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 |
|---|---|---|---|---|---|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Feb 10, 2025 Q4 2024 |
7,129
shares
|
$419,113
0.26% of portfolio
|
Q4 2024
Added 89.8%
|
|
|
Blb&B Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
7,127
shares
|
$418,996
0.02% of portfolio
|
Q4 2024
Reduced 15.53%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
7,107
shares
|
$417,820
0.19% of portfolio
|
Q3 2024
Reduced 61.64%
|
|
|
Capital City Trust CO
|
Feb 03, 2025 Q4 2024 |
7,104
shares
|
$417,644
0.11% of portfolio
|
Q4 2024
Reduced 5.52%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
7,043
shares
|
$414,057
0.32% of portfolio
|
Q3 2024
Added 7.64%
|
|
|
Tanglewood Wealth Management, Inc.
|
Jan 24, 2025 Q4 2024 |
7,040
shares
|
$413,881
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Simpli Fi, Inc.
|
Jan 23, 2025 Q4 2024 |
7,032
shares
|
$413,411
0.19% of portfolio
|
Q4 2024
Reduced 5.33%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
6,995
shares
|
$411,236
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,979
shares
|
$410,295
0.0% of portfolio
|
Q3 2024
Added 34.13%
|
|
|
Strategic Advisors LLC
|
Jan 31, 2025 Q4 2024 |
6,900
shares
|
$405,651
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 21, 2025 Q4 2024 |
6,777
shares
|
$398,419
0.07% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jan 24, 2025 Q4 2024 |
6,775
shares
|
$398,302
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
6,735
shares
|
$395,950
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,700
shares
|
$393,893
0.0% of portfolio
|
Q3 2024
Reduced 79.37%
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
6,693
shares
|
$393,481
0.03% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
6,689
shares
|
$393,246
0.01% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 15, 2024 Q3 2024 |
6,625
shares
|
$389,483
0.32% of portfolio
|
Q3 2024
Added 43.4%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
6,620
shares
|
$389,189
0.03% of portfolio
|
Q4 2024
Added 6.95%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
6,615
shares
|
$388,895
0.08% of portfolio
|
Q4 2022
Reduced 11.92%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
6,615
shares
|
$388,895
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
6,584
shares
|
$387,073
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Osborne Partners Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
6,555
shares
|
$385,368
0.02% of portfolio
|
Q4 2024
Reduced 6.89%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
6,550
shares
|
$385,074
0.03% of portfolio
|
Q4 2024
Added 19.63%
|
|
|
Columbia Advisory Partners LLC
|
Jan 13, 2025 Q4 2024 |
6,493
shares
|
$381,723
0.41% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Feb 04, 2025 Q4 2024 |
6,467
shares
|
$380,194
0.4% of portfolio
|
Q4 2024
New holding
|