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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
41,673
shares
|
$2.46 Million
0.94% of portfolio
|
Q4 2024
Added 3.53%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
41,666
shares
|
$2.46 Million
0.04% of portfolio
|
Q2 2024
Added 14.57%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jan 15, 2025 Q4 2024 |
41,596
shares
|
$2.46 Million
0.92% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Ewg Elevate Inc.
|
Jan 13, 2025 Q4 2024 |
41,471
shares
|
$2.45 Million
0.8% of portfolio
|
Q4 2024
Added 4.37%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
41,333
shares
|
$2.44 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
41,142
shares
|
$2.43 Million
2.2% of portfolio
|
Q2 2023
Added 2.36%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
41,091
shares
|
$2.43 Million
1.64% of portfolio
|
Q4 2024
New holding
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
40,752
shares
|
$2.41 Million
0.4% of portfolio
|
Q4 2024
Reduced 5.87%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
40,513
shares
|
$2.39 Million
1.25% of portfolio
|
Q4 2024
Added 9.16%
|
|
|
Anchor Capital Management Group Inc
Aliso Viejo, CA |
Feb 12, 2025 Q4 2024 |
40,000
shares
|
$2.36 Million
0.83% of portfolio
|
Q4 2024
New holding
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
39,886
shares
|
$2.36 Million
1.61% of portfolio
|
Q4 2024
Added 6.22%
|
|
|
Guardian Financial Partners, LLC
|
Jan 14, 2025 Q4 2024 |
39,602
shares
|
$2.34 Million
1.69% of portfolio
|
Q4 2024
Added 8.81%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Feb 12, 2025 Q4 2024 |
39,536
shares
|
$2.33 Million
2.45% of portfolio
|
Q4 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
38,944
shares
|
$2.3 Million
0.41% of portfolio
|
Q4 2024
Added 18.82%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
38,297
shares
|
$2.26 Million
1.94% of portfolio
|
Q4 2024
Added 123.33%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
37,996
shares
|
$2.24 Million
1.24% of portfolio
|
Q4 2024
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
37,760
shares
|
$2.23 Million
0.1% of portfolio
|
Q4 2024
Added 10.75%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Jan 30, 2025 Q4 2024 |
37,756
shares
|
$2.23 Million
2.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vigilare Wealth Management
|
Jan 13, 2025 Q4 2024 |
37,725
shares
|
$2.23 Million
0.91% of portfolio
|
Q4 2024
Reduced 31.31%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
37,552
shares
|
$2.22 Million
0.25% of portfolio
|
Q4 2024
Reduced 17.88%
|
|
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
Feb 12, 2025 Q4 2024 |
37,543
shares
|
$2.22 Million
2.01% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
37,154
shares
|
$2.19 Million
0.49% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
37,025
shares
|
$2.19 Million
1.47% of portfolio
|
Q2 2024
Reduced 3.26%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
36,969
shares
|
$2.18 Million
0.51% of portfolio
|
Q1 2024
Reduced 20.19%
|