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 |
|---|---|---|---|---|---|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
15,507
shares
|
$911,656
0.18% of portfolio
|
Q4 2024
Reduced 46.29%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 23, 2025 Q4 2024 |
15,464
shares
|
$909,128
0.68% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
15,377
shares
|
$904,013
0.0% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Jan 28, 2025 Q4 2024 |
15,258
shares
|
$897,017
1.59% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
15,193
shares
|
$893,196
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
15,182
shares
|
$892,549
0.01% of portfolio
|
Q2 2024
Reduced 11.87%
|
|
|
Iam Advisory, LLC
|
Jan 15, 2025 Q4 2024 |
15,041
shares
|
$884,260
0.22% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Jan 14, 2025 Q4 2024 |
15,005
shares
|
$882,143
0.38% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
14,935
shares
|
$878,028
0.44% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
F
|
Oct 29, 2024 Q3 2024 |
14,795
shares
|
$869,798
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
14,784
shares
|
$869,151
0.43% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Novare Capital Management LLC
|
Jan 21, 2025 Q4 2024 |
14,725
shares
|
$865,682
0.07% of portfolio
|
Q4 2024
Reduced 4.23%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
14,571
shares
|
$856,629
0.02% of portfolio
|
Q4 2024
Added 211.68%
|
|
|
Independent Investors Inc
|
Jan 27, 2025 Q4 2024 |
14,420
shares
|
$847,751
0.17% of portfolio
|
Q1 2024
Reduced 1.03%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 14, 2024 Q3 2024 |
14,297
shares
|
$840,520
0.5% of portfolio
|
Q3 2024
Added 11.18%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
14,188
shares
|
$834,112
0.44% of portfolio
|
Q4 2024
Added 11.51%
|
|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
14,187
shares
|
$834,053
0.18% of portfolio
|
Q4 2024
Reduced 5.64%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
14,172
shares
|
$833,171
0.07% of portfolio
|
Q4 2024
Added 7.1%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Feb 03, 2025 Q4 2024 |
14,128
shares
|
$830,585
0.66% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
13,938
shares
|
$819,415
0.1% of portfolio
|
Q4 2024
Added 42.07%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
13,872
shares
|
$815,534
0.16% of portfolio
|
Q3 2024
Added 46.95%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
13,858
shares
|
$814,711
0.09% of portfolio
|
Q4 2024
Added 2.88%
|
|
|
Grandview Asset Management LLC
|
Jan 13, 2025 Q4 2024 |
13,785
shares
|
$810,420
0.29% of portfolio
|
Q4 2024
Added 69.56%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
13,739
shares
|
$807,715
0.14% of portfolio
|
Q2 2024
Added 128.98%
|
|
|
West Bancorporation Inc
|
Jan 23, 2025 Q4 2024 |
13,725
shares
|
$806,892
0.54% of portfolio
|
Q3 2024
New holding
|