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 |
|---|---|---|---|---|---|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
1,031
shares
|
$58,447
0.0% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
1,031
shares
|
$58,447
0.02% of portfolio
|
Q4 2024
Added 90.57%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,000
shares
|
$56,690
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
1,000
shares
|
$56,690
0.03% of portfolio
|
Q4 2024
Reduced 17.63%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,000
shares
|
$56,690
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
1,000
shares
|
$56,690
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
974
shares
|
$55,216
0.04% of portfolio
|
Q4 2024
Reduced 53.93%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
974
shares
|
$55,216
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
969
shares
|
$54,932
0.02% of portfolio
|
Q4 2024
Added 17.03%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
957
shares
|
$54,252
0.0% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
869
shares
|
$49,263
0.01% of portfolio
|
Q3 2024
Reduced 9.38%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
867
shares
|
$49,150
0.02% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
864
shares
|
$48,980
0.0% of portfolio
|
Q4 2022
Added 59.41%
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
851
shares
|
$48,243
0.02% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Feb 12, 2025 Q4 2024 |
813
shares
|
$46,088
0.03% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
786
shares
|
$44,558
0.01% of portfolio
|
Q3 2024
Added 48.02%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
768
shares
|
$43,537
0.01% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
763
shares
|
$43,254
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
720
shares
|
$40,816
0.01% of portfolio
|
Q4 2024
Added 737.21%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
705
shares
|
$39,966
0.01% of portfolio
|
Q1 2024
Added 83.12%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
700
shares
|
$39,683
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
685
shares
|
$38,832
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
641
shares
|
$36,338
0.01% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
605
shares
|
$34,297
0.01% of portfolio
|
Q1 2024
Added 18.75%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
564
shares
|
$31,973
0.01% of portfolio
|
Q4 2024
New holding
|