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 |
|---|---|---|---|---|---|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
40,513
shares
|
$2.3 Million
1.25% of portfolio
|
Q4 2024
Added 9.16%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
40,324
shares
|
$2.29 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.39%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
40,081
shares
|
$2.27 Million
0.06% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Anchor Capital Management Group Inc
Aliso Viejo, CA |
Feb 12, 2025 Q4 2024 |
40,000
shares
|
$2.27 Million
0.83% of portfolio
|
Q4 2024
New holding
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
39,886
shares
|
$2.26 Million
1.61% of portfolio
|
Q4 2024
Added 6.22%
|
|
|
Guardian Financial Partners, LLC
|
Jan 14, 2025 Q4 2024 |
39,602
shares
|
$2.25 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
|
$2.24 Million
2.45% of portfolio
|
Q4 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
38,944
shares
|
$2.21 Million
0.41% of portfolio
|
Q4 2024
Added 18.82%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
Feb 14, 2025 Q4 2024 |
38,476
shares
|
$2.18 Million
2.33% of portfolio
|
Q4 2024
New holding
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
38,297
shares
|
$2.17 Million
1.94% of portfolio
|
Q4 2024
Added 123.33%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
37,996
shares
|
$2.15 Million
1.24% of portfolio
|
Q4 2024
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
37,760
shares
|
$2.14 Million
0.1% of portfolio
|
Q4 2024
Added 10.75%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Jan 30, 2025 Q4 2024 |
37,756
shares
|
$2.14 Million
2.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vigilare Wealth Management
|
Jan 13, 2025 Q4 2024 |
37,725
shares
|
$2.14 Million
0.91% of portfolio
|
Q4 2024
Reduced 31.31%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
37,552
shares
|
$2.13 Million
0.25% of portfolio
|
Q4 2024
Reduced 17.88%
|
|
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
Feb 12, 2025 Q4 2024 |
37,543
shares
|
$2.13 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
|
$2.11 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
|
$2.1 Million
1.47% of portfolio
|
Q2 2024
Reduced 3.26%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
36,977
shares
|
$2.1 Million
0.21% of portfolio
|
Q4 2024
Added 385.45%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
36,969
shares
|
$2.1 Million
0.51% of portfolio
|
Q1 2024
Reduced 20.19%
|
|
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
Apr 24, 2024 Q1 2024 |
36,675
shares
|
$2.08 Million
1.66% of portfolio
|
Q1 2024
Added 5.45%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Feb 07, 2025 Q4 2024 |
36,498
shares
|
$2.07 Million
0.94% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
36,381
shares
|
$2.06 Million
1.03% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Private Wealth Partners, LLC
|
Jan 31, 2025 Q4 2024 |
36,363
shares
|
$2.06 Million
0.16% of portfolio
|
Q4 2024
Added 19.88%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Feb 06, 2025 Q4 2024 |
36,313
shares
|
$2.06 Million
1.74% of portfolio
|
Q4 2024
New holding
|