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 |
|---|---|---|---|---|---|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
24,178
shares
|
$1.37 Million
0.19% of portfolio
|
Q3 2025
Added 2.58%
|
|
|
Cypress Capital Management LLC (Wy)
|
Nov 03, 2025 Q3 2025 |
24,063
shares
|
$1.37 Million
1.43% of portfolio
|
Q3 2025
Reduced 4.86%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Jan 06, 2026 Q3 2025 |
23,929
shares
|
$1.36 Million
0.41% of portfolio
|
Q3 2025
Added 23.07%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
23,885
shares
|
$1.36 Million
0.02% of portfolio
|
Q4 2025
Reduced 4.65%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
23,753
shares
|
$1.35 Million
0.92% of portfolio
|
Q3 2025
Reduced 7.59%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
23,701
shares
|
$1.34 Million
0.31% of portfolio
|
Q1 2025
Added 12.22%
|
|
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
Oct 14, 2025 Q3 2025 |
23,645
shares
|
$1.34 Million
0.95% of portfolio
|
Q2 2025
Added 140.17%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
23,492
shares
|
$1.33 Million
0.66% of portfolio
|
Q3 2025
Reduced 8.98%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
23,397
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
23,298
shares
|
$1.32 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.5%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Jan 15, 2026 Q4 2025 |
23,248
shares
|
$1.32 Million
0.09% of portfolio
|
Q4 2025
Reduced 1.91%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
23,230
shares
|
$1.32 Million
0.08% of portfolio
|
Q3 2022
New holding
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
23,133
shares
|
$1.31 Million
0.22% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
23,096
shares
|
$1.31 Million
0.17% of portfolio
|
Q3 2022
Added 15.52%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
23,023
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2025
Added 10.74%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Nov 06, 2025 Q3 2025 |
22,916
shares
|
$1.3 Million
0.36% of portfolio
|
Q3 2025
New holding
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Nov 12, 2025 Q3 2025 |
22,912
shares
|
$1.3 Million
0.27% of portfolio
|
Q3 2025
Reduced 29.41%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Oct 23, 2025 Q3 2025 |
22,820
shares
|
$1.29 Million
0.23% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
22,517
shares
|
$1.28 Million
0.18% of portfolio
|
Q1 2023
Added 43.12%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 13, 2025 Q3 2025 |
22,275
shares
|
$1.26 Million
0.23% of portfolio
|
Q3 2025
Reduced 37.44%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Oct 29, 2025 Q3 2025 |
22,243
shares
|
$1.26 Million
0.22% of portfolio
|
Q3 2025
Reduced 8.25%
|
|
|
Round Angle Advisors LLC
Red Bank, NJ |
Jan 12, 2026 Q4 2025 |
22,191
shares
|
$1.26 Million
0.92% of portfolio
|
Q4 2025
Reduced 1.28%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
22,145
shares
|
$1.26 Million
0.11% of portfolio
|
Q3 2025
Added 8.31%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Nov 14, 2025 Q3 2025 |
22,068
shares
|
$1.25 Million
0.55% of portfolio
|
Q3 2025
Reduced 8.93%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
22,005
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2025
Added 6.51%
|
|