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 |
|---|---|---|---|---|---|
|
Wny Asset Management, LLC
Williamsville, NY |
Feb 21, 2025 Q4 2024 |
216,206
shares
|
$12.3 Million
1.61% of portfolio
|
Q4 2024
Reduced 26.8%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
215,439
shares
|
$12.2 Million
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
214,764
shares
|
$12.2 Million
0.12% of portfolio
|
Q4 2024
Reduced 6.34%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
213,102
shares
|
$12.1 Million
0.4% of portfolio
|
Q4 2024
Reduced 21.74%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
212,990
shares
|
$12.1 Million
1.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
208,285
shares
|
$11.8 Million
0.43% of portfolio
|
Q4 2024
Added 9.13%
|
|
|
F
|
Feb 13, 2025 Q4 2024 |
205,580
shares
|
$11.7 Million
0.52% of portfolio
|
Q4 2024
Added 1289.52%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
204,905
shares
|
$11.6 Million
1.9% of portfolio
|
Q4 2024
Added 6.06%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
204,722
shares
|
$11.6 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
203,870
shares
|
$11.6 Million
1.42% of portfolio
|
Q4 2024
Added 6.05%
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
203,192
shares
|
$11.5 Million
2.36% of portfolio
|
Q4 2024
Added 12.47%
|
|
|
First National Advisers, LLC
Omaha, NE |
Feb 10, 2025 Q4 2024 |
201,326
shares
|
$11.4 Million
1.91% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
200,108
shares
|
$11.3 Million
0.01% of portfolio
|
Q4 2024
Added 35.37%
|
|
|
Security National Bank
|
Feb 10, 2025 Q4 2024 |
197,955
shares
|
$11.2 Million
1.64% of portfolio
|
Q4 2024
Added 77.47%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
197,803
shares
|
$11.2 Million
0.47% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Mcia Inc
|
Feb 13, 2025 Q4 2024 |
197,288
shares
|
$11.2 Million
2.41% of portfolio
|
Q4 2024
Added 21.23%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jan 15, 2025 Q4 2024 |
196,643
shares
|
$11.1 Million
3.88% of portfolio
|
Q4 2024
Added 3.95%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
194,776
shares
|
$11 Million
1.74% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Financial Guidance Group, Inc.
|
Jan 29, 2025 Q4 2024 |
194,176
shares
|
$11 Million
6.87% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Jan 27, 2025 Q4 2024 |
190,814
shares
|
$10.8 Million
7.0% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jan 23, 2025 Q4 2024 |
189,994
shares
|
$10.8 Million
2.93% of portfolio
|
Q4 2024
Added 38.22%
|
|
|
Financial Futures LTD Liability Co.
|
Jan 24, 2025 Q4 2024 |
188,273
shares
|
$10.7 Million
7.28% of portfolio
|
Q4 2024
Added 40.85%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
187,898
shares
|
$10.7 Million
0.2% of portfolio
|
Q4 2024
Added 2384.11%
|
|
|
Columbus Macro, LLC
|
Jan 24, 2025 Q4 2024 |
184,540
shares
|
$10.5 Million
1.53% of portfolio
|
Q4 2024
Added 1554.62%
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
184,336
shares
|
$10.5 Million
4.41% of portfolio
|
Q4 2024
Added 8.4%
|