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 1,253 institutions that hold shares in the stock, with a total of 291 Million shares, which have been reported (via 13F filing form) to have a value of $17.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
21,121
shares
|
$1.24 Million
0.28% of portfolio
|
Q4 2024
Added 69.52%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Feb 04, 2025 Q4 2024 |
21,055
shares
|
$1.24 Million
0.69% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
21,049
shares
|
$1.24 Million
0.17% of portfolio
|
Q3 2024
Added 12.62%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jan 21, 2025 Q4 2024 |
21,012
shares
|
$1.24 Million
0.41% of portfolio
|
Q3 2024
Added 13.91%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
20,866
shares
|
$1.23 Million
0.13% of portfolio
|
Q4 2024
Added 13.02%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
Feb 04, 2025 Q4 2024 |
20,744
shares
|
$1.22 Million
1.13% of portfolio
|
Q4 2024
New holding
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
20,677
shares
|
$1.22 Million
1.82% of portfolio
|
Q3 2023
Reduced 1.43%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
20,614
shares
|
$1.21 Million
0.02% of portfolio
|
Q4 2024
Added 18.74%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
20,613
shares
|
$1.21 Million
0.01% of portfolio
|
Q4 2024
Added 468.79%
|
|
|
Autumn Glory Partners, LLC
|
Jan 30, 2025 Q4 2024 |
20,496
shares
|
$1.2 Million
0.59% of portfolio
|
Q4 2024
Reduced 29.98%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
20,399
shares
|
$1.2 Million
0.52% of portfolio
|
Q3 2024
Added 47.5%
|
|
|
Detalus Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
20,383
shares
|
$1.2 Million
0.41% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
20,277
shares
|
$1.19 Million
0.73% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
20,267
shares
|
$1.19 Million
0.03% of portfolio
|
Q3 2024
Added 10.49%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Jan 15, 2025 Q4 2024 |
20,043
shares
|
$1.18 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
19,889
shares
|
$1.17 Million
0.21% of portfolio
|
Q3 2024
Added 122.4%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
19,835
shares
|
$1.17 Million
0.01% of portfolio
|
Q3 2024
Added 20.74%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 24, 2024 Q3 2024 |
19,779
shares
|
$1.16 Million
0.77% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Novus Advisors, LLC
Greenville, SC |
Feb 06, 2025 Q4 2024 |
19,673
shares
|
$1.16 Million
1.13% of portfolio
|
Q4 2024
New holding
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Jan 30, 2025 Q4 2024 |
19,671
shares
|
$1.16 Million
0.61% of portfolio
|
Q4 2024
Added 13.64%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Feb 10, 2025 Q4 2024 |
19,484
shares
|
$1.15 Million
0.35% of portfolio
|
Q4 2024
Reduced 36.19%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
19,472
shares
|
$1.14 Million
0.78% of portfolio
|
Q4 2024
Added 62.8%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Feb 04, 2025 Q4 2024 |
19,452
shares
|
$1.14 Million
0.98% of portfolio
|
Q4 2024
Added 24.48%
|
|
|
Bellwether Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
19,393
shares
|
$1.14 Million
0.23% of portfolio
|
Q1 2024
Reduced 0.16%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
19,361
shares
|
$1.14 Million
0.06% of portfolio
|
Q4 2024
Reduced 14.53%
|