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 |
|---|---|---|---|---|---|
|
Anchor Capital Management Group Inc
Aliso Viejo, CA |
Nov 10, 2025 Q3 2025 |
40,000
shares
|
$2.27 Million
1.16% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Nov 04, 2025 Q3 2025 |
39,891
shares
|
$2.26 Million
0.67% of portfolio
|
Q3 2025
Added 13.56%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
39,877
shares
|
$2.26 Million
0.22% of portfolio
|
Q3 2025
Added 12.86%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
39,751
shares
|
$2.26 Million
0.03% of portfolio
|
Q3 2025
Reduced 49.21%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
39,745
shares
|
$2.26 Million
0.18% of portfolio
|
Q3 2025
Added 3.16%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
39,457
shares
|
$2.24 Million
0.14% of portfolio
|
Q3 2025
Added 43.13%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
39,411
shares
|
$2.24 Million
0.36% of portfolio
|
Q3 2025
New holding
|
|
|
Mcdonald Partners LLC
|
Nov 12, 2025 Q3 2025 |
39,054
shares
|
$2.22 Million
0.7% of portfolio
|
Q3 2025
Added 8.27%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
39,033
shares
|
$2.21 Million
0.18% of portfolio
|
Q3 2025
Added 2.36%
|
|
|
Lokken Investment Group LLC
|
Nov 04, 2025 Q3 2025 |
38,876
shares
|
$2.21 Million
0.87% of portfolio
|
Q3 2025
Added 7.58%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Nov 04, 2025 Q3 2025 |
38,553
shares
|
$2.19 Million
0.39% of portfolio
|
Q3 2025
Added 6.67%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
38,016
shares
|
$2.16 Million
0.74% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 13, 2025 Q3 2025 |
37,578
shares
|
$2.13 Million
0.46% of portfolio
|
Q3 2025
Added 4.14%
|
|
|
Pmg Family Office LLC
Plano, TX |
Dec 22, 2025 Q3 2025 |
37,301
shares
|
$2.12 Million
2.38% of portfolio
|
Q3 2025
New holding
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Oct 29, 2025 Q3 2025 |
37,277
shares
|
$2.12 Million
0.73% of portfolio
|
Q3 2025
Added 12.59%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Oct 27, 2025 Q3 2025 |
37,230
shares
|
$2.11 Million
1.55% of portfolio
|
Q3 2025
Added 3.72%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
37,025
shares
|
$2.1 Million
1.47% of portfolio
|
Q2 2024
Reduced 3.26%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
36,969
shares
|
$2.1 Million
0.51% of portfolio
|
Q1 2024
Reduced 20.19%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Oct 22, 2025 Q3 2025 |
36,911
shares
|
$2.09 Million
0.18% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Nelson Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
36,801
shares
|
$2.09 Million
0.25% of portfolio
|
Q3 2025
Added 21.23%
|
|
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
Apr 24, 2024 Q1 2024 |
36,675
shares
|
$2.08 Million
1.66% of portfolio
|
Q1 2024
Added 5.45%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Nov 12, 2025 Q3 2025 |
36,473
shares
|
$2.07 Million
0.1% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
36,453
shares
|
$2.07 Million
0.88% of portfolio
|
Q3 2025
Added 872.6%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
36,418
shares
|
$2.07 Million
0.13% of portfolio
|
Q3 2025
Added 35.51%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
36,385
shares
|
$2.06 Million
0.05% of portfolio
|
Q3 2025
Reduced 3.53%
|
|