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 |
|---|---|---|---|---|---|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
10,415
shares
|
$590,947
0.01% of portfolio
|
Q3 2025
Reduced 6.82%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
10,345
shares
|
$586,975
0.01% of portfolio
|
Q3 2025
Reduced 17.83%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
10,344
shares
|
$586,918
0.05% of portfolio
|
Q3 2025
Added 188.62%
|
|
|
Sheets Smith Investment Management
Houston, TX |
Oct 08, 2025 Q3 2025 |
10,318
shares
|
$585,443
0.42% of portfolio
|
Q3 2025
New holding
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
10,314
shares
|
$585,216
0.02% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
10,301
shares
|
$584,478
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pvg Asset Management Corp
Golden, CO |
Dec 31, 2025 Q3 2025 |
10,293
shares
|
$584,024
2.63% of portfolio
|
Q3 2025
Added 50.07%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
10,291
shares
|
$583,911
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Fortress Wealth Management, Inc.
|
Oct 15, 2025 Q3 2025 |
10,265
shares
|
$582,436
0.31% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Jan 09, 2026 Q4 2025 |
10,263
shares
|
$582,322
0.18% of portfolio
|
Q3 2025
Added 53.04%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Nov 07, 2025 Q3 2025 |
10,256
shares
|
$581,925
0.28% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
10,216
shares
|
$579,655
0.02% of portfolio
|
Q3 2025
Reduced 25.44%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Oct 29, 2025 Q3 2025 |
10,214
shares
|
$579,542
0.15% of portfolio
|
Q3 2025
Reduced 87.89%
|
|
|
Acorn Financial Advisory Services Inc
|
Oct 24, 2025 Q3 2025 |
10,196
shares
|
$578,521
0.11% of portfolio
|
Q3 2025
Added 109.62%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
10,132
shares
|
$574,889
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sanders Morris Harris LLC
|
Jan 08, 2026 Q4 2025 |
10,072
shares
|
$571,485
0.9% of portfolio
|
Q4 2025
Reduced 26.45%
|
|
|
Sterling Manor Financial, LLC
|
Jan 07, 2026 Q4 2025 |
10,068
shares
|
$571,258
0.43% of portfolio
|
Q4 2025
Added 18.85%
|
|
|
Steinberganna Wealth Management
Huntington, NY |
Oct 23, 2025 Q3 2025 |
10,068
shares
|
$571,258
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 13, 2025 Q3 2025 |
9,985
shares
|
$566,548
0.21% of portfolio
|
Q3 2025
Added 119.93%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Jan 15, 2026 Q4 2025 |
9,941
shares
|
$564,052
0.25% of portfolio
|
Q4 2025
Reduced 23.9%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 14, 2025 Q3 2025 |
9,936
shares
|
$563,768
0.39% of portfolio
|
Q3 2025
Added 21.39%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Oct 29, 2025 Q3 2025 |
9,933
shares
|
$563,598
0.09% of portfolio
|
Q3 2025
Added 17.48%
|
|
|
Atticus Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
9,893
shares
|
$561,328
0.15% of portfolio
|
Q3 2025
Added 28.3%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
9,868
shares
|
$559,910
0.02% of portfolio
|
Q3 2025
Reduced 85.86%
|
|
|
American Money Management, LLC
|
Nov 10, 2025 Q3 2025 |
9,853
shares
|
$559,059
0.1% of portfolio
|
Q3 2025
Reduced 4.97%
|
|