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 |
|---|---|---|---|---|---|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
17,590
shares
|
$1.03 Million
0.26% of portfolio
|
Q3 2024
Reduced 38.41%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
17,517
shares
|
$1.03 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
17,494
shares
|
$1.03 Million
0.57% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Brasada Capital Management, LP
Houston, TX |
Nov 14, 2024 Q3 2024 |
17,421
shares
|
$1.02 Million
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Feb 06, 2025 Q4 2024 |
17,387
shares
|
$1.02 Million
0.51% of portfolio
|
Q4 2024
Reduced 9.83%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
17,284
shares
|
$1.02 Million
0.18% of portfolio
|
Q3 2024
Added 13.26%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
17,228
shares
|
$1.01 Million
0.1% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
17,217
shares
|
$1.01 Million
0.05% of portfolio
|
Q4 2024
Added 75.83%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
17,215
shares
|
$1.01 Million
0.02% of portfolio
|
Q4 2024
Reduced 33.24%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Feb 06, 2025 Q4 2024 |
17,207
shares
|
$1.01 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
17,184
shares
|
$1.01 Million
0.41% of portfolio
|
Q4 2024
Reduced 43.45%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Jan 30, 2025 Q4 2024 |
16,986
shares
|
$998,606
0.56% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
16,664
shares
|
$979,676
0.07% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
16,654
shares
|
$979,088
0.28% of portfolio
|
Q3 2024
Added 20.36%
|
|
|
Blue Chip Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
16,565
shares
|
$973,856
0.08% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
16,441
shares
|
$966,566
0.14% of portfolio
|
Q4 2024
Reduced 16.75%
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
16,394
shares
|
$963,803
0.25% of portfolio
|
Q4 2024
Added 10.23%
|
|
|
Capital Market Strategies LLC
|
Jan 06, 2025 Q4 2024 |
16,330
shares
|
$960,040
0.56% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
16,265
shares
|
$956,219
0.68% of portfolio
|
Q4 2024
Reduced 17.29%
|
|
|
Sns Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
15,881
shares
|
$933,643
0.09% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
15,868
shares
|
$932,879
0.03% of portfolio
|
Q4 2024
Added 16.09%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
15,787
shares
|
$928,117
2.32% of portfolio
|
Q3 2024
Added 52.41%
|
|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
15,780
shares
|
$927,706
0.09% of portfolio
|
Q3 2024
Reduced 16.45%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
15,743
shares
|
$925,530
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lineweaver Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
15,710
shares
|
$923,590
0.18% of portfolio
|
Q4 2024
Reduced 3.29%
|