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 |
|---|---|---|---|---|---|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
287,299
shares
|
$16.3 Million
2.1% of portfolio
|
Q3 2023
Added 2.9%
|
|
|
Lee Johnson Capital Management, LLC
|
Jan 16, 2025 Q4 2024 |
284,845
shares
|
$16.1 Million
8.89% of portfolio
|
Q4 2024
Added 10.92%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
284,596
shares
|
$16.1 Million
5.94% of portfolio
|
Q4 2024
Added 5.69%
|
|
|
Cornerstone Enterprises, LLC
Appleton, WI |
Feb 13, 2025 Q4 2024 |
280,451
shares
|
$15.9 Million
9.69% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
279,186
shares
|
$15.8 Million
0.24% of portfolio
|
Q4 2024
Added 24.5%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 27, 2025 Q4 2024 |
278,633
shares
|
$15.8 Million
4.31% of portfolio
|
Q4 2024
Added 39.64%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
276,326
shares
|
$15.7 Million
0.09% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
274,694
shares
|
$15.6 Million
0.13% of portfolio
|
Q4 2024
Added 5.15%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jan 28, 2025 Q4 2024 |
273,992
shares
|
$15.5 Million
5.7% of portfolio
|
Q4 2024
Added 9.22%
|
|
|
Fagan Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
270,270
shares
|
$15.3 Million
2.57% of portfolio
|
Q4 2024
Added 21.47%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
269,650
shares
|
$15.3 Million
0.16% of portfolio
|
Q4 2024
Added 68.15%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Jan 29, 2025 Q4 2024 |
269,194
shares
|
$15.3 Million
0.53% of portfolio
|
Q4 2024
Reduced 8.07%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Feb 13, 2025 Q4 2024 |
267,177
shares
|
$15.1 Million
1.14% of portfolio
|
Q4 2024
Added 4.99%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
263,307
shares
|
$14.9 Million
0.24% of portfolio
|
Q4 2024
Added 6.02%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
262,834
shares
|
$14.9 Million
1.41% of portfolio
|
Q4 2022
Added 7.63%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
259,661
shares
|
$14.7 Million
1.19% of portfolio
|
Q4 2024
Reduced 17.2%
|
|
|
Quaker Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
253,467
shares
|
$14.4 Million
5.55% of portfolio
|
Q3 2024
New holding
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
252,120
shares
|
$14.3 Million
1.07% of portfolio
|
Q4 2024
Added 4.89%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
251,457
shares
|
$14.3 Million
0.09% of portfolio
|
Q4 2024
Added 8.33%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
250,747
shares
|
$14.2 Million
0.91% of portfolio
|
Q4 2024
Added 6.69%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jan 30, 2025 Q4 2024 |
248,038
shares
|
$14.1 Million
5.59% of portfolio
|
Q4 2024
Added 5.5%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Feb 12, 2025 Q4 2024 |
246,403
shares
|
$14 Million
6.0% of portfolio
|
Q4 2024
New holding
|
|
|
Curran Financial Partners, LLC
|
Jan 22, 2025 Q4 2024 |
245,554
shares
|
$13.9 Million
4.39% of portfolio
|
Q4 2024
Added 9.42%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
245,382
shares
|
$13.9 Million
0.87% of portfolio
|
Q4 2024
Added 8.18%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
244,754
shares
|
$13.9 Million
7.09% of portfolio
|
Q1 2024
Added 16.27%
|