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 |
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
262,839
shares
|
$14.7 Million
1.41% of portfolio
|
Q2 2025
Reduced 54.79%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
262,834
shares
|
$14.7 Million
1.41% of portfolio
|
Q4 2022
Added 7.63%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Aug 13, 2025 Q2 2025 |
260,970
shares
|
$14.6 Million
2.61% of portfolio
|
Q2 2025
New holding
|
|
|
Sfmg, LLC
|
Aug 12, 2025 Q2 2025 |
260,457
shares
|
$14.6 Million
1.14% of portfolio
|
Q2 2025
Added 6.85%
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
260,440
shares
|
$14.6 Million
1.05% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
259,789
shares
|
$14.6 Million
0.03% of portfolio
|
Q2 2025
Added 7.05%
|
|
|
Trinity Legacy Partners, LLC
|
Jul 21, 2025 Q2 2025 |
257,112
shares
|
$14.4 Million
3.68% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Beta Wealth Group, Inc.
|
Aug 08, 2025 Q2 2025 |
255,188
shares
|
$14.3 Million
7.87% of portfolio
|
Q2 2025
Reduced 39.02%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Aug 11, 2025 Q2 2025 |
253,728
shares
|
$14.2 Million
8.04% of portfolio
|
Q2 2025
Added 15.37%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Jul 15, 2025 Q2 2025 |
252,599
shares
|
$14.2 Million
4.42% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
248,537
shares
|
$13.9 Million
0.01% of portfolio
|
Q2 2025
Added 3.62%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
247,901
shares
|
$13.9 Million
4.04% of portfolio
|
Q2 2025
Added 14.18%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
246,492
shares
|
$13.8 Million
0.96% of portfolio
|
Q2 2025
Added 60.92%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
244,754
shares
|
$13.7 Million
7.09% of portfolio
|
Q1 2024
Added 16.27%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
244,227
shares
|
$13.7 Million
0.81% of portfolio
|
Q2 2025
Reduced 35.13%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
243,531
shares
|
$13.7 Million
0.44% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
242,713
shares
|
$13.6 Million
3.7% of portfolio
|
Q3 2024
Added 10.29%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
239,964
shares
|
$13.5 Million
0.39% of portfolio
|
Q2 2025
Added 8.06%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
239,643
shares
|
$13.4 Million
1.58% of portfolio
|
Q1 2025
Added 17.55%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
239,190
shares
|
$13.4 Million
0.8% of portfolio
|
Q2 2025
Added 33.35%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
238,975
shares
|
$13.4 Million
1.03% of portfolio
|
Q2 2025
Added 4.07%
|
|
|
Signature Wealth Management Partners, LLC
|
Jul 21, 2025 Q2 2025 |
237,623
shares
|
$13.3 Million
7.85% of portfolio
|
Q2 2025
Added 6.43%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Aug 07, 2025 Q2 2025 |
235,157
shares
|
$13.2 Million
3.53% of portfolio
|
Q2 2025
Added 6.28%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
233,778
shares
|
$13.1 Million
0.33% of portfolio
|
Q2 2025
Reduced 10.77%
|
|
|
Mcia Inc
|
Jul 29, 2025 Q2 2025 |
233,308
shares
|
$13.1 Million
2.56% of portfolio
|
Q2 2025
Added 0.8%
|