolio
|
Q2 2025
Added 9.41%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
1,326,813
shares
|
$74.4 Million
0.05% of portfolio
|
Q2 2025
Added 8.78%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Aug 14, 2025 Q2 2025 |
1,273,052
shares
|
$71.4 Million
4.35% of portfolio
|
Q2 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
1,219,339
shares
|
$68.4 Million
0.39% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
1,143,928
shares
|
$64.1 Million
0.32% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Capital Advisors Inc
|
Jul 22, 2025 Q2 2025 |
1,044,641
shares
|
$58.6 Million
1.1% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
1,007,194
shares
|
$56.5 Million
0.09% of portfolio
|
Q2 2025
Added 12.95%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
981,921
shares
|
$55 Million
1.57% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
956,167
shares
|
$53.6 Million
1.29% of portfolio
|
Q2 2025
Added 602.25%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
938,488
shares
|
$52.6 Million
0.43% of portfolio
|
Q2 2025
Added 8.07%
|
|
|
Teamwork Financial Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
907,939
shares
|
$50.9 Million
6.67% of portfolio
|
Q2 2025
Added 20.47%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
853,671
shares
|
$47.9 Million
1.01% of portfolio
|
Q2 2025
Reduced 14.29%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
828,514
shares
|
$46.4 Million
0.71% of portfolio
|
Q2 2025
Added 4.32%
|