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 |
|---|---|---|---|---|---|
|
Cibc World Markets Corp
New York, NY |
Nov 13, 2024 Q3 2024 |
48,162
shares
|
$2.83 Million
0.02% of portfolio
|
Q3 2024
Reduced 24.31%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
47,942
shares
|
$2.82 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
47,931
shares
|
$2.82 Million
0.0% of portfolio
|
Q3 2024
Added 14.49%
|
|
|
Moser Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
47,475
shares
|
$2.79 Million
1.44% of portfolio
|
Q4 2024
Added 6.15%
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
47,358
shares
|
$2.78 Million
0.69% of portfolio
|
Q4 2024
Added 13.27%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
47,190
shares
|
$2.77 Million
0.28% of portfolio
|
Q4 2024
Reduced 8.27%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
47,029
shares
|
$2.76 Million
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
46,860
shares
|
$2.75 Million
2.19% of portfolio
|
Q3 2024
Reduced 43.59%
|
|
|
Bell Bank
|
Feb 03, 2025 Q4 2024 |
46,837
shares
|
$2.75 Million
0.2% of portfolio
|
Q4 2024
Added 828.94%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
46,723
shares
|
$2.75 Million
0.25% of portfolio
|
Q4 2024
Reduced 14.2%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
46,481
shares
|
$2.73 Million
0.18% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
46,468
shares
|
$2.73 Million
1.18% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
46,393
shares
|
$2.73 Million
0.56% of portfolio
|
Q4 2024
Reduced 16.3%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
46,199
shares
|
$2.72 Million
0.08% of portfolio
|
Q4 2024
Reduced 18.39%
|
|
|
Financial Management Network Inc
|
Jan 31, 2025 Q4 2024 |
46,180
shares
|
$2.71 Million
0.64% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jan 16, 2025 Q4 2024 |
46,040
shares
|
$2.71 Million
2.92% of portfolio
|
Q4 2024
New holding
|
|
|
Purus Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
45,984
shares
|
$2.7 Million
1.09% of portfolio
|
Q4 2024
Added 68.03%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
45,783
shares
|
$2.69 Million
0.06% of portfolio
|
Q3 2024
Added 18.47%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
45,603
shares
|
$2.68 Million
0.12% of portfolio
|
Q2 2023
Reduced 1.7%
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Feb 03, 2025 Q4 2024 |
45,429
shares
|
$2.67 Million
1.95% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jan 24, 2025 Q4 2024 |
45,041
shares
|
$2.65 Million
1.27% of portfolio
|
Q4 2024
Added 30.81%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
44,836
shares
|
$2.64 Million
0.03% of portfolio
|
Q3 2024
Reduced 7.03%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
44,386
shares
|
$2.61 Million
1.27% of portfolio
|
Q4 2024
Added 2.86%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
44,080
shares
|
$2.59 Million
1.0% of portfolio
|
Q4 2024
Added 6.89%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
44,014
shares
|
$2.59 Million
0.11% of portfolio
|
Q4 2024
Added 0.79%
|