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 1,438 institutions that hold shares in the stock, with a total of 332 Million shares, which have been reported (via 13F filing form) to have a value of $18.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
102,231
shares
|
$5.8 Million
0.22% of portfolio
|
Q3 2021
Reduced 95.33%
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 13, 2025 Q3 2025 |
102,123
shares
|
$5.79 Million
0.98% of portfolio
|
Q3 2025
Reduced 17.55%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jan 15, 2026 Q4 2025 |
102,110
shares
|
$5.79 Million
0.83% of portfolio
|
Q4 2025
Reduced 6.49%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
101,656
shares
|
$5.77 Million
0.51% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Lee Johnson Capital Management, LLC
|
Jan 12, 2026 Q4 2025 |
101,312
shares
|
$5.75 Million
2.22% of portfolio
|
Q4 2025
Reduced 27.07%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
101,105
shares
|
$5.74 Million
0.37% of portfolio
|
Q3 2025
Reduced 1.53%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Aug 12, 2025 Q2 2025 |
100,231
shares
|
$5.69 Million
5.34% of portfolio
|
Q2 2025
New holding
|
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Nov 05, 2025 Q3 2025 |
100,218
shares
|
$5.69 Million
3.69% of portfolio
|
Q3 2025
Added 4.49%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
100,182
shares
|
$5.68 Million
0.4% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
100,047
shares
|
$5.68 Million
0.68% of portfolio
|
Q3 2025
Reduced 4.49%
|
|
|
Hellman Jordan Management CO Inc
Quincy, MA |
Jan 20, 2023 Q4 2022 |
98,945
shares
|
$5.61 Million
9.16% of portfolio
|
Q4 2022
New holding
|
|
|
Teamwork Financial Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
98,714
shares
|
$5.6 Million
0.65% of portfolio
|
Q4 2025
Reduced 79.87%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Oct 28, 2025 Q3 2025 |
98,420
shares
|
$5.58 Million
1.46% of portfolio
|
Q3 2025
Added 7.74%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
97,995
shares
|
$5.56 Million
0.11% of portfolio
|
Q3 2025
Reduced 36.57%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
97,445
shares
|
$5.53 Million
0.01% of portfolio
|
Q3 2025
Added 15.2%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Oct 22, 2025 Q3 2025 |
96,984
shares
|
$5.5 Million
0.58% of portfolio
|
Q3 2025
New holding
|
|
|
Tableaux LLC
Stockbridge, MA |
Nov 10, 2025 Q3 2025 |
96,262
shares
|
$5.46 Million
2.2% of portfolio
|
Q2 2025
Reduced 31.85%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
95,755
shares
|
$5.43 Million
1.14% of portfolio
|
Q3 2025
New holding
|
|
|
Stonegate Management LLC
Lake Forest, IL |
Nov 13, 2025 Q3 2025 |
94,877
shares
|
$5.38 Million
3.59% of portfolio
|
Q3 2025
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
94,317
shares
|
$5.35 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.81%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
92,497
shares
|
$5.25 Million
0.91% of portfolio
|
Q3 2023
Added 3.75%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
92,453
shares
|
$5.25 Million
0.08% of portfolio
|
Q3 2025
Reduced 72.53%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Nov 06, 2025 Q3 2025 |
91,762
shares
|
$5.21 Million
2.29% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Oct 03, 2025 Q3 2025 |
91,522
shares
|
$5.19 Million
0.85% of portfolio
|
Q3 2025
Added 6.28%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
90,864
shares
|
$5.16 Million
0.02% of portfolio
|
Q3 2025
Added 1.4%
|
|