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 1,253 institutions that hold shares in the stock, with a total of 291 Million shares, which have been reported (via 13F filing form) to have a value of $17.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
43,327
shares
|
$2.55 Million
0.9% of portfolio
|
Q4 2024
Added 4.02%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
43,309
shares
|
$2.55 Million
0.55% of portfolio
|
Q4 2024
Added 30.75%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
42,660
shares
|
$2.51 Million
0.87% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
42,498
shares
|
$2.5 Million
0.55% of portfolio
|
Q4 2024
Added 5.22%
|
|
|
Cibc World Markets Corp
New York, NY |
Feb 10, 2025 Q4 2024 |
42,351
shares
|
$2.49 Million
0.01% of portfolio
|
Q4 2024
Reduced 12.07%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jan 17, 2025 Q4 2024 |
42,328
shares
|
$2.49 Million
1.49% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
42,174
shares
|
$2.48 Million
0.0% of portfolio
|
Q3 2024
Reduced 22.87%
|
|
|
Hourglass Capital, LLC
|
Jan 30, 2025 Q4 2024 |
42,150
shares
|
$2.48 Million
0.67% of portfolio
|
Q4 2023
Added 7.66%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
41,858
shares
|
$2.46 Million
0.1% of portfolio
|
Q4 2024
Added 14.86%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
41,840
shares
|
$2.46 Million
0.09% of portfolio
|
Q4 2024
Added 7.8%
|
|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
41,673
shares
|
$2.45 Million
0.94% of portfolio
|
Q4 2024
Added 3.53%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
41,666
shares
|
$2.45 Million
0.04% of portfolio
|
Q2 2024
Added 14.57%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jan 15, 2025 Q4 2024 |
41,596
shares
|
$2.45 Million
0.92% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Ewg Elevate Inc.
|
Jan 13, 2025 Q4 2024 |
41,471
shares
|
$2.44 Million
0.8% of portfolio
|
Q4 2024
Added 4.37%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
41,333
shares
|
$2.43 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
41,142
shares
|
$2.42 Million
2.2% of portfolio
|
Q2 2023
Added 2.36%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
41,091
shares
|
$2.42 Million
1.64% of portfolio
|
Q4 2024
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
40,777
shares
|
$2.4 Million
0.11% of portfolio
|
Q3 2024
Reduced 22.32%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
40,752
shares
|
$2.4 Million
0.4% of portfolio
|
Q4 2024
Reduced 5.87%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Nov 12, 2024 Q3 2024 |
40,689
shares
|
$2.39 Million
0.61% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
40,513
shares
|
$2.38 Million
1.25% of portfolio
|
Q4 2024
Added 9.16%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
39,886
shares
|
$2.34 Million
1.61% of portfolio
|
Q4 2024
Added 6.22%
|
|
|
Guardian Financial Partners, LLC
|
Jan 14, 2025 Q4 2024 |
39,602
shares
|
$2.33 Million
1.69% of portfolio
|
Q4 2024
Added 8.81%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
38,944
shares
|
$2.29 Million
0.41% of portfolio
|
Q4 2024
Added 18.82%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
38,297
shares
|
$2.25 Million
1.94% of portfolio
|
Q4 2024
Added 123.33%
|