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 1,291 institutions that hold shares in the stock, with a total of 297 Million shares, which have been reported (via 13F filing form) to have a value of $17.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Feb 04, 2025 Q4 2024 |
13,615
shares
|
$803,965
0.36% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
Feb 13, 2025 Q4 2024 |
13,614
shares
|
$803,906
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
13,542
shares
|
$799,655
0.1% of portfolio
|
Q3 2024
Added 26.98%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
13,501
shares
|
$797,234
0.01% of portfolio
|
Q3 2024
Added 44.72%
|
|
|
Thompson Davis & Co., Inc.
|
Feb 03, 2025 Q4 2024 |
13,350
shares
|
$788,317
0.5% of portfolio
|
Q4 2024
Added 45.9%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 20, 2024 Q3 2024 |
13,323
shares
|
$786,723
0.18% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
13,290
shares
|
$784,774
0.12% of portfolio
|
Q1 2024
Added 14.27%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
13,256
shares
|
$782,766
0.01% of portfolio
|
Q4 2024
Reduced 8.97%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jan 22, 2025 Q4 2024 |
13,222
shares
|
$780,759
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Jan 13, 2025 Q4 2024 |
13,158
shares
|
$776,979
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
13,156
shares
|
$776,861
0.03% of portfolio
|
Q3 2024
Reduced 9.41%
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
Jan 27, 2025 Q4 2024 |
13,064
shares
|
$771,429
0.8% of portfolio
|
Q4 2024
New holding
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Feb 13, 2025 Q4 2024 |
13,013
shares
|
$768,417
0.01% of portfolio
|
Q4 2024
Added 54.77%
|
|
|
Souders Financial Advisors
|
Feb 06, 2025 Q4 2024 |
12,895
shares
|
$761,449
0.11% of portfolio
|
Q4 2024
Reduced 19.24%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Feb 12, 2025 Q4 2024 |
12,863
shares
|
$759,560
0.21% of portfolio
|
Q4 2024
Added 13.19%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
12,766
shares
|
$753,832
0.22% of portfolio
|
Q4 2024
Added 17.26%
|
|
|
Coign Capital Advisors LLC
Draper, UT |
Feb 13, 2025 Q4 2024 |
12,749
shares
|
$752,828
0.68% of portfolio
|
Q4 2024
New holding
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jan 22, 2025 Q4 2024 |
12,734
shares
|
$751,942
0.71% of portfolio
|
Q4 2024
Added 37.01%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
12,724
shares
|
$751,352
0.14% of portfolio
|
Q3 2024
Added 186.96%
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Jan 30, 2025 Q4 2024 |
12,683
shares
|
$748,931
0.8% of portfolio
|
Q4 2024
New holding
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
12,677
shares
|
$748,576
0.06% of portfolio
|
Q4 2024
Added 5.03%
|
|
|
Alliance Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
12,609
shares
|
$744,561
0.38% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Sloy Dahl & Holst, LLC
|
Jan 24, 2025 Q4 2024 |
12,560
shares
|
$741,668
0.1% of portfolio
|
Q4 2024
Added 202.65%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
12,444
shares
|
$734,818
0.06% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
12,418
shares
|
$733,282
0.06% of portfolio
|
Q4 2024
Added 0.02%
|