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 |
|---|---|---|---|---|---|
|
Crumly & Associates Inc.
|
Jan 14, 2026 Q4 2025 |
8,837
shares
|
$501,411
0.13% of portfolio
|
Q4 2025
Reduced 0.06%
|
|
|
Cooper Capital Advisors LLC
Encinitas, CA |
Oct 27, 2025 Q3 2025 |
8,821
shares
|
$500,503
0.33% of portfolio
|
Q3 2025
Reduced 40.68%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
8,817
shares
|
$500,276
0.37% of portfolio
|
Q3 2024
Reduced 42.88%
|
|
|
Matisse Capital
|
Oct 29, 2025 Q3 2025 |
8,705
shares
|
$493,921
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
8,700
shares
|
$493,638
0.34% of portfolio
|
Q3 2025
Added 6.28%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
8,699
shares
|
$493,581
0.03% of portfolio
|
Q3 2025
Added 22.18%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Oct 31, 2025 Q3 2025 |
8,683
shares
|
$492,673
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Reliant Wealth Planning
|
Nov 18, 2025 Q3 2025 |
8,666
shares
|
$491,708
0.19% of portfolio
|
Q3 2025
Added 24.48%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
8,656
shares
|
$491,141
0.0% of portfolio
|
Q3 2025
Reduced 18.0%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2025 Q3 2025 |
8,633
shares
|
$489,836
0.08% of portfolio
|
Q3 2025
Added 40.67%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Jan 08, 2026 Q4 2025 |
8,627
shares
|
$489,495
0.41% of portfolio
|
Q4 2025
Added 0.27%
|
|
|
4 J Wealth Management LLC
|
Jan 15, 2026 Q4 2025 |
8,604
shares
|
$488,190
0.39% of portfolio
|
Q3 2025
New holding
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
8,533
shares
|
$484,162
0.0% of portfolio
|
Q3 2025
Added 11.35%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Jan 15, 2026 Q4 2025 |
8,448
shares
|
$479,339
0.35% of portfolio
|
Q4 2025
Added 1.05%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Nov 12, 2025 Q3 2025 |
8,445
shares
|
$479,169
0.3% of portfolio
|
Q3 2025
Added 5.8%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Oct 22, 2025 Q3 2025 |
8,439
shares
|
$478,828
0.27% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Lvz, Inc.
|
Oct 27, 2025 Q3 2025 |
8,407
shares
|
$477,013
0.06% of portfolio
|
Q3 2025
Reduced 3.89%
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
8,404
shares
|
$476,842
0.07% of portfolio
|
Q3 2025
Added 42.27%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
8,402
shares
|
$476,729
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
American Financial Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
8,365
shares
|
$474,630
0.06% of portfolio
|
Q3 2025
Reduced 5.78%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
8,341
shares
|
$473,268
0.01% of portfolio
|
Q3 2025
Reduced 9.74%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
8,341
shares
|
$473,268
0.17% of portfolio
|
Q3 2025
Added 33.5%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
8,340
shares
|
$473,211
0.07% of portfolio
|
Q3 2025
Reduced 3.53%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
8,329
shares
|
$472,587
0.06% of portfolio
|
Q3 2025
Reduced 72.86%
|
|
|
Tompkins Financial Corp
|
Jan 08, 2026 Q4 2025 |
8,308
shares
|
$471,395
0.04% of portfolio
|
Q4 2025
Added 0.79%
|
|