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 |
|---|---|---|---|---|---|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
4,140
shares
|
$243,390
0.07% of portfolio
|
Q4 2024
Reduced 10.78%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
4,136
shares
|
$243,155
0.09% of portfolio
|
Q1 2024
Added 29.01%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
4,128
shares
|
$242,685
0.03% of portfolio
|
Q4 2024
Added 32.86%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
4,109
shares
|
$241,568
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
4,090
shares
|
$240,451
0.02% of portfolio
|
Q4 2024
Reduced 3.54%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 13, 2025 Q4 2024 |
4,084
shares
|
$240,098
0.04% of portfolio
|
Q4 2024
Added 15.33%
|
|
|
Fortem Financial Group, LLC
|
Jan 06, 2025 Q4 2024 |
4,082
shares
|
$239,980
0.09% of portfolio
|
Q2 2023
Reduced 7.81%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
4,079
shares
|
$239,804
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 22, 2024 Q3 2024 |
4,043
shares
|
$237,687
0.16% of portfolio
|
Q3 2024
Added 40.68%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Jan 22, 2025 Q4 2024 |
4,000
shares
|
$235,160
0.09% of portfolio
|
Q4 2024
Reduced 8.05%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jan 24, 2025 Q4 2024 |
3,982
shares
|
$234,101
0.06% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Jan 29, 2025 Q4 2024 |
3,961
shares
|
$232,867
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Wills Financial Group, Inc.
|
Nov 14, 2024 Q3 2024 |
3,957
shares
|
$232,632
0.11% of portfolio
|
Q2 2024
Added 5.32%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
3,952
shares
|
$232,338
0.01% of portfolio
|
Q4 2024
Added 2.57%
|
|
|
Napa Wealth Management
Napa, CA |
Nov 07, 2024 Q3 2024 |
3,945
shares
|
$231,926
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
3,907
shares
|
$229,692
0.01% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Feb 06, 2025 Q4 2024 |
3,897
shares
|
$229,104
0.05% of portfolio
|
Q4 2024
Reduced 50.87%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
3,864
shares
|
$227,164
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
3,857
shares
|
$226,753
0.1% of portfolio
|
Q4 2024
Reduced 93.71%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
3,855
shares
|
$226,635
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jan 22, 2025 Q4 2024 |
3,851
shares
|
$226,400
0.14% of portfolio
|
Q3 2024
Reduced 16.55%
|
|
|
Landmark Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
3,833
shares
|
$225,342
0.1% of portfolio
|
Q4 2024
Added 5.07%
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
3,809
shares
|
$223,931
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
3,808
shares
|
$223,872
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Schaeffer Financial LLC
|
Feb 03, 2025 Q4 2024 |
3,792
shares
|
$222,931
0.22% of portfolio
|
Q4 2024
New holding
|