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 |
|---|---|---|---|---|---|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
115,178
shares
|
$6.54 Million
0.22% of portfolio
|
Q4 2025
Added 0.61%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
115,053
shares
|
$6.53 Million
0.33% of portfolio
|
Q3 2025
Reduced 2.35%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Jan 15, 2026 Q4 2025 |
114,394
shares
|
$6.49 Million
1.2% of portfolio
|
Q4 2025
Reduced 1.49%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
114,096
shares
|
$6.47 Million
2.43% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Oct 27, 2025 Q3 2025 |
112,964
shares
|
$6.41 Million
2.56% of portfolio
|
Q3 2025
Added 3.89%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 13, 2026 Q4 2025 |
112,678
shares
|
$6.39 Million
0.47% of portfolio
|
Q4 2025
Added 13.78%
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Oct 22, 2025 Q3 2025 |
112,418
shares
|
$6.38 Million
3.92% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
112,268
shares
|
$6.37 Million
0.94% of portfolio
|
Q3 2025
Added 5.83%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
111,742
shares
|
$6.34 Million
0.41% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Oct 23, 2025 Q3 2025 |
111,379
shares
|
$6.32 Million
1.47% of portfolio
|
Q3 2025
Added 8.44%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
111,117
shares
|
$6.3 Million
1.43% of portfolio
|
Q3 2025
Added 6.35%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Nov 14, 2025 Q3 2025 |
109,903
shares
|
$6.24 Million
4.57% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
109,398
shares
|
$6.21 Million
0.08% of portfolio
|
Q3 2025
Reduced 38.24%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
107,708
shares
|
$6.11 Million
0.22% of portfolio
|
Q4 2025
Added 2.61%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
107,327
shares
|
$6.09 Million
3.61% of portfolio
|
Q1 2025
Reduced 7.44%
|
|
|
Smart Wealth LLC
Omaha, NE |
Nov 07, 2025 Q3 2025 |
107,293
shares
|
$6.09 Million
2.31% of portfolio
|
Q3 2025
Reduced 28.17%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
106,961
shares
|
$6.07 Million
0.16% of portfolio
|
Q3 2025
Added 34.19%
|
|
|
Armor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
106,812
shares
|
$6.06 Million
2.27% of portfolio
|
Q3 2025
Reduced 41.35%
|
|
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
Nov 12, 2025 Q3 2025 |
105,546
shares
|
$5.99 Million
4.25% of portfolio
|
Q3 2025
Reduced 11.42%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jan 15, 2026 Q4 2025 |
104,990
shares
|
$5.96 Million
3.74% of portfolio
|
Q4 2025
Added 19.77%
|
|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Oct 27, 2025 Q3 2025 |
104,729
shares
|
$5.94 Million
2.38% of portfolio
|
Q3 2025
Added 2.31%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
104,380
shares
|
$5.92 Million
0.87% of portfolio
|
Q4 2024
Added 3.55%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
103,515
shares
|
$5.87 Million
0.24% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
103,259
shares
|
$5.86 Million
0.04% of portfolio
|
Q3 2025
Added 55.13%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 07, 2025 Q3 2025 |
102,446
shares
|
$5.81 Million
0.65% of portfolio
|
Q3 2025
Reduced 7.58%
|
|