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 |
|---|---|---|---|---|---|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2025 Q3 2025 |
70,376
shares
|
$3.99 Million
0.35% of portfolio
|
Q3 2025
Added 5.16%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
70,102
shares
|
$3.98 Million
0.3% of portfolio
|
Q2 2024
Added 26.04%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
69,800
shares
|
$3.96 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
69,793
shares
|
$3.96 Million
0.04% of portfolio
|
Q2 2025
Added 5.31%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
69,712
shares
|
$3.96 Million
2.35% of portfolio
|
Q3 2025
Reduced 5.41%
|
|
|
Base Wealth Management LLC
Lakewood Ranch, FL |
Oct 20, 2025 Q3 2025 |
69,679
shares
|
$3.95 Million
2.27% of portfolio
|
Q3 2025
Added 7.94%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
69,342
shares
|
$3.93 Million
0.08% of portfolio
|
Q3 2025
Reduced 5.92%
|
|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
69,235
shares
|
$3.93 Million
0.62% of portfolio
|
Q3 2025
Reduced 65.46%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
69,216
shares
|
$3.93 Million
0.91% of portfolio
|
Q3 2025
Added 93.68%
|
|
|
Bg Investment Services, Inc.
|
Oct 31, 2025 Q3 2025 |
68,887
shares
|
$3.91 Million
4.14% of portfolio
|
Q3 2025
Added 49.05%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
68,744
shares
|
$3.9 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
68,661
shares
|
$3.9 Million
0.64% of portfolio
|
Q3 2025
Reduced 10.33%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
68,491
shares
|
$3.89 Million
0.04% of portfolio
|
Q3 2025
Added 59.85%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 22, 2025 Q3 2025 |
68,464
shares
|
$3.88 Million
2.19% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Nov 12, 2025 Q3 2025 |
67,988
shares
|
$3.86 Million
0.43% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Nov 06, 2025 Q3 2025 |
67,669
shares
|
$3.84 Million
2.54% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
67,130
shares
|
$3.81 Million
0.24% of portfolio
|
Q3 2025
Added 41.09%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
67,080
shares
|
$3.81 Million
0.62% of portfolio
|
Q3 2025
Reduced 7.23%
|
|
|
Parsons Capital Management Inc
|
Jan 13, 2026 Q4 2025 |
67,013
shares
|
$3.8 Million
0.22% of portfolio
|
Q4 2025
Reduced 3.24%
|
|
|
Little House Capital LLC
Braintree, MA |
Nov 03, 2025 Q3 2025 |
66,976
shares
|
$3.8 Million
0.93% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
Fairway Financial, LLC
Casselberry, FL |
Oct 24, 2025 Q3 2025 |
66,682
shares
|
$3.78 Million
3.0% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Marino, Stram & Associates LLC
|
Nov 03, 2025 Q3 2025 |
66,501
shares
|
$3.77 Million
0.69% of portfolio
|
Q3 2025
Added 5.7%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
66,254
shares
|
$3.76 Million
0.67% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Clarity Wealth Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
66,110
shares
|
$3.75 Million
0.85% of portfolio
|
Q3 2025
Added 9.92%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
65,886
shares
|
$3.74 Million
0.18% of portfolio
|
Q4 2025
Added 12.8%
|
|