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 |
|---|---|---|---|---|---|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
72
shares
|
$4,085
0.0% of portfolio
|
Q2 2025
Reduced 85.91%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
59
shares
|
$3,347
0.0% of portfolio
|
Q3 2025
Added 18.0%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
57
shares
|
$3,234
0.0% of portfolio
|
Q3 2025
Reduced 74.44%
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
52
shares
|
$2,950
0.0% of portfolio
|
Q3 2025
Reduced 32.47%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
45
shares
|
$2,553
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
39
shares
|
$2,212
0.0% of portfolio
|
Q4 2024
Reduced 98.02%
|
|
|
United Financial Planning Group LLC
Hauppauge, NY |
Nov 13, 2025 Q3 2025 |
36
shares
|
$2,042
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
29
shares
|
$1,645
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Birchbrook, Inc.
Bangor, ME |
Nov 03, 2025 Q3 2025 |
27
shares
|
$1,531
0.0% of portfolio
|
Q2 2025
Added 3.85%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Nov 06, 2025 Q3 2025 |
21
shares
|
$1,191
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Oct 27, 2025 Q3 2025 |
18
shares
|
$1,021
0.0% of portfolio
|
Q3 2025
Added 5.88%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 13, 2025 Q3 2025 |
17
shares
|
$964
0.0% of portfolio
|
Q3 2025
Reduced 99.77%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
17
shares
|
$964
0.0% of portfolio
|
Q2 2025
Reduced 10.53%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
17
shares
|
$964
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
15
shares
|
$851
0.0% of portfolio
|
Q4 2024
Reduced 86.96%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
10
shares
|
$567
0.0% of portfolio
|
Q2 2025
Reduced 83.33%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
7
shares
|
$397
0.0% of portfolio
|
Q3 2025
Added 16.67%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Nov 14, 2025 Q3 2025 |
5
shares
|
$283
0.0% of portfolio
|
Q3 2025
Added 400.0%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
4
shares
|
$226
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Godsey & Gibb Associates
|
Oct 24, 2025 Q3 2025 |
3
shares
|
$170
0.0% of portfolio
|
Q2 2025
Reduced 98.51%
|
|
|
Beacon Capital Management, Inc.
|
Oct 16, 2025 Q3 2025 |
1
shares
|
$56
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|