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 1,327 institutions that hold shares in the stock, with a total of 304 Million shares, which have been reported (via 13F filing form) to have a value of $17.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Triumph Capital Management
|
Feb 14, 2025 Q4 2024 |
47,235
shares
|
$2.68 Million
1.01% of portfolio
|
Q4 2024
Added 17.34%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Feb 14, 2025 Q4 2024 |
47,235
shares
|
$2.68 Million
1.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
47,190
shares
|
$2.68 Million
0.28% of portfolio
|
Q4 2024
Reduced 8.27%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
47,029
shares
|
$2.67 Million
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Bell Bank
|
Feb 03, 2025 Q4 2024 |
46,837
shares
|
$2.66 Million
0.2% of portfolio
|
Q4 2024
Added 828.94%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
46,723
shares
|
$2.65 Million
0.25% of portfolio
|
Q4 2024
Reduced 14.2%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
46,468
shares
|
$2.63 Million
1.18% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
46,393
shares
|
$2.63 Million
0.56% of portfolio
|
Q4 2024
Reduced 16.3%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
46,263
shares
|
$2.62 Million
0.03% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
46,199
shares
|
$2.62 Million
0.08% of portfolio
|
Q4 2024
Reduced 18.39%
|
|
|
Financial Management Network Inc
|
Jan 31, 2025 Q4 2024 |
46,180
shares
|
$2.62 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
|
$2.61 Million
2.92% of portfolio
|
Q4 2024
New holding
|
|
|
Purus Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
45,984
shares
|
$2.61 Million
1.09% of portfolio
|
Q4 2024
Added 68.03%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
45,981
shares
|
$2.61 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.07%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
45,603
shares
|
$2.59 Million
0.12% of portfolio
|
Q2 2023
Reduced 1.7%
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Feb 03, 2025 Q4 2024 |
45,429
shares
|
$2.58 Million
1.95% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
45,057
shares
|
$2.55 Million
1.22% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jan 24, 2025 Q4 2024 |
45,041
shares
|
$2.55 Million
1.27% of portfolio
|
Q4 2024
Added 30.81%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
44,557
shares
|
$2.53 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
|
$2.52 Million
1.27% of portfolio
|
Q4 2024
Added 2.86%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Feb 13, 2025 Q4 2024 |
44,314
shares
|
$2.51 Million
2.04% of portfolio
|
Q4 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
44,080
shares
|
$2.5 Million
1.0% of portfolio
|
Q4 2024
Added 6.89%
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
44,018
shares
|
$2.5 Million
0.01% of portfolio
|
Q4 2024
Reduced 72.97%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
44,014
shares
|
$2.5 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
|
$2.48 Million
0.11% of portfolio
|
Q4 2024
Added 7.13%
|