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 |
|---|---|---|---|---|---|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
2,211
shares
|
$125,452
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
2,184
shares
|
$123,920
0.0% of portfolio
|
Q3 2025
Reduced 4.38%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
2,128
shares
|
$120,742
0.1% of portfolio
|
Q3 2025
Reduced 3.58%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
2,088
shares
|
$118,473
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
2,060
shares
|
$116,884
0.0% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,980
shares
|
$112,345
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Alaska Permanent Capital Management
|
Oct 31, 2025 Q3 2025 |
1,967
shares
|
$111,607
0.01% of portfolio
|
Q3 2025
Reduced 8.13%
|
|
|
Canton Hathaway, LLC
|
Oct 23, 2025 Q3 2025 |
1,950
shares
|
$110,643
0.02% of portfolio
|
Q2 2025
Added 18.18%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
1,911
shares
|
$108,430
0.03% of portfolio
|
Q1 2025
Added 2202.41%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
1,900
shares
|
$107,806
0.03% of portfolio
|
Q3 2025
Reduced 32.14%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
1,876
shares
|
$106,444
0.04% of portfolio
|
Q2 2023
Reduced 23.99%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
1,870
shares
|
$106,103
0.11% of portfolio
|
Q3 2025
Reduced 9.66%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
1,868
shares
|
$105,990
0.04% of portfolio
|
Q4 2025
Added 1.91%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
1,856
shares
|
$105,309
0.01% of portfolio
|
Q2 2025
Reduced 31.96%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,824
shares
|
$103,493
0.02% of portfolio
|
Q2 2023
Added 0.27%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
1,795
shares
|
$101,848
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
1,713
shares
|
$97,195
0.06% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
1,700
shares
|
$96,458
0.0% of portfolio
|
Q1 2022
Added 112.5%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
1,682
shares
|
$95,436
0.06% of portfolio
|
Q3 2025
Added 68.2%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,680
shares
|
$95,323
0.15% of portfolio
|
Q3 2022
Added 39.07%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
1,669
shares
|
$94,699
0.02% of portfolio
|
Q3 2025
Added 20.07%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
1,632
shares
|
$92,599
0.02% of portfolio
|
Q3 2025
Reduced 53.2%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
1,615
shares
|
$91,635
0.02% of portfolio
|
Q3 2025
Reduced 35.4%
|
|
|
Promus Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
1,600
shares
|
$90,784
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
1,594
shares
|
$90,443
0.04% of portfolio
|
Q3 2024
Added 23.18%
|
|