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 |
|---|---|---|---|---|---|
|
Cora Capital Advisors LLC
Marlton, NJ |
Jan 21, 2025 Q4 2024 |
9,115
shares
|
$538,240
0.25% of portfolio
|
Q4 2024
Added 30.87%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Feb 11, 2025 Q4 2024 |
8,962
shares
|
$529,206
0.23% of portfolio
|
Q4 2024
Reduced 9.89%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
8,904
shares
|
$525,781
0.46% of portfolio
|
Q3 2024
Reduced 6.67%
|
|
|
Cutter & CO Brokerage, Inc.
|
Feb 04, 2025 Q4 2024 |
8,898
shares
|
$525,426
0.14% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
8,876
shares
|
$524,127
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
8,817
shares
|
$520,643
0.37% of portfolio
|
Q3 2024
Reduced 42.88%
|
|
|
B&L Asset Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
8,799
shares
|
$519,580
0.33% of portfolio
|
Q3 2024
New holding
|
|
|
Hixon Zuercher, LLC
|
Jan 23, 2025 Q4 2024 |
8,728
shares
|
$515,388
0.19% of portfolio
|
Q4 2024
Added 79.74%
|
|
|
Concorde Asset Management, LLC
|
Feb 13, 2025 Q4 2024 |
8,683
shares
|
$512,731
0.27% of portfolio
|
Q4 2024
Added 82.22%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
8,607
shares
|
$508,243
0.01% of portfolio
|
Q4 2024
Reduced 52.71%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Feb 07, 2025 Q4 2024 |
8,594
shares
|
$507,475
0.21% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Aft, Forsyth & Company, Inc.
|
Jan 29, 2025 Q4 2024 |
8,593
shares
|
$507,416
0.25% of portfolio
|
Q4 2024
Added 9.4%
|
|
|
Sterling Manor Financial, LLC
|
Jan 24, 2025 Q4 2024 |
8,484
shares
|
$500,980
0.36% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
8,431
shares
|
$497,850
0.08% of portfolio
|
Q3 2024
Reduced 3.92%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Jan 22, 2025 Q4 2024 |
8,377
shares
|
$494,661
0.42% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
8,251
shares
|
$487,221
0.08% of portfolio
|
Q3 2024
Reduced 9.01%
|
|
|
Sanders Morris Harris LLC
|
Jan 14, 2025 Q4 2024 |
8,231
shares
|
$486,040
0.07% of portfolio
|
Q2 2024
Reduced 19.55%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
8,171
shares
|
$482,497
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
8,132
shares
|
$480,194
0.03% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Crossmark Global Holdings, Inc.
|
Jan 16, 2025 Q4 2024 |
8,123
shares
|
$479,663
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Consilium Wealth Advisory, LLC
|
Feb 05, 2025 Q4 2024 |
7,872
shares
|
$464,841
0.22% of portfolio
|
Q3 2024
Reduced 88.71%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 30, 2025 Q4 2024 |
7,850
shares
|
$463,542
0.23% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
7,814
shares
|
$461,416
0.07% of portfolio
|
Q4 2024
Added 5.78%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
7,809
shares
|
$461,121
0.0% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Potentia Wealth
San Jose, CA |
Feb 11, 2025 Q4 2024 |
7,766
shares
|
$458,582
0.2% of portfolio
|
Q4 2024
New holding
|