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 |
|---|---|---|---|---|---|
|
Detalus Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
11,201
shares
|
$635,544
0.18% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Pegasus Asset Management, Inc.
|
Nov 03, 2025 Q3 2025 |
11,172
shares
|
$633,899
0.21% of portfolio
|
Q3 2025
Added 35.66%
|
|
|
Trust CO
|
Jan 15, 2026 Q4 2025 |
11,117
shares
|
$630,778
0.06% of portfolio
|
Q4 2025
Added 10.52%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
11,028
shares
|
$625,728
0.13% of portfolio
|
Q3 2025
Reduced 14.42%
|
|
|
Park National Corp
|
Jan 05, 2026 Q4 2025 |
11,003
shares
|
$624,310
0.02% of portfolio
|
Q4 2025
Added 41.83%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
10,950
shares
|
$621,303
0.36% of portfolio
|
Q3 2025
Reduced 6.81%
|
|
|
Camelot Portfolios, LLC
|
Nov 17, 2025 Q3 2025 |
10,943
shares
|
$620,905
0.37% of portfolio
|
Q3 2025
Reduced 30.36%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 16, 2025 Q3 2025 |
10,922
shares
|
$619,714
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Oct 20, 2025 Q3 2025 |
10,916
shares
|
$619,373
0.3% of portfolio
|
Q2 2025
Reduced 77.03%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
10,878
shares
|
$617,217
0.03% of portfolio
|
Q3 2022
Added 1.4%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
10,823
shares
|
$614,097
0.02% of portfolio
|
Q3 2025
Reduced 71.92%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
10,805
shares
|
$613,075
0.1% of portfolio
|
Q3 2025
Added 27.34%
|
|
|
Biechele Royce Advisors
|
Oct 29, 2024 Q3 2024 |
10,755
shares
|
$610,238
0.21% of portfolio
|
Q3 2024
Added 4.32%
|
|
|
Evolution Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
10,715
shares
|
$607,969
0.06% of portfolio
|
Q4 2025
Reduced 42.57%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
10,708
shares
|
$607,571
0.04% of portfolio
|
Q3 2025
Added 50.16%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
10,698
shares
|
$607,004
0.04% of portfolio
|
Q2 2025
Reduced 3.24%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
10,600
shares
|
$601,444
0.02% of portfolio
|
Q3 2025
Added 46.73%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
10,590
shares
|
$600,876
0.02% of portfolio
|
Q3 2025
Reduced 6.31%
|
|
|
Sherman Wealth Management LLC
Gaithersburg, MD |
Jan 13, 2026 Q4 2025 |
10,587
shares
|
$600,706
0.6% of portfolio
|
Q4 2025
Reduced 13.43%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
10,542
shares
|
$598,153
0.19% of portfolio
|
Q3 2025
Reduced 26.08%
|
|
|
Capital Planning LLC
|
Oct 22, 2025 Q3 2025 |
10,507
shares
|
$596,167
0.18% of portfolio
|
Q2 2025
Reduced 25.94%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Oct 31, 2025 Q3 2025 |
10,504
shares
|
$595,996
0.1% of portfolio
|
Q3 2025
Added 40.48%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 20, 2025 Q3 2025 |
10,499
shares
|
$595,713
0.34% of portfolio
|
Q3 2025
Added 115.14%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
10,480
shares
|
$594,635
0.14% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Platform Technology Partners
|
Oct 29, 2025 Q3 2025 |
10,451
shares
|
$592,989
0.15% of portfolio
|
Q3 2025
Reduced 0.69%
|
|