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 |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
46,972,437
shares
|
$2.67 Billion
0.17% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
32,945,560
shares
|
$1.87 Billion
0.13% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
16,977,886
shares
|
$963 Million
0.19% of portfolio
|
Q3 2025
Added 3.31%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
9,432,964
shares
|
$535 Million
0.17% of portfolio
|
Q3 2025
Added 5.52%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
8,215,825
shares
|
$466 Million
0.03% of portfolio
|
Q3 2025
Reduced 70.84%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
8,067,320
shares
|
$458 Million
0.08% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
7,568,500
shares
|
$429 Million
0.07% of portfolio
|
Q3 2025
Reduced 10.6%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
7,273,381
shares
|
$413 Million
0.14% of portfolio
|
Q3 2025
Added 2.84%
|
|
|
Nationwide Fund Advisors
|
Oct 24, 2025 Q3 2025 |
7,038,718
shares
|
$399 Million
22.66% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
6,425,416
shares
|
$365 Million
0.55% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
5,160,433
shares
|
$293 Million
0.37% of portfolio
|
Q3 2025
Added 39.66%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
4,756,077
shares
|
$270 Million
0.35% of portfolio
|
Q3 2025
Reduced 6.6%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
4,247,568
shares
|
$241 Million
0.08% of portfolio
|
Q3 2025
Added 8.51%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
3,278,479
shares
|
$186 Million
0.23% of portfolio
|
Q3 2025
Reduced 98.58%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
3,228,749
shares
|
$183 Million
0.33% of portfolio
|
Q3 2025
Reduced 5.82%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
3,146,050
shares
|
$179 Million
0.21% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 13, 2025 Q3 2025 |
3,067,599
shares
|
$174 Million
3.2% of portfolio
|
Q3 2025
Added 5.64%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,011,469
shares
|
$171 Million
0.24% of portfolio
|
Q3 2024
Added 3.88%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
2,982,946
shares
|
$169 Million
0.16% of portfolio
|
Q3 2025
Added 2.12%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
2,931,338
shares
|
$166 Million
0.11% of portfolio
|
Q3 2025
Reduced 4.36%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
2,833,158
shares
|
$161 Million
0.47% of portfolio
|
Q3 2025
Reduced 15.63%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
2,656,498
shares
|
$151 Million
0.36% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,088,319
shares
|
$118 Million
0.08% of portfolio
|
Q3 2024
Reduced 13.76%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
2,033,531
shares
|
$115 Million
0.32% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
2,027,327
shares
|
$115 Million
0.08% of portfolio
|
Q3 2025
Added 40.19%
|
|