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 |
|---|---|---|---|---|---|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
18,860
shares
|
$1.07 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
18,841
shares
|
$1.07 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
18,706
shares
|
$1.06 Million
0.57% of portfolio
|
Q4 2023
Reduced 3.1%
|
|
|
Monument Capital Management
|
Jan 30, 2025 Q4 2024 |
18,644
shares
|
$1.06 Million
0.3% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Marion Wealth Management
|
Jan 13, 2025 Q4 2024 |
18,623
shares
|
$1.06 Million
0.29% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
18,568
shares
|
$1.05 Million
0.62% of portfolio
|
Q4 2024
Added 8.27%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
18,505
shares
|
$1.05 Million
0.08% of portfolio
|
Q4 2023
Added 34.55%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
18,384
shares
|
$1.04 Million
0.36% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jan 28, 2025 Q4 2024 |
18,355
shares
|
$1.04 Million
0.23% of portfolio
|
Q4 2024
Added 12.51%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
18,247
shares
|
$1.03 Million
0.12% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Feb 14, 2025 Q4 2024 |
18,217
shares
|
$1.03 Million
0.66% of portfolio
|
Q4 2024
Reduced 7.9%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
18,186
shares
|
$1.03 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Beck Bode, LLC
|
Feb 14, 2025 Q4 2024 |
18,109
shares
|
$1.03 Million
0.2% of portfolio
|
Q4 2024
Reduced 27.64%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
17,871
shares
|
$1.01 Million
0.1% of portfolio
|
Q4 2024
Added 7.24%
|
|
|
Menard Financial Group LLC
Houston, TX |
Feb 28, 2025 Q4 2024 |
17,853
shares
|
$1.01 Million
0.64% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
17,835
shares
|
$1.01 Million
0.31% of portfolio
|
Q3 2024
Reduced 35.1%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Feb 07, 2025 Q4 2024 |
17,770
shares
|
$1.01 Million
0.5% of portfolio
|
Q4 2024
Reduced 21.21%
|
|
|
Alpha Star Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
17,702
shares
|
$1 Million
0.11% of portfolio
|
Q4 2024
Added 201.26%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
17,517
shares
|
$993,038
0.08% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
17,494
shares
|
$991,734
0.57% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Feb 06, 2025 Q4 2024 |
17,387
shares
|
$985,669
0.51% of portfolio
|
Q4 2024
Reduced 9.83%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
17,228
shares
|
$976,655
0.1% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
17,217
shares
|
$976,031
0.05% of portfolio
|
Q4 2024
Added 75.83%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
17,215
shares
|
$975,918
0.02% of portfolio
|
Q4 2024
Reduced 33.24%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Feb 06, 2025 Q4 2024 |
17,207
shares
|
$975,464
0.14% of portfolio
|
Q4 2024
Reduced 0.62%
|