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 |
|---|---|---|---|---|---|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
494
shares
|
$28,029
0.0% of portfolio
|
Q3 2025
Added 1.86%
|
|
|
Miller Wealth Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
488
shares
|
$27,689
0.01% of portfolio
|
Q3 2025
Reduced 12.86%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
483
shares
|
$27,405
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
475
shares
|
$26,951
0.01% of portfolio
|
Q2 2025
Reduced 58.7%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Oct 27, 2025 Q3 2025 |
440
shares
|
$24,965
0.01% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Jan 05, 2026 Q4 2025 |
428
shares
|
$24,284
0.02% of portfolio
|
Q4 2025
Reduced 63.29%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
409
shares
|
$23,206
0.01% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
400
shares
|
$22,696
0.0% of portfolio
|
Q1 2025
Reduced 26.06%
|
|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
400
shares
|
$22,696
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Glassman Wealth Services
|
Nov 10, 2025 Q3 2025 |
400
shares
|
$22,696
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Nov 04, 2025 Q3 2025 |
400
shares
|
$22,696
0.02% of portfolio
|
Q3 2025
Reduced 98.89%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
400
shares
|
$22,696
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
396
shares
|
$22,469
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pittenger & Anderson Inc
|
Nov 03, 2025 Q3 2025 |
362
shares
|
$20,539
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
360
shares
|
$20,426
0.01% of portfolio
|
Q1 2025
Added 44.0%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 14, 2025 Q3 2025 |
350
shares
|
$19,859
0.0% of portfolio
|
Q4 2023
Added 536.36%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Nov 12, 2025 Q3 2025 |
350
shares
|
$19,859
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
Nov 14, 2025 Q3 2025 |
341
shares
|
$19,348
0.06% of portfolio
|
Q3 2025
Reduced 98.68%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
340
shares
|
$19,291
0.01% of portfolio
|
Q2 2025
Added 580.0%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 15, 2026 Q4 2025 |
329
shares
|
$18,667
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Dec 08, 2025 Q3 2025 |
322
shares
|
$18,270
0.01% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
318
shares
|
$18,043
0.01% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
316
shares
|
$17,929
0.0% of portfolio
|
Q2 2025
Added 544.9%
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
300
shares
|
$17,022
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
295
shares
|
$16,738
0.0% of portfolio
|
Q3 2025
Reduced 74.55%
|
|