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 |
|---|---|---|---|---|---|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
192,361
shares
|
$10.9 Million
0.32% of portfolio
|
Q3 2025
Added 2.69%
|
|
|
Financial Guidance Group, Inc.
|
Nov 05, 2025 Q3 2025 |
191,414
shares
|
$10.9 Million
5.72% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
190,072
shares
|
$10.8 Million
0.33% of portfolio
|
Q3 2025
Reduced 7.26%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Oct 29, 2025 Q3 2025 |
189,644
shares
|
$10.8 Million
3.08% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
187,738
shares
|
$10.7 Million
0.28% of portfolio
|
Q3 2025
Reduced 34.32%
|
|
|
Cambridge Advisors Inc.
|
Oct 15, 2025 Q3 2025 |
187,501
shares
|
$10.6 Million
2.18% of portfolio
|
Q3 2025
Added 8.82%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
186,056
shares
|
$10.6 Million
0.35% of portfolio
|
Q3 2025
Reduced 12.03%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
185,842
shares
|
$10.5 Million
3.86% of portfolio
|
Q3 2025
Added 8.56%
|
|
|
First Hawaiian Bank
|
Jan 05, 2026 Q4 2025 |
184,328
shares
|
$10.5 Million
1.43% of portfolio
|
Q4 2025
Added 10.75%
|
|
|
F
|
Nov 13, 2025 Q3 2025 |
183,345
shares
|
$10.4 Million
0.44% of portfolio
|
Q3 2025
Reduced 8.28%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Oct 20, 2025 Q3 2025 |
183,106
shares
|
$10.4 Million
4.87% of portfolio
|
Q3 2025
Reduced 31.66%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
181,485
shares
|
$10.3 Million
0.22% of portfolio
|
Q3 2025
Added 10.54%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
181,275
shares
|
$10.3 Million
0.11% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 29, 2025 Q3 2025 |
179,355
shares
|
$10.2 Million
2.64% of portfolio
|
Q3 2025
Reduced 3.1%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
178,656
shares
|
$10.1 Million
0.6% of portfolio
|
Q3 2025
Added 9.13%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
178,413
shares
|
$10.1 Million
0.08% of portfolio
|
Q3 2025
Added 7.88%
|
|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
177,255
shares
|
$10.1 Million
1.25% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
177,194
shares
|
$10.1 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
177,124
shares
|
$10.1 Million
1.11% of portfolio
|
Q4 2023
Added 28.71%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 21, 2025 Q3 2025 |
175,221
shares
|
$9.94 Million
4.84% of portfolio
|
Q3 2025
Reduced 7.08%
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
174,805
shares
|
$9.92 Million
1.2% of portfolio
|
Q4 2025
Reduced 1.6%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
174,302
shares
|
$9.89 Million
0.23% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Adg Wealth Management Group, LLC
Metairie, LA |
Jan 15, 2026 Q4 2025 |
173,012
shares
|
$9.82 Million
7.5% of portfolio
|
Q4 2025
Added 3.04%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
172,301
shares
|
$9.78 Million
1.92% of portfolio
|
Q3 2025
Added 5.99%
|
|
|
Forefront Wealth Management Inc.
|
Oct 28, 2025 Q3 2025 |
170,806
shares
|
$9.69 Million
7.94% of portfolio
|
Q3 2025
Reduced 0.74%
|
|