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 1,219 institutions that hold shares in the stock, with a total of 284 Million shares, which have been reported (via 13F filing form) to have a value of $16.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Herbst Group, LLC
Westport, CT |
Jan 15, 2025 Q4 2024 |
83,059
shares
|
$4.9 Million
3.09% of portfolio
|
Q4 2024
Added 64.12%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
83,014
shares
|
$4.9 Million
0.7% of portfolio
|
Q3 2024
Added 9.97%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
82,512
shares
|
$4.87 Million
0.33% of portfolio
|
Q4 2024
Added 595.48%
|
|
|
Integral Investment Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
82,451
shares
|
$4.86 Million
1.28% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
81,565
shares
|
$4.81 Million
1.25% of portfolio
|
Q4 2024
Added 27.19%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
81,334
shares
|
$4.8 Million
0.12% of portfolio
|
Q4 2023
Added 8.4%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
81,186
shares
|
$4.79 Million
0.49% of portfolio
|
Q3 2024
Reduced 47.07%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
80,907
shares
|
$4.77 Million
2.8% of portfolio
|
Q2 2024
Added 13.63%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Jan 29, 2025 Q4 2024 |
80,754
shares
|
$4.76 Million
0.92% of portfolio
|
Q4 2024
Added 24.37%
|
|
|
Penney Financial, LLC
Houston, TX |
Jan 23, 2025 Q4 2024 |
80,392
shares
|
$4.74 Million
3.1% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
79,641
shares
|
$4.7 Million
0.61% of portfolio
|
Q3 2024
Added 31.78%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
79,233
shares
|
$4.67 Million
1.59% of portfolio
|
Q4 2023
Reduced 54.19%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
78,960
shares
|
$4.66 Million
1.22% of portfolio
|
Q4 2024
Added 5.16%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
78,429
shares
|
$4.62 Million
0.32% of portfolio
|
Q3 2024
Reduced 5.05%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
77,840
shares
|
$4.59 Million
0.88% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Jan 22, 2025 Q4 2024 |
77,731
shares
|
$4.58 Million
2.33% of portfolio
|
Q4 2024
Added 7.15%
|
|
|
Next Level Private LLC
Harrison, NY |
Jan 22, 2025 Q4 2024 |
77,399
shares
|
$4.56 Million
1.9% of portfolio
|
Q4 2024
Added 10.94%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jan 31, 2025 Q4 2024 |
77,118
shares
|
$4.55 Million
1.07% of portfolio
|
Q4 2024
Reduced 18.79%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jan 23, 2025 Q4 2024 |
76,860
shares
|
$4.53 Million
0.89% of portfolio
|
Q4 2024
Added 49.91%
|
|
|
American Alpha Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
76,468
shares
|
$4.51 Million
4.16% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
76,422
shares
|
$4.51 Million
0.33% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
76,360
shares
|
$4.5 Million
1.79% of portfolio
|
Q3 2023
Added 40.11%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 28, 2024 Q3 2024 |
76,124
shares
|
$4.49 Million
2.32% of portfolio
|
Q3 2024
Added 16.31%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
75,898
shares
|
$4.48 Million
0.54% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
75,788
shares
|
$4.47 Million
0.06% of portfolio
|
Q3 2024
Reduced 12.08%
|