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 |
|---|---|---|---|---|---|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Jan 14, 2026 Q4 2025 |
8,168
shares
|
$463,452
0.46% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
8,075
shares
|
$458,175
0.06% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
8,052
shares
|
$456,870
0.12% of portfolio
|
Q4 2024
Reduced 53.41%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
8,021
shares
|
$455,111
0.01% of portfolio
|
Q3 2025
Added 61.75%
|
|
|
Beta Wealth Group, Inc.
|
Nov 07, 2025 Q3 2025 |
7,959
shares
|
$451,593
0.24% of portfolio
|
Q3 2025
Reduced 96.88%
|
|
|
Consilium Wealth Advisory, LLC
|
Oct 20, 2025 Q3 2025 |
7,911
shares
|
$448,870
0.18% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
7,887
shares
|
$447,508
0.06% of portfolio
|
Q3 2025
Reduced 51.94%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Oct 28, 2025 Q3 2025 |
7,725
shares
|
$438,316
0.39% of portfolio
|
Q3 2025
Reduced 13.2%
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
7,698
shares
|
$436,784
0.02% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
7,685
shares
|
$436,046
0.03% of portfolio
|
Q3 2025
Reduced 11.05%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
7,650
shares
|
$434,061
0.01% of portfolio
|
Q3 2025
Added 24.39%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
7,569
shares
|
$429,465
0.01% of portfolio
|
Q3 2025
Reduced 66.71%
|
|
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
Nov 04, 2025 Q3 2025 |
7,539
shares
|
$427,762
0.28% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
7,527
shares
|
$427,081
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
7,500
shares
|
$425,550
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Simpli Fi, Inc.
|
Oct 23, 2025 Q3 2025 |
7,493
shares
|
$425,152
0.24% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
7,441
shares
|
$422,202
0.01% of portfolio
|
Q3 2025
Reduced 57.29%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 10, 2025 Q3 2025 |
7,435
shares
|
$421,861
0.01% of portfolio
|
Q2 2025
Reduced 19.99%
|
|
|
Novare Capital Management LLC
|
Nov 03, 2025 Q3 2025 |
7,405
shares
|
$420,159
0.03% of portfolio
|
Q3 2025
Reduced 40.71%
|
|
|
Beck Bode, LLC
|
Nov 14, 2025 Q3 2025 |
7,319
shares
|
$415,280
0.07% of portfolio
|
Q3 2025
Reduced 22.12%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Oct 30, 2025 Q3 2025 |
7,229
shares
|
$410,173
0.01% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Tag Stone Capital, Inc.
|
Nov 05, 2025 Q3 2025 |
7,208
shares
|
$408,981
0.18% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 13, 2026 Q4 2025 |
7,134
shares
|
$404,783
0.06% of portfolio
|
Q4 2025
Added 6.32%
|
|
|
Capital City Trust CO
|
Oct 27, 2025 Q3 2025 |
7,104
shares
|
$403,080
0.11% of portfolio
|
Q4 2024
Reduced 5.52%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
7,081
shares
|
$401,775
0.0% of portfolio
|
Q3 2025
Reduced 8.93%
|
|