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 |
|---|---|---|---|---|---|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
9,915
shares
|
$582,902
0.19% of portfolio
|
Q4 2024
Reduced 4.8%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Feb 10, 2025 Q4 2024 |
9,902
shares
|
$582,138
0.13% of portfolio
|
Q4 2024
Reduced 80.9%
|
|
|
Black Diamond Wealth Management Inc.
|
Feb 10, 2025 Q4 2024 |
9,895
shares
|
$581,727
0.39% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
9,839
shares
|
$578,434
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
9,798
shares
|
$576,024
0.13% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
9,798
shares
|
$576,024
0.39% of portfolio
|
Q3 2024
Reduced 70.82%
|
|
|
Capital Planning LLC
|
Jan 14, 2025 Q4 2024 |
9,720
shares
|
$571,438
0.15% of portfolio
|
Q4 2024
Added 16.27%
|
|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
9,672
shares
|
$568,616
0.13% of portfolio
|
Q4 2024
Added 19.82%
|
|
|
Legacy Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
9,662
shares
|
$568,028
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
9,533
shares
|
$560,445
0.1% of portfolio
|
Q3 2024
Reduced 12.1%
|
|
|
Seaview Investment Managers LLC
|
Nov 13, 2024 Q3 2024 |
9,504
shares
|
$558,740
0.17% of portfolio
|
Q3 2024
Reduced 15.13%
|
|
|
Madison Wealth Partners, Inc
|
Feb 10, 2025 Q4 2024 |
9,440
shares
|
$554,977
0.16% of portfolio
|
Q4 2024
Added 126.22%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Feb 06, 2025 Q4 2024 |
9,413
shares
|
$553,390
0.18% of portfolio
|
Q4 2024
Reduced 4.99%
|
|
|
Prentice Wealth Management LLC
|
Feb 03, 2025 Q4 2024 |
9,404
shares
|
$552,861
0.16% of portfolio
|
Q4 2024
Reduced 7.22%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
9,373
shares
|
$551,038
0.01% of portfolio
|
Q3 2023
Reduced 8.25%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
9,344
shares
|
$549,333
0.37% of portfolio
|
Q2 2023
Added 8.42%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
9,334
shares
|
$548,745
0.01% of portfolio
|
Q3 2023
Reduced 9.68%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
9,332
shares
|
$548,628
0.21% of portfolio
|
Q4 2024
Added 6.05%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
9,277
shares
|
$545,394
0.08% of portfolio
|
Q4 2024
Added 109.18%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
9,264
shares
|
$544,630
0.06% of portfolio
|
Q4 2024
Reduced 27.56%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
9,261
shares
|
$544,454
0.07% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
9,232
shares
|
$542,749
0.19% of portfolio
|
Q1 2024
Added 32.7%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
9,231
shares
|
$542,690
0.06% of portfolio
|
Q4 2024
Reduced 37.13%
|
|
|
De Dora Capital, Inc.
|
Jan 30, 2025 Q4 2024 |
9,125
shares
|
$536,458
0.15% of portfolio
|
Q4 2024
Added 15.77%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Jan 21, 2025 Q4 2024 |
9,115
shares
|
$535,870
0.25% of portfolio
|
Q4 2024
Added 30.87%
|