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 1,263 institutions that hold shares in the stock, with a total of 292 Million shares, which have been reported (via 13F filing form) to have a value of $17.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
39,406,720
shares
|
$2.33 Billion
0.17% of portfolio
|
Q3 2024
Added 3.34%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
30,747,489
shares
|
$1.82 Billion
0.15% of portfolio
|
Q3 2024
Added 8.99%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
20,730,640
shares
|
$1.22 Billion
0.1% of portfolio
|
Q4 2024
Reduced 7.41%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
12,503,747
shares
|
$738 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
7,125,130
shares
|
$421 Million
0.09% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
6,631,432
shares
|
$392 Million
0.08% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
6,352,398
shares
|
$375 Million
0.13% of portfolio
|
Q3 2024
Reduced 10.58%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
5,602,309
shares
|
$331 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
4,903,866
shares
|
$290 Million
0.71% of portfolio
|
Q4 2024
Reduced 11.54%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
4,124,862
shares
|
$244 Million
0.35% of portfolio
|
Q4 2024
Added 12.55%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
3,849,147
shares
|
$227 Million
0.52% of portfolio
|
Q3 2024
Reduced 8.09%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
3,682,072
shares
|
$217 Million
0.3% of portfolio
|
Q4 2024
Added 3.04%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
3,440,098
shares
|
$203 Million
0.38% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,011,469
shares
|
$178 Million
0.24% of portfolio
|
Q3 2024
Added 3.88%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
2,832,139
shares
|
$167 Million
0.14% of portfolio
|
Q4 2024
Added 12.93%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
2,610,159
shares
|
$154 Million
0.57% of portfolio
|
Q3 2024
Added 16.85%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
2,459,323
shares
|
$145 Million
0.39% of portfolio
|
Q4 2024
Reduced 4.16%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
2,229,146
shares
|
$132 Million
0.05% of portfolio
|
Q4 2024
Added 17.31%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
2,088,400
shares
|
$123 Million
0.13% of portfolio
|
Q3 2024
Added 6.97%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,088,319
shares
|
$123 Million
0.08% of portfolio
|
Q3 2024
Reduced 13.76%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Feb 12, 2025 Q4 2024 |
2,002,917
shares
|
$118 Million
2.69% of portfolio
|
Q4 2024
Added 9.11%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
1,975,605
shares
|
$117 Million
0.47% of portfolio
|
Q4 2024
Added 7.82%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
1,947,007
shares
|
$115 Million
0.39% of portfolio
|
Q3 2024
Added 4.86%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
1,729,050
shares
|
$102 Million
0.84% of portfolio
|
Q2 2023
Added 8578.66%
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
1,727,971
shares
|
$102 Million
14.29% of portfolio
|
Q3 2024
Added 0.5%
|