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 |
|---|---|---|---|---|---|
|
Cornerstone Advisory, LLC
|
Nov 07, 2025 Q3 2025 |
2,026,302
shares
|
$115 Million
12.66% of portfolio
|
Q3 2025
Added 3.28%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
1,961,535
shares
|
$111 Million
6.01% of portfolio
|
Q3 2025
Added 5.8%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
1,947,086
shares
|
$110 Million
0.33% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
1,906,294
shares
|
$108 Million
0.54% of portfolio
|
Q3 2025
Added 6.75%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,579,673
shares
|
$89.6 Million
0.19% of portfolio
|
Q3 2025
Added 2.59%
|
|
|
Enstar Group LTD
Hamilton, D0 |
Nov 13, 2025 Q3 2025 |
1,539,025
shares
|
$87.3 Million
42.63% of portfolio
|
Q2 2024
Reduced 5.47%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
1,534,530
shares
|
$87.1 Million
6.41% of portfolio
|
Q3 2025
Added 3.71%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
1,493,281
shares
|
$84.7 Million
3.26% of portfolio
|
Q3 2025
Added 4.37%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
1,459,624
shares
|
$82.8 Million
0.05% of portfolio
|
Q3 2025
Added 10.01%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
1,452,338
shares
|
$82.4 Million
1.31% of portfolio
|
Q2 2023
Added 1.35%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
1,373,826
shares
|
$78 Million
0.12% of portfolio
|
Q4 2025
Reduced 9.16%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
1,363,519
shares
|
$77.4 Million
1.05% of portfolio
|
Q3 2025
Reduced 4.44%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Aug 14, 2025 Q2 2025 |
1,273,052
shares
|
$72.2 Million
4.35% of portfolio
|
Q2 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
1,219,339
shares
|
$69.2 Million
0.39% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
1,168,644
shares
|
$66.3 Million
0.3% of portfolio
|
Q3 2025
Added 2.16%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
1,134,332
shares
|
$64.4 Million
3.24% of portfolio
|
Q3 2025
Added 39.17%
|
|
|
Capital Advisors Inc
|
Jan 15, 2026 Q4 2025 |
1,105,887
shares
|
$62.7 Million
1.05% of portfolio
|
Q4 2025
Added 2.98%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
1,057,526
shares
|
$60 Million
1.57% of portfolio
|
Q3 2025
Added 7.7%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
1,051,214
shares
|
$59.6 Million
0.02% of portfolio
|
Q3 2025
Reduced 29.27%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
1,021,923
shares
|
$58 Million
0.08% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
984,069
shares
|
$55.8 Million
0.34% of portfolio
|
Q3 2025
Added 4.86%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
959,783
shares
|
$54.5 Million
1.08% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
953,040
shares
|
$54.1 Million
0.09% of portfolio
|
Q3 2025
Reduced 31.1%
|
|
|
Traynor Capital Management, Inc.
|
Jan 12, 2026 Q4 2025 |
937,037
shares
|
$53.2 Million
2.91% of portfolio
|
Q4 2025
Added 17.07%
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
859,926
shares
|
$48.8 Million
0.65% of portfolio
|
Q4 2025
Added 4.41%
|
|