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 |
|---|---|---|---|---|---|
|
Sunpointe, LLC
St. Louis, MO |
Feb 03, 2025 Q4 2024 |
43,340
shares
|
$2.46 Million
1.26% of portfolio
|
Q4 2024
Added 72.48%
|
|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
43,327
shares
|
$2.46 Million
0.9% of portfolio
|
Q4 2024
Added 4.02%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
43,309
shares
|
$2.46 Million
0.55% of portfolio
|
Q4 2024
Added 30.75%
|
|
|
Core First Bank & Trust
Topeka, KS |
Feb 11, 2025 Q4 2024 |
42,679
shares
|
$2.42 Million
1.47% of portfolio
|
Q4 2024
Added 61.05%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
42,660
shares
|
$2.42 Million
0.87% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
42,503
shares
|
$2.41 Million
0.01% of portfolio
|
Q4 2024
Added 23.68%
|
|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
42,498
shares
|
$2.41 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
|
$2.4 Million
0.01% of portfolio
|
Q4 2024
Reduced 12.07%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jan 17, 2025 Q4 2024 |
42,328
shares
|
$2.4 Million
1.49% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Helium Advisors LLC
Everett, WA |
Feb 18, 2025 Q4 2024 |
42,276
shares
|
$2.4 Million
1.93% of portfolio
|
Q4 2024
New holding
|
|
|
Hourglass Capital, LLC
|
Jan 30, 2025 Q4 2024 |
42,150
shares
|
$2.39 Million
0.67% of portfolio
|
Q4 2023
Added 7.66%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Feb 24, 2025 Q4 2024 |
41,980
shares
|
$2.38 Million
0.51% of portfolio
|
Q4 2024
Added 53.53%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
41,858
shares
|
$2.37 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
|
$2.37 Million
0.09% of portfolio
|
Q4 2024
Added 7.8%
|
|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
41,673
shares
|
$2.36 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
|
$2.36 Million
0.04% of portfolio
|
Q2 2024
Added 14.57%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
41,653
shares
|
$2.36 Million
0.08% of portfolio
|
Q4 2024
Reduced 40.12%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jan 15, 2025 Q4 2024 |
41,596
shares
|
$2.36 Million
0.92% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Ewg Elevate Inc.
|
Jan 13, 2025 Q4 2024 |
41,471
shares
|
$2.35 Million
0.8% of portfolio
|
Q4 2024
Added 4.37%
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
41,142
shares
|
$2.33 Million
2.2% of portfolio
|
Q2 2023
Added 2.36%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Feb 26, 2025 Q4 2024 |
41,112
shares
|
$2.33 Million
1.57% of portfolio
|
Q4 2024
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
41,091
shares
|
$2.33 Million
1.64% of portfolio
|
Q4 2024
New holding
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Feb 14, 2025 Q4 2024 |
40,970
shares
|
$2.32 Million
1.39% of portfolio
|
Q4 2024
New holding
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
40,752
shares
|
$2.31 Million
0.4% of portfolio
|
Q4 2024
Reduced 5.87%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Feb 13, 2025 Q4 2024 |
40,535
shares
|
$2.3 Million
0.38% of portfolio
|
Q4 2024
Added 1638.21%
|