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 1,433 institutions that hold shares in the stock, with a total of 333 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 |
|---|---|---|---|---|---|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
528,538
shares
|
$30 Million
0.6% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Cornerstone Enterprises, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
521,181
shares
|
$29.6 Million
14.63% of portfolio
|
Q3 2025
Added 4.51%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
511,503
shares
|
$29 Million
0.19% of portfolio
|
Q3 2025
Added 18.65%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
507,452
shares
|
$28.8 Million
0.7% of portfolio
|
Q2 2025
Reduced 62.71%
|
|
|
Rational Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
507,268
shares
|
$28.8 Million
3.42% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Teamwork Financial Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
490,348
shares
|
$27.8 Million
3.22% of portfolio
|
Q3 2025
Reduced 45.99%
|
|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
Oct 15, 2025 Q3 2025 |
483,273
shares
|
$27.4 Million
14.12% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
481,341
shares
|
$27.3 Million
3.49% of portfolio
|
Q3 2025
Reduced 8.21%
|
|
|
Bouchey Financial Group LTD
|
Nov 12, 2025 Q3 2025 |
474,016
shares
|
$26.9 Million
2.22% of portfolio
|
Q3 2025
Added 2.38%
|
|
|
Sterling Investment Counsel, LLC
|
Oct 21, 2025 Q3 2025 |
468,402
shares
|
$26.6 Million
8.68% of portfolio
|
Q3 2025
Added 120.08%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
467,845
shares
|
$26.5 Million
0.21% of portfolio
|
Q3 2025
Reduced 8.88%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
462,780
shares
|
$26.3 Million
0.4% of portfolio
|
Q3 2025
Added 3.95%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
453,512
shares
|
$25.7 Million
0.23% of portfolio
|
Q3 2025
Added 12.54%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
449,845
shares
|
$25.5 Million
7.29% of portfolio
|
Q2 2023
Reduced 2.83%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
448,594
shares
|
$25.5 Million
0.03% of portfolio
|
Q3 2025
Added 6.28%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
446,312
shares
|
$25.3 Million
0.23% of portfolio
|
Q3 2025
Added 3.8%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
440,028
shares
|
$25 Million
0.04% of portfolio
|
Q3 2025
Added 65.66%
|
|
|
Cooper Financial Group
|
Oct 07, 2025 Q3 2025 |
423,502
shares
|
$24 Million
2.78% of portfolio
|
Q3 2025
Added 3.9%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
422,988
shares
|
$24 Million
0.24% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
421,087
shares
|
$23.9 Million
0.14% of portfolio
|
Q3 2025
Added 7.77%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
417,763
shares
|
$23.7 Million
7.31% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Fukoku Mutual Life Insurance CO
|
Nov 12, 2025 Q3 2025 |
415,000
shares
|
$23.5 Million
1.47% of portfolio
|
Q3 2025
New holding
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
413,805
shares
|
$23.5 Million
0.31% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Oct 10, 2025 Q3 2025 |
406,346
shares
|
$23.1 Million
3.97% of portfolio
|
Q3 2025
Added 7.79%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
394,940
shares
|
$22.4 Million
0.07% of portfolio
|
Q3 2025
Added 36.86%
|
|