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 |
|---|---|---|---|---|---|
|
Elevate Capital Advisors, LLC
Eagle, CO |
Oct 27, 2025 Q3 2025 |
6,102
shares
|
$346,227
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Nov 04, 2025 Q3 2025 |
6,079
shares
|
$344,922
0.18% of portfolio
|
Q3 2025
Added 50.47%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Oct 29, 2025 Q3 2025 |
6,002
shares
|
$340,553
0.13% of portfolio
|
Q3 2025
Added 31.42%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
5,985
shares
|
$339,588
0.07% of portfolio
|
Q4 2024
Reduced 18.91%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Nov 12, 2025 Q3 2025 |
5,981
shares
|
$339,361
0.22% of portfolio
|
Q3 2025
Added 6.33%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
5,947
shares
|
$337,432
0.05% of portfolio
|
Q3 2025
Reduced 7.76%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Nov 04, 2025 Q3 2025 |
5,932
shares
|
$336,581
0.01% of portfolio
|
Q3 2025
Reduced 31.28%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
5,914
shares
|
$335,560
0.17% of portfolio
|
Q2 2023
Added 362.03%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
5,896
shares
|
$334,539
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
5,857
shares
|
$332,326
0.09% of portfolio
|
Q3 2025
Added 5.99%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
5,853
shares
|
$332,099
0.12% of portfolio
|
Q3 2025
Reduced 25.5%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
5,801
shares
|
$329,148
0.01% of portfolio
|
Q2 2024
Added 16.02%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
5,800
shares
|
$329,092
0.08% of portfolio
|
Q3 2022
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
5,794
shares
|
$328,751
0.02% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Accel Wealth Management
|
Oct 07, 2025 Q3 2025 |
5,770
shares
|
$327,389
0.1% of portfolio
|
Q3 2025
Reduced 25.22%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Nov 04, 2025 Q3 2025 |
5,755
shares
|
$326,538
0.02% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Nov 13, 2025 Q3 2025 |
5,750
shares
|
$326,255
0.13% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
5,742
shares
|
$325,801
0.03% of portfolio
|
Q3 2025
Added 8.54%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
5,688
shares
|
$322,737
0.03% of portfolio
|
Q2 2025
Added 3025.27%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
5,670
shares
|
$321,715
0.14% of portfolio
|
Q3 2025
Added 22.38%
|
|
|
Chris Bulman Inc
Roseville, CA |
Jan 14, 2026 Q4 2025 |
5,668
shares
|
$321,602
0.14% of portfolio
|
Q4 2025
Added 0.8%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 10, 2025 Q3 2025 |
5,666
shares
|
$321,488
0.01% of portfolio
|
Q3 2025
Reduced 4.61%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Nov 06, 2025 Q3 2025 |
5,634
shares
|
$319,673
0.25% of portfolio
|
Q3 2025
Added 4.35%
|
|
|
Crescent Grove Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
5,614
shares
|
$318,538
0.03% of portfolio
|
Q3 2025
Reduced 90.82%
|
|
|
Spears Abacus Advisors LLC
|
Nov 14, 2025 Q3 2025 |
5,600
shares
|
$317,744
0.01% of portfolio
|
Q2 2025
Reduced 25.33%
|
|