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 |
|---|---|---|---|---|---|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Jan 29, 2025 Q4 2024 |
10,955
shares
|
$644,044
0.25% of portfolio
|
Q4 2024
Reduced 9.05%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Nov 14, 2024 Q3 2024 |
10,954
shares
|
$643,985
0.36% of portfolio
|
Q3 2024
New holding
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Feb 04, 2025 Q4 2024 |
10,916
shares
|
$641,751
0.38% of portfolio
|
Q4 2024
Added 4.04%
|
|
|
Lavaca Capital LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
10,900
shares
|
$640,811
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
10,878
shares
|
$639,517
0.03% of portfolio
|
Q3 2022
Added 1.4%
|
|
|
Fortress Wealth Management, Inc.
|
Jan 22, 2025 Q4 2024 |
10,868
shares
|
$638,929
0.35% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Biechele Royce Advisors
|
Oct 29, 2024 Q3 2024 |
10,755
shares
|
$632,286
0.21% of portfolio
|
Q3 2024
Added 4.32%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
10,659
shares
|
$626,642
0.45% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
10,630
shares
|
$624,937
0.18% of portfolio
|
Q4 2024
Added 31.15%
|
|
|
American Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
10,543
shares
|
$619,822
0.09% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Latitude Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
10,510
shares
|
$617,882
0.39% of portfolio
|
Q4 2024
Added 20.96%
|
|
|
Bts Asset Management, Inc.
|
Jan 15, 2025 Q4 2024 |
10,433
shares
|
$613,356
0.6% of portfolio
|
Q4 2024
Reduced 7.15%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
10,432
shares
|
$613,297
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
10,318
shares
|
$606,595
0.06% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Feb 04, 2025 Q4 2024 |
10,282
shares
|
$604,478
0.3% of portfolio
|
Q4 2024
Reduced 3.46%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
10,202
shares
|
$599,775
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Feb 10, 2025 Q4 2024 |
10,108
shares
|
$594,249
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
10,089
shares
|
$593,132
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
10,088
shares
|
$593,073
0.32% of portfolio
|
Q3 2024
Reduced 7.7%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jan 13, 2025 Q4 2024 |
10,054
shares
|
$591,074
0.45% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2024 Q3 2024 |
10,044
shares
|
$590,486
0.04% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
10,044
shares
|
$590,486
0.09% of portfolio
|
Q3 2024
Added 87.46%
|
|
|
Naviter Wealth, LLC
|
Feb 07, 2025 Q4 2024 |
10,027
shares
|
$589,487
0.07% of portfolio
|
Q4 2024
Added 17.4%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Feb 10, 2025 Q4 2024 |
10,027
shares
|
$589,487
0.22% of portfolio
|
Q4 2024
Added 3.86%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
10,012
shares
|
$588,605
0.01% of portfolio
|
Q3 2024
New holding
|