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 1,221 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 |
|---|---|---|---|---|---|
|
Stelac Advisory Services LLC
New York, NY |
Nov 05, 2024 Q3 2024 |
75,302
shares
|
$4.44 Million
1.87% of portfolio
|
Q3 2024
Added 26.18%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
75,170
shares
|
$4.43 Million
0.57% of portfolio
|
Q2 2024
Reduced 2.12%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
75,073
shares
|
$4.43 Million
0.04% of portfolio
|
Q4 2024
Added 147.61%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
73,652
shares
|
$4.34 Million
0.37% of portfolio
|
Q3 2024
Reduced 18.44%
|
|
|
Madrona Financial Services, LLC
|
Jan 17, 2025 Q4 2024 |
73,408
shares
|
$4.33 Million
1.21% of portfolio
|
Q4 2024
Reduced 46.98%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
73,350
shares
|
$4.33 Million
0.87% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
73,251
shares
|
$4.32 Million
0.68% of portfolio
|
Q3 2022
Reduced 2.03%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
72,746
shares
|
$4.29 Million
1.6% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
72,505
shares
|
$4.28 Million
1.73% of portfolio
|
Q3 2024
Added 8.62%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
72,470
shares
|
$4.27 Million
0.78% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
72,367
shares
|
$4.27 Million
0.28% of portfolio
|
Q3 2024
Added 31.86%
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
72,112
shares
|
$4.25 Million
0.4% of portfolio
|
Q4 2024
Added 4.54%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Jan 27, 2025 Q4 2024 |
72,068
shares
|
$4.25 Million
3.02% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Jan 21, 2025 Q4 2024 |
72,021
shares
|
$4.25 Million
3.28% of portfolio
|
Q4 2024
Added 8.74%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Oct 25, 2024 Q3 2024 |
71,496
shares
|
$4.22 Million
0.25% of portfolio
|
Q3 2024
Reduced 7.97%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
71,460
shares
|
$4.21 Million
0.84% of portfolio
|
Q3 2024
Added 33.66%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
71,454
shares
|
$4.21 Million
0.09% of portfolio
|
Q4 2024
Reduced 10.12%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
70,658
shares
|
$4.17 Million
0.15% of portfolio
|
Q4 2024
Added 3.33%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
70,635
shares
|
$4.17 Million
2.47% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
70,102
shares
|
$4.13 Million
0.3% of portfolio
|
Q2 2024
Added 26.04%
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
70,035
shares
|
$4.13 Million
1.03% of portfolio
|
Q4 2024
Added 42.09%
|
|
|
Means Investment Co., Inc.
|
Jan 24, 2025 Q4 2024 |
69,944
shares
|
$4.12 Million
0.43% of portfolio
|
Q4 2024
Added 4.2%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
69,852
shares
|
$4.12 Million
0.35% of portfolio
|
Q4 2024
Added 23.02%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Nov 08, 2024 Q3 2024 |
69,742
shares
|
$4.11 Million
2.82% of portfolio
|
Q3 2024
Added 6.55%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
69,563
shares
|
$4.1 Million
0.12% of portfolio
|
Q3 2024
Added 67.1%
|