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 |
|---|---|---|---|---|---|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
18,728
shares
|
$1.06 Million
0.02% of portfolio
|
Q3 2025
Added 5.76%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
18,725
shares
|
$1.06 Million
0.08% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
18,706
shares
|
$1.06 Million
0.57% of portfolio
|
Q4 2023
Reduced 3.1%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
18,631
shares
|
$1.06 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
18,505
shares
|
$1.05 Million
0.08% of portfolio
|
Q4 2023
Added 34.55%
|
|
|
Marion Wealth Management
|
Oct 10, 2025 Q3 2025 |
18,273
shares
|
$1.04 Million
0.25% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
18,259
shares
|
$1.04 Million
0.75% of portfolio
|
Q3 2025
Added 11.96%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Jan 07, 2026 Q4 2025 |
18,213
shares
|
$1.03 Million
0.69% of portfolio
|
Q4 2025
Reduced 20.87%
|
|
|
First Heartland Consultants, Inc.
|
Jan 09, 2026 Q4 2025 |
17,956
shares
|
$1.02 Million
0.09% of portfolio
|
Q4 2025
Reduced 17.26%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
17,835
shares
|
$1.01 Million
0.31% of portfolio
|
Q3 2024
Reduced 35.1%
|
|
|
Sns Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
17,773
shares
|
$1.01 Million
0.09% of portfolio
|
Q3 2025
Added 6.28%
|
|
|
Next Level Private LLC
Harrison, NY |
Jan 07, 2026 Q4 2025 |
17,492
shares
|
$992,496
0.29% of portfolio
|
Q4 2025
Reduced 72.99%
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
17,423
shares
|
$988,581
0.44% of portfolio
|
Q3 2025
New holding
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Nov 14, 2025 Q3 2025 |
17,401
shares
|
$987,332
0.84% of portfolio
|
Q3 2025
Reduced 8.04%
|
|
|
Westbourne Investment Advisors, Inc.
|
Oct 20, 2025 Q3 2025 |
17,400
shares
|
$987,276
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Pointe Capital Management LLC
|
Nov 24, 2025 Q3 2025 |
17,340
shares
|
$983,871
0.49% of portfolio
|
Q3 2025
Reduced 19.39%
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
17,278
shares
|
$980,353
0.1% of portfolio
|
Q3 2025
Added 25.88%
|
|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
17,110
shares
|
$970,821
0.13% of portfolio
|
Q2 2025
Added 41.63%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
17,074
shares
|
$968,778
0.19% of portfolio
|
Q3 2025
Added 2.94%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 06, 2026 Q4 2025 |
17,064
shares
|
$968,211
0.14% of portfolio
|
Q4 2025
Reduced 9.98%
|
|
|
Strategic Advisors LLC
|
Nov 03, 2025 Q3 2025 |
16,973
shares
|
$963,048
0.16% of portfolio
|
Q3 2025
Added 58.64%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Oct 28, 2025 Q3 2025 |
16,957
shares
|
$962,140
0.12% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
16,947
shares
|
$961,572
0.02% of portfolio
|
Q3 2025
Added 2.42%
|
|
|
Concorde Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
16,885
shares
|
$958,054
0.43% of portfolio
|
Q3 2025
Added 42.0%
|
|
|
Auour Investments LLC
Wenham, MA |
Jan 12, 2026 Q4 2025 |
16,808
shares
|
$953,685
0.33% of portfolio
|
Q4 2025
Added 32.94%
|
|