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 1,245 institutions that hold shares in the stock, with a total of 290 Million shares, which have been reported (via 13F filing form) to have a value of $17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Jan 28, 2025 Q4 2024 |
61,708
shares
|
$3.63 Million
0.53% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Weil Company, Inc.
|
Feb 04, 2025 Q4 2024 |
61,629
shares
|
$3.62 Million
1.32% of portfolio
|
Q4 2024
Added 33.91%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
61,487
shares
|
$3.61 Million
0.82% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Feb 07, 2025 Q4 2024 |
61,119
shares
|
$3.59 Million
1.03% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
60,576
shares
|
$3.56 Million
0.03% of portfolio
|
Q3 2024
Added 4.82%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Oct 24, 2024 Q3 2024 |
59,653
shares
|
$3.51 Million
2.53% of portfolio
|
Q3 2024
Added 45.53%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
59,380
shares
|
$3.49 Million
0.27% of portfolio
|
Q4 2024
Added 6.96%
|
|
|
Caerus Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
59,354
shares
|
$3.49 Million
3.37% of portfolio
|
Q3 2024
Reduced 56.77%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Jan 31, 2025 Q4 2024 |
59,260
shares
|
$3.48 Million
2.26% of portfolio
|
Q4 2024
Added 9.58%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Feb 05, 2025 Q4 2024 |
58,403
shares
|
$3.43 Million
1.13% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 13, 2025 Q4 2024 |
57,513
shares
|
$3.38 Million
2.35% of portfolio
|
Q4 2024
Reduced 3.59%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
57,448
shares
|
$3.38 Million
0.1% of portfolio
|
Q4 2024
Added 10.26%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
57,195
shares
|
$3.36 Million
0.5% of portfolio
|
Q4 2024
Added 7.88%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
56,330
shares
|
$3.31 Million
0.09% of portfolio
|
Q3 2024
Added 19.2%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
56,096
shares
|
$3.3 Million
0.04% of portfolio
|
Q3 2024
Added 45.88%
|
|
|
Clarity Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
55,688
shares
|
$3.27 Million
0.88% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
55,642
shares
|
$3.27 Million
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
55,338
shares
|
$3.25 Million
0.25% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Monterey Private Wealth, Inc.
|
Jan 16, 2025 Q4 2024 |
55,193
shares
|
$3.24 Million
1.05% of portfolio
|
Q4 2024
Added 56.35%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
54,808
shares
|
$3.22 Million
0.31% of portfolio
|
Q4 2024
Added 12.09%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
54,396
shares
|
$3.2 Million
0.05% of portfolio
|
Q4 2024
Added 12.84%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
53,631
shares
|
$3.15 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
53,553
shares
|
$3.15 Million
1.6% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
53,476
shares
|
$3.14 Million
0.12% of portfolio
|
Q4 2024
Added 36.81%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
53,194
shares
|
$3.13 Million
1.17% of portfolio
|
Q4 2024
Reduced 7.58%
|