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 |
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Jul 15, 2025 Q2 2025 |
197,170
shares
|
$11 Million
6.74% of portfolio
|
Q2 2025
Added 5.74%
|
|
|
Cfo4 Life Group, LLC
|
Apr 30, 2025 Q1 2025 |
196,176
shares
|
$11 Million
2.0% of portfolio
|
Q1 2025
Reduced 66.07%
|
|
|
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
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
190,370
shares
|
$10.6 Million
0.37% of portfolio
|
Q1 2025
Reduced 15.82%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
189,804
shares
|
$10.6 Million
0.22% of portfolio
|
Q1 2025
Added 25.43%
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
187,946
shares
|
$10.5 Million
4.49% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Apr 18, 2025 Q1 2025 |
187,739
shares
|
$10.5 Million
6.38% of portfolio
|
Q1 2025
Added 12.07%
|
|
|
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%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
185,345
shares
|
$10.4 Million
0.64% of portfolio
|
Q1 2025
Added 53.27%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
185,092
shares
|
$10.3 Million
2.93% of portfolio
|
Q2 2025
Added 4.05%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
182,877
shares
|
$10.2 Million
0.1% of portfolio
|
Q1 2025
Reduced 14.85%
|
|
|
Bernardo Wealth Planning LLC
|
Apr 30, 2025 Q1 2025 |
181,462
shares
|
$10.1 Million
2.48% of portfolio
|
Q1 2025
Added 3.69%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
180,930
shares
|
$10.1 Million
0.12% of portfolio
|
Q2 2025
Reduced 6.83%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
179,498
shares
|
$10 Million
0.04% of portfolio
|
Q2 2025
Reduced 19.28%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
179,334
shares
|
$10 Million
0.03% of portfolio
|
Q2 2025
Added 5.34%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
177,197
shares
|
$9.91 Million
0.38% of portfolio
|
Q1 2025
Reduced 3.15%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
177,123
shares
|
$9.9 Million
0.13% of portfolio
|
Q2 2025
Added 72.03%
|
|
|
Community Bank, N.A.
|
Jul 25, 2025 Q2 2025 |
175,867
shares
|
$9.83 Million
1.34% of portfolio
|
Q2 2025
Added 10.87%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
175,856
shares
|
$9.83 Million
0.52% of portfolio
|
Q1 2025
Reduced 49.58%
|
|
|
Hedeker Wealth, LLC
|
May 06, 2025 Q1 2025 |
174,334
shares
|
$9.75 Million
2.79% of portfolio
|
Q1 2025
Added 14.2%
|
|
|
Ellis Investment Partners, LLC
|
Jul 25, 2025 Q2 2025 |
173,455
shares
|
$9.7 Million
1.99% of portfolio
|
Q2 2025
Reduced 13.76%
|