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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
50,710
shares
|
$2.88 Million
0.19% of portfolio
|
Q3 2025
Reduced 47.6%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
50,619
shares
|
$2.87 Million
0.02% of portfolio
|
Q3 2025
Added 21.65%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
50,366
shares
|
$2.86 Million
0.3% of portfolio
|
Q2 2025
Reduced 28.58%
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Jan 13, 2026 Q4 2025 |
49,980
shares
|
$2.84 Million
1.85% of portfolio
|
Q4 2025
Added 2.19%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
49,937
shares
|
$2.83 Million
0.0% of portfolio
|
Q3 2025
Added 171.54%
|
|
|
Aventura Private Wealth, LLC
Aventura, FL |
Jan 07, 2026 Q4 2025 |
49,917
shares
|
$2.83 Million
1.03% of portfolio
|
Q3 2025
Reduced 15.3%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 08, 2026 Q4 2025 |
49,915
shares
|
$2.83 Million
0.19% of portfolio
|
Q4 2025
Added 16.92%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
49,897
shares
|
$2.83 Million
1.65% of portfolio
|
Q3 2025
Added 10.07%
|
|
|
Fortress Financial Solutions, LLC
Tucson, AZ |
Oct 20, 2025 Q3 2025 |
49,340
shares
|
$2.8 Million
3.07% of portfolio
|
Q3 2025
Reduced 12.85%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
49,074
shares
|
$2.78 Million
0.62% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
3 Edge Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
49,068
shares
|
$2.78 Million
0.17% of portfolio
|
Q3 2025
Added 2.1%
|
|
|
5 T Wealth, LLC
Napa, CA |
Oct 17, 2025 Q3 2025 |
48,537
shares
|
$2.75 Million
1.21% of portfolio
|
Q3 2025
Added 26.79%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
48,316
shares
|
$2.74 Million
0.07% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Weil Company, Inc.
|
Jan 14, 2026 Q4 2025 |
48,188
shares
|
$2.73 Million
0.77% of portfolio
|
Q4 2025
Reduced 12.26%
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
48,105
shares
|
$2.73 Million
0.62% of portfolio
|
Q3 2025
Added 3.5%
|
|
|
Rovin Capital
|
Oct 29, 2025 Q3 2025 |
47,999
shares
|
$2.72 Million
0.76% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 17, 2025 Q3 2025 |
47,899
shares
|
$2.72 Million
0.32% of portfolio
|
Q3 2025
Reduced 25.91%
|
|
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
Nov 12, 2025 Q3 2025 |
47,750
shares
|
$2.71 Million
2.16% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
47,720
shares
|
$2.71 Million
0.19% of portfolio
|
Q4 2025
Reduced 26.01%
|
|
|
True North Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
47,637
shares
|
$2.7 Million
0.44% of portfolio
|
Q3 2025
Added 7.58%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Nov 06, 2025 Q3 2025 |
47,630
shares
|
$2.7 Million
1.3% of portfolio
|
Q3 2025
Added 38.28%
|
|
|
True Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
47,571
shares
|
$2.7 Million
0.88% of portfolio
|
Q4 2025
Reduced 2.53%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
47,377
shares
|
$2.69 Million
0.09% of portfolio
|
Q3 2025
Added 13.31%
|
|