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 1,291 institutions that hold shares in the stock, with a total of 297 Million shares, which have been reported (via 13F filing form) to have a value of $17.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
220
shares
|
$12,991
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
200
shares
|
$11,810
0.0% of portfolio
|
Q2 2024
Reduced 85.25%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
200
shares
|
$11,810
0.0% of portfolio
|
Q1 2023
Reduced 69.23%
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
180
shares
|
$10,629
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
173
shares
|
$10,215
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
171
shares
|
$10,097
0.01% of portfolio
|
Q3 2024
Reduced 34.23%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
150
shares
|
$8,857
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
147
shares
|
$8,680
0.0% of portfolio
|
Q4 2024
Reduced 6.37%
|
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
146
shares
|
$8,621
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
138
shares
|
$8,148
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Feb 10, 2025 Q4 2024 |
113
shares
|
$6,672
0.01% of portfolio
|
Q3 2024
Reduced 84.75%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
100
shares
|
$5,905
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
91
shares
|
$5,373
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
80
shares
|
$4,724
0.0% of portfolio
|
Q2 2023
Added 2.56%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
75
shares
|
$4,428
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
63
shares
|
$3,720
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
60
shares
|
$3,543
0.0% of portfolio
|
Q4 2024
Reduced 93.75%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jan 23, 2025 Q4 2024 |
56
shares
|
$3,306
0.0% of portfolio
|
Q3 2024
Reduced 99.96%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
55
shares
|
$3,247
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tower View Investment Management & Research LLC
|
Feb 05, 2025 Q4 2024 |
51
shares
|
$3,011
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
50
shares
|
$2,952
0.0% of portfolio
|
Q2 2024
Added 66.67%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
39
shares
|
$2,302
0.0% of portfolio
|
Q4 2024
Reduced 98.02%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
38
shares
|
$2,243
0.0% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
27
shares
|
$1,594
0.0% of portfolio
|
Q3 2024
Added 17.39%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
27
shares
|
$1,594
0.15% of portfolio
|
Q4 2024
Reduced 99.91%
|