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 |
|---|---|---|---|---|---|
|
Apexium Financial, LP
|
Nov 17, 2025 Q3 2025 |
263,643
shares
|
$15 Million
0.81% of portfolio
|
Q3 2025
Added 10.22%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
263,391
shares
|
$14.9 Million
0.1% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
262,834
shares
|
$14.9 Million
1.41% of portfolio
|
Q4 2022
Added 7.63%
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Oct 03, 2025 Q3 2025 |
261,990
shares
|
$14.9 Million
3.97% of portfolio
|
Q3 2025
Reduced 11.78%
|
|
|
Trinity Legacy Partners, LLC
|
Nov 04, 2025 Q3 2025 |
261,306
shares
|
$14.8 Million
3.54% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
261,031
shares
|
$14.8 Million
0.37% of portfolio
|
Q3 2025
Reduced 19.46%
|
|
|
Mechanics Bank Trust Department
|
Jan 14, 2026 Q4 2025 |
258,573
shares
|
$14.7 Million
1.97% of portfolio
|
Q4 2025
Reduced 1.44%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
255,351
shares
|
$14.5 Million
1.22% of portfolio
|
Q4 2025
Reduced 3.01%
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
249,104
shares
|
$14.1 Million
0.13% of portfolio
|
Q3 2025
Added 3768.07%
|
|
|
Signature Wealth Management Partners, LLC
|
Oct 23, 2025 Q3 2025 |
247,841
shares
|
$14.1 Million
7.56% of portfolio
|
Q3 2025
Added 4.3%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
246,909
shares
|
$14 Million
0.36% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
245,686
shares
|
$13.9 Million
3.05% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
244,754
shares
|
$13.9 Million
7.09% of portfolio
|
Q1 2024
Added 16.27%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
244,227
shares
|
$13.9 Million
0.81% of portfolio
|
Q2 2025
Reduced 35.13%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
242,713
shares
|
$13.8 Million
3.7% of portfolio
|
Q3 2024
Added 10.29%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2025 Q3 2025 |
241,275
shares
|
$13.7 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Allen Capital Group, LLC
|
Oct 27, 2025 Q3 2025 |
241,267
shares
|
$13.7 Million
1.35% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Imc Chicago, LLC
|
Nov 04, 2025 Q3 2025 |
240,775
shares
|
$13.7 Million
0.29% of portfolio
|
Q3 2025
New holding
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 10, 2025 Q3 2025 |
237,265
shares
|
$13.5 Million
3.22% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
235,745
shares
|
$13.4 Million
0.34% of portfolio
|
Q3 2025
Added 22.29%
|
|
|
Requisite Capital Management, LLC
|
Nov 12, 2025 Q3 2025 |
233,361
shares
|
$13.2 Million
3.56% of portfolio
|
Q3 2025
Added 2.57%
|
|
|
Prentice Wealth Management LLC
|
Oct 09, 2025 Q3 2025 |
233,215
shares
|
$13.2 Million
3.39% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
230,664
shares
|
$13.1 Million
0.09% of portfolio
|
Q3 2025
Added 10.7%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 08, 2026 Q4 2025 |
230,629
shares
|
$13.1 Million
3.63% of portfolio
|
Q4 2025
Added 0.45%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
230,152
shares
|
$13.1 Million
8.4% of portfolio
|
Q4 2024
Added 2.93%
|
|