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 |
|---|---|---|---|---|---|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Jan 21, 2025 Q4 2024 |
22,143
shares
|
$1.26 Million
1.42% of portfolio
|
Q3 2024
Added 13.48%
|
|
|
Pointe Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
22,105
shares
|
$1.25 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
|
$1.25 Million
1.28% of portfolio
|
Q4 2024
New holding
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
22,030
shares
|
$1.25 Million
0.41% of portfolio
|
Q4 2024
Added 18.72%
|
|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
22,029
shares
|
$1.25 Million
0.01% of portfolio
|
Q4 2024
Added 45.1%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jan 27, 2025 Q4 2024 |
22,009
shares
|
$1.25 Million
0.56% of portfolio
|
Q4 2024
Added 12.5%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Feb 05, 2025 Q4 2024 |
21,993
shares
|
$1.25 Million
0.42% of portfolio
|
Q4 2024
Added 15.67%
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
21,877
shares
|
$1.24 Million
0.97% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
21,822
shares
|
$1.24 Million
0.12% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
21,486
shares
|
$1.22 Million
1.01% of portfolio
|
Q4 2024
Added 8.1%
|
|
|
Howard Financial Services, Ltd.
|
Jan 15, 2025 Q4 2024 |
21,483
shares
|
$1.22 Million
0.17% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
21,482
shares
|
$1.22 Million
0.12% of portfolio
|
Q4 2024
Added 21.74%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
21,451
shares
|
$1.22 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
|
$1.22 Million
0.31% of portfolio
|
Q4 2024
Added 21.59%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
21,314
shares
|
$1.21 Million
0.08% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
21,309
shares
|
$1.21 Million
0.07% of portfolio
|
Q4 2024
Added 31.14%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
21,297
shares
|
$1.21 Million
0.66% of portfolio
|
Q1 2024
Reduced 30.42%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
21,121
shares
|
$1.2 Million
0.28% of portfolio
|
Q4 2024
Added 69.52%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Feb 04, 2025 Q4 2024 |
21,055
shares
|
$1.19 Million
0.69% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jan 21, 2025 Q4 2024 |
21,012
shares
|
$1.19 Million
0.41% of portfolio
|
Q3 2024
Added 13.91%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
20,942
shares
|
$1.19 Million
0.04% of portfolio
|
Q4 2024
Reduced 16.61%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
20,866
shares
|
$1.18 Million
0.13% of portfolio
|
Q4 2024
Added 13.02%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
Feb 04, 2025 Q4 2024 |
20,744
shares
|
$1.18 Million
1.13% of portfolio
|
Q4 2024
New holding
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
20,677
shares
|
$1.17 Million
1.82% of portfolio
|
Q3 2023
Reduced 1.43%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
20,614
shares
|
$1.17 Million
0.02% of portfolio
|
Q4 2024
Added 18.74%
|