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 1,329 institutions that hold shares in the stock, with a total of 303 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 |
|---|---|---|---|---|---|
|
Nottingham Advisors, Inc.
Amherst, NY |
Feb 12, 2025 Q4 2024 |
736,283
shares
|
$42 Million
5.62% of portfolio
|
Q4 2024
Reduced 9.69%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
734,893
shares
|
$42 Million
1.75% of portfolio
|
Q4 2024
Added 10.74%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
710,119
shares
|
$40.6 Million
3.13% of portfolio
|
Q4 2024
Added 8.84%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
668,909
shares
|
$38.2 Million
11.23% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Quadrature Capital LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
653,385
shares
|
$37.3 Million
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
644,221
shares
|
$36.8 Million
2.56% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
631,256
shares
|
$36.1 Million
0.51% of portfolio
|
Q4 2024
Added 7.55%
|
|
|
Teamwork Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
627,187
shares
|
$35.8 Million
4.93% of portfolio
|
Q4 2024
Added 6.67%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
625,967
shares
|
$35.7 Million
0.23% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Lebenthal Global Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
621,186
shares
|
$35.5 Million
6.61% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
619,386
shares
|
$35.4 Million
3.35% of portfolio
|
Q4 2024
Added 3.19%
|
|
|
Melia Wealth LLC
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
600,835
shares
|
$34.3 Million
18.05% of portfolio
|
Q4 2024
Added 2.35%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
580,914
shares
|
$33.2 Million
1.3% of portfolio
|
Q1 2024
Reduced 27.14%
|
|
|
Cfo4 Life Group, LLC
|
Feb 10, 2025 Q4 2024 |
578,253
shares
|
$33 Million
5.95% of portfolio
|
Q4 2024
Added 4.32%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
573,910
shares
|
$32.8 Million
3.28% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
571,438
shares
|
$32.6 Million
1.41% of portfolio
|
Q4 2024
Added 9.04%
|
|
|
Rational Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
548,449
shares
|
$31.3 Million
3.58% of portfolio
|
Q4 2024
Reduced 18.08%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
537,426
shares
|
$30.7 Million
0.4% of portfolio
|
Q4 2024
Reduced 7.27%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
529,547
shares
|
$30.2 Million
0.38% of portfolio
|
Q4 2024
Added 69.11%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
525,375
shares
|
$30 Million
0.44% of portfolio
|
Q4 2024
Added 3.49%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
521,370
shares
|
$29.8 Million
4.62% of portfolio
|
Q4 2024
Reduced 4.27%
|
|
|
Hilton Capital Management, LLC
|
Feb 10, 2025 Q4 2024 |
520,541
shares
|
$29.7 Million
2.73% of portfolio
|
Q4 2024
Added 10733.32%
|
|
|
Leverty Financial Group, LLC
|
Jan 24, 2025 Q4 2024 |
513,776
shares
|
$29.3 Million
15.13% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
509,105
shares
|
$29.1 Million
0.44% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
502,733
shares
|
$28.7 Million
0.32% of portfolio
|
Q4 2024
Added 10.69%
|