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 |
|---|---|---|---|---|---|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2025 Q3 2025 |
5,452
shares
|
$309,346
0.26% of portfolio
|
Q3 2025
Added 10.7%
|
|
|
Equity Wealth Partners, LLC
Independence, MO |
Nov 17, 2025 Q3 2025 |
5,439
shares
|
$308,608
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Montz Harcus Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
5,430
shares
|
$308,098
0.14% of portfolio
|
Q3 2025
Reduced 12.02%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
5,428
shares
|
$307,984
0.23% of portfolio
|
Q3 2025
Added 3.59%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
5,425
shares
|
$307,814
0.0% of portfolio
|
Q3 2025
Added 821.05%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Oct 28, 2025 Q3 2025 |
5,404
shares
|
$306,622
0.24% of portfolio
|
Q3 2025
Added 7.82%
|
|
|
Cypress Capital Group
|
Nov 03, 2025 Q3 2025 |
5,400
shares
|
$306,396
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Oct 28, 2025 Q3 2025 |
5,400
shares
|
$306,396
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 21, 2025 Q3 2025 |
5,317
shares
|
$301,686
0.11% of portfolio
|
Q3 2025
Added 3.69%
|
|
|
Element Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
5,303
shares
|
$300,892
0.14% of portfolio
|
Q3 2025
Added 37.96%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
5,297
shares
|
$300,551
0.42% of portfolio
|
Q4 2023
Reduced 1.93%
|
|
|
Staley Capital Advisers Inc
|
Nov 12, 2025 Q3 2025 |
5,283
shares
|
$299,757
0.01% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Nov 04, 2025 Q3 2025 |
5,275
shares
|
$299,303
0.02% of portfolio
|
Q3 2025
Added 30.83%
|
|
|
Carson Advisory Inc.
|
Nov 06, 2025 Q3 2025 |
5,249
shares
|
$297,828
0.18% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Royal Fund Management, LLC
|
Jan 15, 2026 Q4 2025 |
5,239
shares
|
$297,260
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Oct 14, 2025 Q3 2025 |
5,232
shares
|
$296,863
0.11% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
5,229
shares
|
$296,693
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Jan 09, 2026 Q4 2025 |
5,213
shares
|
$295,785
0.08% of portfolio
|
Q3 2025
Added 3.54%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Oct 09, 2025 Q3 2025 |
5,149
shares
|
$292,154
0.15% of portfolio
|
Q3 2025
Added 18.34%
|
|
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
Jan 06, 2026 Q4 2025 |
5,075
shares
|
$287,955
0.23% of portfolio
|
Q4 2025
Reduced 0.78%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
5,071
shares
|
$287,728
0.06% of portfolio
|
Q4 2025
Reduced 2.37%
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
5,027
shares
|
$285,231
0.21% of portfolio
|
Q2 2025
Reduced 6.09%
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
Oct 24, 2025 Q3 2025 |
5,016
shares
|
$284,607
0.06% of portfolio
|
Q4 2024
Added 9.14%
|
|
|
Adalta Capital Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
5,000
shares
|
$283,700
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 20, 2026 Q4 2025 |
4,984
shares
|
$282,792
0.11% of portfolio
|
Q4 2025
Added 290.9%
|
|