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 1,388 institutions that hold shares in the stock, with a total of 739 Million shares, which have been reported (via 13F filing form) to have a value of $41.5 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 |
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
400
shares
|
$22,424
0.0% of portfolio
|
Q1 2025
New holding
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
400
shares
|
$22,424
0.0% of portfolio
|
Q1 2025
Reduced 26.06%
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
400
shares
|
$22,424
0.0% of portfolio
|
Q4 2023
New holding
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
400
shares
|
$22,424
0.02% of portfolio
|
Q4 2024
New holding
|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
396
shares
|
$22,199
0.01% of portfolio
|
Q1 2025
New holding
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
360
shares
|
$20,181
0.01% of portfolio
|
Q1 2025
Added 44.0%
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
354
shares
|
$19,845
0.01% of portfolio
|
Q1 2025
New holding
|
|
Resources Management Corp
West Hartford, CT |
May 16, 2025 Q1 2025 |
350
shares
|
$19,621
0.0% of portfolio
|
Q4 2023
Added 536.36%
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Aug 12, 2025 Q2 2025 |
350
shares
|
$19,621
0.06% of portfolio
|
Q1 2025
New holding
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
340
shares
|
$19,060
0.01% of portfolio
|
Q2 2025
Added 580.0%
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
320
shares
|
$17,939
0.01% of portfolio
|
Q2 2025
Added 37.34%
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
316
shares
|
$17,714
0.0% of portfolio
|
Q2 2025
Added 544.9%
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
315
shares
|
$17,658
0.01% of portfolio
|
Q2 2025
Reduced 62.0%
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
314
shares
|
$17,602
0.01% of portfolio
|
Q2 2025
Added 3.29%
|
|
Game Plan Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
300
shares
|
$16,818
0.01% of portfolio
|
Q2 2025
New holding
|
|
Rocky Mountain Advisers, LLC
|
Jul 22, 2025 Q2 2025 |
280
shares
|
$15,696
0.01% of portfolio
|
Q2 2025
New holding
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
280
shares
|
$15,696
0.01% of portfolio
|
Q1 2025
Reduced 6.98%
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
280
shares
|
$15,696
0.01% of portfolio
|
Q3 2022
Added 21.74%
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
276
shares
|
$15,472
0.0% of portfolio
|
Q4 2024
Reduced 56.74%
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
240
shares
|
$13,454
0.0% of portfolio
|
Q4 2023
New holding
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
234
shares
|
$13,118
0.0% of portfolio
|
Q2 2025
New holding
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
223
shares
|
$12,501
0.0% of portfolio
|
Q2 2025
Added 2.76%
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
200
shares
|
$11,212
0.0% of portfolio
|
Q2 2024
Reduced 85.25%
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
200
shares
|
$11,212
0.0% of portfolio
|
Q2 2025
New holding
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
182
shares
|
$10,202
0.0% of portfolio
|
Q1 2025
Reduced 43.13%
|