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 |
|---|---|---|---|---|---|
|
Penney Financial, LLC
Houston, TX |
Oct 21, 2025 Q3 2025 |
90,462
shares
|
$5.13 Million
2.31% of portfolio
|
Q3 2025
Added 4.79%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 29, 2025 Q3 2025 |
89,874
shares
|
$5.1 Million
3.72% of portfolio
|
Q3 2025
Added 6.54%
|
|
|
Ulland Investment Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
89,545
shares
|
$5.08 Million
4.1% of portfolio
|
Q4 2025
Reduced 1.75%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
88,734
shares
|
$5.03 Million
0.59% of portfolio
|
Q3 2025
Reduced 10.23%
|
|
|
Focused Wealth Management, Inc
|
Oct 10, 2025 Q3 2025 |
88,718
shares
|
$5.03 Million
0.56% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Wincap Financial LLC
Boston, MA |
Jan 14, 2026 Q4 2025 |
88,176
shares
|
$5 Million
3.46% of portfolio
|
Q4 2025
Added 3.09%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Nov 14, 2025 Q3 2025 |
87,914
shares
|
$4.99 Million
1.64% of portfolio
|
Q3 2025
Reduced 35.55%
|
|
|
Signature Securities Group Corporation
|
Jan 13, 2026 Q4 2025 |
87,599
shares
|
$4.97 Million
1.69% of portfolio
|
Q4 2025
Added 2.78%
|
|
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
Nov 12, 2025 Q3 2025 |
87,388
shares
|
$4.96 Million
4.46% of portfolio
|
Q3 2025
Added 22.47%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
87,294
shares
|
$4.95 Million
0.79% of portfolio
|
Q3 2025
Added 31.45%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
87,293
shares
|
$4.95 Million
0.27% of portfolio
|
Q3 2025
Added 10.04%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
87,221
shares
|
$4.95 Million
0.45% of portfolio
|
Q3 2025
Added 7.95%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 15, 2026 Q4 2025 |
86,819
shares
|
$4.93 Million
3.39% of portfolio
|
Q4 2025
Added 22.21%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2025 Q3 2025 |
86,768
shares
|
$4.92 Million
1.77% of portfolio
|
Q3 2025
Added 3.49%
|
|
|
Thomasville National Bank
|
Oct 10, 2025 Q3 2025 |
86,285
shares
|
$4.9 Million
0.32% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
21 West Wealth Management LLC
Tustin, CA |
Jan 13, 2026 Q4 2025 |
86,198
shares
|
$4.89 Million
4.51% of portfolio
|
Q4 2025
Reduced 4.99%
|
|
|
Reitz Capital Advisors LLC
|
Apr 22, 2024 Q1 2024 |
86,027
shares
|
$4.88 Million
8.68% of portfolio
|
Q4 2023
Reduced 59.58%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
85,738
shares
|
$4.86 Million
0.97% of portfolio
|
Q3 2025
Added 143.53%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
85,226
shares
|
$4.84 Million
1.38% of portfolio
|
Q1 2023
Added 126.03%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
85,163
shares
|
$4.83 Million
0.06% of portfolio
|
Q3 2025
Reduced 3.63%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
84,891
shares
|
$4.82 Million
0.18% of portfolio
|
Q3 2025
Reduced 18.37%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
84,310
shares
|
$4.78 Million
1.71% of portfolio
|
Q3 2025
Added 4.51%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 22, 2025 Q3 2025 |
83,555
shares
|
$4.74 Million
2.08% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
83,459
shares
|
$4.74 Million
0.06% of portfolio
|
Q2 2022
Added 22.84%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
83,103
shares
|
$4.72 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.67%
|
|