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 1,199 institutions that hold shares in the stock, with a total of 280 Million shares, which have been reported (via 13F filing form) to have a value of $16.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
194,976
shares
|
$11.5 Million
0.26% of portfolio
|
Q3 2024
Reduced 20.05%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
194,889
shares
|
$11.5 Million
1.83% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
Advisory Resource Group
|
Nov 20, 2024 Q3 2024 |
192,693
shares
|
$11.4 Million
2.77% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
190,865
shares
|
$11.3 Million
0.42% of portfolio
|
Q3 2024
Added 5.27%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Oct 21, 2024 Q3 2024 |
190,504
shares
|
$11.3 Million
7.48% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jan 23, 2025 Q4 2024 |
189,994
shares
|
$11.2 Million
2.93% of portfolio
|
Q4 2024
Added 38.22%
|
|
|
Financial Futures LTD Liability Co.
|
Jan 24, 2025 Q4 2024 |
188,273
shares
|
$11.1 Million
7.28% of portfolio
|
Q4 2024
Added 40.85%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
187,898
shares
|
$11.1 Million
0.2% of portfolio
|
Q4 2024
Added 2384.11%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
184,855
shares
|
$10.9 Million
0.45% of portfolio
|
Q3 2024
Added 84.25%
|
|
|
Columbus Macro, LLC
|
Jan 24, 2025 Q4 2024 |
184,540
shares
|
$10.9 Million
1.53% of portfolio
|
Q4 2024
Added 1554.62%
|
|
|
Sterling Investment Counsel, LLC
|
Jan 22, 2025 Q4 2024 |
183,554
shares
|
$10.8 Million
6.98% of portfolio
|
Q4 2024
Reduced 47.67%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
182,504
shares
|
$10.8 Million
0.77% of portfolio
|
Q4 2024
Added 21.56%
|
|
|
Signature Wealth Management Partners, LLC
|
Jan 22, 2025 Q4 2024 |
182,461
shares
|
$10.8 Million
7.32% of portfolio
|
Q4 2024
Added 6.72%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
181,882
shares
|
$10.7 Million
2.05% of portfolio
|
Q4 2024
Added 141.75%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
181,149
shares
|
$10.7 Million
1.76% of portfolio
|
Q3 2024
Reduced 73.34%
|
|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
180,670
shares
|
$10.7 Million
2.14% of portfolio
|
Q3 2024
Added 8.99%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
180,280
shares
|
$10.7 Million
0.44% of portfolio
|
Q3 2024
Added 7.69%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jan 23, 2025 Q4 2024 |
179,617
shares
|
$10.6 Million
3.79% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
Bouvel Investment Partners, LLC
|
Jan 14, 2025 Q4 2024 |
176,686
shares
|
$10.4 Million
4.0% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Oct 21, 2024 Q3 2024 |
176,546
shares
|
$10.4 Million
7.98% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
176,139
shares
|
$10.4 Million
2.94% of portfolio
|
Q4 2024
Added 4.85%
|
|
|
Bernardo Wealth Planning LLC
|
Jan 16, 2025 Q4 2024 |
175,000
shares
|
$10.3 Million
2.38% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
171,610
shares
|
$10.1 Million
0.43% of portfolio
|
Q4 2024
Reduced 7.22%
|
|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
171,079
shares
|
$10.1 Million
0.69% of portfolio
|
Q3 2024
Reduced 4.39%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
170,950
shares
|
$10.1 Million
0.67% of portfolio
|
Q3 2024
Added 7.65%
|