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 |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
54,598
shares
|
$3.1 Million
0.05% of portfolio
|
Q3 2025
Reduced 61.55%
|
|
|
Jsf Financial, LLC
|
Nov 03, 2025 Q3 2025 |
54,531
shares
|
$3.09 Million
0.7% of portfolio
|
Q3 2025
Added 8.22%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 15, 2026 Q4 2025 |
54,469
shares
|
$3.09 Million
1.27% of portfolio
|
Q4 2025
Added 1.7%
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
54,408
shares
|
$3.09 Million
0.55% of portfolio
|
Q2 2025
New holding
|
|
|
Archford Capital Strategies, LLC
|
Jan 15, 2026 Q4 2025 |
54,340
shares
|
$3.08 Million
0.41% of portfolio
|
Q4 2025
Added 3.15%
|
|
|
Herold Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
54,060
shares
|
$3.07 Million
0.75% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
54,021
shares
|
$3.07 Million
0.26% of portfolio
|
Q3 2025
Reduced 4.86%
|
|
|
Private Wealth Partners, LLC
|
Nov 03, 2025 Q3 2025 |
53,521
shares
|
$3.04 Million
0.22% of portfolio
|
Q3 2025
Reduced 20.02%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
53,452
shares
|
$3.03 Million
0.04% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 24, 2025 Q3 2025 |
53,311
shares
|
$3.02 Million
1.71% of portfolio
|
Q3 2025
Added 5.58%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
53,261
shares
|
$3.02 Million
1.1% of portfolio
|
Q3 2025
Added 6.82%
|
|
|
Integrated Financial Solutions, Inc.
Reston, VA |
Nov 12, 2025 Q3 2025 |
53,162
shares
|
$3.02 Million
2.57% of portfolio
|
Q3 2025
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
53,137
shares
|
$3.01 Million
0.36% of portfolio
|
Q2 2024
Added 3.78%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
52,777
shares
|
$2.99 Million
0.17% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
52,578
shares
|
$2.98 Million
0.42% of portfolio
|
Q3 2025
Added 3.8%
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
52,300
shares
|
$2.97 Million
1.48% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Hexagon Capital Partners LLC
|
Nov 13, 2025 Q3 2025 |
52,092
shares
|
$2.96 Million
0.6% of portfolio
|
Q3 2025
Added 34.39%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
52,009
shares
|
$2.95 Million
1.43% of portfolio
|
Q3 2025
Reduced 4.4%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
51,816
shares
|
$2.94 Million
0.02% of portfolio
|
Q3 2025
Added 13.44%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
51,181
shares
|
$2.9 Million
0.15% of portfolio
|
Q3 2025
Reduced 13.36%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
51,134
shares
|
$2.9 Million
0.03% of portfolio
|
Q3 2025
Added 119.9%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Nov 18, 2025 Q3 2025 |
50,953
shares
|
$2.89 Million
0.65% of portfolio
|
Q3 2025
Added 10.41%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 15, 2026 Q4 2025 |
50,952
shares
|
$2.89 Million
0.22% of portfolio
|
Q4 2025
Added 3.66%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 14, 2026 Q4 2025 |
50,762
shares
|
$2.88 Million
0.11% of portfolio
|
Q4 2025
Added 3.95%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
50,727
shares
|
$2.88 Million
0.01% of portfolio
|
Q3 2025
Added 9.59%
|
|