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 |
|---|---|---|---|---|---|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 13, 2026 Q4 2025 |
7,134
shares
|
$404,783
0.06% of portfolio
|
Q4 2025
Added 6.32%
|
|
|
Capital City Trust CO
|
Oct 27, 2025 Q3 2025 |
7,104
shares
|
$403,080
0.11% of portfolio
|
Q4 2024
Reduced 5.52%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
7,081
shares
|
$401,775
0.0% of portfolio
|
Q3 2025
Reduced 8.93%
|
|
|
Orgel Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
7,061
shares
|
$400,641
0.01% of portfolio
|
Q4 2025
Added 19.84%
|
|
|
Thompson Davis & Co., Inc.
|
Jan 12, 2026 Q4 2025 |
7,050
shares
|
$400,017
0.25% of portfolio
|
Q4 2025
Reduced 7.03%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2025 Q3 2025 |
7,047
shares
|
$399,846
0.1% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Tanglewood Wealth Management, Inc.
|
Oct 30, 2025 Q3 2025 |
7,040
shares
|
$399,449
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
7,038
shares
|
$399,336
0.02% of portfolio
|
Q3 2025
Added 2.27%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Oct 22, 2025 Q3 2025 |
7,038
shares
|
$399,336
0.35% of portfolio
|
Q3 2025
Added 2.4%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2025 Q3 2025 |
6,960
shares
|
$394,910
0.2% of portfolio
|
Q3 2025
Reduced 9.47%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
6,950
shares
|
$394,343
0.11% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
6,922
shares
|
$392,754
0.09% of portfolio
|
Q3 2025
Added 23.61%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Nov 04, 2025 Q3 2025 |
6,894
shares
|
$391,165
0.07% of portfolio
|
Q3 2025
Reduced 49.44%
|
|
|
Waller Financial Planning Group, Inc
|
Jan 13, 2026 Q4 2025 |
6,855
shares
|
$388,952
0.09% of portfolio
|
Q4 2025
Reduced 10.39%
|
|
|
Wealth Management Partners, LLC
|
Jan 12, 2026 Q4 2025 |
6,823
shares
|
$387,137
0.13% of portfolio
|
Q4 2025
Added 9.15%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
6,813
shares
|
$386,569
0.07% of portfolio
|
Q3 2025
Added 70.75%
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
6,800
shares
|
$385,832
0.04% of portfolio
|
Q3 2025
Added 277.78%
|
|
|
Ims Capital Management
|
Nov 17, 2025 Q3 2025 |
6,774
shares
|
$384,356
0.18% of portfolio
|
Q3 2025
Reduced 2.29%
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
6,681
shares
|
$379,079
0.04% of portfolio
|
Q3 2025
Reduced 37.58%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
6,615
shares
|
$375,335
0.08% of portfolio
|
Q4 2022
Reduced 11.92%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
6,615
shares
|
$375,335
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 14, 2026 Q4 2025 |
6,613
shares
|
$375,221
0.07% of portfolio
|
Q4 2025
Reduced 6.86%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
6,613
shares
|
$375,221
0.02% of portfolio
|
Q4 2025
Reduced 19.15%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 12, 2026 Q4 2025 |
6,561
shares
|
$372,271
0.06% of portfolio
|
Q4 2025
Added 24.36%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
6,556
shares
|
$371,987
0.05% of portfolio
|
Q2 2025
Reduced 1.9%
|
|