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 |
|---|---|---|---|---|---|
|
Encompass More Asset Management
Danville, CA |
Oct 17, 2025 Q3 2025 |
4,251
shares
|
$241,201
0.06% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Penbrook Management LLC
|
Jan 06, 2026 Q4 2025 |
4,225
shares
|
$239,726
0.19% of portfolio
|
Q4 2025
Reduced 2.31%
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
Nov 12, 2025 Q3 2025 |
4,221
shares
|
$239,499
0.12% of portfolio
|
Q3 2025
Reduced 3.56%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 14, 2026 Q4 2025 |
4,218
shares
|
$239,329
0.03% of portfolio
|
Q4 2025
Reduced 26.99%
|
|
|
Koa Wealth Management, LLC
Encinitas, CA |
Oct 28, 2025 Q3 2025 |
4,218
shares
|
$239,329
0.18% of portfolio
|
Q3 2025
Reduced 7.32%
|
|
|
Wespac Advisors So Cal, LLC
|
Jan 07, 2026 Q4 2025 |
4,178
shares
|
$237,059
0.05% of portfolio
|
Q4 2025
Added 4.35%
|
|
|
Sage Advisory Services, Ltd.Co.
|
Nov 06, 2025 Q3 2025 |
4,140
shares
|
$234,903
0.13% of portfolio
|
Q3 2025
Added 2.4%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
4,136
shares
|
$234,676
0.09% of portfolio
|
Q1 2024
Added 29.01%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
4,119
shares
|
$233,712
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Fortem Financial Group, LLC
|
Nov 04, 2025 Q3 2025 |
4,082
shares
|
$231,612
0.07% of portfolio
|
Q2 2023
Reduced 7.81%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
4,072
shares
|
$231,045
0.0% of portfolio
|
Q3 2025
Reduced 12.71%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
4,058
shares
|
$230,250
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Nov 05, 2025 Q3 2025 |
4,056
shares
|
$230,137
0.15% of portfolio
|
Q3 2025
Reduced 36.16%
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
4,043
shares
|
$229,399
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
4,031
shares
|
$228,718
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
4,024
shares
|
$228,321
0.07% of portfolio
|
Q3 2025
Added 5.15%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Nov 04, 2025 Q3 2025 |
4,014
shares
|
$227,754
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Nov 12, 2025 Q3 2025 |
3,961
shares
|
$224,747
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Oct 15, 2025 Q3 2025 |
3,953
shares
|
$224,293
0.18% of portfolio
|
Q3 2025
Reduced 22.58%
|
|
|
Occidental Asset Management, LLC
|
Jan 07, 2026 Q4 2025 |
3,895
shares
|
$221,002
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Nov 10, 2025 Q3 2025 |
3,870
shares
|
$219,583
0.12% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
Kg&L Capital Management,Llc
|
Oct 22, 2025 Q3 2025 |
3,869
shares
|
$219,527
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Coastline Trust CO
|
Jan 05, 2026 Q4 2025 |
3,868
shares
|
$219,470
0.02% of portfolio
|
Q4 2025
Added 95.25%
|
|
|
Nvest Financial, LLC
|
Nov 13, 2025 Q3 2025 |
3,859
shares
|
$218,959
0.14% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Clear Harbor Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
3,855
shares
|
$218,732
0.02% of portfolio
|
Q3 2025
Added 8.44%
|
|