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 1,291 institutions that hold shares in the stock, with a total of 297 Million shares, which have been reported (via 13F filing form) to have a value of $17.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 23, 2025 Q4 2024 |
15,464
shares
|
$913,149
0.68% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Seaview Investment Managers LLC
|
Feb 13, 2025 Q4 2024 |
15,406
shares
|
$909,724
0.25% of portfolio
|
Q4 2024
Added 62.1%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Jan 28, 2025 Q4 2024 |
15,258
shares
|
$900,984
1.59% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Iam Advisory, LLC
|
Jan 15, 2025 Q4 2024 |
15,041
shares
|
$888,171
0.22% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Jan 14, 2025 Q4 2024 |
15,005
shares
|
$886,045
0.38% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
15,000
shares
|
$885,750
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
14,935
shares
|
$881,911
0.44% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
14,825
shares
|
$875,416
0.11% of portfolio
|
Q4 2024
Added 11.83%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
14,784
shares
|
$872,995
0.43% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Novare Capital Management LLC
|
Jan 21, 2025 Q4 2024 |
14,725
shares
|
$869,511
0.07% of portfolio
|
Q4 2024
Reduced 4.23%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
14,571
shares
|
$860,417
0.02% of portfolio
|
Q4 2024
Added 211.68%
|
|
|
Independent Investors Inc
|
Jan 27, 2025 Q4 2024 |
14,420
shares
|
$851,501
0.17% of portfolio
|
Q1 2024
Reduced 1.03%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 14, 2024 Q3 2024 |
14,297
shares
|
$844,237
0.5% of portfolio
|
Q3 2024
Added 11.18%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
14,188
shares
|
$837,801
0.44% of portfolio
|
Q4 2024
Added 11.51%
|
|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
14,187
shares
|
$837,742
0.18% of portfolio
|
Q4 2024
Reduced 5.64%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
14,172
shares
|
$836,856
0.07% of portfolio
|
Q4 2024
Added 7.1%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Feb 13, 2025 Q4 2024 |
14,150
shares
|
$835,557
0.55% of portfolio
|
Q4 2024
Added 10.55%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Feb 03, 2025 Q4 2024 |
14,128
shares
|
$834,258
0.66% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
13,938
shares
|
$823,038
0.1% of portfolio
|
Q4 2024
Added 42.07%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
13,858
shares
|
$818,314
0.09% of portfolio
|
Q4 2024
Added 2.88%
|
|
|
Grandview Asset Management LLC
|
Jan 13, 2025 Q4 2024 |
13,785
shares
|
$814,004
0.29% of portfolio
|
Q4 2024
Added 69.56%
|
|
|
West Bancorporation Inc
|
Jan 23, 2025 Q4 2024 |
13,725
shares
|
$810,461
0.54% of portfolio
|
Q3 2024
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
13,715
shares
|
$809,870
0.32% of portfolio
|
Q1 2024
Added 6.07%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Feb 12, 2025 Q4 2024 |
13,634
shares
|
$805,087
0.02% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
13,619
shares
|
$804,201
0.3% of portfolio
|
Q4 2024
Reduced 8.68%
|