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 |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
502,733
shares
|
$28.5 Million
0.32% of portfolio
|
Q4 2024
Added 10.69%
|
|
|
Coastal Bridge Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
501,725
shares
|
$28.4 Million
8.36% of portfolio
|
Q4 2024
Reduced 4.15%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
490,864
shares
|
$27.8 Million
0.5% of portfolio
|
Q4 2024
Added 29.55%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
467,001
shares
|
$26.5 Million
0.65% of portfolio
|
Q4 2024
Added 5.99%
|
|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
Feb 04, 2025 Q4 2024 |
466,114
shares
|
$26.4 Million
15.35% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
456,139
shares
|
$25.9 Million
3.95% of portfolio
|
Q4 2024
Reduced 3.4%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Jan 13, 2025 Q4 2024 |
455,049
shares
|
$25.8 Million
6.0% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Feb 14, 2025 Q4 2024 |
452,960
shares
|
$25.7 Million
6.13% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
452,785
shares
|
$25.7 Million
0.04% of portfolio
|
Q4 2024
Added 87.79%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Feb 10, 2025 Q4 2024 |
449,925
shares
|
$25.5 Million
0.61% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
449,845
shares
|
$25.5 Million
7.29% of portfolio
|
Q2 2023
Reduced 2.83%
|
|
|
Bouchey Financial Group LTD
|
Feb 05, 2025 Q4 2024 |
441,970
shares
|
$25.1 Million
2.28% of portfolio
|
Q4 2024
Added 7.2%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
434,282
shares
|
$24.6 Million
1.03% of portfolio
|
Q4 2024
Added 5.75%
|
|
|
Patten & Patten Inc
|
Feb 10, 2025 Q4 2024 |
425,304
shares
|
$24.1 Million
1.71% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Financial Services Advisory Inc
|
Feb 06, 2025 Q4 2024 |
413,895
shares
|
$23.5 Million
5.64% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
407,033
shares
|
$23.1 Million
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
397,336
shares
|
$22.5 Million
0.51% of portfolio
|
Q4 2024
Added 18.57%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
397,097
shares
|
$22.5 Million
0.28% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Mar 03, 2025 Q4 2024 |
396,113
shares
|
$22.5 Million
11.6% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
394,496
shares
|
$22.4 Million
0.26% of portfolio
|
Q4 2024
Added 6.7%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Feb 14, 2025 Q4 2024 |
387,577
shares
|
$22 Million
0.34% of portfolio
|
Q4 2024
Reduced 98.22%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
380,212
shares
|
$21.6 Million
0.37% of portfolio
|
Q4 2024
Added 18.1%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
370,985
shares
|
$21 Million
1.33% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jan 30, 2025 Q4 2024 |
368,020
shares
|
$20.9 Million
7.74% of portfolio
|
Q4 2024
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
363,203
shares
|
$20.6 Million
1.28% of portfolio
|
Q4 2024
Added 1.5%
|