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 |
|---|---|---|---|---|---|
|
Osborne Partners Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
6,555
shares
|
$371,930
0.02% of portfolio
|
Q4 2024
Reduced 6.89%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
6,525
shares
|
$370,228
0.03% of portfolio
|
Q3 2025
Reduced 10.57%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
6,470
shares
|
$367,107
0.06% of portfolio
|
Q2 2025
Added 208.1%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 04, 2025 Q3 2025 |
6,448
shares
|
$365,859
0.15% of portfolio
|
Q3 2025
Added 44.03%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 12, 2025 Q3 2025 |
6,437
shares
|
$365,235
0.02% of portfolio
|
Q3 2025
Reduced 13.45%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
6,402
shares
|
$363,249
0.01% of portfolio
|
Q3 2025
Added 108.47%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
6,400
shares
|
$363,136
0.06% of portfolio
|
Q3 2025
Reduced 5.04%
|
|
|
Private Capital Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
6,385
shares
|
$362,284
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Tepp Ria, LLC
Westfield, NJ |
Nov 13, 2025 Q3 2025 |
6,372
shares
|
$361,547
0.41% of portfolio
|
Q3 2025
New holding
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
6,369
shares
|
$361,377
0.2% of portfolio
|
Q1 2025
Added 3.46%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Nov 10, 2025 Q3 2025 |
6,359
shares
|
$360,809
0.12% of portfolio
|
Q3 2025
Added 2.45%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 03, 2025 Q3 2025 |
6,354
shares
|
$360,525
0.11% of portfolio
|
Q2 2025
Reduced 36.63%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
6,341
shares
|
$359,788
0.16% of portfolio
|
Q3 2025
Added 1.77%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 12, 2025 Q3 2025 |
6,325
shares
|
$358,880
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Advisory Solutions, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
6,325
shares
|
$358,880
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
6,288
shares
|
$356,781
0.1% of portfolio
|
Q3 2025
Added 314.23%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Nov 12, 2025 Q3 2025 |
6,278
shares
|
$356,213
0.14% of portfolio
|
Q3 2025
Reduced 22.7%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
6,276
shares
|
$356,100
0.01% of portfolio
|
Q3 2025
Reduced 23.79%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jan 05, 2026 Q4 2025 |
6,267
shares
|
$355,589
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
6,251
shares
|
$354,681
0.0% of portfolio
|
Q3 2025
Added 62.32%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Oct 31, 2025 Q3 2025 |
6,244
shares
|
$354,284
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
6,236
shares
|
$353,830
0.01% of portfolio
|
Q3 2025
Added 18.56%
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
6,166
shares
|
$349,858
0.03% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Corps Capital Advisors, LLC
Southlake, TX |
Nov 14, 2025 Q3 2025 |
6,147
shares
|
$348,780
0.53% of portfolio
|
Q3 2025
Reduced 13.08%
|
|
|
Wills Financial Group, Inc.
|
Feb 14, 2025 Q4 2024 |
6,129
shares
|
$347,759
0.16% of portfolio
|
Q4 2024
Added 54.89%
|
|