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 |
|---|---|---|---|---|---|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 14, 2025 Q3 2025 |
291
shares
|
$16,511
0.01% of portfolio
|
Q2 2025
Reduced 96.54%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
290
shares
|
$16,454
0.01% of portfolio
|
Q3 2025
Reduced 98.69%
|
|
|
Rocky Mountain Advisers, LLC
|
Oct 17, 2025 Q3 2025 |
280
shares
|
$15,887
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
280
shares
|
$15,887
0.01% of portfolio
|
Q1 2025
Reduced 6.98%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
280
shares
|
$15,887
0.01% of portfolio
|
Q3 2022
Added 21.74%
|
|
|
Running Point Capital Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
276
shares
|
$15,660
0.0% of portfolio
|
Q4 2024
Reduced 56.74%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
267
shares
|
$15,149
0.02% of portfolio
|
Q3 2025
Reduced 35.51%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
240
shares
|
$13,617
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
236
shares
|
$13,390
0.0% of portfolio
|
Q3 2025
Added 3833.33%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
204
shares
|
$11,574
0.0% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
200
shares
|
$11,348
0.0% of portfolio
|
Q2 2024
Reduced 85.25%
|
|
|
Rice Partnership, LLC
|
Nov 10, 2025 Q3 2025 |
200
shares
|
$11,348
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Chesapeake Asset Management LLC
New York, NY |
Oct 17, 2025 Q3 2025 |
193
shares
|
$10,950
0.01% of portfolio
|
Q3 2025
Added 2.12%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
184
shares
|
$10,440
0.0% of portfolio
|
Q3 2025
Added 91.67%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
181
shares
|
$10,269
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
171
shares
|
$9,702
0.01% of portfolio
|
Q3 2024
Reduced 34.23%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
166
shares
|
$9,418
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
150
shares
|
$8,511
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
130
shares
|
$7,376
0.0% of portfolio
|
Q3 2025
Reduced 69.91%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
124
shares
|
$7,035
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
118
shares
|
$6,695
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
100
shares
|
$5,674
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
92
shares
|
$5,220
0.0% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
80
shares
|
$4,539
0.0% of portfolio
|
Q2 2023
Added 2.56%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
75
shares
|
$4,255
0.0% of portfolio
|
Q2 2024
New holding
|
|