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 |
|---|---|---|---|---|---|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
242,713
shares
|
$13.8 Million
3.7% of portfolio
|
Q3 2024
Added 10.29%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
242,532
shares
|
$13.7 Million
0.27% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Wealth Advisors Of Iowa, LLC
|
Feb 11, 2025 Q4 2024 |
242,254
shares
|
$13.7 Million
7.03% of portfolio
|
Q4 2024
Added 4.2%
|
|
|
Trinity Legacy Partners, LLC
|
Feb 03, 2025 Q4 2024 |
241,753
shares
|
$13.7 Million
3.67% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Rezny Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
237,466
shares
|
$13.5 Million
3.39% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
236,772
shares
|
$13.4 Million
1.55% of portfolio
|
Q4 2024
Added 17.57%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
235,052
shares
|
$13.3 Million
0.03% of portfolio
|
Q4 2024
Reduced 4.26%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
234,438
shares
|
$13.3 Million
0.39% of portfolio
|
Q4 2024
Added 4.88%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Feb 18, 2025 Q4 2024 |
234,319
shares
|
$13.3 Million
4.27% of portfolio
|
Q4 2024
Added 15.82%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
233,664
shares
|
$13.2 Million
0.49% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
230,152
shares
|
$13 Million
8.4% of portfolio
|
Q4 2024
Added 2.93%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
230,066
shares
|
$13 Million
1.12% of portfolio
|
Q4 2024
Added 6.63%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
228,302
shares
|
$12.9 Million
0.33% of portfolio
|
Q1 2024
Added 7.32%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
227,626
shares
|
$12.9 Million
0.3% of portfolio
|
Q1 2024
Reduced 6.74%
|
|
|
Sfmg, LLC
|
Feb 11, 2025 Q4 2024 |
226,778
shares
|
$12.9 Million
1.05% of portfolio
|
Q4 2024
Added 2.66%
|
|
|
Beta Wealth Group, Inc.
|
Jan 31, 2025 Q4 2024 |
226,642
shares
|
$12.8 Million
6.33% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
226,142
shares
|
$12.8 Million
0.43% of portfolio
|
Q4 2024
Added 7.27%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
226,134
shares
|
$12.8 Million
1.43% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
225,877
shares
|
$12.8 Million
0.05% of portfolio
|
Q4 2024
Added 33.89%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
223,862
shares
|
$12.7 Million
0.46% of portfolio
|
Q4 2024
Added 4176.26%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
222,523
shares
|
$12.6 Million
0.42% of portfolio
|
Q4 2024
Reduced 24.18%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Feb 03, 2025 Q4 2024 |
221,539
shares
|
$12.6 Million
3.56% of portfolio
|
Q4 2024
Added 5.57%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
221,032
shares
|
$12.5 Million
0.04% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
217,996
shares
|
$12.4 Million
0.27% of portfolio
|
Q4 2024
Added 11.81%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Feb 10, 2025 Q4 2024 |
217,116
shares
|
$12.3 Million
3.91% of portfolio
|
Q4 2024
Reduced 7.31%
|