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 |
|---|---|---|---|---|---|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
32,161
shares
|
$1.89 Million
0.91% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Moseley Investment Management Inc
|
Jan 14, 2025 Q4 2024 |
31,822
shares
|
$1.87 Million
0.73% of portfolio
|
Q4 2024
Added 9.09%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
31,565
shares
|
$1.86 Million
0.26% of portfolio
|
Q4 2024
Added 8.03%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
31,480
shares
|
$1.85 Million
0.45% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
31,475
shares
|
$1.85 Million
0.28% of portfolio
|
Q4 2024
Added 4.43%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
31,297
shares
|
$1.84 Million
0.17% of portfolio
|
Q4 2024
Added 3.09%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
31,280
shares
|
$1.84 Million
0.2% of portfolio
|
Q3 2024
Reduced 5.01%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
31,206
shares
|
$1.83 Million
1.11% of portfolio
|
Q2 2024
Reduced 8.59%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Jan 16, 2025 Q4 2024 |
31,159
shares
|
$1.83 Million
1.28% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Nelson Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
31,032
shares
|
$1.82 Million
0.3% of portfolio
|
Q4 2024
Reduced 10.36%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
30,860
shares
|
$1.81 Million
1.71% of portfolio
|
Q4 2024
New holding
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Feb 03, 2025 Q4 2024 |
30,860
shares
|
$1.81 Million
1.71% of portfolio
|
Q4 2024
New holding
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Feb 06, 2025 Q4 2024 |
30,790
shares
|
$1.81 Million
1.19% of portfolio
|
Q4 2024
New holding
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jan 31, 2025 Q4 2024 |
30,787
shares
|
$1.81 Million
0.73% of portfolio
|
Q4 2024
Added 2.93%
|
|
|
Mcdonald Partners LLC
|
Jan 31, 2025 Q4 2024 |
30,550
shares
|
$1.8 Million
0.46% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
30,264
shares
|
$1.78 Million
0.22% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Glaxis Capital Management, LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
30,000
shares
|
$1.76 Million
5.2% of portfolio
|
Q4 2024
New holding
|
|
|
Econ Financial Services Corp
|
Jan 27, 2025 Q4 2024 |
29,966
shares
|
$1.76 Million
1.06% of portfolio
|
Q4 2024
Added 39.5%
|
|
|
Pennsylvania Capital Management Inc
|
Jan 24, 2025 Q4 2024 |
29,824
shares
|
$1.75 Million
0.63% of portfolio
|
Q4 2024
Reduced 68.04%
|
|
|
Elco Management Co., LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
29,800
shares
|
$1.75 Million
0.98% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
29,682
shares
|
$1.75 Million
0.44% of portfolio
|
Q4 2024
Added 17.84%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
29,385
shares
|
$1.73 Million
0.1% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
29,291
shares
|
$1.72 Million
1.3% of portfolio
|
Q4 2024
New holding
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Oct 09, 2024 Q3 2024 |
29,168
shares
|
$1.71 Million
1.85% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Somerset Trust CO
|
Jan 15, 2025 Q4 2024 |
28,930
shares
|
$1.7 Million
0.65% of portfolio
|
Q4 2024
Added 6.45%
|