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 1,435 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 |
|---|---|---|---|---|---|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Oct 29, 2025 Q3 2025 |
29,864
shares
|
$1.69 Million
1.13% of portfolio
|
Q3 2025
Reduced 3.67%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2025 Q3 2025 |
29,481
shares
|
$1.67 Million
0.62% of portfolio
|
Q3 2025
Reduced 9.59%
|
|
|
Elco Management Co., LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
29,400
shares
|
$1.67 Million
0.9% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Oct 20, 2025 Q3 2025 |
29,367
shares
|
$1.67 Million
1.11% of portfolio
|
Q3 2025
Reduced 15.41%
|
|
|
J.Safra Asset Management Corp
|
Oct 29, 2025 Q3 2025 |
29,205
shares
|
$1.66 Million
0.11% of portfolio
|
Q2 2025
Reduced 49.92%
|
|
|
Spinnaker Investment Group, LLC
|
Jan 12, 2026 Q4 2025 |
29,161
shares
|
$1.65 Million
0.33% of portfolio
|
Q4 2025
Added 0.25%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Jan 08, 2026 Q4 2025 |
29,142
shares
|
$1.65 Million
1.41% of portfolio
|
Q4 2025
Added 1.35%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
28,896
shares
|
$1.64 Million
0.2% of portfolio
|
Q3 2025
Reduced 56.37%
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
28,892
shares
|
$1.64 Million
0.16% of portfolio
|
Q3 2025
Reduced 19.27%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
28,736
shares
|
$1.63 Million
0.07% of portfolio
|
Q3 2025
Added 3.64%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
28,486
shares
|
$1.62 Million
1.25% of portfolio
|
Q1 2025
Added 18.64%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Oct 09, 2025 Q3 2025 |
28,391
shares
|
$1.61 Million
0.42% of portfolio
|
Q3 2025
Added 6.01%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
28,379
shares
|
$1.61 Million
0.04% of portfolio
|
Q3 2025
Added 8.52%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
28,194
shares
|
$1.6 Million
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Nov 13, 2025 Q3 2025 |
27,931
shares
|
$1.58 Million
0.01% of portfolio
|
Q3 2025
Added 25.06%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
27,676
shares
|
$1.57 Million
0.05% of portfolio
|
Q3 2025
Reduced 90.92%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Nov 13, 2025 Q3 2025 |
27,461
shares
|
$1.56 Million
0.15% of portfolio
|
Q3 2025
Reduced 74.61%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
27,400
shares
|
$1.55 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Generation Capital Management LLC
Pittsford, NY |
Nov 07, 2025 Q3 2025 |
27,399
shares
|
$1.55 Million
1.13% of portfolio
|
Q3 2025
Added 13.65%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Oct 30, 2025 Q3 2025 |
27,153
shares
|
$1.54 Million
0.99% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
27,151
shares
|
$1.54 Million
0.11% of portfolio
|
Q3 2025
Added 97.55%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 07, 2025 Q3 2025 |
26,967
shares
|
$1.53 Million
0.34% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 07, 2026 Q4 2025 |
26,937
shares
|
$1.53 Million
0.09% of portfolio
|
Q4 2025
Added 90.41%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
26,924
shares
|
$1.53 Million
0.13% of portfolio
|
Q3 2025
Added 16.67%
|
|
|
Sloy Dahl & Holst, LLC
|
Oct 14, 2025 Q3 2025 |
26,651
shares
|
$1.51 Million
0.18% of portfolio
|
Q3 2025
Added 8.34%
|
|