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 |
|---|---|---|---|---|---|
|
Destiny Wealth Partners, LLC
|
Jan 23, 2025 Q4 2024 |
114,399
shares
|
$6.76 Million
1.15% of portfolio
|
Q4 2024
Added 4.95%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
114,094
shares
|
$6.74 Million
0.58% of portfolio
|
Q4 2024
Added 33.26%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
111,920
shares
|
$6.61 Million
0.01% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
111,542
shares
|
$6.59 Million
0.91% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Principle Wealth Partners LLC
|
Nov 13, 2024 Q3 2024 |
110,576
shares
|
$6.54 Million
0.49% of portfolio
|
Q3 2024
Added 3.85%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
110,089
shares
|
$6.51 Million
0.91% of portfolio
|
Q3 2024
Added 6.26%
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
109,975
shares
|
$6.5 Million
2.73% of portfolio
|
Q4 2024
Added 8.7%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
109,483
shares
|
$6.47 Million
4.58% of portfolio
|
Q3 2024
Added 2.89%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
109,258
shares
|
$6.46 Million
0.44% of portfolio
|
Q3 2024
Added 2.88%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
108,586
shares
|
$6.42 Million
0.12% of portfolio
|
Q3 2024
Added 13.13%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
108,017
shares
|
$6.38 Million
3.49% of portfolio
|
Q3 2024
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
107,800
shares
|
$6.37 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
107,248
shares
|
$6.34 Million
0.02% of portfolio
|
Q3 2024
Reduced 16.65%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
106,788
shares
|
$6.31 Million
0.46% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
105,717
shares
|
$6.25 Million
0.3% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
105,693
shares
|
$6.25 Million
0.32% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
105,527
shares
|
$6.24 Million
0.52% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
104,244
shares
|
$6.16 Million
0.92% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
103,594
shares
|
$6.12 Million
0.67% of portfolio
|
Q3 2024
Reduced 7.14%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
102,878
shares
|
$6.08 Million
0.41% of portfolio
|
Q3 2024
Added 26.48%
|
|
|
Thomasville National Bank
|
Jan 13, 2025 Q4 2024 |
102,844
shares
|
$6.08 Million
0.44% of portfolio
|
Q4 2024
Added 6.38%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
102,231
shares
|
$6.04 Million
0.22% of portfolio
|
Q3 2021
Reduced 95.33%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
101,914
shares
|
$6.02 Million
1.67% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Oct 24, 2024 Q3 2024 |
101,763
shares
|
$6.01 Million
2.92% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jan 22, 2025 Q4 2024 |
101,235
shares
|
$5.98 Million
2.64% of portfolio
|
Q4 2024
Added 3.63%
|