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 |
|---|---|---|---|---|---|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,000
shares
|
$56,740
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Nov 13, 2025 Q3 2025 |
1,000
shares
|
$56,740
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
996
shares
|
$56,513
0.01% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
974
shares
|
$55,264
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
960
shares
|
$54,470
0.0% of portfolio
|
Q3 2025
Added 110.53%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
940
shares
|
$53,335
0.0% of portfolio
|
Q2 2025
Reduced 50.53%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Nov 06, 2025 Q3 2025 |
870
shares
|
$49,363
0.04% of portfolio
|
Q3 2025
Added 1.99%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
867
shares
|
$49,193
0.03% of portfolio
|
Q3 2025
Added 2.12%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
864
shares
|
$49,023
0.0% of portfolio
|
Q4 2022
Added 59.41%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
855
shares
|
$48,512
0.03% of portfolio
|
Q3 2025
Added 5.3%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
810
shares
|
$45,959
0.0% of portfolio
|
Q3 2025
Added 3.85%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
808
shares
|
$45,845
0.01% of portfolio
|
Q3 2025
Added 438.67%
|
|
|
Chelsea Counsel CO
|
Nov 24, 2025 Q3 2025 |
806
shares
|
$45,732
0.02% of portfolio
|
Q3 2025
Reduced 83.82%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
800
shares
|
$45,392
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
800
shares
|
$45,392
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
786
shares
|
$44,597
0.01% of portfolio
|
Q3 2025
Added 14.74%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
786
shares
|
$44,597
0.01% of portfolio
|
Q3 2024
Added 48.02%
|
|
|
Esl Trust Services, LLC
|
Nov 04, 2025 Q3 2025 |
750
shares
|
$42,555
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
705
shares
|
$40,001
0.01% of portfolio
|
Q1 2024
Added 83.12%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
700
shares
|
$39,718
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
650
shares
|
$36,881
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
605
shares
|
$34,327
0.01% of portfolio
|
Q1 2024
Added 18.75%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
589
shares
|
$33,419
0.01% of portfolio
|
Q3 2025
Added 84.06%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Nov 14, 2025 Q3 2025 |
576
shares
|
$32,682
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
565
shares
|
$32,058
0.01% of portfolio
|
Q2 2025
Reduced 10.32%
|
|