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 |
|---|---|---|---|---|---|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
8,904
shares
|
$523,466
0.46% of portfolio
|
Q3 2024
Reduced 6.67%
|
|
|
Cutter & CO Brokerage, Inc.
|
Feb 04, 2025 Q4 2024 |
8,898
shares
|
$523,113
0.14% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
8,876
shares
|
$521,820
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
8,817
shares
|
$518,351
0.37% of portfolio
|
Q3 2024
Reduced 42.88%
|
|
|
B&L Asset Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
8,799
shares
|
$517,293
0.33% of portfolio
|
Q3 2024
New holding
|
|
|
Hixon Zuercher, LLC
|
Jan 23, 2025 Q4 2024 |
8,728
shares
|
$513,119
0.19% of portfolio
|
Q4 2024
Added 79.74%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
8,607
shares
|
$506,005
0.01% of portfolio
|
Q4 2024
Reduced 52.71%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Feb 07, 2025 Q4 2024 |
8,594
shares
|
$505,241
0.21% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Aft, Forsyth & Company, Inc.
|
Jan 29, 2025 Q4 2024 |
8,593
shares
|
$505,182
0.25% of portfolio
|
Q4 2024
Added 9.4%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
8,495
shares
|
$499,421
0.11% of portfolio
|
Q3 2024
Added 22.67%
|
|
|
Sterling Manor Financial, LLC
|
Jan 24, 2025 Q4 2024 |
8,484
shares
|
$498,774
0.36% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
8,431
shares
|
$495,658
0.08% of portfolio
|
Q3 2024
Reduced 3.92%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Nov 14, 2024 Q3 2024 |
8,408
shares
|
$494,306
0.0% of portfolio
|
Q3 2024
Added 30.92%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Jan 22, 2025 Q4 2024 |
8,377
shares
|
$492,483
0.42% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
8,251
shares
|
$485,076
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
8,251
shares
|
$485,076
0.08% of portfolio
|
Q3 2024
Reduced 9.01%
|
|
|
Sanders Morris Harris LLC
|
Jan 14, 2025 Q4 2024 |
8,231
shares
|
$483,900
0.07% of portfolio
|
Q2 2024
Reduced 19.55%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
8,171
shares
|
$480,373
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
8,132
shares
|
$478,080
0.03% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Crossmark Global Holdings, Inc.
|
Jan 16, 2025 Q4 2024 |
8,123
shares
|
$477,551
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
7,961
shares
|
$468,027
0.0% of portfolio
|
Q3 2024
Added 73.44%
|
|
|
Consilium Wealth Advisory, LLC
|
Feb 05, 2025 Q4 2024 |
7,872
shares
|
$462,794
0.22% of portfolio
|
Q3 2024
Reduced 88.71%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 30, 2025 Q4 2024 |
7,850
shares
|
$461,501
0.23% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
7,748
shares
|
$455,504
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jan 30, 2025 Q4 2024 |
7,668
shares
|
$450,801
0.22% of portfolio
|
Q4 2024
Added 10.84%
|