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 |
|---|---|---|---|---|---|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
4,349
shares
|
$246,544
0.02% of portfolio
|
Q4 2024
Added 27.69%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
4,346
shares
|
$246,374
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
4,345
shares
|
$246,318
0.05% of portfolio
|
Q4 2024
Reduced 52.69%
|
|
|
Cabana LLC
Fayetteville, AR |
Jan 24, 2025 Q4 2024 |
4,343
shares
|
$246,204
1.24% of portfolio
|
Q4 2024
New holding
|
|
|
Carson Advisory Inc.
|
Feb 13, 2025 Q4 2024 |
4,309
shares
|
$244,277
0.18% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
4,284
shares
|
$242,859
0.06% of portfolio
|
Q4 2024
Added 60.99%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
4,280
shares
|
$242,633
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
4,266
shares
|
$241,839
0.13% of portfolio
|
Q4 2024
Reduced 46.17%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
4,261
shares
|
$241,556
0.04% of portfolio
|
Q2 2024
Added 7.38%
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
4,255
shares
|
$241,215
0.08% of portfolio
|
Q3 2024
Reduced 15.93%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
4,166
shares
|
$236,170
0.03% of portfolio
|
Q4 2024
Added 56.5%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
4,149
shares
|
$235,206
0.0% of portfolio
|
Q4 2024
Added 214.56%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
4,140
shares
|
$234,696
0.07% of portfolio
|
Q4 2024
Reduced 10.78%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
4,136
shares
|
$234,469
0.09% of portfolio
|
Q1 2024
Added 29.01%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
4,128
shares
|
$234,016
0.03% of portfolio
|
Q4 2024
Added 32.86%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
4,090
shares
|
$231,862
0.02% of portfolio
|
Q4 2024
Reduced 3.54%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 13, 2025 Q4 2024 |
4,084
shares
|
$231,521
0.04% of portfolio
|
Q4 2024
Added 15.33%
|
|
|
Fortem Financial Group, LLC
|
Jan 06, 2025 Q4 2024 |
4,082
shares
|
$231,408
0.09% of portfolio
|
Q2 2023
Reduced 7.81%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
4,079
shares
|
$231,238
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Chris Bulman Inc
Roseville, CA |
Feb 10, 2025 Q4 2024 |
4,049
shares
|
$229,537
0.15% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
4,008
shares
|
$227,213
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Jan 22, 2025 Q4 2024 |
4,000
shares
|
$226,760
0.09% of portfolio
|
Q4 2024
Reduced 8.05%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Feb 12, 2025 Q4 2024 |
4,000
shares
|
$226,760
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jan 24, 2025 Q4 2024 |
3,982
shares
|
$225,739
0.06% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Feb 11, 2025 Q4 2024 |
3,965
shares
|
$224,775
0.11% of portfolio
|
Q4 2024
New holding
|