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 |
|---|---|---|---|---|---|
|
Members Advisory Group LLC
Williamsville, NY |
Oct 22, 2025 Q3 2025 |
76,491
shares
|
$4.34 Million
1.7% of portfolio
|
Q3 2025
Reduced 8.03%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
76,360
shares
|
$4.33 Million
1.79% of portfolio
|
Q3 2023
Added 40.11%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 09, 2026 Q4 2025 |
76,349
shares
|
$4.33 Million
0.97% of portfolio
|
Q4 2025
Added 3.19%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
76,127
shares
|
$4.32 Million
0.19% of portfolio
|
Q3 2025
Added 10.38%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
75,949
shares
|
$4.31 Million
0.2% of portfolio
|
Q3 2025
Added 44.39%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
75,898
shares
|
$4.31 Million
0.54% of portfolio
|
Q3 2024
New holding
|
|
|
Windsor Capital Management, LLC
|
Jan 15, 2026 Q4 2025 |
75,761
shares
|
$4.3 Million
1.19% of portfolio
|
Q4 2025
Added 2.32%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
75,043
shares
|
$4.26 Million
2.53% of portfolio
|
Q3 2025
Added 7.46%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
74,057
shares
|
$4.2 Million
0.15% of portfolio
|
Q3 2025
Added 20.49%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Oct 23, 2025 Q3 2025 |
73,902
shares
|
$4.19 Million
1.85% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 07, 2025 Q3 2025 |
73,758
shares
|
$4.19 Million
0.89% of portfolio
|
Q3 2025
Added 38.06%
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2025 Q3 2025 |
73,321
shares
|
$4.16 Million
1.55% of portfolio
|
Q3 2025
Added 2.86%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
73,251
shares
|
$4.16 Million
0.68% of portfolio
|
Q3 2022
Reduced 2.03%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
72,955
shares
|
$4.14 Million
0.15% of portfolio
|
Q4 2025
Added 9.43%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Oct 15, 2025 Q3 2025 |
72,954
shares
|
$4.14 Million
1.51% of portfolio
|
Q3 2025
Added 3.44%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
72,824
shares
|
$4.13 Million
2.35% of portfolio
|
Q3 2025
Added 11.69%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
72,708
shares
|
$4.13 Million
0.0% of portfolio
|
Q3 2025
Added 15.81%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 29, 2025 Q3 2025 |
72,148
shares
|
$4.09 Million
0.45% of portfolio
|
Q3 2025
Added 13.11%
|
|
|
Snider Financial Group
Bellevue, WA |
Nov 07, 2025 Q3 2025 |
71,413
shares
|
$4.05 Million
1.13% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
71,267
shares
|
$4.04 Million
0.5% of portfolio
|
Q3 2025
Added 24.23%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Nov 03, 2025 Q3 2025 |
71,171
shares
|
$4.04 Million
1.71% of portfolio
|
Q3 2025
Added 8.0%
|
|
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
Jan 07, 2026 Q4 2025 |
71,066
shares
|
$4.03 Million
4.11% of portfolio
|
Q4 2025
Added 30.48%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
70,787
shares
|
$4.02 Million
0.0% of portfolio
|
Q3 2025
Added 12.33%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
70,772
shares
|
$4.02 Million
1.2% of portfolio
|
Q1 2025
Added 28.23%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
70,474
shares
|
$4 Million
0.3% of portfolio
|
Q3 2025
Added 38.26%
|
|