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 1,327 institutions that hold shares in the stock, with a total of 304 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 |
|---|---|---|---|---|---|
|
Castle Rock Wealth Management, LLC
|
Mar 05, 2025 Q4 2024 |
14,949
shares
|
$847,458
0.23% of portfolio
|
Q4 2024
Reduced 15.01%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Feb 14, 2025 Q4 2024 |
14,883
shares
|
$843,717
0.62% of portfolio
|
Q4 2024
Added 51.9%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
14,825
shares
|
$840,429
0.11% of portfolio
|
Q4 2024
Added 11.83%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
14,784
shares
|
$838,104
0.43% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Novare Capital Management LLC
|
Jan 21, 2025 Q4 2024 |
14,725
shares
|
$834,760
0.07% of portfolio
|
Q4 2024
Reduced 4.23%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
14,571
shares
|
$826,029
0.02% of portfolio
|
Q4 2024
Added 211.68%
|
|
|
Independent Investors Inc
|
Jan 27, 2025 Q4 2024 |
14,420
shares
|
$817,469
0.17% of portfolio
|
Q1 2024
Reduced 1.03%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
14,188
shares
|
$804,317
0.44% of portfolio
|
Q4 2024
Added 11.51%
|
|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
14,187
shares
|
$804,261
0.18% of portfolio
|
Q4 2024
Reduced 5.64%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
14,172
shares
|
$803,410
0.07% of portfolio
|
Q4 2024
Added 7.1%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Feb 13, 2025 Q4 2024 |
14,150
shares
|
$802,163
0.55% of portfolio
|
Q4 2024
Added 10.55%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Feb 18, 2025 Q4 2024 |
14,141
shares
|
$801,653
0.14% of portfolio
|
Q4 2024
Reduced 28.9%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Feb 03, 2025 Q4 2024 |
14,128
shares
|
$800,916
0.66% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
13,938
shares
|
$790,145
0.1% of portfolio
|
Q4 2024
Added 42.07%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
13,858
shares
|
$785,610
0.09% of portfolio
|
Q4 2024
Added 2.88%
|
|
|
Grandview Asset Management LLC
|
Jan 13, 2025 Q4 2024 |
13,785
shares
|
$781,471
0.29% of portfolio
|
Q4 2024
Added 69.56%
|
|
|
West Bancorporation Inc
|
Jan 23, 2025 Q4 2024 |
13,725
shares
|
$778,070
0.54% of portfolio
|
Q3 2024
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
13,715
shares
|
$777,503
0.32% of portfolio
|
Q1 2024
Added 6.07%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Feb 12, 2025 Q4 2024 |
13,634
shares
|
$772,911
0.02% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
13,619
shares
|
$772,061
0.3% of portfolio
|
Q4 2024
Reduced 8.68%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Feb 04, 2025 Q4 2024 |
13,615
shares
|
$771,834
0.36% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
Feb 13, 2025 Q4 2024 |
13,614
shares
|
$771,777
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Thompson Davis & Co., Inc.
|
Feb 03, 2025 Q4 2024 |
13,350
shares
|
$756,811
0.5% of portfolio
|
Q4 2024
Added 45.9%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
13,290
shares
|
$753,410
0.12% of portfolio
|
Q1 2024
Added 14.27%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
13,256
shares
|
$751,482
0.01% of portfolio
|
Q4 2024
Reduced 8.97%
|