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 |
|---|---|---|---|---|---|
|
Sloy Dahl & Holst, LLC
|
Jan 24, 2025 Q4 2024 |
12,560
shares
|
$738,402
0.1% of portfolio
|
Q4 2024
Added 202.65%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
12,444
shares
|
$731,582
0.06% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
12,418
shares
|
$730,054
0.06% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Brown Miller Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
12,379
shares
|
$727,761
0.28% of portfolio
|
Q3 2024
Reduced 18.6%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
12,298
shares
|
$722,999
0.03% of portfolio
|
Q4 2024
Added 15.56%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
12,287
shares
|
$722,352
0.18% of portfolio
|
Q4 2024
Reduced 8.53%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
12,140
shares
|
$713,710
0.04% of portfolio
|
Q4 2024
Added 80.15%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
12,124
shares
|
$712,769
0.01% of portfolio
|
Q3 2024
Added 59.0%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Feb 10, 2025 Q4 2024 |
12,060
shares
|
$709,007
0.55% of portfolio
|
Q4 2024
Reduced 79.78%
|
|
|
Personal Cfo Solutions, LLC
|
Feb 07, 2025 Q4 2024 |
11,963
shares
|
$703,304
0.14% of portfolio
|
Q4 2024
Added 32.36%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
11,870
shares
|
$697,837
0.01% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
11,836
shares
|
$695,838
0.05% of portfolio
|
Q4 2023
Reduced 0.39%
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
11,802
shares
|
$693,839
0.26% of portfolio
|
Q4 2024
Reduced 13.18%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
11,762
shares
|
$691,487
0.11% of portfolio
|
Q1 2024
Reduced 1.82%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Jan 17, 2025 Q4 2024 |
11,753
shares
|
$690,958
0.48% of portfolio
|
Q4 2024
Added 20.08%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
11,725
shares
|
$689,312
0.0% of portfolio
|
Q3 2024
Added 125.13%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
11,673
shares
|
$686,255
0.11% of portfolio
|
Q4 2024
Added 228.63%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
11,563
shares
|
$679,788
0.02% of portfolio
|
Q4 2024
Reduced 8.43%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
11,437
shares
|
$672,381
0.03% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
11,425
shares
|
$671,675
0.01% of portfolio
|
Q3 2024
Added 72.22%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
11,381
shares
|
$669,088
0.02% of portfolio
|
Q3 2024
Added 19.84%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Nov 08, 2024 Q3 2024 |
11,364
shares
|
$668,089
0.21% of portfolio
|
Q3 2024
Added 11.84%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
11,277
shares
|
$662,974
0.02% of portfolio
|
Q3 2024
Added 5.58%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
11,189
shares
|
$657,801
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
American Money Management, LLC
|
Nov 12, 2024 Q3 2024 |
11,129
shares
|
$654,273
0.13% of portfolio
|
Q3 2024
Reduced 7.47%
|