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 |
|---|---|---|---|---|---|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
3,787
shares
|
$222,637
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Sage Advisory Services, Ltd.Co.
|
Feb 05, 2025 Q4 2024 |
3,784
shares
|
$222,461
0.13% of portfolio
|
Q4 2024
Reduced 62.0%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Oct 28, 2024 Q3 2024 |
3,756
shares
|
$220,815
0.14% of portfolio
|
Q3 2024
Reduced 5.7%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,740
shares
|
$219,874
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
3,735
shares
|
$219,580
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Weatherly Asset Management L. P.
|
Jan 29, 2025 Q4 2024 |
3,730
shares
|
$219,286
0.02% of portfolio
|
Q4 2024
Reduced 41.07%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
3,718
shares
|
$218,581
0.07% of portfolio
|
Q4 2024
Added 6.87%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
3,717
shares
|
$218,522
0.0% of portfolio
|
Q4 2024
Added 6.5%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
Feb 07, 2025 Q4 2024 |
3,706
shares
|
$217,875
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Seelaus Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
3,700
shares
|
$217,523
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Feb 06, 2025 Q4 2024 |
3,700
shares
|
$217,523
0.02% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
3,678
shares
|
$216,229
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
3,672
shares
|
$215,876
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Nvest Financial, LLC
|
Jan 22, 2025 Q4 2024 |
3,646
shares
|
$214,348
0.11% of portfolio
|
Q4 2024
Reduced 24.98%
|
|
|
Jackson Hole Capital Partners, LLC
|
Feb 07, 2025 Q4 2024 |
3,640
shares
|
$213,995
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
3,633
shares
|
$213,584
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Patron Partners, LLC
|
Jan 24, 2025 Q4 2024 |
3,594
shares
|
$211,291
0.12% of portfolio
|
Q4 2024
Added 2.86%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
3,575
shares
|
$210,174
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jan 23, 2025 Q4 2024 |
3,574
shares
|
$210,115
0.05% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Fluent Financial, LLC
|
Oct 04, 2024 Q3 2024 |
3,570
shares
|
$209,880
0.1% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
3,500
shares
|
$205,765
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 14, 2024 Q3 2024 |
3,460
shares
|
$203,413
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
3,438
shares
|
$202,120
0.02% of portfolio
|
Q4 2024
Reduced 25.08%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
3,321
shares
|
$195,241
0.02% of portfolio
|
Q3 2024
Added 20.59%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
3,230
shares
|
$189,891
0.12% of portfolio
|
Q4 2024
Added 4.56%
|