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 |
|---|---|---|---|---|---|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
148,754
shares
|
$8.44 Million
0.37% of portfolio
|
Q3 2025
Added 4.71%
|
|
|
Fairway Wealth LLC
Independence, OH |
Oct 30, 2025 Q3 2025 |
147,095
shares
|
$8.35 Million
2.36% of portfolio
|
Q3 2025
Added 3.98%
|
|
|
Scott Capital Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
146,810
shares
|
$8.33 Million
1.87% of portfolio
|
Q4 2025
Added 18.74%
|
|
|
Montis Financial, LLC
|
Oct 28, 2025 Q3 2025 |
145,635
shares
|
$8.26 Million
1.94% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
144,583
shares
|
$8.2 Million
0.43% of portfolio
|
Q3 2025
Added 7.97%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
143,852
shares
|
$8.16 Million
0.65% of portfolio
|
Q3 2023
Added 3.14%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
142,038
shares
|
$8.06 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2025 Q3 2025 |
140,972
shares
|
$8 Million
2.09% of portfolio
|
Q3 2025
Added 10555.48%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2025 Q3 2025 |
139,975
shares
|
$7.94 Million
3.28% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
139,821
shares
|
$7.93 Million
3.4% of portfolio
|
Q3 2025
Added 4.28%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
139,541
shares
|
$7.92 Million
0.23% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Ellis Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
138,864
shares
|
$7.88 Million
1.5% of portfolio
|
Q3 2025
Reduced 19.94%
|
|
|
Eastern Bank
|
Jan 14, 2026 Q4 2025 |
137,807
shares
|
$7.82 Million
0.14% of portfolio
|
Q4 2025
Reduced 1.28%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 12, 2026 Q4 2025 |
137,476
shares
|
$7.8 Million
0.85% of portfolio
|
Q4 2025
Reduced 3.26%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Oct 28, 2025 Q3 2025 |
137,033
shares
|
$7.78 Million
3.38% of portfolio
|
Q3 2025
Added 5.18%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 15, 2026 Q4 2025 |
136,376
shares
|
$7.74 Million
1.37% of portfolio
|
Q4 2025
Reduced 0.34%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
136,214
shares
|
$7.73 Million
1.07% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
American Planning Services, Inc.
Sun City Center, FL |
Nov 14, 2024 Q3 2024 |
135,962
shares
|
$7.71 Million
7.1% of portfolio
|
Q3 2024
Reduced 3.74%
|
|
|
Bouvel Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
135,681
shares
|
$7.7 Million
2.61% of portfolio
|
Q3 2025
Reduced 4.47%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
133,975
shares
|
$7.6 Million
1.7% of portfolio
|
Q3 2025
Added 10.33%
|
|
|
Strong Box Wealth, LLC
|
Oct 07, 2025 Q3 2025 |
133,710
shares
|
$7.59 Million
2.79% of portfolio
|
Q3 2025
Reduced 10.11%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 06, 2025 Q3 2025 |
132,953
shares
|
$7.54 Million
1.0% of portfolio
|
Q3 2025
Added 8.38%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
132,838
shares
|
$7.54 Million
0.19% of portfolio
|
Q3 2022
Added 44.0%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 22, 2025 Q3 2025 |
132,475
shares
|
$7.52 Million
1.38% of portfolio
|
Q3 2025
Added 66.0%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
132,292
shares
|
$7.51 Million
1.0% of portfolio
|
Q2 2024
New holding
|
|