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 |
|---|---|---|---|---|---|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
312,226
shares
|
$17.7 Million
5.5% of portfolio
|
Q2 2025
Added 3.99%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
310,706
shares
|
$17.6 Million
0.4% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
308,187
shares
|
$17.5 Million
0.22% of portfolio
|
Q3 2025
Added 10.55%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Oct 22, 2025 Q3 2025 |
306,886
shares
|
$17.4 Million
5.8% of portfolio
|
Q3 2025
Added 5.33%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
304,484
shares
|
$17.3 Million
1.44% of portfolio
|
Q3 2025
Added 2.44%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
296,603
shares
|
$16.8 Million
1.93% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Fagan Associates, Inc.
|
Nov 14, 2025 Q3 2025 |
296,441
shares
|
$16.8 Million
2.48% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
Advisors Management Group Inc
|
Jan 14, 2026 Q4 2025 |
294,570
shares
|
$16.7 Million
3.07% of portfolio
|
Q4 2025
Reduced 1.82%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
287,900
shares
|
$16.3 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
287,299
shares
|
$16.3 Million
2.1% of portfolio
|
Q3 2023
Added 2.9%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
287,054
shares
|
$16.3 Million
0.71% of portfolio
|
Q3 2025
Reduced 1.6%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
286,245
shares
|
$16.2 Million
0.21% of portfolio
|
Q3 2025
Added 47.69%
|
|
|
Mcia Inc
|
Nov 12, 2025 Q3 2025 |
285,040
shares
|
$16.2 Million
2.9% of portfolio
|
Q3 2025
Added 22.17%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
283,836
shares
|
$16.1 Million
0.33% of portfolio
|
Q4 2025
Added 2.96%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Oct 20, 2025 Q3 2025 |
280,323
shares
|
$15.9 Million
5.2% of portfolio
|
Q3 2025
Added 6.13%
|
|
|
Columbus Macro, LLC
|
Jan 14, 2026 Q4 2025 |
279,378
shares
|
$15.9 Million
1.85% of portfolio
|
Q4 2025
Added 9.86%
|
|
|
Sfmg, LLC
|
Nov 13, 2025 Q3 2025 |
273,949
shares
|
$15.5 Million
1.12% of portfolio
|
Q3 2025
Added 5.18%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
270,127
shares
|
$15.3 Million
0.01% of portfolio
|
Q3 2025
Added 8.69%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Nov 12, 2025 Q3 2025 |
268,627
shares
|
$15.2 Million
7.5% of portfolio
|
Q3 2025
Added 5.87%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jan 14, 2026 Q4 2025 |
267,487
shares
|
$15.2 Million
3.35% of portfolio
|
Q4 2025
Added 2.59%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
265,883
shares
|
$15.1 Million
0.91% of portfolio
|
Q3 2025
Added 7.87%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Nov 03, 2025 Q3 2025 |
265,724
shares
|
$15.1 Million
2.39% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Nov 13, 2025 Q3 2025 |
264,088
shares
|
$15 Million
6.18% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Appleton Partners Inc
|
Jan 09, 2026 Q4 2025 |
263,716
shares
|
$15 Million
0.99% of portfolio
|
Q4 2025
Added 0.71%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Nov 17, 2025 Q3 2025 |
263,668
shares
|
$15 Million
4.24% of portfolio
|
Q3 2025
Added 4.38%
|
|