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 |
|---|---|---|---|---|---|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Feb 04, 2025 Q4 2024 |
5,205
shares
|
$306,001
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
5,172
shares
|
$304,061
0.04% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Penbrook Management LLC
|
Jan 23, 2025 Q4 2024 |
5,150
shares
|
$302,768
0.22% of portfolio
|
Q1 2024
Added 4.04%
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
5,149
shares
|
$302,709
0.0% of portfolio
|
Q4 2024
Added 2.88%
|
|
|
Staley Capital Advisers Inc
|
Feb 07, 2025 Q4 2024 |
5,148
shares
|
$302,650
0.01% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
5,145
shares
|
$302,474
0.04% of portfolio
|
Q4 2024
Reduced 18.14%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
5,134
shares
|
$301,827
0.01% of portfolio
|
Q2 2024
Added 19.87%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Jan 16, 2025 Q4 2024 |
5,106
shares
|
$300,181
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
5,079
shares
|
$298,594
0.18% of portfolio
|
Q4 2024
Added 8.11%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2025 Q4 2024 |
5,071
shares
|
$298,124
0.18% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
Jan 16, 2025 Q4 2024 |
5,016
shares
|
$294,890
0.08% of portfolio
|
Q4 2024
Added 9.14%
|
|
|
Chelsea Counsel CO
|
Nov 21, 2024 Q3 2024 |
4,980
shares
|
$292,774
0.15% of portfolio
|
Q4 2022
New holding
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
4,903
shares
|
$288,247
0.41% of portfolio
|
Q3 2022
Reduced 6.45%
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
4,890
shares
|
$287,483
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Willner & Heller, LLC
|
Jan 16, 2025 Q4 2024 |
4,860
shares
|
$285,719
0.25% of portfolio
|
Q4 2024
Added 34.85%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 16, 2024 Q3 2024 |
4,812
shares
|
$282,897
0.11% of portfolio
|
Q3 2024
Reduced 4.49%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
4,811
shares
|
$282,838
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Feb 05, 2025 Q4 2024 |
4,780
shares
|
$281,016
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,765
shares
|
$280,134
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Koa Wealth Management, LLC
Encinitas, CA |
Jan 23, 2025 Q4 2024 |
4,761
shares
|
$279,899
0.22% of portfolio
|
Q4 2024
Reduced 47.62%
|
|
|
L.M. Kohn & Company
|
Jan 30, 2025 Q4 2024 |
4,750
shares
|
$279,252
0.07% of portfolio
|
Q4 2024
Added 7.83%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
4,715
shares
|
$277,194
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Reliant Wealth Planning
|
Jan 28, 2025 Q4 2024 |
4,713
shares
|
$277,077
0.14% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Jan 28, 2025 Q4 2024 |
4,710
shares
|
$276,900
0.09% of portfolio
|
Q4 2024
Added 21.45%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Nov 06, 2024 Q3 2024 |
4,660
shares
|
$273,961
0.14% of portfolio
|
Q3 2024
Added 6.15%
|