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 1,245 institutions that hold shares in the stock, with a total of 290 Million shares, which have been reported (via 13F filing form) to have a value of $17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
176,139
shares
|
$10.4 Million
2.94% of portfolio
|
Q4 2024
Added 4.85%
|
|
|
Bernardo Wealth Planning LLC
|
Jan 16, 2025 Q4 2024 |
175,000
shares
|
$10.3 Million
2.38% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
171,610
shares
|
$10.1 Million
0.43% of portfolio
|
Q4 2024
Reduced 7.22%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
168,705
shares
|
$9.92 Million
0.04% of portfolio
|
Q3 2024
Added 16.8%
|
|
|
Ivc Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
168,421
shares
|
$9.9 Million
5.46% of portfolio
|
Q4 2024
Added 5.17%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 13, 2025 Q4 2024 |
167,516
shares
|
$9.85 Million
5.86% of portfolio
|
Q4 2024
Added 9.66%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
167,092
shares
|
$9.82 Million
0.24% of portfolio
|
Q4 2024
Added 16.53%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
165,832
shares
|
$9.75 Million
0.15% of portfolio
|
Q4 2024
Added 7.34%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Jan 24, 2025 Q4 2024 |
163,630
shares
|
$9.62 Million
4.17% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
163,581
shares
|
$9.62 Million
0.65% of portfolio
|
Q4 2024
Reduced 4.38%
|
|
|
Adg Wealth Management Group, LLC
Metairie, LA |
Feb 05, 2025 Q4 2024 |
163,039
shares
|
$9.59 Million
8.33% of portfolio
|
Q4 2024
New holding
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
162,849
shares
|
$9.57 Million
0.05% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Mcia Inc
|
Nov 15, 2024 Q3 2024 |
162,744
shares
|
$9.57 Million
2.17% of portfolio
|
Q3 2024
Added 35.35%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
161,395
shares
|
$9.49 Million
0.32% of portfolio
|
Q4 2024
Reduced 40.33%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
160,775
shares
|
$9.45 Million
0.12% of portfolio
|
Q4 2024
Added 112.14%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
160,360
shares
|
$9.43 Million
0.1% of portfolio
|
Q3 2024
Reduced 3.84%
|
|
|
Selective Wealth Management, Inc.
|
Jan 15, 2025 Q4 2024 |
160,274
shares
|
$9.42 Million
3.73% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
159,893
shares
|
$9.4 Million
0.24% of portfolio
|
Q3 2024
Reduced 15.11%
|
|
|
Advisory Resource Group
|
Jan 28, 2025 Q4 2024 |
159,566
shares
|
$9.38 Million
2.3% of portfolio
|
Q4 2024
Reduced 17.19%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
158,939
shares
|
$9.34 Million
1.2% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
157,796
shares
|
$9.28 Million
2.1% of portfolio
|
Q4 2024
Added 14.32%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
157,661
shares
|
$9.27 Million
1.29% of portfolio
|
Q4 2024
Added 2.72%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
157,456
shares
|
$9.26 Million
0.3% of portfolio
|
Q3 2024
Added 59.34%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
154,303
shares
|
$9.07 Million
0.05% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Nov 12, 2024 Q3 2024 |
153,122
shares
|
$9 Million
3.89% of portfolio
|
Q3 2024
Added 13.9%
|