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 1,275 institutions that hold shares in the stock, with a total of 292 Million shares, which have been reported (via 13F filing form) to have a value of $17.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Staley Capital Advisers Inc
|
Feb 07, 2025 Q4 2024 |
5,148
shares
|
$303,989
0.01% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
5,145
shares
|
$303,812
0.04% of portfolio
|
Q4 2024
Reduced 18.14%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Jan 16, 2025 Q4 2024 |
5,106
shares
|
$301,509
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
5,079
shares
|
$299,914
0.18% of portfolio
|
Q4 2024
Added 8.11%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2025 Q4 2024 |
5,071
shares
|
$299,442
0.18% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
Jan 16, 2025 Q4 2024 |
5,016
shares
|
$296,194
0.08% of portfolio
|
Q4 2024
Added 9.14%
|
|
|
Chelsea Counsel CO
|
Nov 21, 2024 Q3 2024 |
4,980
shares
|
$294,069
0.15% of portfolio
|
Q4 2022
New holding
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
4,903
shares
|
$289,522
0.41% of portfolio
|
Q3 2022
Reduced 6.45%
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
4,890
shares
|
$288,754
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Willner & Heller, LLC
|
Jan 16, 2025 Q4 2024 |
4,860
shares
|
$286,983
0.25% of portfolio
|
Q4 2024
Added 34.85%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 16, 2024 Q3 2024 |
4,812
shares
|
$284,148
0.11% of portfolio
|
Q3 2024
Reduced 4.49%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
4,811
shares
|
$284,089
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Feb 05, 2025 Q4 2024 |
4,780
shares
|
$282,259
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Koa Wealth Management, LLC
Encinitas, CA |
Jan 23, 2025 Q4 2024 |
4,761
shares
|
$281,137
0.22% of portfolio
|
Q4 2024
Reduced 47.62%
|
|
|
L.M. Kohn & Company
|
Jan 30, 2025 Q4 2024 |
4,750
shares
|
$280,487
0.07% of portfolio
|
Q4 2024
Added 7.83%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
4,715
shares
|
$278,420
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Reliant Wealth Planning
|
Jan 28, 2025 Q4 2024 |
4,713
shares
|
$278,302
0.14% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Jan 28, 2025 Q4 2024 |
4,710
shares
|
$278,125
0.09% of portfolio
|
Q4 2024
Added 21.45%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Feb 11, 2025 Q4 2024 |
4,660
shares
|
$275,173
0.14% of portfolio
|
Q3 2024
Added 6.15%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Feb 12, 2025 Q4 2024 |
4,640
shares
|
$273,992
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Hudock, Inc.
|
Jan 29, 2025 Q4 2024 |
4,630
shares
|
$273,401
0.05% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Montz Harcus Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
4,605
shares
|
$271,925
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Rba Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
4,603
shares
|
$271,807
0.1% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Feb 07, 2025 Q4 2024 |
4,602
shares
|
$271,748
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Oct 07, 2024 Q3 2024 |
4,600
shares
|
$271,630
0.04% of portfolio
|
Q3 2024
Added 1.79%
|