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 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 |
|---|---|---|---|---|---|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
391,412
shares
|
$22.2 Million
1.73% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
388,750
shares
|
$22.1 Million
0.64% of portfolio
|
Q3 2025
Added 8.16%
|
|
|
Melia Wealth LLC
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
384,852
shares
|
$21.8 Million
9.62% of portfolio
|
Q3 2025
Reduced 40.36%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
375,301
shares
|
$21.3 Million
0.01% of portfolio
|
Q3 2025
Added 17.46%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Nov 10, 2025 Q3 2025 |
374,911
shares
|
$21.3 Million
6.64% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Rezny Wealth Management, Inc.
|
Oct 22, 2025 Q3 2025 |
370,384
shares
|
$21 Million
4.35% of portfolio
|
Q3 2025
Added 32.94%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Oct 10, 2025 Q3 2025 |
366,601
shares
|
$20.8 Million
7.76% of portfolio
|
Q3 2025
Reduced 3.24%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
366,283
shares
|
$20.8 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
361,603
shares
|
$20.5 Million
0.22% of portfolio
|
Q1 2025
Added 34.1%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
356,984
shares
|
$20.3 Million
0.35% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
355,181
shares
|
$20.2 Million
5.43% of portfolio
|
Q3 2025
Added 2.18%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
354,120
shares
|
$20.1 Million
2.98% of portfolio
|
Q2 2023
Added 6.8%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
349,532
shares
|
$19.8 Million
0.21% of portfolio
|
Q3 2025
Reduced 7.74%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Oct 27, 2025 Q3 2025 |
344,672
shares
|
$19.6 Million
3.4% of portfolio
|
Q3 2025
Added 3.91%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 14, 2025 Q3 2025 |
341,189
shares
|
$19.4 Million
2.02% of portfolio
|
Q3 2025
Reduced 38.42%
|
|
|
Curran Financial Partners, LLC
|
Oct 16, 2025 Q3 2025 |
340,270
shares
|
$19.3 Million
4.47% of portfolio
|
Q3 2025
Added 12.52%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
338,382
shares
|
$19.2 Million
0.45% of portfolio
|
Q3 2025
Added 303.5%
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
332,449
shares
|
$18.9 Million
1.19% of portfolio
|
Q3 2025
Reduced 15.71%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
330,155
shares
|
$18.7 Million
1.06% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 22, 2025 Q3 2025 |
329,739
shares
|
$18.7 Million
3.72% of portfolio
|
Q3 2025
Added 99.63%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
326,379
shares
|
$18.5 Million
0.04% of portfolio
|
Q3 2025
Added 25.63%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
322,622
shares
|
$18.3 Million
2.8% of portfolio
|
Q3 2024
Added 11.58%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
320,756
shares
|
$18.2 Million
0.52% of portfolio
|
Q3 2025
Added 8.62%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Oct 24, 2025 Q3 2025 |
317,733
shares
|
$18 Million
0.8% of portfolio
|
Q3 2025
Reduced 3.81%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
317,292
shares
|
$18 Million
1.12% of portfolio
|
Q3 2025
Reduced 5.81%
|
|