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 |
|---|---|---|---|---|---|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
4,640
shares
|
$263,273
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Sepio Capital, LP
|
Nov 13, 2025 Q3 2025 |
4,619
shares
|
$262,082
0.02% of portfolio
|
Q3 2025
Reduced 14.92%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Oct 09, 2025 Q3 2025 |
4,611
shares
|
$261,628
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Insight 2811, Inc.
Chicago, IL |
Nov 06, 2025 Q3 2025 |
4,610
shares
|
$261,571
0.12% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Bridgewater Advisors Inc.
|
Nov 07, 2025 Q3 2025 |
4,588
shares
|
$260,323
0.02% of portfolio
|
Q3 2025
Added 16.51%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
4,584
shares
|
$260,096
0.14% of portfolio
|
Q2 2023
New holding
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
4,582
shares
|
$259,982
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
4,541
shares
|
$257,656
0.04% of portfolio
|
Q3 2025
Added 4.29%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 07, 2026 Q4 2025 |
4,533
shares
|
$257,202
0.01% of portfolio
|
Q4 2025
Reduced 32.34%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Oct 29, 2025 Q3 2025 |
4,500
shares
|
$255,330
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
4,492
shares
|
$254,876
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
4,491
shares
|
$254,819
0.01% of portfolio
|
Q3 2025
Added 14.01%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 14, 2026 Q4 2025 |
4,487
shares
|
$254,592
0.11% of portfolio
|
Q4 2025
Added 1.45%
|
|
|
Sonata Capital Group Inc
|
Nov 12, 2025 Q3 2025 |
4,470
shares
|
$253,627
0.09% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Atlas Brown,Inc.
|
Jan 09, 2026 Q4 2025 |
4,460
shares
|
$253,060
0.08% of portfolio
|
Q4 2025
Reduced 0.62%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
4,452
shares
|
$252,606
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Welch Group, LLC
|
Oct 14, 2025 Q3 2025 |
4,443
shares
|
$252,095
0.01% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Nautilus Advisors LLC
La Jolla, CA |
Nov 12, 2025 Q3 2025 |
4,405
shares
|
$249,939
0.17% of portfolio
|
Q3 2025
Reduced 48.03%
|
|
|
Leverty Financial Group, LLC
|
Jan 08, 2026 Q4 2025 |
4,391
shares
|
$249,145
0.07% of portfolio
|
Q4 2025
Added 21.63%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
4,377
shares
|
$248,350
0.17% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Patron Partners, LLC
|
Oct 31, 2025 Q3 2025 |
4,370
shares
|
$247,953
0.12% of portfolio
|
Q3 2025
Added 2.34%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 20, 2025 Q3 2025 |
4,332
shares
|
$245,797
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Landmark Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
4,327
shares
|
$245,513
0.11% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 21, 2025 Q3 2025 |
4,315
shares
|
$244,833
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Blb&B Advisors, LLC
|
Oct 31, 2025 Q3 2025 |
4,270
shares
|
$242,279
0.01% of portfolio
|
Q3 2025
Reduced 30.0%
|
|