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 |
|---|---|---|---|---|---|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
5,801
shares
|
$341,040
0.01% of portfolio
|
Q2 2024
Added 16.02%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
5,800
shares
|
$340,982
0.08% of portfolio
|
Q3 2022
New holding
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Feb 07, 2025 Q4 2024 |
5,790
shares
|
$340,394
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
5,707
shares
|
$335,514
0.06% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Feb 06, 2025 Q4 2024 |
5,705
shares
|
$335,396
0.01% of portfolio
|
Q4 2024
Added 9.77%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
5,700
shares
|
$335,103
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Platform Technology Partners
|
Jan 28, 2025 Q4 2024 |
5,674
shares
|
$333,574
0.1% of portfolio
|
Q4 2024
Added 5.88%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jan 30, 2025 Q4 2024 |
5,649
shares
|
$332,104
0.14% of portfolio
|
Q4 2024
Added 13.32%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
5,611
shares
|
$329,870
0.09% of portfolio
|
Q4 2024
Added 3.03%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
5,565
shares
|
$327,166
0.13% of portfolio
|
Q3 2023
Reduced 48.15%
|
|
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
Jan 29, 2025 Q4 2024 |
5,564
shares
|
$327,107
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Roof Eidam & Maycock
|
Oct 21, 2024 Q3 2024 |
5,500
shares
|
$323,345
0.08% of portfolio
|
Q4 2022
Added 22.22%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Oct 29, 2024 Q3 2024 |
5,483
shares
|
$322,345
0.11% of portfolio
|
Q3 2024
Reduced 50.24%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
5,482
shares
|
$322,286
0.04% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Wealth Management Partners, LLC
|
Jan 16, 2025 Q4 2024 |
5,441
shares
|
$319,876
0.14% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Jan 30, 2025 Q4 2024 |
5,400
shares
|
$317,466
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
5,397
shares
|
$317,289
0.03% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
Feb 10, 2025 Q4 2024 |
5,366
shares
|
$315,467
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
J. L. Bainbridge & Co., Inc.
|
Feb 10, 2025 Q4 2024 |
5,318
shares
|
$312,645
0.03% of portfolio
|
Q4 2024
Added 24.92%
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
5,310
shares
|
$312,174
0.08% of portfolio
|
Q3 2024
Reduced 64.47%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
5,297
shares
|
$311,410
0.42% of portfolio
|
Q4 2023
Reduced 1.93%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
5,266
shares
|
$309,588
0.05% of portfolio
|
Q4 2024
Reduced 6.94%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
5,260
shares
|
$309,235
0.01% of portfolio
|
Q4 2024
Added 18.87%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jan 31, 2025 Q4 2024 |
5,253
shares
|
$308,823
0.26% of portfolio
|
Q4 2024
Added 15.3%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
5,207
shares
|
$306,119
0.02% of portfolio
|
Q4 2024
Added 56.04%
|