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 |
|---|---|---|---|---|---|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Nov 07, 2025 Q3 2025 |
9,839
shares
|
$558,264
0.39% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Mattern Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
9,704
shares
|
$550,604
0.12% of portfolio
|
Q3 2025
Reduced 3.75%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Oct 15, 2025 Q3 2025 |
9,667
shares
|
$548,505
0.27% of portfolio
|
Q3 2025
Added 3.17%
|
|
|
Harvest Investment Services, LLC
|
Nov 17, 2025 Q3 2025 |
9,640
shares
|
$546,973
0.12% of portfolio
|
Q3 2025
Added 6.4%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
9,594
shares
|
$544,363
0.03% of portfolio
|
Q1 2025
Reduced 64.32%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
9,584
shares
|
$543,796
0.01% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
9,533
shares
|
$540,902
0.1% of portfolio
|
Q3 2024
Reduced 12.1%
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 07, 2026 Q4 2025 |
9,515
shares
|
$539,881
0.13% of portfolio
|
Q4 2025
Reduced 16.83%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
9,488
shares
|
$538,349
0.1% of portfolio
|
Q3 2025
Reduced 3.9%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 13, 2026 Q4 2025 |
9,410
shares
|
$533,923
0.09% of portfolio
|
Q4 2025
Added 5.84%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
9,373
shares
|
$531,824
0.01% of portfolio
|
Q3 2023
Reduced 8.25%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Nov 12, 2025 Q3 2025 |
9,353
shares
|
$530,689
0.37% of portfolio
|
Q3 2025
Reduced 2.09%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
9,344
shares
|
$530,178
0.37% of portfolio
|
Q2 2023
Added 8.42%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Nov 07, 2025 Q3 2025 |
9,331
shares
|
$529,440
0.06% of portfolio
|
Q3 2025
Added 8.75%
|
|
|
Advisory Resource Group
|
Oct 22, 2025 Q3 2025 |
9,312
shares
|
$528,362
0.12% of portfolio
|
Q3 2025
Reduced 95.02%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
9,303
shares
|
$527,852
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Oct 15, 2025 Q3 2025 |
9,289
shares
|
$527,057
0.41% of portfolio
|
Q3 2025
Reduced 9.11%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
9,232
shares
|
$523,823
0.19% of portfolio
|
Q1 2024
Added 32.7%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
9,191
shares
|
$521,497
0.06% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Nov 06, 2025 Q3 2025 |
9,111
shares
|
$516,958
0.28% of portfolio
|
Q3 2025
Added 25.2%
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
9,098
shares
|
$516,220
0.29% of portfolio
|
Q3 2025
Added 1.98%
|
|
|
Canvas Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
8,991
shares
|
$510,149
0.09% of portfolio
|
Q4 2025
Added 1.38%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Oct 29, 2025 Q3 2025 |
8,979
shares
|
$509,468
0.18% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Meridian Financial Partners LLC
|
Oct 20, 2025 Q3 2025 |
8,931
shares
|
$506,744
0.22% of portfolio
|
Q3 2025
Added 8.45%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 27, 2025 Q3 2025 |
8,885
shares
|
$504,134
0.16% of portfolio
|
Q3 2025
Reduced 5.87%
|
|