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 |
|---|---|---|---|---|---|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Oct 24, 2024 Q3 2024 |
100,989
shares
|
$5.97 Million
3.14% of portfolio
|
Q3 2024
Added 18.77%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
100,831
shares
|
$5.96 Million
0.36% of portfolio
|
Q4 2024
Added 8.84%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
100,798
shares
|
$5.96 Million
0.88% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Mjp Associates Inc
|
Nov 12, 2024 Q3 2024 |
100,709
shares
|
$5.95 Million
1.16% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
100,709
shares
|
$5.95 Million
0.62% of portfolio
|
Q3 2024
Added 5.86%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
100,066
shares
|
$5.91 Million
0.51% of portfolio
|
Q3 2024
Added 8.97%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
99,997
shares
|
$5.91 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Hellman Jordan Management CO Inc
Quincy, MA |
Jan 20, 2023 Q4 2022 |
98,945
shares
|
$5.85 Million
9.16% of portfolio
|
Q4 2022
New holding
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
98,182
shares
|
$5.8 Million
1.02% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
97,957
shares
|
$5.79 Million
0.37% of portfolio
|
Q4 2024
Added 24.04%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
97,580
shares
|
$5.77 Million
0.4% of portfolio
|
Q3 2024
Added 11.78%
|
|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
96,933
shares
|
$5.73 Million
1.33% of portfolio
|
Q3 2024
Added 20.95%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
95,923
shares
|
$5.67 Million
0.57% of portfolio
|
Q4 2024
Added 16.18%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
95,774
shares
|
$5.66 Million
0.28% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Vienna Asset Management LLC
Cupertino, CA |
Nov 14, 2024 Q3 2024 |
95,196
shares
|
$5.63 Million
4.42% of portfolio
|
Q3 2024
Reduced 21.67%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Nov 04, 2024 Q3 2024 |
94,958
shares
|
$5.61 Million
1.27% of portfolio
|
Q3 2024
Added 12.6%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
94,671
shares
|
$5.6 Million
0.5% of portfolio
|
Q3 2024
Added 5.85%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
94,019
shares
|
$5.56 Million
0.36% of portfolio
|
Q4 2024
Added 141.07%
|
|
|
Montis Financial, LLC
|
Oct 10, 2024 Q3 2024 |
93,870
shares
|
$5.55 Million
1.99% of portfolio
|
Q3 2024
Added 66.97%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
93,442
shares
|
$5.52 Million
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Nov 12, 2024 Q3 2024 |
93,422
shares
|
$5.52 Million
4.46% of portfolio
|
Q3 2024
Added 32.32%
|
|
|
Pennsylvania Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
93,316
shares
|
$5.51 Million
2.02% of portfolio
|
Q3 2024
Reduced 5.85%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
92,497
shares
|
$5.47 Million
0.91% of portfolio
|
Q3 2023
Added 3.75%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Jan 16, 2025 Q4 2024 |
92,378
shares
|
$5.46 Million
4.88% of portfolio
|
Q4 2024
Added 48.65%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
92,024
shares
|
$5.44 Million
0.0% of portfolio
|
Q3 2024
Added 429.6%
|