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 |
|---|---|---|---|---|---|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
3,571
shares
|
$202,618
0.02% of portfolio
|
Q3 2025
Reduced 17.36%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Jan 21, 2026 Q4 2025 |
3,559
shares
|
$201,937
0.1% of portfolio
|
Q4 2025
New holding
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
3,547
shares
|
$201,256
0.15% of portfolio
|
Q3 2025
Reduced 3.74%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2025 Q3 2025 |
3,520
shares
|
$199,724
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Oct 23, 2025 Q3 2025 |
3,518
shares
|
$199,611
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Rede Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
3,509
shares
|
$199,100
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 17, 2025 Q3 2025 |
3,509
shares
|
$199,100
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
3,502
shares
|
$198,703
0.04% of portfolio
|
Q2 2025
Reduced 18.25%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
3,443
shares
|
$195,355
0.02% of portfolio
|
Q3 2025
Reduced 2.82%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
3,290
shares
|
$186,674
0.05% of portfolio
|
Q3 2025
Reduced 13.19%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
3,259
shares
|
$184,915
0.01% of portfolio
|
Q3 2025
Added 503.52%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
3,045
shares
|
$172,773
0.02% of portfolio
|
Q3 2025
Reduced 11.3%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
2,940
shares
|
$166,815
0.06% of portfolio
|
Q3 2025
Reduced 10.37%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
2,929
shares
|
$166,191
0.01% of portfolio
|
Q3 2025
Reduced 3.94%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
2,822
shares
|
$160,120
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Nov 13, 2025 Q3 2025 |
2,681
shares
|
$152,119
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Ssa Swiss Advisors Ag
Zurich, |
Dec 03, 2025 Q3 2025 |
2,659
shares
|
$150,871
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
2,648
shares
|
$150,247
0.02% of portfolio
|
Q3 2025
Added 1430.64%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
2,594
shares
|
$147,183
0.01% of portfolio
|
Q2 2024
Added 293.03%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
2,560
shares
|
$145,254
0.07% of portfolio
|
Q3 2025
Reduced 50.82%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
2,550
shares
|
$144,687
0.09% of portfolio
|
Q2 2025
Added 404.95%
|
|
|
Stone House Investment Management, LLC
|
Jan 21, 2026 Q4 2025 |
2,532
shares
|
$143,665
0.02% of portfolio
|
Q4 2025
Added 14.52%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
2,518
shares
|
$142,871
0.01% of portfolio
|
Q4 2025
Reduced 3.64%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 15, 2026 Q4 2025 |
2,503
shares
|
$142,020
0.04% of portfolio
|
Q4 2025
Reduced 60.19%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
2,500
shares
|
$141,850
0.04% of portfolio
|
Q1 2024
Added 150.0%
|
|