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 |
|---|---|---|---|---|---|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
20,292
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
20,277
shares
|
$1.15 Million
0.73% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
20,221
shares
|
$1.15 Million
0.85% of portfolio
|
Q2 2025
Reduced 3.75%
|
|
|
Hourglass Capital, LLC
|
Jan 14, 2026 Q4 2025 |
20,150
shares
|
$1.14 Million
0.26% of portfolio
|
Q4 2025
Reduced 33.17%
|
|
|
Highland Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
20,130
shares
|
$1.14 Million
0.06% of portfolio
|
Q3 2025
Added 51.35%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
19,943
shares
|
$1.13 Million
0.0% of portfolio
|
Q2 2025
Reduced 92.48%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
19,789
shares
|
$1.12 Million
0.61% of portfolio
|
Q3 2025
Added 22.72%
|
|
|
Blue Chip Partners, Inc.
|
Nov 14, 2025 Q3 2025 |
19,747
shares
|
$1.12 Million
0.09% of portfolio
|
Q3 2025
Added 20.74%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
19,645
shares
|
$1.11 Million
0.34% of portfolio
|
Q3 2025
Reduced 10.34%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Oct 30, 2025 Q3 2025 |
19,602
shares
|
$1.11 Million
0.51% of portfolio
|
Q3 2025
Added 1.84%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
19,576
shares
|
$1.11 Million
0.1% of portfolio
|
Q3 2025
Reduced 5.69%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Oct 29, 2025 Q3 2025 |
19,565
shares
|
$1.11 Million
0.18% of portfolio
|
Q1 2025
Reduced 15.12%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 05, 2025 Q3 2025 |
19,547
shares
|
$1.11 Million
0.71% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Nov 10, 2025 Q3 2025 |
19,536
shares
|
$1.11 Million
0.84% of portfolio
|
Q3 2025
Reduced 12.9%
|
|
|
Tempus Wealth Planning, LLC
|
Nov 05, 2025 Q3 2025 |
19,489
shares
|
$1.11 Million
0.29% of portfolio
|
Q3 2025
Added 4.56%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
19,481
shares
|
$1.11 Million
0.09% of portfolio
|
Q3 2025
Added 12.67%
|
|
|
Bcgm Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
19,476
shares
|
$1.11 Million
0.32% of portfolio
|
Q4 2025
Reduced 17.34%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 16, 2025 Q3 2025 |
19,471
shares
|
$1.1 Million
0.1% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Bellwether Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
19,393
shares
|
$1.1 Million
0.19% of portfolio
|
Q1 2024
Reduced 0.16%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
19,108
shares
|
$1.08 Million
0.37% of portfolio
|
Q3 2025
Reduced 19.12%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 12, 2026 Q4 2025 |
19,082
shares
|
$1.08 Million
0.15% of portfolio
|
Q4 2025
Added 16.21%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 12, 2025 Q3 2025 |
19,066
shares
|
$1.08 Million
0.43% of portfolio
|
Q3 2025
Added 3.08%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
19,061
shares
|
$1.08 Million
0.04% of portfolio
|
Q3 2025
Reduced 8.68%
|
|
|
E Rn Financial, LLC
|
Jan 15, 2026 Q4 2025 |
18,994
shares
|
$1.08 Million
0.22% of portfolio
|
Q4 2025
Added 9.13%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 20, 2025 Q3 2025 |
18,747
shares
|
$1.06 Million
0.6% of portfolio
|
Q2 2025
Added 3.52%
|
|