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 |
|---|---|---|---|---|---|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
19,306
shares
|
$1.13 Million
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
19,284
shares
|
$1.13 Million
0.05% of portfolio
|
Q4 2024
Added 41.63%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
19,208
shares
|
$1.13 Million
0.06% of portfolio
|
Q4 2024
Reduced 19.4%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
19,141
shares
|
$1.13 Million
0.05% of portfolio
|
Q4 2024
Added 11.31%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Nov 04, 2024 Q3 2024 |
19,007
shares
|
$1.12 Million
0.25% of portfolio
|
Q3 2024
Added 59.2%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
18,867
shares
|
$1.11 Million
0.01% of portfolio
|
Q4 2024
Added 3.83%
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
18,860
shares
|
$1.11 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
18,841
shares
|
$1.11 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
18,706
shares
|
$1.1 Million
0.57% of portfolio
|
Q4 2023
Reduced 3.1%
|
|
|
Monument Capital Management
|
Jan 30, 2025 Q4 2024 |
18,644
shares
|
$1.1 Million
0.3% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Marion Wealth Management
|
Jan 13, 2025 Q4 2024 |
18,623
shares
|
$1.09 Million
0.29% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
18,505
shares
|
$1.09 Million
0.08% of portfolio
|
Q4 2023
Added 34.55%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 03, 2025 Q3 2024 |
18,394
shares
|
$1.08 Million
0.25% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
18,384
shares
|
$1.08 Million
0.36% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jan 28, 2025 Q4 2024 |
18,355
shares
|
$1.08 Million
0.23% of portfolio
|
Q4 2024
Added 12.51%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
18,316
shares
|
$1.08 Million
0.37% of portfolio
|
Q3 2024
Added 77.67%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
18,247
shares
|
$1.07 Million
0.12% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
18,186
shares
|
$1.07 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Menard Financial Group LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
17,925
shares
|
$1.05 Million
0.73% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
17,835
shares
|
$1.05 Million
0.31% of portfolio
|
Q3 2024
Reduced 35.1%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Feb 07, 2025 Q4 2024 |
17,770
shares
|
$1.04 Million
0.5% of portfolio
|
Q4 2024
Reduced 21.21%
|
|
|
Alpha Star Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
17,702
shares
|
$1.04 Million
0.11% of portfolio
|
Q4 2024
Added 201.26%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
17,590
shares
|
$1.03 Million
0.26% of portfolio
|
Q3 2024
Reduced 38.41%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
17,517
shares
|
$1.03 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
17,494
shares
|
$1.03 Million
0.57% of portfolio
|
Q4 2024
Added 0.01%
|