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 1,245 institutions that hold shares in the stock, with a total of 290 Million shares, which have been reported (via 13F filing form) to have a value of $17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
6,449
shares
|
$379,136
0.01% of portfolio
|
Q4 2024
Added 10.15%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
6,441
shares
|
$378,666
0.06% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Nov 12, 2024 Q3 2024 |
6,344
shares
|
$372,963
0.13% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Jan 13, 2025 Q4 2024 |
6,325
shares
|
$371,846
0.22% of portfolio
|
Q4 2024
Reduced 9.72%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
6,318
shares
|
$371,435
0.0% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Jan 22, 2025 Q4 2024 |
6,296
shares
|
$370,141
0.27% of portfolio
|
Q4 2024
Added 5.41%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
6,261
shares
|
$368,084
0.08% of portfolio
|
Q4 2024
Added 10.64%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
6,246
shares
|
$367,202
0.01% of portfolio
|
Q2 2024
Reduced 1.81%
|
|
|
Tag Stone Capital, Inc.
|
Nov 08, 2024 Q3 2024 |
6,188
shares
|
$363,792
0.19% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
6,181
shares
|
$363,380
0.22% of portfolio
|
Q3 2024
Added 63.61%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Feb 07, 2025 Q4 2024 |
6,159
shares
|
$362,087
0.27% of portfolio
|
Q4 2024
Added 6.13%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
Feb 03, 2025 Q4 2024 |
6,156
shares
|
$361,911
0.19% of portfolio
|
Q4 2024
Added 49.09%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
6,097
shares
|
$358,442
0.09% of portfolio
|
Q3 2024
Added 46.77%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
6,088
shares
|
$357,913
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
6,054
shares
|
$355,914
0.17% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
5,985
shares
|
$351,858
0.07% of portfolio
|
Q4 2024
Reduced 18.91%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
5,983
shares
|
$351,740
0.0% of portfolio
|
Q4 2024
Added 63.69%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
5,962
shares
|
$350,505
0.04% of portfolio
|
Q3 2024
Added 16.67%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
5,961
shares
|
$350,447
0.01% of portfolio
|
Q4 2024
Added 223.79%
|
|
|
West Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
5,951
shares
|
$349,859
0.1% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Arcus Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
5,939
shares
|
$349,153
0.13% of portfolio
|
Q4 2024
Reduced 88.41%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
5,914
shares
|
$347,684
0.17% of portfolio
|
Q2 2023
Added 362.03%
|
|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
5,860
shares
|
$344,509
0.1% of portfolio
|
Q4 2024
Reduced 80.66%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
5,825
shares
|
$342,451
0.02% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Waller Financial Planning Group, Inc
|
Jan 03, 2025 Q4 2024 |
5,812
shares
|
$341,687
0.08% of portfolio
|
Q4 2024
Added 21.82%
|