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 |
|---|---|---|---|---|---|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
59,776
shares
|
$3.39 Million
0.25% of portfolio
|
Q3 2025
Added 1267.25%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Jan 15, 2026 Q4 2025 |
59,427
shares
|
$3.37 Million
0.2% of portfolio
|
Q4 2025
Added 5.88%
|
|
|
Cap Partners, LLC
Franklin, TN |
Oct 29, 2025 Q3 2025 |
59,377
shares
|
$3.37 Million
1.92% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
58,770
shares
|
$3.33 Million
0.22% of portfolio
|
Q3 2025
Added 9.36%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
58,437
shares
|
$3.32 Million
0.27% of portfolio
|
Q3 2025
Added 6.43%
|
|
|
Financial Management Network Inc
|
Jan 08, 2026 Q4 2025 |
58,281
shares
|
$3.31 Million
0.64% of portfolio
|
Q4 2025
Added 5.05%
|
|
|
Patten Group, Inc.
|
Nov 10, 2025 Q3 2025 |
58,262
shares
|
$3.31 Million
0.67% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
57,823
shares
|
$3.28 Million
2.78% of portfolio
|
Q3 2025
Added 47.51%
|
|
|
Dakota Wealth Management
|
Jan 13, 2026 Q4 2025 |
57,799
shares
|
$3.28 Million
0.06% of portfolio
|
Q4 2025
Added 242.17%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
57,735
shares
|
$3.28 Million
0.03% of portfolio
|
Q4 2025
Reduced 70.02%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Nov 06, 2025 Q3 2025 |
57,680
shares
|
$3.27 Million
2.77% of portfolio
|
Q3 2025
Reduced 38.96%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
57,322
shares
|
$3.25 Million
0.47% of portfolio
|
Q3 2025
Added 42.58%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
57,191
shares
|
$3.25 Million
0.52% of portfolio
|
Q3 2025
Added 6.87%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Nov 13, 2025 Q3 2025 |
57,078
shares
|
$3.24 Million
0.87% of portfolio
|
Q3 2025
Reduced 8.4%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
56,970
shares
|
$3.23 Million
0.07% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
56,608
shares
|
$3.21 Million
0.03% of portfolio
|
Q3 2025
Added 21.79%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
56,334
shares
|
$3.2 Million
0.08% of portfolio
|
Q3 2025
Added 13.06%
|
|
|
J Hagan Capital, Inc.
Louisville, KY |
Nov 12, 2025 Q3 2025 |
56,192
shares
|
$3.19 Million
1.94% of portfolio
|
Q3 2025
Added 7.54%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 06, 2026 Q4 2025 |
56,098
shares
|
$3.18 Million
1.83% of portfolio
|
Q4 2025
Reduced 4.36%
|
|
|
Planning Directions Inc
|
Nov 12, 2025 Q3 2025 |
55,900
shares
|
$3.17 Million
1.7% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Nov 05, 2025 Q3 2025 |
55,830
shares
|
$3.17 Million
1.17% of portfolio
|
Q3 2025
Added 3.57%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
55,517
shares
|
$3.15 Million
1.16% of portfolio
|
Q3 2025
Added 7.51%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 27, 2025 Q3 2025 |
55,295
shares
|
$3.14 Million
1.07% of portfolio
|
Q3 2025
Added 8.68%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2026 Q4 2025 |
54,932
shares
|
$3.12 Million
0.19% of portfolio
|
Q4 2025
Reduced 18.49%
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
54,843
shares
|
$3.11 Million
0.01% of portfolio
|
Q3 2025
Added 15.82%
|
|