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 |
|---|---|---|---|---|---|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
831,833
shares
|
$47.2 Million
0.16% of portfolio
|
Q3 2025
Reduced 97.46%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
783,113
shares
|
$44.4 Million
0.84% of portfolio
|
Q3 2025
Reduced 8.27%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
770,714
shares
|
$43.7 Million
1.89% of portfolio
|
Q1 2025
Added 4.87%
|
|
|
Lebenthal Global Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
748,804
shares
|
$42.5 Million
7.68% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
736,317
shares
|
$41.8 Million
1.49% of portfolio
|
Q3 2025
Added 6.97%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 13, 2026 Q4 2025 |
732,375
shares
|
$41.6 Million
3.0% of portfolio
|
Q4 2025
Added 6.45%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
694,836
shares
|
$39.4 Million
0.55% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Hilton Capital Management, LLC
|
Nov 12, 2025 Q3 2025 |
686,940
shares
|
$39 Million
3.41% of portfolio
|
Q3 2025
Reduced 6.52%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
686,623
shares
|
$39 Million
0.46% of portfolio
|
Q3 2025
Added 5.59%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 22, 2025 Q3 2025 |
680,727
shares
|
$38.6 Million
5.76% of portfolio
|
Q3 2025
Added 9.75%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
667,969
shares
|
$37.9 Million
2.27% of portfolio
|
Q3 2025
Added 2.37%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
661,301
shares
|
$37.5 Million
0.25% of portfolio
|
Q3 2025
Reduced 9.94%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
651,945
shares
|
$37 Million
0.24% of portfolio
|
Q3 2025
Added 18.4%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
644,068
shares
|
$36.5 Million
0.49% of portfolio
|
Q3 2025
Added 4.98%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
642,500
shares
|
$36.5 Million
0.21% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
633,320
shares
|
$35.9 Million
1.65% of portfolio
|
Q3 2025
Added 20.86%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
633,184
shares
|
$35.9 Million
0.5% of portfolio
|
Q3 2025
Added 2.46%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
632,388
shares
|
$35.9 Million
0.18% of portfolio
|
Q3 2025
Added 14.74%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
620,587
shares
|
$35.2 Million
0.58% of portfolio
|
Q3 2025
Added 10.76%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
617,926
shares
|
$35.1 Million
2.95% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2026 Q4 2025 |
605,468
shares
|
$34.4 Million
2.87% of portfolio
|
Q4 2025
Added 7.37%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
595,634
shares
|
$33.8 Million
0.53% of portfolio
|
Q4 2025
Reduced 4.02%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
580,914
shares
|
$33 Million
1.3% of portfolio
|
Q1 2024
Reduced 27.14%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Apr 15, 2025 Q1 2025 |
544,076
shares
|
$30.9 Million
6.41% of portfolio
|
Q1 2025
Added 19.56%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
540,359
shares
|
$30.7 Million
0.56% of portfolio
|
Q3 2025
Reduced 0.61%
|
|