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 1,275 institutions that hold shares in the stock, with a total of 292 Million shares, which have been reported (via 13F filing form) to have a value of $17.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
120,631
shares
|
$7.12 Million
0.59% of portfolio
|
Q4 2024
Added 46.59%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
120,358
shares
|
$7.11 Million
0.21% of portfolio
|
Q4 2024
Added 9.51%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
119,942
shares
|
$7.08 Million
1.05% of portfolio
|
Q4 2024
Added 9.53%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
119,674
shares
|
$7.07 Million
0.22% of portfolio
|
Q4 2024
Added 5.56%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jan 14, 2025 Q4 2024 |
119,645
shares
|
$7.07 Million
2.24% of portfolio
|
Q4 2024
Added 14.78%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
118,919
shares
|
$7.02 Million
3.54% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
118,728
shares
|
$7.01 Million
0.81% of portfolio
|
Q4 2024
Added 17.89%
|
|
|
Forefront Wealth Management Inc.
|
Feb 11, 2025 Q4 2024 |
118,236
shares
|
$6.98 Million
6.97% of portfolio
|
Q4 2024
New holding
|
|
|
Evergreen Wealth Management, LLC
Williamston, MI |
Jan 31, 2025 Q4 2024 |
117,081
shares
|
$6.91 Million
3.98% of portfolio
|
Q4 2024
Reduced 5.02%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Jan 22, 2025 Q4 2024 |
116,226
shares
|
$6.86 Million
4.36% of portfolio
|
Q4 2024
Reduced 23.36%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Feb 10, 2025 Q4 2024 |
116,018
shares
|
$6.85 Million
2.85% of portfolio
|
Q4 2024
Added 140.52%
|
|
|
Grant
|
Jan 15, 2025 Q4 2024 |
115,951
shares
|
$6.85 Million
3.73% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Marshall Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
114,575
shares
|
$6.77 Million
1.62% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Destiny Wealth Partners, LLC
|
Jan 23, 2025 Q4 2024 |
114,399
shares
|
$6.76 Million
1.15% of portfolio
|
Q4 2024
Added 4.95%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
114,094
shares
|
$6.74 Million
0.58% of portfolio
|
Q4 2024
Added 33.26%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
112,396
shares
|
$6.64 Million
0.48% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
111,920
shares
|
$6.61 Million
0.01% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
110,089
shares
|
$6.5 Million
0.91% of portfolio
|
Q3 2024
Added 6.26%
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
109,975
shares
|
$6.49 Million
2.73% of portfolio
|
Q4 2024
Added 8.7%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
109,964
shares
|
$6.49 Million
0.11% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
109,483
shares
|
$6.46 Million
4.58% of portfolio
|
Q3 2024
Added 2.89%
|
|
|
Smart Wealth LLC
Omaha, NE |
Jan 28, 2025 Q4 2024 |
108,434
shares
|
$6.4 Million
2.22% of portfolio
|
Q4 2024
Added 26.42%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
108,017
shares
|
$6.38 Million
3.49% of portfolio
|
Q3 2024
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
107,800
shares
|
$6.37 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
106,788
shares
|
$6.31 Million
0.46% of portfolio
|
Q4 2024
Reduced 1.78%
|