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 1,442 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 $18.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coastline Trust CO
|
Jan 05, 2026 Q4 2025 |
3,868
shares
|
$219,470
0.02% of portfolio
|
Q4 2025
Added 95.25%
|
|
|
Nvest Financial, LLC
|
Nov 13, 2025 Q3 2025 |
3,859
shares
|
$218,959
0.14% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Clear Harbor Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
3,855
shares
|
$218,732
0.02% of portfolio
|
Q3 2025
Added 8.44%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
3,855
shares
|
$218,732
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Nov 25, 2025 Q3 2025 |
3,847
shares
|
$218,278
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 12, 2026 Q4 2025 |
3,844
shares
|
$218,108
0.03% of portfolio
|
Q4 2025
Added 8.34%
|
|
|
Golden Reserve Retirement LLC
Dublin, OH |
Nov 03, 2025 Q3 2025 |
3,827
shares
|
$217,143
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
3,824
shares
|
$216,973
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Oct 22, 2025 Q3 2025 |
3,821
shares
|
$216,803
0.05% of portfolio
|
Q3 2025
Added 2.36%
|
|
|
Seelaus Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
3,800
shares
|
$215,612
0.19% of portfolio
|
Q2 2025
Added 2.7%
|
|
|
Arbor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
3,797
shares
|
$215,441
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Stillwater Wealth Management Group
Juno Beach, FL |
Dec 02, 2025 Q3 2025 |
3,770
shares
|
$213,909
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Veracity Capital LLC
|
Oct 07, 2025 Q3 2025 |
3,760
shares
|
$213,342
0.07% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
Oct 23, 2025 Q3 2025 |
3,706
shares
|
$210,278
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Oct 14, 2025 Q3 2025 |
3,705
shares
|
$210,221
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
3,700
shares
|
$209,938
0.06% of portfolio
|
Q3 2025
Added 10.84%
|
|
|
Secure Asset Management, LLC
|
Jan 20, 2026 Q4 2025 |
3,696
shares
|
$209,711
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Ridgecrest Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
3,650
shares
|
$207,101
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Kaizen Financial Strategies
|
Jan 20, 2026 Q4 2025 |
3,643
shares
|
$206,703
0.1% of portfolio
|
Q4 2025
New holding
|
|
|
Tempus Wealth Planning, LLC
|
Jan 16, 2026 Q4 2025 |
3,639
shares
|
$206,476
0.05% of portfolio
|
Q4 2025
Reduced 81.33%
|
|
|
Friday Financial
Dubuque, IA |
Jan 09, 2026 Q4 2025 |
3,620
shares
|
$205,398
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Oct 20, 2025 Q3 2025 |
3,618
shares
|
$205,285
0.05% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Oct 27, 2025 Q3 2025 |
3,591
shares
|
$203,753
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jan 16, 2026 Q4 2025 |
3,584
shares
|
$203,356
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Oct 22, 2025 Q3 2025 |
3,575
shares
|
$202,845
0.05% of portfolio
|
Q3 2025
New holding
|
|