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 |
|---|---|---|---|---|---|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
229,983
shares
|
$13 Million
0.04% of portfolio
|
Q3 2025
Added 8.13%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
228,302
shares
|
$13 Million
0.33% of portfolio
|
Q1 2024
Added 7.32%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
227,626
shares
|
$12.9 Million
0.3% of portfolio
|
Q1 2024
Reduced 6.74%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
227,244
shares
|
$12.9 Million
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
226,257
shares
|
$12.8 Million
0.37% of portfolio
|
Q3 2025
Added 5.15%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
224,637
shares
|
$12.7 Million
0.06% of portfolio
|
Q3 2025
Reduced 30.89%
|
|
|
First National Advisers, LLC
Omaha, NE |
Oct 28, 2025 Q3 2025 |
223,698
shares
|
$12.7 Million
1.77% of portfolio
|
Q3 2025
Added 3.74%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
218,414
shares
|
$12.4 Million
0.31% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
214,637
shares
|
$12.2 Million
1.56% of portfolio
|
Q3 2025
Added 7.61%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
212,913
shares
|
$12.1 Million
0.71% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
210,238
shares
|
$11.9 Million
0.26% of portfolio
|
Q3 2025
Added 4.98%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
209,376
shares
|
$11.9 Million
0.44% of portfolio
|
Q3 2025
Added 10.4%
|
|
|
Financial Futures LTD Liability Co.
|
Oct 27, 2025 Q3 2025 |
209,323
shares
|
$11.9 Million
6.4% of portfolio
|
Q3 2025
Added 2.32%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
208,259
shares
|
$11.8 Million
0.82% of portfolio
|
Q3 2025
Reduced 12.85%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Jan 16, 2026 Q4 2025 |
205,842
shares
|
$11.7 Million
6.45% of portfolio
|
Q4 2025
Added 3.29%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
204,163
shares
|
$11.6 Million
0.93% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Ivc Wealth Advisors LLC
|
Jan 16, 2026 Q4 2025 |
202,838
shares
|
$11.5 Million
5.19% of portfolio
|
Q4 2025
Added 4.52%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
200,323
shares
|
$11.4 Million
0.15% of portfolio
|
Q3 2025
Reduced 13.42%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
198,773
shares
|
$11.3 Million
0.02% of portfolio
|
Q3 2025
Added 6.24%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
198,467
shares
|
$11.3 Million
0.03% of portfolio
|
Q3 2025
Added 10.67%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jan 07, 2026 Q4 2025 |
197,674
shares
|
$11.2 Million
3.17% of portfolio
|
Q4 2025
Reduced 0.36%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Oct 27, 2025 Q3 2025 |
197,083
shares
|
$11.2 Million
8.42% of portfolio
|
Q3 2025
Added 14.27%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 05, 2026 Q4 2025 |
197,028
shares
|
$11.2 Million
1.75% of portfolio
|
Q4 2025
Added 27.88%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
196,297
shares
|
$11.1 Million
0.57% of portfolio
|
Q3 2025
Reduced 5.44%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
192,577
shares
|
$10.9 Million
0.4% of portfolio
|
Q3 2025
Reduced 11.61%
|
|