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 |
|
Coastal Bridge Advisors, LLC
|
May 08, 2025 Q1 2025 |
520,704
shares
|
$29.1 Million
8.82% of portfolio
|
Q1 2025
Added 3.78%
|
|
|
Rational Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
514,292
shares
|
$28.7 Million
3.4% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
507,452
shares
|
$28.4 Million
0.7% of portfolio
|
Q2 2025
Reduced 62.71%
|
|
|
Cornerstone Enterprises, LLC
Appleton, WI |
Jul 23, 2025 Q2 2025 |
498,682
shares
|
$27.9 Million
15.26% of portfolio
|
Q2 2025
Added 11.69%
|
|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
Jul 23, 2025 Q2 2025 |
473,982
shares
|
$26.5 Million
14.48% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
May 09, 2025 Q1 2025 |
460,228
shares
|
$25.7 Million
6.39% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Bouchey Financial Group LTD
|
May 09, 2025 Q1 2025 |
452,811
shares
|
$25.3 Million
2.39% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
449,845
shares
|
$25.1 Million
7.29% of portfolio
|
Q2 2023
Reduced 2.83%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
439,859
shares
|
$24.6 Million
0.29% of portfolio
|
Q1 2025
Added 11.5%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
431,103
shares
|
$24.1 Million
0.19% of portfolio
|
Q1 2025
Added 5.91%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
426,672
shares
|
$23.9 Million
0.04% of portfolio
|
Q1 2025
Reduced 5.77%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
419,460
shares
|
$23.4 Million
0.43% of portfolio
|
Q1 2025
Added 10.32%
|
|
|
Beta Wealth Group, Inc.
|
May 08, 2025 Q1 2025 |
418,492
shares
|
$23.4 Million
12.04% of portfolio
|
Q1 2025
Added 84.65%
|
|
|
Lee Johnson Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
414,243
shares
|
$23.2 Million
8.16% of portfolio
|
Q2 2025
Added 34.71%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
412,909
shares
|
$23.1 Million
0.29% of portfolio
|
Q1 2025
Added 3.98%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
411,797
shares
|
$23 Million
7.75% of portfolio
|
Q2 2025
Added 6.99%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
407,614
shares
|
$22.8 Million
2.84% of portfolio
|
Q2 2025
Added 12.95%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
398,768
shares
|
$22.3 Million
0.51% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
394,432
shares
|
$22 Million
1.54% of portfolio
|
Q2 2025
Reduced 7.06%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
392,016
shares
|
$21.9 Million
1.36% of portfolio
|
Q2 2025
Added 5.21%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
390,727
shares
|
$21.8 Million
0.13% of portfolio
|
Q2 2025
Added 15.72%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
382,194
shares
|
$21.4 Million
2.07% of portfolio
|
Q1 2025
Added 12.3%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Jul 10, 2025 Q2 2025 |
378,881
shares
|
$21.2 Million
9.34% of portfolio
|
Q2 2025
Added 2.96%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jul 11, 2025 Q2 2025 |
376,972
shares
|
$21.1 Million
4.51% of portfolio
|
Q2 2025
Added 3.95%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
376,891
shares
|
$21.1 Million
1.34% of portfolio
|
Q1 2025
Added 3.77%
|