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 |
|---|---|---|---|---|---|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
103,730
shares
|
$6.1 Million
0.32% of portfolio
|
Q4 2024
Reduced 25.91%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
103,594
shares
|
$6.09 Million
0.67% of portfolio
|
Q3 2024
Reduced 7.14%
|
|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Jan 30, 2025 Q4 2024 |
103,517
shares
|
$6.09 Million
3.01% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
103,441
shares
|
$6.08 Million
0.29% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
102,878
shares
|
$6.05 Million
0.41% of portfolio
|
Q3 2024
Added 26.48%
|
|
|
Thomasville National Bank
|
Jan 13, 2025 Q4 2024 |
102,844
shares
|
$6.05 Million
0.44% of portfolio
|
Q4 2024
Added 6.38%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
102,231
shares
|
$6.01 Million
0.22% of portfolio
|
Q3 2021
Reduced 95.33%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Jan 29, 2025 Q4 2024 |
102,156
shares
|
$6.01 Million
4.39% of portfolio
|
Q4 2024
Added 9.35%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
101,914
shares
|
$5.99 Million
1.67% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
101,837
shares
|
$5.99 Million
0.43% of portfolio
|
Q4 2024
Added 6.33%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
101,790
shares
|
$5.98 Million
0.29% of portfolio
|
Q4 2024
Reduced 3.69%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jan 22, 2025 Q4 2024 |
101,235
shares
|
$5.95 Million
2.64% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
100,831
shares
|
$5.93 Million
0.36% of portfolio
|
Q4 2024
Added 8.84%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
100,798
shares
|
$5.93 Million
0.88% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Mjp Associates Inc
|
Nov 12, 2024 Q3 2024 |
100,709
shares
|
$5.92 Million
1.16% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
100,066
shares
|
$5.88 Million
0.51% of portfolio
|
Q3 2024
Added 8.97%
|
|
|
Members Advisory Group LLC
Williamsville, NY |
Feb 03, 2025 Q4 2024 |
99,363
shares
|
$5.84 Million
2.58% of portfolio
|
Q4 2024
Added 10.52%
|
|
|
Sterling Investment Advisors, Ltd.
|
Feb 04, 2025 Q4 2024 |
99,191
shares
|
$5.83 Million
1.47% of portfolio
|
Q4 2024
Added 9.08%
|
|
|
Hellman Jordan Management CO Inc
Quincy, MA |
Jan 20, 2023 Q4 2022 |
98,945
shares
|
$5.82 Million
9.16% of portfolio
|
Q4 2022
New holding
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
98,182
shares
|
$5.77 Million
1.02% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
97,957
shares
|
$5.76 Million
0.37% of portfolio
|
Q4 2024
Added 24.04%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
97,580
shares
|
$5.74 Million
0.4% of portfolio
|
Q3 2024
Added 11.78%
|
|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
96,933
shares
|
$5.7 Million
1.33% of portfolio
|
Q3 2024
Added 20.95%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
95,923
shares
|
$5.64 Million
0.57% of portfolio
|
Q4 2024
Added 16.18%
|
|
|
Vienna Asset Management LLC
Cupertino, CA |
Nov 14, 2024 Q3 2024 |
95,196
shares
|
$5.6 Million
4.42% of portfolio
|
Q3 2024
Reduced 21.67%
|