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 |
|---|---|---|---|---|---|
|
Park Place Capital Corp
Birmingham, AL |
Jan 09, 2026 Q4 2025 |
12,331
shares
|
$699,660
0.17% of portfolio
|
Q4 2025
Added 87.29%
|
|
|
Grandview Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
12,323
shares
|
$699,207
0.2% of portfolio
|
Q3 2025
Reduced 17.72%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Nov 14, 2025 Q3 2025 |
12,316
shares
|
$698,809
0.55% of portfolio
|
Q3 2025
Reduced 3.12%
|
|
|
Delta Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
12,299
shares
|
$697,845
0.16% of portfolio
|
Q3 2025
Reduced 83.2%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2026 Q4 2025 |
12,267
shares
|
$696,029
0.11% of portfolio
|
Q4 2025
New holding
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
12,195
shares
|
$691,944
0.01% of portfolio
|
Q3 2025
Reduced 7.95%
|
|
|
Latitude Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
12,191
shares
|
$691,717
0.38% of portfolio
|
Q3 2025
Reduced 14.81%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
12,140
shares
|
$688,823
0.04% of portfolio
|
Q4 2024
Added 80.15%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
12,106
shares
|
$686,894
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Atlantic Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
12,054
shares
|
$683,943
0.48% of portfolio
|
Q3 2025
Added 71.15%
|
|
|
Guided Capital Wealth Management, LLC
Houston, TX |
Jan 15, 2026 Q4 2025 |
11,986
shares
|
$680,085
0.48% of portfolio
|
Q4 2025
New holding
|
|
|
Mezzasalma Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
11,925
shares
|
$676,624
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
11,908
shares
|
$675,659
0.03% of portfolio
|
Q3 2025
Reduced 8.6%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
11,855
shares
|
$672,652
0.02% of portfolio
|
Q3 2025
Reduced 16.48%
|
|
|
Arcus Capital Partners, LLC
|
Oct 30, 2025 Q3 2025 |
11,840
shares
|
$671,801
0.32% of portfolio
|
Q3 2025
Added 3.1%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
11,836
shares
|
$671,574
0.05% of portfolio
|
Q4 2023
Reduced 0.39%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
11,762
shares
|
$667,375
0.11% of portfolio
|
Q1 2024
Reduced 1.82%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
11,582
shares
|
$657,162
0.06% of portfolio
|
Q1 2025
Reduced 8.64%
|
|
|
Hixon Zuercher, LLC
|
Oct 10, 2025 Q3 2025 |
11,536
shares
|
$654,552
0.2% of portfolio
|
Q3 2025
Added 4.49%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
11,498
shares
|
$652,396
0.04% of portfolio
|
Q3 2025
Added 9.9%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 13, 2025 Q3 2025 |
11,441
shares
|
$649,162
0.16% of portfolio
|
Q3 2025
Reduced 11.26%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
11,344
shares
|
$643,658
0.1% of portfolio
|
Q4 2025
Reduced 8.75%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
11,338
shares
|
$643,318
0.0% of portfolio
|
Q3 2025
Reduced 93.14%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
11,294
shares
|
$640,821
0.09% of portfolio
|
Q3 2025
Added 29.25%
|
|
|
Spahn Wealth & Retirement LLC
Scottsdale, AZ |
Nov 13, 2025 Q3 2025 |
11,275
shares
|
$639,743
0.38% of portfolio
|
Q1 2025
Reduced 4.53%
|
|