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 |
|---|---|---|---|---|---|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
32,518
shares
|
$1.85 Million
0.22% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Kraematon Investment Advisors, Inc
|
Nov 07, 2025 Q3 2025 |
32,385
shares
|
$1.84 Million
1.72% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
32,277
shares
|
$1.83 Million
0.29% of portfolio
|
Q3 2024
Reduced 7.7%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
32,232
shares
|
$1.83 Million
0.01% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Somerset Trust CO
|
Jan 09, 2026 Q4 2025 |
32,211
shares
|
$1.83 Million
0.6% of portfolio
|
Q4 2025
Added 0.21%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Oct 14, 2025 Q3 2025 |
31,937
shares
|
$1.81 Million
1.85% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Oct 20, 2025 Q3 2025 |
31,919
shares
|
$1.81 Million
2.12% of portfolio
|
Q3 2025
Added 161.33%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
31,874
shares
|
$1.81 Million
0.23% of portfolio
|
Q3 2025
Added 154.0%
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
31,849
shares
|
$1.81 Million
0.8% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
31,648
shares
|
$1.8 Million
0.1% of portfolio
|
Q3 2025
Reduced 8.22%
|
|
|
Modus Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
31,510
shares
|
$1.79 Million
0.52% of portfolio
|
Q3 2025
Added 12.94%
|
|
|
Wealth Effects LLC
|
Oct 27, 2025 Q3 2025 |
31,433
shares
|
$1.78 Million
0.67% of portfolio
|
Q3 2025
Added 18.57%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
31,318
shares
|
$1.78 Million
0.37% of portfolio
|
Q3 2025
Added 2.8%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
31,063
shares
|
$1.76 Million
0.13% of portfolio
|
Q3 2025
Reduced 3.25%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
30,924
shares
|
$1.75 Million
0.06% of portfolio
|
Q3 2025
Added 19.11%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
30,860
shares
|
$1.75 Million
1.71% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
30,757
shares
|
$1.75 Million
0.13% of portfolio
|
Q3 2025
Added 5.66%
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
30,652
shares
|
$1.74 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.44%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
30,473
shares
|
$1.73 Million
0.15% of portfolio
|
Q3 2025
Reduced 56.59%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
30,355
shares
|
$1.72 Million
0.18% of portfolio
|
Q4 2025
Reduced 3.24%
|
|
|
Optima Capital LLC
Portland, OR |
Oct 27, 2025 Q3 2025 |
30,285
shares
|
$1.72 Million
0.84% of portfolio
|
Q3 2025
Reduced 21.7%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jan 13, 2026 Q4 2025 |
30,225
shares
|
$1.71 Million
0.52% of portfolio
|
Q4 2025
Added 18.45%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Jan 05, 2026 Q4 2025 |
30,121
shares
|
$1.71 Million
1.04% of portfolio
|
Q4 2025
Reduced 6.53%
|
|
|
Qp Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
30,017
shares
|
$1.7 Million
1.6% of portfolio
|
Q4 2025
New holding
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Oct 14, 2025 Q3 2025 |
29,885
shares
|
$1.7 Million
0.92% of portfolio
|
Q2 2025
Added 46.24%
|
|