JEPI — J P Morgan Exchange Traded F Institutional Holders · Q3 2026

Name: Who Owns JEPI? 76 Institutions Hold $284M (Q3 2026)
Creator: ko.io

Who owns J P Morgan Exchange Traded F (JEPI)? 76 institutions reported holding $283.60M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Hamilton Capital, LLC ($84.2M), First Financial Bank - Trust Division ($42.4M), Cooper Financial Group ($17.2M).

Rank	Institution	Value	Shares	Change
1	Hamilton Capital, LLC	$84.2M	1.5M	Added
2	FIRST FINANCIAL BANK - TRUST DIVISION	$42.4M	754,758	Added
3	Cooper Financial Group	$17.2M	305,779	Trimmed
4	Farther Finance Advisors, LLC	$17.0M	302,533	Added
5	Apella Capital, LLC	$15.2M	269,510	Trimmed
6	EASTERN BANK	$9.7M	171,764	Added
7	Capital Advisors Wealth Management, LLC	$7.4M	131,738	Added
8	Investment Partners Asset Management, Inc.	$6.6M	117,538	Added
9	Wealth Enhancement Trust Services, Inc.	$6.4M	113,139	Added
10	Stonebridge Financial Group, LLC	$5.3M	95,011	Trimmed
11	Integrated Financial Solutions, Inc.	$5.0M	89,295	Added
12	M.E. ALLISON & CO., INC.	$4.3M	76,517	Added
13	ARMSTRONG ADVISORY GROUP, INC	$4.3M	76,338	Added
14	PRIVATE CLIENT SERVICES, LLC	$3.7M	65,708	Trimmed
15	CHAPIN DAVIS, INC.	$3.5M	62,050	Added
16	FINANCIAL MANAGEMENT NETWORK INC	$3.4M	61,202	Added
17	Avidian Wealth Enterprises, LLC	$3.0M	52,626	Added
18	TITLEIST ASSET MANAGEMENT, LLC	$2.9M	50,876	Trimmed
19	TrueWealth Advisors, LLC	$2.8M	48,917	Added
20	CoreCap Advisors, LLC	$2.7M	47,338	Added
21	Worth Asset Management, LLC	$2.7M	47,293	Added
22	Legacy Private Trust Co.	$2.6M	46,277	Trimmed
23	TOMPKINS FINANCIAL CORP	$2.5M	45,131	Added
24	Whalen Wealth Management Inc.	$2.2M	39,414	Trimmed
25	Galvin, Gaustad & Stein, LLC	$2.1M	37,114	Trimmed

Source: SEC Form 13F filings · as of 2026-09-30