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 1,398 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 |
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
231,368
shares
|
$13 Million
0.18% of portfolio
|
Q2 2025
Reduced 75.28%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
230,152
shares
|
$12.9 Million
8.4% of portfolio
|
Q4 2024
Added 2.93%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
228,302
shares
|
$12.8 Million
0.33% of portfolio
|
Q1 2024
Added 7.32%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
227,626
shares
|
$12.8 Million
0.3% of portfolio
|
Q1 2024
Reduced 6.74%
|
|
|
Requisite Capital Management, LLC
|
Jul 18, 2025 Q2 2025 |
227,503
shares
|
$12.8 Million
4.57% of portfolio
|
Q2 2025
Reduced 81.92%
|
|
|
Prentice Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
227,399
shares
|
$12.7 Million
3.49% of portfolio
|
Q2 2025
Added 43.62%
|
|
|
Columbus Macro, LLC
|
Jul 23, 2025 Q2 2025 |
224,368
shares
|
$12.6 Million
1.64% of portfolio
|
Q2 2025
Added 12.05%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
217,868
shares
|
$12.2 Million
0.48% of portfolio
|
Q2 2025
Added 4.11%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
216,896
shares
|
$12.2 Million
3.68% of portfolio
|
Q2 2025
Added 13.61%
|
|
|
First National Advisers, LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
215,641
shares
|
$12.1 Million
1.84% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jul 18, 2025 Q2 2025 |
215,412
shares
|
$12.1 Million
3.57% of portfolio
|
Q2 2025
Added 7.86%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
215,174
shares
|
$12.1 Million
0.37% of portfolio
|
Q2 2025
Added 13.03%
|
|
|
Sterling Investment Counsel, LLC
|
Jul 21, 2025 Q2 2025 |
212,830
shares
|
$11.9 Million
7.12% of portfolio
|
Q2 2025
Reduced 48.59%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
212,699
shares
|
$11.9 Million
0.03% of portfolio
|
Q2 2025
Added 26.45%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
211,495
shares
|
$11.9 Million
0.42% of portfolio
|
Q2 2025
Added 8.17%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
209,509
shares
|
$11.7 Million
0.73% of portfolio
|
Q2 2025
Added 13.25%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
208,363
shares
|
$11.7 Million
0.09% of portfolio
|
Q2 2025
Added 9.92%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
207,590
shares
|
$11.6 Million
0.65% of portfolio
|
Q2 2025
Reduced 12.5%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jul 08, 2025 Q2 2025 |
206,648
shares
|
$11.6 Million
3.83% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
204,954
shares
|
$11.5 Million
0.37% of portfolio
|
Q2 2025
Reduced 9.76%
|
|
|
Financial Futures LTD Liability Co.
|
Jul 29, 2025 Q2 2025 |
204,582
shares
|
$11.5 Million
6.94% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
204,163
shares
|
$11.4 Million
0.94% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
200,425
shares
|
$11.2 Million
2.02% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
200,262
shares
|
$11.2 Million
0.27% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
200,209
shares
|
$11.2 Million
1.65% of portfolio
|
Q2 2025
Reduced 7.25%
|