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 |
|---|---|---|---|---|---|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 06, 2025 Q3 2025 |
82,368
shares
|
$4.67 Million
0.59% of portfolio
|
Q3 2025
Added 5.32%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
82,271
shares
|
$4.67 Million
0.33% of portfolio
|
Q3 2025
Reduced 26.1%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
82,183
shares
|
$4.66 Million
0.14% of portfolio
|
Q3 2025
Reduced 11.01%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
82,112
shares
|
$4.66 Million
0.1% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
81,952
shares
|
$4.65 Million
0.44% of portfolio
|
Q3 2025
Reduced 29.05%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
81,723
shares
|
$4.64 Million
0.13% of portfolio
|
Q3 2025
Added 11.22%
|
|
|
Mor Wealth Management, LLC
Philadelphia, PA |
Jan 14, 2026 Q4 2025 |
81,550
shares
|
$4.63 Million
2.13% of portfolio
|
Q4 2025
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
81,334
shares
|
$4.61 Million
0.12% of portfolio
|
Q4 2023
Added 8.4%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 20, 2025 Q3 2025 |
81,294
shares
|
$4.61 Million
2.13% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Herbst Group, LLC
Westport, CT |
Nov 14, 2025 Q3 2025 |
81,225
shares
|
$4.61 Million
3.28% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Oct 20, 2025 Q3 2025 |
81,180
shares
|
$4.61 Million
1.32% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
Oct 21, 2025 Q3 2025 |
81,140
shares
|
$4.6 Million
2.88% of portfolio
|
Q2 2025
Added 3.48%
|
|
|
Madrona Financial Services, LLC
|
Oct 22, 2025 Q3 2025 |
81,118
shares
|
$4.6 Million
1.1% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
80,907
shares
|
$4.59 Million
2.8% of portfolio
|
Q2 2024
Added 13.63%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
80,793
shares
|
$4.58 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.61%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
80,351
shares
|
$4.56 Million
0.83% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
79,767
shares
|
$4.53 Million
0.73% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
79,494
shares
|
$4.51 Million
0.86% of portfolio
|
Q3 2025
Added 307.77%
|
|
|
Boston Partners
Boston, MA |
Nov 13, 2025 Q3 2025 |
79,415
shares
|
$4.51 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
79,270
shares
|
$4.5 Million
0.17% of portfolio
|
Q3 2025
Added 30.01%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
79,233
shares
|
$4.5 Million
1.59% of portfolio
|
Q4 2023
Reduced 54.19%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
78,974
shares
|
$4.48 Million
0.22% of portfolio
|
Q3 2025
Added 30.75%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
78,728
shares
|
$4.47 Million
0.3% of portfolio
|
Q3 2025
Added 11.31%
|
|
|
Rda Financial Network
|
Jan 06, 2026 Q4 2025 |
77,589
shares
|
$4.4 Million
1.1% of portfolio
|
Q4 2025
Reduced 0.83%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Oct 28, 2025 Q3 2025 |
77,111
shares
|
$4.38 Million
3.93% of portfolio
|
Q3 2025
Added 15.53%
|
|