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 |
|---|---|---|---|---|---|
|
Childress Capital Advisors, LLC
Houston, TX |
Jan 24, 2025 Q4 2024 |
355,986
shares
|
$20.2 Million
5.82% of portfolio
|
Q4 2024
Added 3.5%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
354,120
shares
|
$20.1 Million
2.98% of portfolio
|
Q2 2023
Added 6.8%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Feb 25, 2025 Q4 2024 |
348,801
shares
|
$19.8 Million
0.98% of portfolio
|
Q4 2024
Added 29.75%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jan 31, 2025 Q4 2024 |
344,275
shares
|
$19.5 Million
1.04% of portfolio
|
Q4 2024
Added 3.83%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
344,053
shares
|
$19.5 Million
0.72% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
343,408
shares
|
$19.5 Million
6.69% of portfolio
|
Q4 2024
Added 5.65%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
340,393
shares
|
$19.3 Million
0.67% of portfolio
|
Q4 2024
Reduced 6.46%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
340,344
shares
|
$19.3 Million
1.86% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2025 Q4 2024 |
340,239
shares
|
$19.3 Million
1.16% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
339,826
shares
|
$19.3 Million
1.25% of portfolio
|
Q4 2024
Added 8.88%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
339,743
shares
|
$19.3 Million
0.77% of portfolio
|
Q4 2024
Added 38.31%
|
|
|
Mechanics Bank Trust Department
|
Jan 16, 2025 Q4 2024 |
336,755
shares
|
$19.1 Million
2.62% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
333,028
shares
|
$18.9 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
327,645
shares
|
$18.6 Million
6.74% of portfolio
|
Q4 2024
Added 4.81%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
324,502
shares
|
$18.4 Million
2.31% of portfolio
|
Q4 2024
Reduced 8.38%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
322,622
shares
|
$18.3 Million
2.8% of portfolio
|
Q3 2024
Added 11.58%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
321,819
shares
|
$18.2 Million
1.75% of portfolio
|
Q4 2024
Added 8.95%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
314,671
shares
|
$17.8 Million
0.11% of portfolio
|
Q4 2024
Added 22.47%
|
|
|
Marquette Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
305,421
shares
|
$17.3 Million
2.87% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Jan 29, 2025 Q4 2024 |
302,460
shares
|
$17.1 Million
3.61% of portfolio
|
Q4 2024
Added 5.08%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Feb 05, 2025 Q4 2024 |
297,876
shares
|
$16.9 Million
8.47% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
296,603
shares
|
$16.8 Million
1.93% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
289,047
shares
|
$16.4 Million
0.34% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
Madden Securities Corp
|
Jan 29, 2025 Q4 2024 |
288,117
shares
|
$16.3 Million
6.99% of portfolio
|
Q4 2024
Added 3.65%
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Feb 14, 2025 Q4 2024 |
287,491
shares
|
$16.3 Million
4.75% of portfolio
|
Q4 2024
New holding
|