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 |
|---|---|---|---|---|---|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
Oct 28, 2025 Q3 2025 |
13,542
shares
|
$768,373
0.65% of portfolio
|
Q3 2025
Reduced 15.04%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 19, 2025 Q3 2025 |
13,490
shares
|
$765,422
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jan 08, 2026 Q4 2025 |
13,431
shares
|
$762,074
0.12% of portfolio
|
Q4 2025
Added 245.54%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2025 Q3 2025 |
13,394
shares
|
$759,975
0.14% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
13,284
shares
|
$753,734
0.05% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
13,186
shares
|
$748,173
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Oct 09, 2025 Q3 2025 |
13,115
shares
|
$744,145
0.37% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
12,928
shares
|
$733,534
0.12% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Oct 22, 2025 Q3 2025 |
12,874
shares
|
$730,470
0.46% of portfolio
|
Q3 2025
Added 7.24%
|
|
|
Madison Wealth Partners, Inc
|
Nov 12, 2025 Q3 2025 |
12,857
shares
|
$729,506
0.17% of portfolio
|
Q3 2025
Added 3.85%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 14, 2026 Q4 2025 |
12,820
shares
|
$727,406
0.27% of portfolio
|
Q4 2025
Added 8.48%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
12,767
shares
|
$724,399
0.13% of portfolio
|
Q3 2025
Added 7.48%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
12,727
shares
|
$722,129
0.1% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
12,724
shares
|
$721,959
0.12% of portfolio
|
Q3 2024
Added 186.96%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Nov 06, 2025 Q3 2025 |
12,679
shares
|
$719,406
0.22% of portfolio
|
Q3 2025
Reduced 8.38%
|
|
|
West Bancorporation Inc
|
Oct 23, 2025 Q3 2025 |
12,650
shares
|
$717,761
0.42% of portfolio
|
Q3 2025
Added 7.43%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
12,635
shares
|
$716,909
0.65% of portfolio
|
Q3 2025
Reduced 8.7%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jul 21, 2025 Q2 2025 |
12,633
shares
|
$716,796
0.26% of portfolio
|
Q2 2025
Reduced 62.02%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 07, 2026 Q4 2025 |
12,609
shares
|
$715,434
0.33% of portfolio
|
Q4 2025
Added 1.78%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 31, 2025 Q3 2025 |
12,607
shares
|
$715,321
0.32% of portfolio
|
Q3 2025
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
12,530
shares
|
$710,952
0.01% of portfolio
|
Q3 2025
Added 113.6%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Jan 12, 2026 Q3 2025 |
12,486
shares
|
$708,455
0.38% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
12,453
shares
|
$706,583
0.17% of portfolio
|
Q3 2025
Reduced 3.21%
|
|
|
Oxinas Partners Wealth Management LLC
|
Nov 06, 2025 Q3 2025 |
12,426
shares
|
$705,051
0.41% of portfolio
|
Q3 2025
Reduced 72.04%
|
|
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
Nov 03, 2025 Q3 2025 |
12,406
shares
|
$703,916
0.3% of portfolio
|
Q3 2025
Reduced 20.05%
|
|