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 1,327 institutions that hold shares in the stock, with a total of 304 Million shares, which have been reported (via 13F filing form) to have a value of $17.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
West Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
5,951
shares
|
$337,362
0.1% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Arcus Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
5,939
shares
|
$336,681
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
|
$335,264
0.17% of portfolio
|
Q2 2023
Added 362.03%
|
|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
5,860
shares
|
$332,203
0.1% of portfolio
|
Q4 2024
Reduced 80.66%
|
|
|
Waller Financial Planning Group, Inc
|
Jan 03, 2025 Q4 2024 |
5,812
shares
|
$329,482
0.08% of portfolio
|
Q4 2024
Added 21.82%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
5,801
shares
|
$328,858
0.01% of portfolio
|
Q2 2024
Added 16.02%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
5,800
shares
|
$328,802
0.08% of portfolio
|
Q3 2022
New holding
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Feb 07, 2025 Q4 2024 |
5,790
shares
|
$328,235
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Feb 14, 2025 Q4 2024 |
5,722
shares
|
$324,380
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
5,707
shares
|
$323,529
0.06% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Feb 06, 2025 Q4 2024 |
5,705
shares
|
$323,416
0.01% of portfolio
|
Q4 2024
Added 9.77%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
5,700
shares
|
$323,133
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Platform Technology Partners
|
Jan 28, 2025 Q4 2024 |
5,674
shares
|
$321,659
0.1% of portfolio
|
Q4 2024
Added 5.88%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jan 30, 2025 Q4 2024 |
5,649
shares
|
$320,241
0.14% of portfolio
|
Q4 2024
Added 13.32%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
5,611
shares
|
$318,087
0.09% of portfolio
|
Q4 2024
Added 3.03%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
5,565
shares
|
$315,479
0.13% of portfolio
|
Q3 2023
Reduced 48.15%
|
|
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
Jan 29, 2025 Q4 2024 |
5,564
shares
|
$315,423
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Roof Eidam & Maycock
|
Feb 13, 2025 Q4 2024 |
5,500
shares
|
$311,795
0.08% of portfolio
|
Q4 2022
Added 22.22%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
5,482
shares
|
$310,774
0.04% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Wealth Management Partners, LLC
|
Jan 16, 2025 Q4 2024 |
5,441
shares
|
$308,450
0.14% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Hurley Capital, LLC
New York, NY |
Feb 12, 2025 Q4 2024 |
5,440
shares
|
$308,393
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Jan 30, 2025 Q4 2024 |
5,400
shares
|
$306,126
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
5,397
shares
|
$305,955
0.03% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
Feb 10, 2025 Q4 2024 |
5,366
shares
|
$304,198
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Group LLC
Savannah, GA |
Feb 11, 2025 Q4 2024 |
5,350
shares
|
$303,291
0.03% of portfolio
|
Q4 2024
New holding
|