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 |
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jul 15, 2025 Q2 2025 |
371,747
shares
|
$20.8 Million
7.24% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
364,108
shares
|
$20.4 Million
0.26% of portfolio
|
Q1 2025
Added 38.28%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
362,227
shares
|
$20.2 Million
0.74% of portfolio
|
Q1 2025
Added 5.28%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
361,603
shares
|
$20.2 Million
0.22% of portfolio
|
Q1 2025
Added 34.1%
|
|
|
Brinker Capital Investments, LLC
|
Jul 31, 2025 Q1 2025 |
361,603
shares
|
$20.2 Million
0.22% of portfolio
|
Q1 2025
Added 34.1%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
360,662
shares
|
$20.2 Million
0.09% of portfolio
|
Q1 2025
Added 8.3%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
354,120
shares
|
$19.8 Million
2.98% of portfolio
|
Q2 2023
Added 6.8%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
347,593
shares
|
$19.4 Million
5.75% of portfolio
|
Q2 2025
Added 4.01%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
343,368
shares
|
$19.2 Million
0.62% of portfolio
|
Q1 2025
Reduced 20.93%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
340,393
shares
|
$19 Million
0.67% of portfolio
|
Q4 2024
Reduced 6.46%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
340,094
shares
|
$19 Million
0.01% of portfolio
|
Q1 2025
Added 69.96%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
334,166
shares
|
$18.7 Million
1.28% of portfolio
|
Q1 2025
Added 86.55%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jul 22, 2025 Q2 2025 |
330,320
shares
|
$18.5 Million
0.9% of portfolio
|
Q2 2025
Reduced 10.71%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Apr 29, 2025 Q1 2025 |
324,439
shares
|
$18.1 Million
3.78% of portfolio
|
Q1 2025
Added 7.27%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
324,090
shares
|
$18.1 Million
0.63% of portfolio
|
Q2 2025
Added 4.86%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
322,622
shares
|
$18 Million
2.8% of portfolio
|
Q3 2024
Added 11.58%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
312,226
shares
|
$17.5 Million
5.5% of portfolio
|
Q2 2025
Added 3.99%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
308,358
shares
|
$17.2 Million
1.69% of portfolio
|
Q1 2025
Reduced 4.18%
|
|
|
Madden Securities Corp
|
Jul 22, 2025 Q2 2025 |
307,785
shares
|
$17.2 Million
7.2% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Curran Financial Partners, LLC
|
Jul 21, 2025 Q2 2025 |
302,416
shares
|
$16.9 Million
4.41% of portfolio
|
Q2 2025
Added 9.79%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
301,803
shares
|
$16.9 Million
0.36% of portfolio
|
Q1 2025
Added 38.44%
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Jul 07, 2025 Q2 2025 |
296,967
shares
|
$16.6 Million
4.42% of portfolio
|
Q2 2025
Added 3.97%
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
296,941
shares
|
$16.6 Million
2.47% of portfolio
|
Q2 2025
Reduced 10.47%
|
|
|
Advisors Management Group Inc
|
Jul 16, 2025 Q2 2025 |
296,745
shares
|
$16.6 Million
3.18% of portfolio
|
Q2 2025
Added 11.44%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
296,603
shares
|
$16.6 Million
1.93% of portfolio
|
Q4 2024
Reduced 1.42%
|