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 |
|---|---|---|---|---|---|
|
Consilium Wealth Advisory, LLC
|
Feb 05, 2025 Q4 2024 |
7,872
shares
|
$462,794
0.22% of portfolio
|
Q3 2024
Reduced 88.71%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 30, 2025 Q4 2024 |
7,850
shares
|
$461,501
0.23% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jan 30, 2025 Q4 2024 |
7,668
shares
|
$450,801
0.22% of portfolio
|
Q4 2024
Added 10.84%
|
|
|
Bay Rivers Group
|
Jan 22, 2025 Q4 2024 |
7,637
shares
|
$448,979
0.22% of portfolio
|
Q4 2024
Added 24.79%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
7,635
shares
|
$448,861
0.01% of portfolio
|
Q4 2024
Added 32.78%
|
|
|
Corps Capital Advisors, LLC
Southlake, TX |
Feb 03, 2025 Q4 2024 |
7,630
shares
|
$448,567
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
7,617
shares
|
$447,803
0.04% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Canvas Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
7,601
shares
|
$446,862
0.11% of portfolio
|
Q4 2024
Reduced 30.47%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
7,597
shares
|
$446,627
0.04% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
7,594
shares
|
$446,451
0.26% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Windsor Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
7,563
shares
|
$444,628
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
7,555
shares
|
$444,158
0.29% of portfolio
|
Q4 2024
Added 6.23%
|
|
|
John W. Brooker & Co., Cp As
|
Jan 27, 2025 Q4 2024 |
7,544
shares
|
$443,511
0.22% of portfolio
|
Q4 2024
Added 2.95%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
7,535
shares
|
$442,982
0.1% of portfolio
|
Q4 2024
Added 4.73%
|
|
|
Spears Abacus Advisors LLC
|
Nov 12, 2024 Q3 2024 |
7,500
shares
|
$440,925
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
7,500
shares
|
$440,925
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Welch Group, LLC
|
Jan 24, 2025 Q4 2024 |
7,496
shares
|
$440,689
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Lvz, Inc.
|
Feb 06, 2025 Q4 2024 |
7,496
shares
|
$440,689
0.06% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
7,487
shares
|
$440,160
0.1% of portfolio
|
Q4 2024
Reduced 17.2%
|
|
|
Johnson Bixby & Associates, LLC
|
Jan 17, 2025 Q4 2024 |
7,442
shares
|
$437,515
0.07% of portfolio
|
Q4 2024
Reduced 36.86%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jan 15, 2025 Q4 2024 |
7,427
shares
|
$436,633
0.04% of portfolio
|
Q4 2024
Reduced 61.22%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
7,393
shares
|
$434,634
0.02% of portfolio
|
Q4 2024
Added 5.31%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
7,387
shares
|
$434,281
0.07% of portfolio
|
Q3 2024
Added 37.74%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
7,373
shares
|
$433,458
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Paragon Private Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
7,364
shares
|
$432,929
0.2% of portfolio
|
Q4 2024
Reduced 6.04%
|