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 |
|---|---|---|---|---|---|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Nov 12, 2025 Q3 2025 |
65,486
shares
|
$3.72 Million
0.89% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
64,736
shares
|
$3.67 Million
0.29% of portfolio
|
Q3 2025
Reduced 50.58%
|
|
|
Procyon Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
64,690
shares
|
$3.67 Million
0.06% of portfolio
|
Q4 2025
Added 1.3%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 07, 2025 Q3 2025 |
64,352
shares
|
$3.65 Million
0.98% of portfolio
|
Q3 2025
Reduced 24.04%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 07, 2026 Q4 2025 |
64,326
shares
|
$3.65 Million
1.15% of portfolio
|
Q4 2025
Added 8.78%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
63,930
shares
|
$3.63 Million
1.44% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 07, 2026 Q4 2025 |
63,686
shares
|
$3.61 Million
0.27% of portfolio
|
Q4 2025
Reduced 1.13%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
63,674
shares
|
$3.61 Million
2.05% of portfolio
|
Q1 2025
Added 7.1%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jan 12, 2026 Q4 2025 |
63,573
shares
|
$3.61 Million
2.47% of portfolio
|
Q4 2025
Reduced 5.05%
|
|
|
Interchange Capital Partners, LLC
|
Nov 10, 2025 Q3 2025 |
62,929
shares
|
$3.57 Million
0.73% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
62,364
shares
|
$3.54 Million
0.05% of portfolio
|
Q3 2025
Added 8.12%
|
|
|
J2 Capital Management Inc
|
Oct 14, 2025 Q3 2025 |
62,336
shares
|
$3.54 Million
2.8% of portfolio
|
Q3 2025
Reduced 29.11%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
62,318
shares
|
$3.54 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
62,246
shares
|
$3.53 Million
1.08% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Oct 31, 2025 Q3 2025 |
62,121
shares
|
$3.52 Million
0.72% of portfolio
|
Q3 2025
Added 5.2%
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
62,103
shares
|
$3.52 Million
0.32% of portfolio
|
Q3 2025
Added 2.82%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
61,960
shares
|
$3.52 Million
0.63% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Slate Stone Wealth, LLC
|
Nov 05, 2025 Q3 2025 |
61,731
shares
|
$3.5 Million
0.31% of portfolio
|
Q3 2025
Added 7.16%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
61,544
shares
|
$3.49 Million
0.29% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Oct 21, 2025 Q3 2025 |
61,500
shares
|
$3.49 Million
2.29% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Oct 15, 2025 Q3 2025 |
61,261
shares
|
$3.48 Million
2.27% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Caerus Investment Advisors, LLC
|
Nov 19, 2025 Q3 2025 |
61,222
shares
|
$3.47 Million
1.47% of portfolio
|
Q3 2025
Reduced 8.06%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
61,057
shares
|
$3.46 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
60,635
shares
|
$3.44 Million
0.05% of portfolio
|
Q3 2025
Added 11.33%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
60,044
shares
|
$3.41 Million
0.11% of portfolio
|
Q4 2025
Reduced 40.83%
|
|