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 |
|---|---|---|---|---|---|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
53,137
shares
|
$3.12 Million
0.36% of portfolio
|
Q2 2024
Added 3.78%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
53,086
shares
|
$3.12 Million
0.46% of portfolio
|
Q3 2024
Added 16.0%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Nov 13, 2024 Q3 2024 |
52,993
shares
|
$3.12 Million
1.11% of portfolio
|
Q3 2024
Added 6.43%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 04, 2024 Q3 2024 |
52,682
shares
|
$3.1 Million
1.7% of portfolio
|
Q3 2024
Added 17.12%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
51,890
shares
|
$3.05 Million
0.26% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
51,852
shares
|
$3.05 Million
0.79% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
51,760
shares
|
$3.04 Million
0.69% of portfolio
|
Q3 2024
Added 7.73%
|
|
|
Planning Directions Inc
|
Feb 06, 2025 Q4 2024 |
51,693
shares
|
$3.04 Million
1.75% of portfolio
|
Q4 2024
Added 27.91%
|
|
|
Integrated Investment Consultants, LLC
|
Jan 15, 2025 Q4 2024 |
51,408
shares
|
$3.02 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Beam Wealth Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
51,249
shares
|
$3.01 Million
0.96% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Napatree Capital LLC
Westerly, RI |
Nov 12, 2024 Q3 2024 |
51,145
shares
|
$3.01 Million
2.12% of portfolio
|
Q3 2024
Added 5.23%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Jan 24, 2025 Q4 2024 |
50,473
shares
|
$2.97 Million
1.89% of portfolio
|
Q4 2024
Added 4.27%
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
50,311
shares
|
$2.96 Million
0.66% of portfolio
|
Q4 2024
Added 12.37%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
50,260
shares
|
$2.95 Million
1.45% of portfolio
|
Q4 2024
Added 4.83%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
50,234
shares
|
$2.95 Million
0.43% of portfolio
|
Q4 2024
Added 12.03%
|
|
|
Fortress Financial Solutions, LLC
Tucson, AZ |
Jan 29, 2025 Q4 2024 |
49,899
shares
|
$2.93 Million
4.09% of portfolio
|
Q4 2024
New holding
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
49,776
shares
|
$2.93 Million
0.62% of portfolio
|
Q4 2024
Added 21.09%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Nov 13, 2024 Q3 2024 |
49,366
shares
|
$2.9 Million
0.78% of portfolio
|
Q3 2024
Added 8.51%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
49,239
shares
|
$2.89 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Oct 29, 2024 Q3 2024 |
49,114
shares
|
$2.89 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Feb 03, 2025 Q4 2024 |
49,001
shares
|
$2.88 Million
0.73% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
48,896
shares
|
$2.87 Million
1.21% of portfolio
|
Q1 2024
Added 18.58%
|
|
|
Scott Capital Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
48,337
shares
|
$2.84 Million
0.79% of portfolio
|
Q4 2024
Added 3.66%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
48,237
shares
|
$2.84 Million
1.24% of portfolio
|
Q3 2024
Added 25.74%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
48,184
shares
|
$2.83 Million
0.25% of portfolio
|
Q4 2024
Reduced 2.84%
|