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 |
|---|---|---|---|---|---|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
26,617
shares
|
$1.51 Million
0.2% of portfolio
|
Q3 2025
Reduced 19.48%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
26,565
shares
|
$1.51 Million
0.18% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
26,564
shares
|
$1.51 Million
0.16% of portfolio
|
Q3 2025
Added 11.82%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
26,554
shares
|
$1.51 Million
0.19% of portfolio
|
Q3 2025
Added 25.38%
|
|
|
Pennsylvania Capital Management Inc
|
Nov 06, 2025 Q3 2025 |
26,402
shares
|
$1.5 Million
0.47% of portfolio
|
Q3 2025
Reduced 6.54%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
26,382
shares
|
$1.5 Million
0.85% of portfolio
|
Q3 2025
Added 26.54%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
26,000
shares
|
$1.48 Million
0.07% of portfolio
|
Q1 2023
Added 33.33%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 03, 2025 Q3 2025 |
25,987
shares
|
$1.47 Million
0.69% of portfolio
|
Q3 2025
Added 13.72%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
25,822
shares
|
$1.47 Million
0.16% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Readystate Asset Management LP
Chicago, IL |
Nov 07, 2025 Q3 2025 |
25,564
shares
|
$1.45 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 13, 2025 Q3 2025 |
25,560
shares
|
$1.45 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Dimensions Group, Ltd.
|
Oct 30, 2025 Q3 2025 |
25,525
shares
|
$1.45 Million
0.3% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Nov 04, 2025 Q3 2025 |
25,440
shares
|
$1.44 Million
2.25% of portfolio
|
Q3 2025
Added 33.68%
|
|
|
Innovative Wealth Building LLC
California, MD |
Nov 12, 2025 Q3 2025 |
25,379
shares
|
$1.44 Million
1.13% of portfolio
|
Q3 2025
Added 34.95%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Nov 04, 2025 Q3 2025 |
25,173
shares
|
$1.43 Million
0.37% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Oct 27, 2025 Q3 2025 |
25,142
shares
|
$1.43 Million
0.79% of portfolio
|
Q3 2025
New holding
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Oct 27, 2025 Q3 2025 |
25,097
shares
|
$1.42 Million
0.59% of portfolio
|
Q3 2025
Added 2.87%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
24,991
shares
|
$1.42 Million
0.15% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
24,967
shares
|
$1.42 Million
0.06% of portfolio
|
Q3 2025
Added 7.13%
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
24,949
shares
|
$1.42 Million
0.17% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
24,688
shares
|
$1.4 Million
1.98% of portfolio
|
Q3 2025
New holding
|
|
|
B&L Asset Management LLC
Boston, MA |
Oct 22, 2025 Q3 2025 |
24,685
shares
|
$1.4 Million
0.72% of portfolio
|
Q3 2025
Added 216.92%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 07, 2025 Q3 2025 |
24,683
shares
|
$1.4 Million
0.19% of portfolio
|
Q3 2025
Reduced 15.38%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
24,494
shares
|
$1.39 Million
0.06% of portfolio
|
Q3 2025
Reduced 54.54%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Oct 31, 2025 Q3 2025 |
24,247
shares
|
$1.38 Million
0.5% of portfolio
|
Q3 2025
Reduced 9.43%
|
|