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 |
|---|---|---|---|---|---|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
28,673
shares
|
$1.69 Million
0.0% of portfolio
|
Q4 2024
Added 28.0%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
28,418
shares
|
$1.67 Million
0.27% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
28,219
shares
|
$1.66 Million
0.01% of portfolio
|
Q4 2024
Added 111.95%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
28,194
shares
|
$1.66 Million
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
27,936
shares
|
$1.64 Million
0.01% of portfolio
|
Q3 2024
Added 9.98%
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
27,802
shares
|
$1.63 Million
0.52% of portfolio
|
Q4 2024
Added 11.27%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Jan 30, 2025 Q4 2024 |
27,590
shares
|
$1.62 Million
1.57% of portfolio
|
Q4 2024
Added 427.03%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
27,343
shares
|
$1.61 Million
0.39% of portfolio
|
Q3 2024
Added 35.1%
|
|
|
Pds Planning, Inc
|
Feb 10, 2025 Q4 2024 |
27,150
shares
|
$1.6 Million
0.14% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
3 Edge Asset Management, LP
|
Jan 31, 2025 Q4 2024 |
27,128
shares
|
$1.59 Million
0.11% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
26,932
shares
|
$1.58 Million
1.21% of portfolio
|
Q4 2024
New holding
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
26,887
shares
|
$1.58 Million
0.09% of portfolio
|
Q4 2024
Added 189.7%
|
|
|
Cypress Capital Management LLC (Wy)
|
Jan 23, 2025 Q4 2024 |
26,809
shares
|
$1.58 Million
1.77% of portfolio
|
Q4 2024
Reduced 8.46%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 14, 2024 Q2 2024 |
26,764
shares
|
$1.57 Million
1.03% of portfolio
|
Q2 2024
Reduced 10.6%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
26,650
shares
|
$1.57 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
26,449
shares
|
$1.55 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
26,399
shares
|
$1.55 Million
0.12% of portfolio
|
Q4 2024
Added 208.15%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
26,000
shares
|
$1.53 Million
0.07% of portfolio
|
Q1 2023
Added 33.33%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
25,760
shares
|
$1.51 Million
0.14% of portfolio
|
Q4 2024
Added 17.51%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
25,751
shares
|
$1.51 Million
0.36% of portfolio
|
Q1 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
25,428
shares
|
$1.49 Million
0.16% of portfolio
|
Q3 2024
Reduced 20.32%
|
|
|
True North Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
25,353
shares
|
$1.49 Million
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
25,112
shares
|
$1.48 Million
0.05% of portfolio
|
Q3 2024
Reduced 48.4%
|
|
|
Beck Bode, LLC
|
Nov 08, 2024 Q3 2024 |
25,027
shares
|
$1.47 Million
0.28% of portfolio
|
Q3 2024
Reduced 36.58%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
24,826
shares
|
$1.46 Million
0.18% of portfolio
|
Q4 2024
Added 30.43%
|