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 |
|---|---|---|---|---|---|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
36,381
shares
|
$2.06 Million
1.03% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Nov 03, 2025 Q3 2025 |
36,230
shares
|
$2.06 Million
0.7% of portfolio
|
Q3 2025
Added 5.2%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Oct 31, 2025 Q3 2025 |
36,190
shares
|
$2.05 Million
0.71% of portfolio
|
Q3 2025
Added 23.08%
|
|
|
Portfolio Strategies, Inc.
|
Oct 29, 2025 Q3 2025 |
36,159
shares
|
$2.05 Million
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
35,889
shares
|
$2.04 Million
2.1% of portfolio
|
Q3 2025
New holding
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
35,845
shares
|
$2.03 Million
0.0% of portfolio
|
Q3 2025
Added 31.17%
|
|
|
Croban
Fremont, OH |
Oct 20, 2025 Q3 2025 |
35,830
shares
|
$2.03 Million
1.36% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Oct 21, 2025 Q3 2025 |
35,412
shares
|
$2.01 Million
0.74% of portfolio
|
Q3 2025
Reduced 29.85%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
35,337
shares
|
$2.01 Million
0.05% of portfolio
|
Q3 2025
Added 8.09%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 23, 2025 Q3 2025 |
35,217
shares
|
$2 Million
0.66% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Worth Asset Management, LLC
|
Jan 14, 2026 Q4 2025 |
35,172
shares
|
$2 Million
0.94% of portfolio
|
Q4 2025
Reduced 4.87%
|
|
|
Integral Investment Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
34,965
shares
|
$1.98 Million
0.56% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Newport Capital Group, LLC
|
Nov 21, 2025 Q3 2025 |
34,885
shares
|
$1.98 Million
1.26% of portfolio
|
Q3 2025
Added 1.58%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 08, 2026 Q4 2025 |
34,881
shares
|
$1.98 Million
0.53% of portfolio
|
Q4 2025
Reduced 19.01%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
34,817
shares
|
$1.98 Million
1.84% of portfolio
|
Q4 2022
Reduced 25.92%
|
|
|
Note Advisors, LLC
Buffalo, NY |
Nov 14, 2025 Q3 2025 |
34,658
shares
|
$1.97 Million
1.18% of portfolio
|
Q3 2025
Added 21.85%
|
|
|
Round Rock Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
34,593
shares
|
$1.96 Million
0.33% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 12, 2026 Q4 2025 |
34,575
shares
|
$1.96 Million
0.16% of portfolio
|
Q4 2025
Added 38.29%
|
|
|
Triumph Capital Management
|
Dec 23, 2025 Q3 2025 |
34,123
shares
|
$1.94 Million
0.6% of portfolio
|
Q2 2025
Reduced 4.16%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
32,884
shares
|
$1.87 Million
0.14% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
32,832
shares
|
$1.86 Million
0.0% of portfolio
|
Q3 2025
Added 52.58%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
32,820
shares
|
$1.86 Million
0.13% of portfolio
|
Q3 2025
Added 8.52%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 29, 2025 Q3 2025 |
32,672
shares
|
$1.85 Million
0.59% of portfolio
|
Q3 2025
Reduced 4.02%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
32,651
shares
|
$1.85 Million
0.61% of portfolio
|
Q3 2024
Reduced 11.83%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
32,522
shares
|
$1.85 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|