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 |
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
815,079
shares
|
$45.7 Million
3.44% of portfolio
|
Q2 2025
Added 6.69%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
770,714
shares
|
$43.2 Million
1.89% of portfolio
|
Q1 2025
Added 4.87%
|
|
|
Lebenthal Global Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
736,457
shares
|
$41.3 Million
8.0% of portfolio
|
Q2 2025
Added 16.56%
|
|
|
Hilton Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
734,824
shares
|
$41.2 Million
3.64% of portfolio
|
Q2 2025
Added 38.86%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
734,258
shares
|
$41.2 Million
0.33% of portfolio
|
Q2 2025
Added 21.73%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
688,315
shares
|
$38.6 Million
1.39% of portfolio
|
Q2 2025
Added 2.3%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
683,775
shares
|
$38.3 Million
0.59% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
660,516
shares
|
$37 Million
3.06% of portfolio
|
Q2 2025
Added 4.22%
|
|
|
Traynor Capital Management, Inc.
|
Aug 07, 2025 Q2 2025 |
659,678
shares
|
$37 Million
2.68% of portfolio
|
Q2 2025
Added 414.21%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
652,489
shares
|
$36.6 Million
2.41% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
650,275
shares
|
$36.5 Million
0.46% of portfolio
|
Q2 2025
Added 4.32%
|
|
|
Melia Wealth LLC
Tulsa, OK |
Jul 25, 2025 Q2 2025 |
645,241
shares
|
$36.2 Million
17.57% of portfolio
|
Q2 2025
Added 5.45%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
642,072
shares
|
$36 Million
0.24% of portfolio
|
Q2 2025
Added 3250.58%
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
630,278
shares
|
$35.3 Million
3.25% of portfolio
|
Q2 2025
Added 21.04%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
625,967
shares
|
$35.1 Million
0.23% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
622,300
shares
|
$34.9 Million
0.66% of portfolio
|
Q2 2025
New holding
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Jul 29, 2025 Q2 2025 |
620,233
shares
|
$34.8 Million
5.62% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
617,957
shares
|
$34.6 Million
0.53% of portfolio
|
Q2 2025
Added 10.1%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
613,496
shares
|
$34.4 Million
0.5% of portfolio
|
Q2 2025
Added 4.08%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
580,914
shares
|
$32.6 Million
1.3% of portfolio
|
Q1 2024
Reduced 27.14%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
560,284
shares
|
$31.4 Million
0.6% of portfolio
|
Q2 2025
Added 40.5%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
554,079
shares
|
$31.1 Million
3.64% of portfolio
|
Q2 2025
Added 64.99%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
551,136
shares
|
$30.9 Million
0.17% of portfolio
|
Q2 2025
Added 110.94%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Apr 15, 2025 Q1 2025 |
544,076
shares
|
$30.5 Million
6.41% of portfolio
|
Q1 2025
Added 19.56%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
543,695
shares
|
$30.5 Million
0.6% of portfolio
|
Q2 2025
Added 6.75%
|