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 1,399 institutions that hold shares in the stock, with a total of 746 Million shares, which have been reported (via 13F filing form) to have a value of $41.8 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 |
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
199,451
shares
|
$11.2 Million
1.66% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Jul 15, 2025 Q2 2025 |
197,170
shares
|
$11.1 Million
6.74% of portfolio
|
Q2 2025
Added 5.74%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Aug 12, 2025 Q1 2025 |
195,398
shares
|
$11 Million
1.57% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
|
Hedeker Wealth, LLC
|
Aug 08, 2025 Q2 2025 |
194,105
shares
|
$10.9 Million
2.68% of portfolio
|
Q2 2025
Added 11.34%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
193,809
shares
|
$10.9 Million
0.15% of portfolio
|
Q2 2025
Reduced 5.25%
|
|
|
Financial Guidance Group, Inc.
|
Jul 29, 2025 Q2 2025 |
193,055
shares
|
$10.8 Million
6.22% of portfolio
|
Q2 2025
Reduced 4.58%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Jul 30, 2025 Q2 2025 |
192,984
shares
|
$10.8 Million
3.59% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
192,783
shares
|
$10.8 Million
0.31% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
191,752
shares
|
$10.7 Million
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
189,804
shares
|
$10.6 Million
0.22% of portfolio
|
Q1 2025
Added 25.43%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
189,659
shares
|
$10.6 Million
0.44% of portfolio
|
Q2 2025
Added 29.19%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
188,577
shares
|
$10.6 Million
5.63% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
187,652
shares
|
$10.5 Million
0.29% of portfolio
|
Q2 2025
Added 7.16%
|
|
|
Ivc Wealth Advisors LLC
|
Jul 22, 2025 Q2 2025 |
187,376
shares
|
$10.5 Million
5.24% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
187,316
shares
|
$10.5 Million
0.35% of portfolio
|
Q2 2025
Added 5.71%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
187,095
shares
|
$10.5 Million
0.02% of portfolio
|
Q2 2025
Added 19.33%
|
|
|
Advisory Resource Group
|
Aug 08, 2025 Q2 2025 |
186,941
shares
|
$10.5 Million
2.55% of portfolio
|
Q2 2025
Added 8.2%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
185,092
shares
|
$10.4 Million
2.93% of portfolio
|
Q2 2025
Added 4.05%
|
|
|
Armor Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
182,132
shares
|
$10.2 Million
4.0% of portfolio
|
Q2 2025
Reduced 3.09%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
180,930
shares
|
$10.1 Million
0.12% of portfolio
|
Q2 2025
Reduced 6.83%
|
|
|
Vienna Asset Management LLC
Cupertino, CA |
Aug 14, 2025 Q2 2025 |
180,786
shares
|
$10.1 Million
8.08% of portfolio
|
Q2 2025
Added 27.01%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
179,498
shares
|
$10.1 Million
0.04% of portfolio
|
Q2 2025
Reduced 19.28%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
179,334
shares
|
$10.1 Million
0.03% of portfolio
|
Q2 2025
Added 5.34%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
177,380
shares
|
$9.94 Million
0.52% of portfolio
|
Q2 2025
Reduced 4.3%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
177,123
shares
|
$9.93 Million
0.13% of portfolio
|
Q2 2025
Added 72.03%
|