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 |
|---|---|---|---|---|---|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
15,022
shares
|
$852,348
0.04% of portfolio
|
Q3 2025
Reduced 12.65%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Oct 24, 2025 Q3 2025 |
15,006
shares
|
$851,440
0.5% of portfolio
|
Q3 2025
Added 14.18%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
15,000
shares
|
$851,100
0.2% of portfolio
|
Q1 2025
Reduced 4.31%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
15,000
shares
|
$851,100
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
14,954
shares
|
$848,489
0.4% of portfolio
|
Q3 2025
Added 48.02%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
14,597
shares
|
$828,233
0.33% of portfolio
|
Q3 2025
Reduced 6.5%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2025 Q3 2025 |
14,533
shares
|
$824,602
0.05% of portfolio
|
Q3 2025
Added 35.82%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
14,512
shares
|
$823,410
0.52% of portfolio
|
Q3 2025
Added 3.02%
|
|
|
Columbia Advisory Partners LLC
|
Oct 24, 2025 Q3 2025 |
14,450
shares
|
$819,893
0.68% of portfolio
|
Q3 2025
Added 23.26%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Oct 22, 2025 Q3 2025 |
14,426
shares
|
$818,531
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
14,416
shares
|
$817,963
0.19% of portfolio
|
Q3 2025
Added 8.4%
|
|
|
Elevatus Welath Management
Victor, NY |
Jan 14, 2026 Q4 2025 |
14,402
shares
|
$817,169
0.23% of portfolio
|
Q4 2025
Added 6.96%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
14,334
shares
|
$813,311
0.01% of portfolio
|
Q2 2025
Added 53.57%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2026 Q4 2025 |
14,306
shares
|
$811,722
0.06% of portfolio
|
Q4 2025
Reduced 17.75%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Nov 07, 2025 Q3 2025 |
14,278
shares
|
$810,133
0.22% of portfolio
|
Q3 2025
Added 44.03%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Nov 12, 2025 Q3 2025 |
14,187
shares
|
$804,970
0.37% of portfolio
|
Q3 2025
Reduced 17.1%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 12, 2025 Q3 2025 |
13,968
shares
|
$792,544
0.07% of portfolio
|
Q3 2025
Added 16.09%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
13,952
shares
|
$791,636
0.36% of portfolio
|
Q3 2025
Reduced 7.73%
|
|
|
Legacy Bridge, LLC
|
Nov 12, 2025 Q3 2025 |
13,897
shares
|
$788,515
0.38% of portfolio
|
Q3 2025
Reduced 5.11%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
13,871
shares
|
$787,040
0.09% of portfolio
|
Q3 2025
Reduced 9.19%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Oct 21, 2025 Q3 2025 |
13,835
shares
|
$784,997
0.11% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Alliance Wealth Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
13,821
shares
|
$784,203
0.32% of portfolio
|
Q4 2025
Added 5.28%
|
|
|
Monument Capital Management
|
Oct 14, 2025 Q3 2025 |
13,773
shares
|
$781,480
0.2% of portfolio
|
Q3 2025
Reduced 10.26%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
13,715
shares
|
$778,189
0.32% of portfolio
|
Q1 2024
Added 6.07%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Oct 20, 2025 Q3 2025 |
13,607
shares
|
$772,061
0.52% of portfolio
|
Q3 2025
Reduced 63.07%
|
|