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 |
|---|---|---|---|---|---|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
3,809
shares
|
$224,921
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
3,808
shares
|
$224,862
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Schaeffer Financial LLC
|
Feb 03, 2025 Q4 2024 |
3,792
shares
|
$223,917
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
3,787
shares
|
$223,622
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Sage Advisory Services, Ltd.Co.
|
Feb 05, 2025 Q4 2024 |
3,784
shares
|
$223,445
0.13% of portfolio
|
Q4 2024
Reduced 62.0%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Feb 12, 2025 Q4 2024 |
3,748
shares
|
$221,319
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,740
shares
|
$220,847
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
3,735
shares
|
$220,551
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Weatherly Asset Management L. P.
|
Jan 29, 2025 Q4 2024 |
3,730
shares
|
$220,256
0.02% of portfolio
|
Q4 2024
Reduced 41.07%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
3,718
shares
|
$219,547
0.07% of portfolio
|
Q4 2024
Added 6.87%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
3,717
shares
|
$219,488
0.0% of portfolio
|
Q4 2024
Added 6.5%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
Feb 07, 2025 Q4 2024 |
3,706
shares
|
$218,839
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Seelaus Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
3,700
shares
|
$218,485
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Feb 06, 2025 Q4 2024 |
3,700
shares
|
$218,485
0.02% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
3,678
shares
|
$217,185
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
3,672
shares
|
$216,831
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Nvest Financial, LLC
|
Jan 22, 2025 Q4 2024 |
3,646
shares
|
$215,296
0.11% of portfolio
|
Q4 2024
Reduced 24.98%
|
|
|
Jackson Hole Capital Partners, LLC
|
Feb 07, 2025 Q4 2024 |
3,640
shares
|
$214,942
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
3,633
shares
|
$214,528
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Patron Partners, LLC
|
Jan 24, 2025 Q4 2024 |
3,594
shares
|
$212,225
0.12% of portfolio
|
Q4 2024
Added 2.86%
|
|
|
Choate Investment Advisors
Boston, MA |
Feb 10, 2025 Q4 2024 |
3,575
shares
|
$211,103
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jan 23, 2025 Q4 2024 |
3,574
shares
|
$211,044
0.05% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Fluent Financial, LLC
|
Oct 04, 2024 Q3 2024 |
3,570
shares
|
$210,808
0.1% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
3,500
shares
|
$206,675
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 14, 2024 Q3 2024 |
3,460
shares
|
$204,313
0.02% of portfolio
|
Q3 2024
New holding
|