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 |
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
297,241
shares
|
$16.7 Million
1.49% of portfolio
|
Q2 2025
Reduced 3.61%
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Jul 07, 2025 Q2 2025 |
296,967
shares
|
$16.6 Million
4.42% of portfolio
|
Q2 2025
Added 3.97%
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
296,941
shares
|
$16.6 Million
2.47% of portfolio
|
Q2 2025
Reduced 10.47%
|
|
|
Advisors Management Group Inc
|
Jul 16, 2025 Q2 2025 |
296,745
shares
|
$16.6 Million
3.18% of portfolio
|
Q2 2025
Added 11.44%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
296,603
shares
|
$16.6 Million
1.93% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
295,314
shares
|
$16.6 Million
0.53% of portfolio
|
Q2 2025
Added 12.59%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
291,709
shares
|
$16.4 Million
0.55% of portfolio
|
Q2 2025
Added 6.94%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jul 17, 2025 Q2 2025 |
291,354
shares
|
$16.3 Million
5.74% of portfolio
|
Q2 2025
Added 5.3%
|
|
|
Fagan Associates, Inc.
|
Aug 07, 2025 Q2 2025 |
290,886
shares
|
$16.3 Million
2.71% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
288,581
shares
|
$16.2 Million
0.06% of portfolio
|
Q2 2025
Added 527.46%
|
|
|
B&D White Capital Company, LLC
|
Aug 13, 2025 Q2 2025 |
287,375
shares
|
$16.1 Million
2.86% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
287,299
shares
|
$16.1 Million
2.1% of portfolio
|
Q3 2023
Added 2.9%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
285,816
shares
|
$16 Million
0.41% of portfolio
|
Q2 2025
Added 20.04%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
284,897
shares
|
$16 Million
0.33% of portfolio
|
Q1 2025
Added 17.47%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
282,659
shares
|
$15.8 Million
0.38% of portfolio
|
Q2 2025
Added 15.96%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
281,896
shares
|
$15.8 Million
0.75% of portfolio
|
Q2 2025
Added 60.3%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
278,784
shares
|
$15.6 Million
0.22% of portfolio
|
Q2 2025
Added 19.17%
|
|
|
Rezny Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
278,617
shares
|
$15.6 Million
3.63% of portfolio
|
Q2 2025
Added 3.81%
|
|
|
Wealth Advisors Of Iowa, LLC
|
May 12, 2025 Q1 2025 |
271,552
shares
|
$15.2 Million
6.67% of portfolio
|
Q1 2025
Added 12.09%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jul 18, 2025 Q2 2025 |
269,083
shares
|
$15.1 Million
4.01% of portfolio
|
Q2 2025
Reduced 13.33%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Jul 22, 2025 Q2 2025 |
267,949
shares
|
$15 Million
6.85% of portfolio
|
Q2 2025
Reduced 5.36%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
265,620
shares
|
$14.9 Million
0.03% of portfolio
|
Q2 2025
Added 2.87%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jul 14, 2025 Q2 2025 |
264,139
shares
|
$14.8 Million
5.45% of portfolio
|
Q2 2025
Added 5.88%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Jul 23, 2025 Q2 2025 |
263,547
shares
|
$14.8 Million
5.95% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
263,391
shares
|
$14.8 Million
0.1% of portfolio
|
Q2 2025
Reduced 2.65%
|