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 1,263 institutions that hold shares in the stock, with a total of 292 Million shares, which have been reported (via 13F filing form) to have a value of $17.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
5,914
shares
|
$347,684
0.17% of portfolio
|
Q2 2023
Added 362.03%
|
|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
5,860
shares
|
$344,509
0.1% of portfolio
|
Q4 2024
Reduced 80.66%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
5,825
shares
|
$342,451
0.02% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Waller Financial Planning Group, Inc
|
Jan 03, 2025 Q4 2024 |
5,812
shares
|
$341,687
0.08% of portfolio
|
Q4 2024
Added 21.82%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
5,801
shares
|
$341,040
0.01% of portfolio
|
Q2 2024
Added 16.02%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
5,800
shares
|
$340,982
0.08% of portfolio
|
Q3 2022
New holding
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Feb 07, 2025 Q4 2024 |
5,790
shares
|
$340,394
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
5,707
shares
|
$335,514
0.06% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Feb 06, 2025 Q4 2024 |
5,705
shares
|
$335,396
0.01% of portfolio
|
Q4 2024
Added 9.77%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
5,700
shares
|
$335,103
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Platform Technology Partners
|
Jan 28, 2025 Q4 2024 |
5,674
shares
|
$333,574
0.1% of portfolio
|
Q4 2024
Added 5.88%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jan 30, 2025 Q4 2024 |
5,649
shares
|
$332,104
0.14% of portfolio
|
Q4 2024
Added 13.32%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
5,611
shares
|
$329,870
0.09% of portfolio
|
Q4 2024
Added 3.03%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
5,565
shares
|
$327,166
0.13% of portfolio
|
Q3 2023
Reduced 48.15%
|
|
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
Jan 29, 2025 Q4 2024 |
5,564
shares
|
$327,107
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Roof Eidam & Maycock
|
Oct 21, 2024 Q3 2024 |
5,500
shares
|
$323,345
0.08% of portfolio
|
Q4 2022
Added 22.22%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Oct 29, 2024 Q3 2024 |
5,483
shares
|
$322,345
0.11% of portfolio
|
Q3 2024
Reduced 50.24%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
5,482
shares
|
$322,286
0.04% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Wealth Management Partners, LLC
|
Jan 16, 2025 Q4 2024 |
5,441
shares
|
$319,876
0.14% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Jan 30, 2025 Q4 2024 |
5,400
shares
|
$317,466
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
5,397
shares
|
$317,289
0.03% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
Feb 10, 2025 Q4 2024 |
5,366
shares
|
$315,467
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Group LLC
Savannah, GA |
Feb 11, 2025 Q4 2024 |
5,350
shares
|
$314,526
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
J. L. Bainbridge & Co., Inc.
|
Feb 10, 2025 Q4 2024 |
5,318
shares
|
$312,645
0.03% of portfolio
|
Q4 2024
Added 24.92%
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
5,310
shares
|
$312,174
0.08% of portfolio
|
Q3 2024
Reduced 64.47%
|