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 1,434 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 |
|---|---|---|---|---|---|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
170,106
shares
|
$9.65 Million
0.84% of portfolio
|
Q3 2025
Added 9.97%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 23, 2025 Q3 2025 |
170,070
shares
|
$9.65 Million
1.9% of portfolio
|
Q3 2025
Reduced 36.8%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
166,873
shares
|
$9.47 Million
0.39% of portfolio
|
Q3 2025
Added 1.84%
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
165,893
shares
|
$9.41 Million
0.58% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
165,545
shares
|
$9.39 Million
0.64% of portfolio
|
Q3 2025
Added 12.29%
|
|
|
Pinnacle Wealth Management, LLC
|
Jan 15, 2026 Q4 2025 |
165,043
shares
|
$9.36 Million
11.55% of portfolio
|
Q4 2025
Added 0.57%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Nov 07, 2025 Q3 2025 |
164,645
shares
|
$9.34 Million
2.34% of portfolio
|
Q3 2025
Reduced 23.57%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
164,541
shares
|
$9.34 Million
0.02% of portfolio
|
Q3 2025
Added 300.23%
|
|
|
Perkins Coie Trust CO
|
Jan 12, 2026 Q4 2025 |
163,119
shares
|
$9.26 Million
1.8% of portfolio
|
Q4 2025
Added 16.77%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
163,002
shares
|
$9.25 Million
1.32% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
161,061
shares
|
$9.14 Million
0.42% of portfolio
|
Q3 2025
Added 2.34%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
160,328
shares
|
$9.1 Million
2.69% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
160,309
shares
|
$9.1 Million
0.16% of portfolio
|
Q3 2025
Added 6.14%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
159,788
shares
|
$9.07 Million
0.2% of portfolio
|
Q3 2025
Reduced 31.65%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
159,129
shares
|
$9.03 Million
0.39% of portfolio
|
Q3 2025
Reduced 3.46%
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Oct 29, 2025 Q3 2025 |
158,223
shares
|
$8.98 Million
6.9% of portfolio
|
Q3 2025
Added 24.92%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
157,491
shares
|
$8.94 Million
0.54% of portfolio
|
Q3 2025
Added 25.83%
|
|
|
Cfo4 Life Group, LLC
|
Nov 07, 2025 Q3 2025 |
154,897
shares
|
$8.79 Million
1.36% of portfolio
|
Q3 2025
Reduced 2.92%
|
|
|
Masso Torrence Wealth Management Inc.
|
Oct 20, 2025 Q3 2025 |
154,386
shares
|
$8.76 Million
4.05% of portfolio
|
Q3 2025
Added 1.78%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
154,044
shares
|
$8.74 Million
0.4% of portfolio
|
Q3 2025
Reduced 13.16%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
152,316
shares
|
$8.64 Million
0.06% of portfolio
|
Q3 2025
Reduced 6.58%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
151,892
shares
|
$8.62 Million
0.29% of portfolio
|
Q4 2025
Reduced 34.96%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
151,636
shares
|
$8.6 Million
0.69% of portfolio
|
Q3 2025
Added 5.98%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
151,595
shares
|
$8.6 Million
0.21% of portfolio
|
Q3 2025
Reduced 19.21%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
149,328
shares
|
$8.47 Million
0.05% of portfolio
|
Q3 2025
Reduced 10.2%
|
|