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 |
|---|---|---|---|---|---|
|
Red Door Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
5,051
shares
|
$286,593
0.03% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
5,027
shares
|
$285,231
0.21% of portfolio
|
Q2 2025
Reduced 6.09%
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
Oct 24, 2025 Q3 2025 |
5,016
shares
|
$284,607
0.06% of portfolio
|
Q4 2024
Added 9.14%
|
|
|
Adalta Capital Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
5,000
shares
|
$283,700
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
J. L. Bainbridge & Co., Inc.
|
Jan 13, 2026 Q4 2025 |
4,951
shares
|
$280,919
0.03% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
West Wealth Group, LLC
|
Oct 27, 2025 Q3 2025 |
4,950
shares
|
$280,863
0.07% of portfolio
|
Q3 2025
Added 35.88%
|
|
|
Wespac Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
4,927
shares
|
$279,557
0.18% of portfolio
|
Q4 2025
Reduced 0.87%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
4,923
shares
|
$279,331
0.0% of portfolio
|
Q3 2025
Reduced 47.11%
|
|
|
Wills Financial Group LLC
Richmond, VA |
Nov 14, 2025 Q3 2025 |
4,912
shares
|
$278,706
0.12% of portfolio
|
Q3 2025
Reduced 16.86%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
4,903
shares
|
$278,196
0.41% of portfolio
|
Q3 2022
Reduced 6.45%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 08, 2026 Q4 2025 |
4,892
shares
|
$277,572
0.11% of portfolio
|
Q4 2025
Added 18.08%
|
|
|
Hudock, Inc.
|
Oct 24, 2025 Q3 2025 |
4,890
shares
|
$277,458
0.04% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
4,887
shares
|
$277,288
0.01% of portfolio
|
Q3 2025
Reduced 40.88%
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
4,880
shares
|
$276,891
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Oct 29, 2025 Q3 2025 |
4,873
shares
|
$276,494
0.13% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
4,827
shares
|
$273,883
0.04% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
4,820
shares
|
$273,486
0.01% of portfolio
|
Q3 2025
Reduced 59.01%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Nov 03, 2025 Q3 2025 |
4,810
shares
|
$272,919
0.07% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2026 Q4 2025 |
4,802
shares
|
$272,465
0.14% of portfolio
|
Q4 2025
Added 1.27%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
4,743
shares
|
$269,117
0.07% of portfolio
|
Q3 2025
Reduced 65.77%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
4,728
shares
|
$268,266
0.01% of portfolio
|
Q3 2025
Reduced 12.9%
|
|
|
Transce3nd, LLC
Kyle, TX |
Nov 12, 2025 Q3 2025 |
4,686
shares
|
$265,883
2.29% of portfolio
|
Q3 2025
Reduced 94.52%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jan 14, 2026 Q4 2025 |
4,678
shares
|
$265,429
0.15% of portfolio
|
Q4 2025
Reduced 10.33%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
4,675
shares
|
$265,259
0.03% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Nov 14, 2025 Q3 2025 |
4,673
shares
|
$265,146
0.13% of portfolio
|
Q3 2025
Reduced 5.4%
|
|