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 1,245 institutions that hold shares in the stock, with a total of 290 Million shares, which have been reported (via 13F filing form) to have a value of $17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hedeker Wealth, LLC
|
Jan 27, 2025 Q4 2024 |
152,652
shares
|
$8.97 Million
2.27% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
151,328
shares
|
$8.9 Million
0.18% of portfolio
|
Q4 2024
Added 51.33%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
150,359
shares
|
$8.84 Million
0.26% of portfolio
|
Q3 2024
Added 64.53%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
147,827
shares
|
$8.69 Million
0.01% of portfolio
|
Q3 2024
Added 51.82%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
146,440
shares
|
$8.61 Million
0.56% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2024 Q3 2024 |
146,166
shares
|
$8.59 Million
2.65% of portfolio
|
Q3 2024
Reduced 4.44%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
145,666
shares
|
$8.56 Million
0.62% of portfolio
|
Q4 2024
Added 4.39%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
145,666
shares
|
$8.56 Million
0.3% of portfolio
|
Q4 2024
Added 18.93%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
145,266
shares
|
$8.54 Million
1.36% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Strong Box Wealth, LLC
|
Jan 14, 2025 Q4 2024 |
144,924
shares
|
$8.52 Million
3.66% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
144,397
shares
|
$8.49 Million
2.53% of portfolio
|
Q3 2024
Reduced 5.03%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
143,852
shares
|
$8.46 Million
0.65% of portfolio
|
Q3 2023
Added 3.14%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
143,402
shares
|
$8.43 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.73%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Feb 05, 2025 Q4 2024 |
141,551
shares
|
$8.32 Million
5.51% of portfolio
|
Q4 2024
Added 15.32%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
140,665
shares
|
$8.27 Million
0.27% of portfolio
|
Q3 2024
Reduced 82.55%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
140,471
shares
|
$8.26 Million
0.1% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
140,111
shares
|
$8.24 Million
0.62% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 16, 2025 Q4 2024 |
139,169
shares
|
$8.18 Million
1.93% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
139,002
shares
|
$8.17 Million
0.01% of portfolio
|
Q3 2024
Added 44.57%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
138,294
shares
|
$8.13 Million
0.59% of portfolio
|
Q3 2024
Added 9.3%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
136,542
shares
|
$8.03 Million
0.08% of portfolio
|
Q3 2024
Reduced 23.47%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Nov 13, 2024 Q3 2024 |
136,417
shares
|
$8.02 Million
2.95% of portfolio
|
Q3 2024
Added 5.24%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
136,398
shares
|
$8.02 Million
0.27% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
American Planning Services, Inc.
Sun City Center, FL |
Nov 14, 2024 Q3 2024 |
135,962
shares
|
$7.99 Million
7.1% of portfolio
|
Q3 2024
Reduced 3.74%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
134,414
shares
|
$7.9 Million
0.05% of portfolio
|
Q3 2024
Added 2380.88%
|