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 |
|---|---|---|---|---|---|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 29, 2025 Q4 2024 |
34,759
shares
|
$2.04 Million
1.04% of portfolio
|
Q4 2024
New holding
|
|
|
5 T Wealth, LLC
Napa, CA |
Jan 31, 2025 Q4 2024 |
34,593
shares
|
$2.03 Million
1.09% of portfolio
|
Q4 2024
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
34,559
shares
|
$2.03 Million
0.72% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
34,366
shares
|
$2.02 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.84%
|
|
|
Mas Advisors LLC
Miami, FL |
Jan 27, 2025 Q4 2024 |
33,998
shares
|
$2 Million
3.35% of portfolio
|
Q4 2024
Added 379.39%
|
|
|
Jsf Financial, LLC
|
Jan 29, 2025 Q4 2024 |
33,908
shares
|
$1.99 Million
0.57% of portfolio
|
Q4 2024
Added 12.38%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Feb 03, 2025 Q4 2024 |
33,665
shares
|
$1.98 Million
0.7% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 21, 2025 Q4 2024 |
33,663
shares
|
$1.98 Million
0.6% of portfolio
|
Q4 2024
Reduced 6.72%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
33,645
shares
|
$1.98 Million
0.83% of portfolio
|
Q4 2024
Added 16.52%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
33,567
shares
|
$1.97 Million
0.29% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
33,559
shares
|
$1.97 Million
0.15% of portfolio
|
Q4 2024
Added 26.51%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jan 29, 2025 Q4 2024 |
33,557
shares
|
$1.97 Million
1.0% of portfolio
|
Q4 2024
Added 2.11%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Feb 04, 2025 Q4 2024 |
33,496
shares
|
$1.97 Million
2.28% of portfolio
|
Q4 2024
Added 2.75%
|
|
|
Worth Asset Management, LLC
|
Jan 08, 2025 Q4 2024 |
33,424
shares
|
$1.96 Million
1.1% of portfolio
|
Q4 2024
Reduced 9.17%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Feb 07, 2025 Q4 2024 |
33,332
shares
|
$1.96 Million
1.71% of portfolio
|
Q4 2024
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
33,280
shares
|
$1.96 Million
0.22% of portfolio
|
Q3 2024
Added 11.35%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Oct 30, 2024 Q3 2024 |
32,942
shares
|
$1.94 Million
0.94% of portfolio
|
Q3 2024
Reduced 12.68%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
32,812
shares
|
$1.93 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Integras Partners LLC
Alpharetta, GA |
Feb 10, 2025 Q4 2024 |
32,795
shares
|
$1.93 Million
1.61% of portfolio
|
Q4 2024
New holding
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
32,651
shares
|
$1.92 Million
0.61% of portfolio
|
Q3 2024
Reduced 11.83%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jan 15, 2025 Q4 2024 |
32,585
shares
|
$1.92 Million
0.73% of portfolio
|
Q4 2024
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
32,582
shares
|
$1.92 Million
0.39% of portfolio
|
Q4 2024
Added 12.52%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
32,522
shares
|
$1.91 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
32,277
shares
|
$1.9 Million
0.29% of portfolio
|
Q3 2024
Reduced 7.7%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
32,256
shares
|
$1.9 Million
0.66% of portfolio
|
Q3 2024
Reduced 0.67%
|