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 |
|---|---|---|---|---|---|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
16,791
shares
|
$952,721
0.23% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jan 08, 2026 Q4 2025 |
16,788
shares
|
$952,551
0.28% of portfolio
|
Q4 2025
Added 0.7%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
16,762
shares
|
$951,075
0.11% of portfolio
|
Q3 2025
Added 4.09%
|
|
|
Brasada Capital Management, LP
Houston, TX |
Nov 14, 2025 Q3 2025 |
16,694
shares
|
$947,217
0.18% of portfolio
|
Q3 2025
Reduced 40.32%
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Oct 20, 2025 Q3 2025 |
16,580
shares
|
$940,749
0.58% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Bay Rivers Group
|
Jan 07, 2026 Q4 2025 |
16,342
shares
|
$927,245
0.39% of portfolio
|
Q4 2025
Added 35.89%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 14, 2025 Q3 2025 |
16,250
shares
|
$922,025
0.45% of portfolio
|
Q1 2025
Reduced 69.15%
|
|
|
Aft, Forsyth & Company, Inc.
|
Nov 07, 2025 Q3 2025 |
16,196
shares
|
$918,961
0.45% of portfolio
|
Q3 2025
Added 30.77%
|
|
|
Iam Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
16,132
shares
|
$915,329
0.21% of portfolio
|
Q4 2025
Added 1.43%
|
|
|
Triton Wealth Management, Pllc
|
Nov 12, 2025 Q3 2025 |
16,099
shares
|
$913,457
0.39% of portfolio
|
Q3 2025
Reduced 29.02%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jan 12, 2026 Q4 2025 |
16,064
shares
|
$911,471
0.31% of portfolio
|
Q4 2025
Added 9.18%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
15,913
shares
|
$902,903
0.16% of portfolio
|
Q3 2025
Added 35.57%
|
|
|
Menard Financial Group LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
15,892
shares
|
$901,712
0.66% of portfolio
|
Q3 2025
Reduced 6.62%
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
Oct 31, 2025 Q3 2025 |
15,788
shares
|
$895,811
0.34% of portfolio
|
Q3 2025
Reduced 13.93%
|
|
|
Garrett Investment Advisors LLC
|
Jan 05, 2026 Q4 2025 |
15,533
shares
|
$881,342
0.08% of portfolio
|
Q4 2025
Added 2.0%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
15,362
shares
|
$871,639
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
15,286
shares
|
$867,327
0.06% of portfolio
|
Q3 2025
Added 35.67%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Nov 12, 2025 Q3 2025 |
15,286
shares
|
$867,327
0.59% of portfolio
|
Q3 2025
Added 18.8%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
15,272
shares
|
$866,533
0.2% of portfolio
|
Q3 2025
Reduced 51.42%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 07, 2025 Q3 2025 |
15,232
shares
|
$864,263
0.1% of portfolio
|
Q3 2025
Added 3.3%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
15,212
shares
|
$863,128
0.03% of portfolio
|
Q3 2025
Added 77.59%
|
|
|
Independent Investors Inc
|
Jan 15, 2026 Q4 2025 |
15,211
shares
|
$863,072
0.16% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Marshall Financial Group LLC
|
Jan 08, 2026 Q4 2025 |
15,147
shares
|
$859,440
0.19% of portfolio
|
Q4 2025
Reduced 5.78%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Oct 20, 2025 Q3 2025 |
15,127
shares
|
$858,305
0.35% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Tranquility Partners, LLC
|
Oct 30, 2025 Q3 2025 |
15,038
shares
|
$853,256
0.3% of portfolio
|
Q3 2025
Added 1.53%
|
|