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 1,199 institutions that hold shares in the stock, with a total of 280 Million shares, which have been reported (via 13F filing form) to have a value of $16.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
132,292
shares
|
$7.82 Million
1.0% of portfolio
|
Q2 2024
New holding
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
131,651
shares
|
$7.78 Million
0.14% of portfolio
|
Q4 2024
Reduced 6.96%
|
|
|
Masso Torrence Wealth Management Inc.
|
Jan 23, 2025 Q4 2024 |
131,305
shares
|
$7.76 Million
4.25% of portfolio
|
Q4 2024
Added 5.1%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
131,108
shares
|
$7.75 Million
0.78% of portfolio
|
Q4 2024
Added 388.75%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Jan 24, 2025 Q4 2024 |
130,484
shares
|
$7.71 Million
4.03% of portfolio
|
Q4 2024
Reduced 10.61%
|
|
|
Fairway Wealth LLC
Independence, OH |
Nov 01, 2024 Q3 2024 |
128,774
shares
|
$7.61 Million
3.89% of portfolio
|
Q3 2024
Added 12.9%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
125,121
shares
|
$7.39 Million
0.79% of portfolio
|
Q4 2024
Added 18.08%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
125,075
shares
|
$7.39 Million
1.92% of portfolio
|
Q3 2024
Added 3.38%
|
|
|
Lake Street Financial LLC
|
Jan 15, 2025 Q4 2024 |
124,446
shares
|
$7.35 Million
1.18% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
123,972
shares
|
$7.33 Million
0.02% of portfolio
|
Q3 2024
Reduced 18.57%
|
|
|
Evergreen Wealth Management, LLC
Williamston, MI |
Nov 06, 2024 Q3 2024 |
123,272
shares
|
$7.29 Million
4.41% of portfolio
|
Q3 2024
Added 16.14%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Oct 15, 2024 Q3 2024 |
122,741
shares
|
$7.25 Million
5.22% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
122,039
shares
|
$7.21 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
121,086
shares
|
$7.16 Million
1.1% of portfolio
|
Q4 2024
Added 9.98%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
120,631
shares
|
$7.13 Million
0.59% of portfolio
|
Q4 2024
Added 46.59%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
120,358
shares
|
$7.11 Million
0.21% of portfolio
|
Q4 2024
Added 9.51%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
119,942
shares
|
$7.09 Million
1.05% of portfolio
|
Q4 2024
Added 9.53%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
119,674
shares
|
$7.07 Million
0.22% of portfolio
|
Q4 2024
Added 5.56%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jan 14, 2025 Q4 2024 |
119,645
shares
|
$7.07 Million
2.24% of portfolio
|
Q4 2024
Added 14.78%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
118,988
shares
|
$7.03 Million
0.62% of portfolio
|
Q3 2024
Added 9.65%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
118,919
shares
|
$7.03 Million
3.54% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Jan 22, 2025 Q4 2024 |
116,226
shares
|
$6.87 Million
4.36% of portfolio
|
Q4 2024
Reduced 23.36%
|
|
|
Grant
|
Jan 15, 2025 Q4 2024 |
115,951
shares
|
$6.85 Million
3.73% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
115,433
shares
|
$6.82 Million
1.42% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Marshall Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
114,575
shares
|
$6.77 Million
1.62% of portfolio
|
Q4 2024
Added 2.21%
|