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 |
|---|---|---|---|---|---|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
21,999
shares
|
$1.25 Million
0.02% of portfolio
|
Q3 2025
Reduced 5.07%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2025 Q3 2025 |
21,967
shares
|
$1.25 Million
0.49% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
21,950
shares
|
$1.25 Million
0.09% of portfolio
|
Q3 2025
Reduced 74.13%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
21,859
shares
|
$1.24 Million
0.1% of portfolio
|
Q3 2025
Reduced 31.24%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
21,833
shares
|
$1.24 Million
0.92% of portfolio
|
Q3 2025
Added 8.84%
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
21,760
shares
|
$1.23 Million
0.21% of portfolio
|
Q3 2025
Reduced 43.24%
|
|
|
Autumn Glory Partners, LLC
|
Oct 22, 2025 Q3 2025 |
21,736
shares
|
$1.23 Million
0.5% of portfolio
|
Q3 2025
Added 12.7%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Nov 05, 2025 Q3 2025 |
21,669
shares
|
$1.23 Million
0.23% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Oct 30, 2025 Q3 2025 |
21,656
shares
|
$1.23 Million
0.19% of portfolio
|
Q3 2025
Reduced 14.93%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Nov 12, 2025 Q3 2025 |
21,568
shares
|
$1.22 Million
1.11% of portfolio
|
Q3 2025
Reduced 20.21%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
21,484
shares
|
$1.22 Million
0.93% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Jan 13, 2026 Q4 2025 |
21,445
shares
|
$1.22 Million
0.43% of portfolio
|
Q4 2025
Added 1.59%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
21,424
shares
|
$1.22 Million
0.03% of portfolio
|
Q3 2025
Added 12.28%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
21,297
shares
|
$1.21 Million
0.66% of portfolio
|
Q1 2024
Reduced 30.42%
|
|
|
Code Waechter LLC
Tampa, FL |
Oct 22, 2025 Q3 2025 |
21,235
shares
|
$1.2 Million
0.79% of portfolio
|
Q3 2025
Reduced 4.16%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2025 Q3 2025 |
21,143
shares
|
$1.2 Million
0.18% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Bts Asset Management, Inc.
|
Nov 12, 2025 Q3 2025 |
21,016
shares
|
$1.19 Million
1.54% of portfolio
|
Q3 2025
Added 117.58%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
20,870
shares
|
$1.18 Million
0.01% of portfolio
|
Q3 2025
Added 4.9%
|
|
|
Brown Miller Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
20,790
shares
|
$1.18 Million
0.35% of portfolio
|
Q3 2025
Added 30.89%
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
20,677
shares
|
$1.17 Million
1.82% of portfolio
|
Q3 2023
Reduced 1.43%
|
|
|
Mendel Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
20,482
shares
|
$1.16 Million
0.62% of portfolio
|
Q3 2025
Added 2.37%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
20,354
shares
|
$1.15 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
20,344
shares
|
$1.15 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
20,343
shares
|
$1.15 Million
0.96% of portfolio
|
Q2 2025
New holding
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Nov 12, 2025 Q3 2025 |
20,333
shares
|
$1.15 Million
0.2% of portfolio
|
Q3 2025
Added 1.27%
|
|