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 |
|---|---|---|---|---|---|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jan 22, 2025 Q4 2024 |
13,222
shares
|
$749,555
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Jan 13, 2025 Q4 2024 |
13,158
shares
|
$745,927
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
13,156
shares
|
$745,813
0.03% of portfolio
|
Q3 2024
Reduced 9.41%
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
Jan 27, 2025 Q4 2024 |
13,064
shares
|
$740,598
0.8% of portfolio
|
Q4 2024
New holding
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Feb 13, 2025 Q4 2024 |
13,013
shares
|
$737,706
0.01% of portfolio
|
Q4 2024
Added 54.77%
|
|
|
Souders Financial Advisors
|
Feb 06, 2025 Q4 2024 |
12,895
shares
|
$731,017
0.11% of portfolio
|
Q4 2024
Reduced 19.24%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Feb 12, 2025 Q4 2024 |
12,863
shares
|
$729,203
0.21% of portfolio
|
Q4 2024
Added 13.19%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
12,766
shares
|
$723,704
0.22% of portfolio
|
Q4 2024
Added 17.26%
|
|
|
Coign Capital Advisors LLC
Draper, UT |
Feb 13, 2025 Q4 2024 |
12,749
shares
|
$722,740
0.68% of portfolio
|
Q4 2024
New holding
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jan 22, 2025 Q4 2024 |
12,734
shares
|
$721,890
0.71% of portfolio
|
Q4 2024
Added 37.01%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
12,724
shares
|
$721,323
0.14% of portfolio
|
Q3 2024
Added 186.96%
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Jan 30, 2025 Q4 2024 |
12,683
shares
|
$718,999
0.8% of portfolio
|
Q4 2024
New holding
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
12,677
shares
|
$718,659
0.06% of portfolio
|
Q4 2024
Added 5.03%
|
|
|
Alliance Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
12,609
shares
|
$714,804
0.38% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Sloy Dahl & Holst, LLC
|
Jan 24, 2025 Q4 2024 |
12,560
shares
|
$712,026
0.1% of portfolio
|
Q4 2024
Added 202.65%
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Feb 21, 2025 Q4 2024 |
12,460
shares
|
$706,357
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
12,444
shares
|
$705,450
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
|
$703,976
0.06% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Brown Miller Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
12,379
shares
|
$701,765
0.28% of portfolio
|
Q3 2024
Reduced 18.6%
|
|
|
Napa Wealth Management
Napa, CA |
Feb 14, 2025 Q4 2024 |
12,347
shares
|
$699,951
0.31% of portfolio
|
Q4 2024
Added 212.98%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
12,298
shares
|
$697,173
0.03% of portfolio
|
Q4 2024
Added 15.56%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
12,287
shares
|
$696,550
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
|
$688,216
0.04% of portfolio
|
Q4 2024
Added 80.15%
|
|
|
American Money Management, LLC
|
Feb 12, 2025 Q4 2024 |
12,078
shares
|
$684,701
0.14% of portfolio
|
Q4 2024
Added 8.53%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Feb 10, 2025 Q4 2024 |
12,060
shares
|
$683,681
0.55% of portfolio
|
Q4 2024
Reduced 79.78%
|