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 1,386 institutions that hold shares in the stock, with a total of 734 Million shares, which have been reported (via 13F filing form) to have a value of $40.8 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 |
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
683,775
shares
|
$38.2 Million
0.59% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
672,822
shares
|
$37.6 Million
1.63% of portfolio
|
Q1 2025
Added 17.74%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
671,810
shares
|
$37.6 Million
11.72% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
668,517
shares
|
$37.4 Million
0.03% of portfolio
|
Q1 2025
Added 376.68%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
660,516
shares
|
$36.9 Million
3.06% of portfolio
|
Q2 2025
Added 4.22%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
652,489
shares
|
$36.5 Million
2.41% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Melia Wealth LLC
Tulsa, OK |
Jul 25, 2025 Q2 2025 |
645,241
shares
|
$36.1 Million
17.57% of portfolio
|
Q2 2025
Added 5.45%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
642,072
shares
|
$35.9 Million
0.24% of portfolio
|
Q2 2025
Added 3250.58%
|
|
|
Lebenthal Global Advisors, LLC
|
May 14, 2025 Q1 2025 |
631,853
shares
|
$35.3 Million
6.87% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
625,967
shares
|
$35 Million
0.23% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
623,364
shares
|
$34.8 Million
0.47% of portfolio
|
Q1 2025
Added 15.99%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
622,300
shares
|
$34.8 Million
0.66% of portfolio
|
Q2 2025
New holding
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Jul 29, 2025 Q2 2025 |
620,233
shares
|
$34.7 Million
5.62% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
613,496
shares
|
$34.3 Million
0.5% of portfolio
|
Q2 2025
Added 4.08%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
603,194
shares
|
$33.7 Million
0.38% of portfolio
|
Q1 2025
Added 13.91%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
580,914
shares
|
$32.5 Million
1.3% of portfolio
|
Q1 2024
Reduced 27.14%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
561,244
shares
|
$31.4 Million
0.56% of portfolio
|
Q1 2025
Added 14.34%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
554,079
shares
|
$31 Million
3.64% of portfolio
|
Q2 2025
Added 64.99%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Apr 15, 2025 Q1 2025 |
544,076
shares
|
$30.4 Million
6.41% of portfolio
|
Q1 2025
Added 19.56%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
543,695
shares
|
$30.4 Million
0.6% of portfolio
|
Q2 2025
Added 6.75%
|
|
|
Hilton Capital Management, LLC
|
May 13, 2025 Q1 2025 |
529,183
shares
|
$29.6 Million
2.79% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jul 02, 2025 Q2 2025 |
528,608
shares
|
$29.5 Million
2.67% of portfolio
|
Q2 2025
New holding
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
524,375
shares
|
$29.3 Million
4.09% of portfolio
|
Q2 2025
Reduced 4.35%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
524,030
shares
|
$29.3 Million
1.5% of portfolio
|
Q2 2025
Added 17.77%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
523,367
shares
|
$29.3 Million
0.33% of portfolio
|
Q1 2025
Added 4.1%
|