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 1,275 institutions that hold shares in the stock, with a total of 292 Million shares, which have been reported (via 13F filing form) to have a value of $17.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Management Network Inc
|
Jan 31, 2025 Q4 2024 |
46,180
shares
|
$2.73 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
|
$2.72 Million
2.92% of portfolio
|
Q4 2024
New holding
|
|
|
Purus Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
45,984
shares
|
$2.72 Million
1.09% of portfolio
|
Q4 2024
Added 68.03%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
45,981
shares
|
$2.72 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.07%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
45,603
shares
|
$2.69 Million
0.12% of portfolio
|
Q2 2023
Reduced 1.7%
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Feb 03, 2025 Q4 2024 |
45,429
shares
|
$2.68 Million
1.95% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jan 24, 2025 Q4 2024 |
45,041
shares
|
$2.66 Million
1.27% of portfolio
|
Q4 2024
Added 30.81%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
44,557
shares
|
$2.63 Million
0.06% of portfolio
|
Q4 2024
Reduced 16.92%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
44,386
shares
|
$2.62 Million
1.27% of portfolio
|
Q4 2024
Added 2.86%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
44,080
shares
|
$2.6 Million
1.0% of portfolio
|
Q4 2024
Added 6.89%
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
44,018
shares
|
$2.6 Million
0.01% of portfolio
|
Q4 2024
Reduced 72.97%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
44,014
shares
|
$2.6 Million
0.11% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
43,683
shares
|
$2.58 Million
0.11% of portfolio
|
Q4 2024
Added 7.13%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Feb 03, 2025 Q4 2024 |
43,340
shares
|
$2.56 Million
1.26% of portfolio
|
Q4 2024
Added 72.48%
|
|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
43,327
shares
|
$2.56 Million
0.9% of portfolio
|
Q4 2024
Added 4.02%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
43,309
shares
|
$2.56 Million
0.55% of portfolio
|
Q4 2024
Added 30.75%
|
|
|
Core First Bank & Trust
Topeka, KS |
Feb 11, 2025 Q4 2024 |
42,679
shares
|
$2.52 Million
1.47% of portfolio
|
Q4 2024
Added 61.05%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
42,660
shares
|
$2.52 Million
0.87% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
42,498
shares
|
$2.51 Million
0.55% of portfolio
|
Q4 2024
Added 5.22%
|
|
|
Cibc World Markets Corp
New York, NY |
Feb 10, 2025 Q4 2024 |
42,351
shares
|
$2.5 Million
0.01% of portfolio
|
Q4 2024
Reduced 12.07%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jan 17, 2025 Q4 2024 |
42,328
shares
|
$2.5 Million
1.49% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
42,174
shares
|
$2.49 Million
0.0% of portfolio
|
Q3 2024
Reduced 22.87%
|
|
|
Hourglass Capital, LLC
|
Jan 30, 2025 Q4 2024 |
42,150
shares
|
$2.49 Million
0.67% of portfolio
|
Q4 2023
Added 7.66%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
41,858
shares
|
$2.47 Million
0.1% of portfolio
|
Q4 2024
Added 14.86%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
41,840
shares
|
$2.47 Million
0.09% of portfolio
|
Q4 2024
Added 7.8%
|