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 |
|---|---|---|---|---|---|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
22,517
shares
|
$1.32 Million
0.18% of portfolio
|
Q1 2023
Added 43.12%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
22,363
shares
|
$1.31 Million
0.03% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Round Angle Advisors LLC
Red Bank, NJ |
Jan 16, 2025 Q4 2024 |
22,332
shares
|
$1.31 Million
1.22% of portfolio
|
Q4 2024
New holding
|
|
|
Aurora Private Wealth, Inc.
|
Jan 22, 2025 Q4 2024 |
22,309
shares
|
$1.31 Million
0.96% of portfolio
|
Q4 2024
Reduced 15.74%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Jan 21, 2025 Q4 2024 |
22,143
shares
|
$1.3 Million
1.42% of portfolio
|
Q3 2024
Added 13.48%
|
|
|
Pointe Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
22,105
shares
|
$1.3 Million
0.74% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Feb 06, 2025 Q4 2024 |
22,032
shares
|
$1.3 Million
1.28% of portfolio
|
Q4 2024
New holding
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
22,030
shares
|
$1.3 Million
0.41% of portfolio
|
Q4 2024
Added 18.72%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jan 27, 2025 Q4 2024 |
22,009
shares
|
$1.29 Million
0.56% of portfolio
|
Q4 2024
Added 12.5%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Feb 05, 2025 Q4 2024 |
21,993
shares
|
$1.29 Million
0.42% of portfolio
|
Q4 2024
Added 15.67%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
21,899
shares
|
$1.29 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
21,877
shares
|
$1.29 Million
0.97% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
21,705
shares
|
$1.28 Million
0.13% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
21,486
shares
|
$1.26 Million
1.01% of portfolio
|
Q4 2024
Added 8.1%
|
|
|
Howard Financial Services, Ltd.
|
Jan 15, 2025 Q4 2024 |
21,483
shares
|
$1.26 Million
0.17% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
21,482
shares
|
$1.26 Million
0.12% of portfolio
|
Q4 2024
Added 21.74%
|
|
|
Mendel Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
21,464
shares
|
$1.26 Million
0.79% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
21,451
shares
|
$1.26 Million
0.19% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Feb 07, 2025 Q4 2024 |
21,448
shares
|
$1.26 Million
0.31% of portfolio
|
Q4 2024
Added 21.59%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
21,418
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2024
Added 98.7%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
21,328
shares
|
$1.25 Million
0.36% of portfolio
|
Q3 2024
Added 15.28%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
21,314
shares
|
$1.25 Million
0.08% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
21,309
shares
|
$1.25 Million
0.07% of portfolio
|
Q4 2024
Added 31.14%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
21,297
shares
|
$1.25 Million
0.66% of portfolio
|
Q1 2024
Reduced 30.42%
|
|
|
Lokken Investment Group LLC
|
Nov 12, 2024 Q3 2024 |
21,203
shares
|
$1.25 Million
0.56% of portfolio
|
Q3 2024
Added 9.56%
|