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 |
|---|---|---|---|---|---|
|
Brown Miller Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
12,379
shares
|
$730,979
0.28% of portfolio
|
Q3 2024
Reduced 18.6%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
12,298
shares
|
$726,196
0.03% of portfolio
|
Q4 2024
Added 15.56%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
12,287
shares
|
$725,547
0.18% of portfolio
|
Q4 2024
Reduced 8.53%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
12,140
shares
|
$716,867
0.04% of portfolio
|
Q4 2024
Added 80.15%
|
|
|
American Money Management, LLC
|
Feb 12, 2025 Q4 2024 |
12,078
shares
|
$713,205
0.14% of portfolio
|
Q4 2024
Added 8.53%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Feb 10, 2025 Q4 2024 |
12,060
shares
|
$712,143
0.55% of portfolio
|
Q4 2024
Reduced 79.78%
|
|
|
Personal Cfo Solutions, LLC
|
Feb 07, 2025 Q4 2024 |
11,963
shares
|
$706,415
0.14% of portfolio
|
Q4 2024
Added 32.36%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
11,870
shares
|
$700,923
0.01% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
11,836
shares
|
$698,915
0.05% of portfolio
|
Q4 2023
Reduced 0.39%
|
|
|
Spahn Wealth & Retirement LLC
Scottsdale, AZ |
Feb 12, 2025 Q4 2024 |
11,810
shares
|
$697,380
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
11,802
shares
|
$696,908
0.26% of portfolio
|
Q4 2024
Reduced 13.18%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
11,762
shares
|
$694,546
0.11% of portfolio
|
Q1 2024
Reduced 1.82%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Jan 17, 2025 Q4 2024 |
11,753
shares
|
$694,014
0.48% of portfolio
|
Q4 2024
Added 20.08%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
11,725
shares
|
$692,361
0.0% of portfolio
|
Q3 2024
Added 125.13%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
11,673
shares
|
$689,290
0.11% of portfolio
|
Q4 2024
Added 228.63%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
11,587
shares
|
$684,212
0.01% of portfolio
|
Q4 2024
Reduced 4.43%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
11,563
shares
|
$682,795
0.02% of portfolio
|
Q4 2024
Reduced 8.43%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
11,530
shares
|
$680,846
0.01% of portfolio
|
Q4 2024
Added 48.81%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
11,454
shares
|
$676,358
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
11,437
shares
|
$675,354
0.03% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Feb 12, 2025 Q4 2024 |
11,378
shares
|
$671,870
0.15% of portfolio
|
Q4 2024
Added 33.94%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
11,277
shares
|
$665,906
0.02% of portfolio
|
Q3 2024
Added 5.58%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
11,189
shares
|
$660,710
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Jan 29, 2025 Q4 2024 |
10,955
shares
|
$646,892
0.25% of portfolio
|
Q4 2024
Reduced 9.05%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Feb 04, 2025 Q4 2024 |
10,916
shares
|
$644,589
0.38% of portfolio
|
Q4 2024
Added 4.04%
|