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 1,245 institutions that hold shares in the stock, with a total of 290 Million shares, which have been reported (via 13F filing form) to have a value of $17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
663,624
shares
|
$39 Million
1.65% of portfolio
|
Q3 2024
Added 11.23%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
659,861
shares
|
$38.8 Million
11.58% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
654,777
shares
|
$38.5 Million
1.48% of portfolio
|
Q3 2024
Added 9.51%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
652,445
shares
|
$38.4 Million
3.08% of portfolio
|
Q3 2024
Added 12.97%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
644,221
shares
|
$37.9 Million
2.56% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Teamwork Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
627,187
shares
|
$36.9 Million
4.93% of portfolio
|
Q4 2024
Added 6.67%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
625,967
shares
|
$36.8 Million
0.23% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Lebenthal Global Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
621,186
shares
|
$36.5 Million
6.61% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
619,386
shares
|
$36.4 Million
3.35% of portfolio
|
Q4 2024
Added 3.19%
|
|
|
Melia Wealth LLC
Tulsa, OK |
Nov 13, 2024 Q3 2024 |
587,059
shares
|
$34.5 Million
18.08% of portfolio
|
Q3 2024
Added 4.36%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
586,946
shares
|
$34.5 Million
0.55% of portfolio
|
Q3 2024
Reduced 5.47%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
580,914
shares
|
$34.2 Million
1.3% of portfolio
|
Q1 2024
Reduced 27.14%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
579,553
shares
|
$34.1 Million
0.4% of portfolio
|
Q3 2024
Added 25.39%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
573,910
shares
|
$33.7 Million
3.28% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Cfo4 Life Group, LLC
|
Nov 12, 2024 Q3 2024 |
554,282
shares
|
$32.6 Million
5.89% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Rational Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
548,449
shares
|
$32.2 Million
3.58% of portfolio
|
Q4 2024
Reduced 18.08%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
525,375
shares
|
$30.9 Million
0.44% of portfolio
|
Q4 2024
Added 3.49%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
524,085
shares
|
$30.8 Million
1.4% of portfolio
|
Q3 2024
Added 8.89%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
523,421
shares
|
$30.8 Million
8.66% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
521,370
shares
|
$30.7 Million
4.62% of portfolio
|
Q4 2024
Reduced 4.27%
|
|
|
Leverty Financial Group, LLC
|
Jan 24, 2025 Q4 2024 |
513,776
shares
|
$30.2 Million
15.13% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
502,203
shares
|
$29.5 Million
0.43% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
490,864
shares
|
$28.9 Million
0.5% of portfolio
|
Q4 2024
Added 29.55%
|
|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
Feb 04, 2025 Q4 2024 |
466,114
shares
|
$27.4 Million
15.35% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
456,139
shares
|
$26.8 Million
3.95% of portfolio
|
Q4 2024
Reduced 3.4%
|