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 |
|---|---|---|---|---|---|
|
Redmond Asset Management, LLC
Henrico, VA |
Nov 10, 2025 Q3 2025 |
47,328
shares
|
$2.69 Million
0.69% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
47,029
shares
|
$2.67 Million
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
46,918
shares
|
$2.66 Million
0.68% of portfolio
|
Q3 2025
Added 4.42%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
46,458
shares
|
$2.64 Million
0.36% of portfolio
|
Q3 2025
Reduced 51.31%
|
|
|
Core First Bank & Trust
Topeka, KS |
Nov 12, 2025 Q3 2025 |
46,424
shares
|
$2.63 Million
1.45% of portfolio
|
Q3 2025
Added 5.43%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 09, 2025 Q3 2025 |
46,406
shares
|
$2.63 Million
0.65% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
45,657
shares
|
$2.59 Million
0.05% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
45,603
shares
|
$2.59 Million
0.12% of portfolio
|
Q2 2023
Reduced 1.7%
|
|
|
Purus Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
45,520
shares
|
$2.58 Million
0.88% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Cibc World Markets Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
45,464
shares
|
$2.58 Million
0.02% of portfolio
|
Q2 2025
Added 5.39%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
45,425
shares
|
$2.58 Million
0.06% of portfolio
|
Q3 2025
Added 296.14%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
45,349
shares
|
$2.57 Million
0.1% of portfolio
|
Q3 2025
Added 72.88%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
45,327
shares
|
$2.57 Million
0.0% of portfolio
|
Q3 2025
Reduced 51.43%
|
|
|
Guardian Financial Partners, LLC
|
Jan 14, 2026 Q4 2025 |
45,250
shares
|
$2.57 Million
1.44% of portfolio
|
Q4 2025
Reduced 5.64%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
45,210
shares
|
$2.57 Million
0.05% of portfolio
|
Q3 2025
Added 34.32%
|
|
|
Means Investment Co., Inc.
|
Nov 06, 2025 Q3 2025 |
45,026
shares
|
$2.55 Million
0.23% of portfolio
|
Q3 2025
Reduced 10.46%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 27, 2025 Q3 2025 |
44,870
shares
|
$2.55 Million
0.72% of portfolio
|
Q3 2025
Added 1.7%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Nov 07, 2025 Q3 2025 |
44,645
shares
|
$2.53 Million
1.08% of portfolio
|
Q3 2025
Reduced 3.41%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
44,641
shares
|
$2.53 Million
0.22% of portfolio
|
Q3 2025
Added 19.05%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
44,623
shares
|
$2.53 Million
0.76% of portfolio
|
Q4 2025
Reduced 0.33%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
44,518
shares
|
$2.53 Million
0.03% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Oct 09, 2025 Q3 2025 |
44,462
shares
|
$2.52 Million
0.87% of portfolio
|
Q3 2025
Added 16.27%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
44,448
shares
|
$2.52 Million
1.19% of portfolio
|
Q4 2025
Added 8.83%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 13, 2026 Q4 2025 |
44,145
shares
|
$2.5 Million
0.62% of portfolio
|
Q4 2025
Added 33.49%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
44,038
shares
|
$2.5 Million
0.25% of portfolio
|
Q3 2025
Reduced 7.81%
|
|