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 |
|---|---|---|---|---|---|
|
Avestar Capital, LLC
|
Nov 07, 2025 Q3 2025 |
43,683
shares
|
$2.48 Million
0.17% of portfolio
|
Q3 2025
Reduced 2.29%
|
|
|
Moseley Investment Management Inc
|
Oct 27, 2025 Q3 2025 |
43,610
shares
|
$2.47 Million
0.78% of portfolio
|
Q3 2025
Added 15.29%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Oct 14, 2025 Q3 2025 |
43,578
shares
|
$2.47 Million
4.39% of portfolio
|
Q3 2025
Reduced 7.55%
|
|
|
Helium Advisors LLC
Everett, WA |
Nov 13, 2025 Q3 2025 |
43,402
shares
|
$2.46 Million
2.07% of portfolio
|
Q3 2025
Reduced 27.61%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
43,305
shares
|
$2.46 Million
0.09% of portfolio
|
Q4 2025
Added 8.5%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
43,289
shares
|
$2.46 Million
0.84% of portfolio
|
Q3 2025
Reduced 6.69%
|
|
|
Mas Advisors LLC
Miami, FL |
Oct 28, 2025 Q3 2025 |
42,972
shares
|
$2.44 Million
4.02% of portfolio
|
Q3 2025
Added 3.27%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Nov 04, 2025 Q3 2025 |
42,725
shares
|
$2.42 Million
1.68% of portfolio
|
Q3 2025
Added 28.59%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
42,607
shares
|
$2.42 Million
0.17% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
42,555
shares
|
$2.41 Million
0.83% of portfolio
|
Q3 2025
Added 5.42%
|
|
|
Bell Bank
|
Jan 14, 2026 Q4 2025 |
42,447
shares
|
$2.41 Million
0.1% of portfolio
|
Q4 2025
Added 9.93%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 12, 2025 Q3 2025 |
42,323
shares
|
$2.4 Million
0.34% of portfolio
|
Q3 2025
Added 190.26%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Oct 21, 2025 Q3 2025 |
42,287
shares
|
$2.4 Million
1.69% of portfolio
|
Q3 2025
Added 3.61%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Jan 15, 2026 Q4 2025 |
42,233
shares
|
$2.4 Million
1.12% of portfolio
|
Q4 2025
Added 24.26%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
42,157
shares
|
$2.39 Million
0.4% of portfolio
|
Q3 2025
Reduced 14.23%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
41,944
shares
|
$2.38 Million
0.89% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
41,880
shares
|
$2.38 Million
0.02% of portfolio
|
Q3 2025
Added 38.11%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
41,666
shares
|
$2.36 Million
0.04% of portfolio
|
Q2 2024
Added 14.57%
|
|
|
Integras Partners LLC
Alpharetta, GA |
Oct 23, 2025 Q3 2025 |
41,640
shares
|
$2.36 Million
1.92% of portfolio
|
Q3 2025
Added 15.4%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Nov 13, 2025 Q3 2025 |
41,630
shares
|
$2.36 Million
1.32% of portfolio
|
Q3 2025
Added 3.53%
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
41,401
shares
|
$2.35 Million
0.28% of portfolio
|
Q3 2025
Added 3.36%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 07, 2026 Q4 2025 |
41,233
shares
|
$2.34 Million
0.44% of portfolio
|
Q4 2025
Added 17.84%
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
41,142
shares
|
$2.33 Million
2.2% of portfolio
|
Q2 2023
Added 2.36%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
40,817
shares
|
$2.32 Million
5.03% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
40,241
shares
|
$2.28 Million
0.82% of portfolio
|
Q3 2025
Reduced 31.69%
|
|