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 1,327 institutions that hold shares in the stock, with a total of 304 Million shares, which have been reported (via 13F filing form) to have a value of $17.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
53,856
shares
|
$3.05 Million
0.02% of portfolio
|
Q4 2024
Added 92.78%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Feb 13, 2025 Q4 2024 |
53,663
shares
|
$3.04 Million
1.42% of portfolio
|
Q4 2024
Added 66.86%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
53,553
shares
|
$3.04 Million
1.6% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Retirement Planning Group
|
Feb 18, 2025 Q4 2024 |
53,533
shares
|
$3.03 Million
0.19% of portfolio
|
Q4 2024
Added 15.17%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
53,476
shares
|
$3.03 Million
0.12% of portfolio
|
Q4 2024
Added 36.81%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
53,194
shares
|
$3.02 Million
1.17% of portfolio
|
Q4 2024
Reduced 7.58%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
53,137
shares
|
$3.01 Million
0.36% of portfolio
|
Q2 2024
Added 3.78%
|
|
|
Herold Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
52,946
shares
|
$3 Million
0.69% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 04, 2024 Q3 2024 |
52,682
shares
|
$2.99 Million
1.7% of portfolio
|
Q3 2024
Added 17.12%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
51,890
shares
|
$2.94 Million
0.26% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Planning Directions Inc
|
Feb 06, 2025 Q4 2024 |
51,693
shares
|
$2.93 Million
1.75% of portfolio
|
Q4 2024
Added 27.91%
|
|
|
Beam Wealth Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
51,249
shares
|
$2.91 Million
0.96% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Jan 24, 2025 Q4 2024 |
50,473
shares
|
$2.86 Million
1.89% of portfolio
|
Q4 2024
Added 4.27%
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
50,311
shares
|
$2.85 Million
0.66% of portfolio
|
Q4 2024
Added 12.37%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
50,260
shares
|
$2.85 Million
1.45% of portfolio
|
Q4 2024
Added 4.83%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
50,234
shares
|
$2.85 Million
0.43% of portfolio
|
Q4 2024
Added 12.03%
|
|
|
Fortress Financial Solutions, LLC
Tucson, AZ |
Jan 29, 2025 Q4 2024 |
49,899
shares
|
$2.83 Million
4.09% of portfolio
|
Q4 2024
New holding
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
49,776
shares
|
$2.82 Million
0.62% of portfolio
|
Q4 2024
Added 21.09%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Feb 03, 2025 Q4 2024 |
49,001
shares
|
$2.78 Million
0.73% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
48,645
shares
|
$2.76 Million
0.07% of portfolio
|
Q4 2024
Added 6.25%
|
|
|
Scott Capital Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
48,337
shares
|
$2.74 Million
0.79% of portfolio
|
Q4 2024
Added 3.66%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
48,184
shares
|
$2.73 Million
0.25% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
47,942
shares
|
$2.72 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Moser Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
47,475
shares
|
$2.69 Million
1.44% of portfolio
|
Q4 2024
Added 6.15%
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
47,358
shares
|
$2.68 Million
0.69% of portfolio
|
Q4 2024
Added 13.27%
|