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 1,328 institutions that hold shares in the stock, with a total of 305 Million shares, which have been reported (via 13F filing form) to have a value of $17.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
143,111
shares
|
$8.21 Million
0.53% of portfolio
|
Q4 2024
Added 1035.98%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Feb 05, 2025 Q4 2024 |
141,551
shares
|
$8.12 Million
5.51% of portfolio
|
Q4 2024
Added 15.32%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
140,357
shares
|
$8.06 Million
1.15% of portfolio
|
Q4 2024
Reduced 22.52%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
140,111
shares
|
$8.04 Million
0.62% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 16, 2025 Q4 2024 |
139,169
shares
|
$7.99 Million
1.93% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
136,398
shares
|
$7.83 Million
0.27% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
American Planning Services, Inc.
Sun City Center, FL |
Nov 14, 2024 Q3 2024 |
135,962
shares
|
$7.8 Million
7.1% of portfolio
|
Q3 2024
Reduced 3.74%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
134,122
shares
|
$7.7 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
133,742
shares
|
$7.68 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
133,293
shares
|
$7.65 Million
0.02% of portfolio
|
Q4 2024
Added 24.28%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
132,838
shares
|
$7.62 Million
0.19% of portfolio
|
Q3 2022
Added 44.0%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
132,331
shares
|
$7.59 Million
0.02% of portfolio
|
Q4 2024
Added 6.74%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
132,292
shares
|
$7.59 Million
1.0% of portfolio
|
Q2 2024
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Feb 07, 2025 Q4 2024 |
132,070
shares
|
$7.58 Million
0.47% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
131,651
shares
|
$7.56 Million
0.14% of portfolio
|
Q4 2024
Reduced 6.96%
|
|
|
Masso Torrence Wealth Management Inc.
|
Jan 23, 2025 Q4 2024 |
131,305
shares
|
$7.54 Million
4.25% of portfolio
|
Q4 2024
Added 5.1%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
131,108
shares
|
$7.52 Million
0.78% of portfolio
|
Q4 2024
Added 388.75%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Jan 24, 2025 Q4 2024 |
130,484
shares
|
$7.49 Million
4.03% of portfolio
|
Q4 2024
Reduced 10.61%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
130,298
shares
|
$7.48 Million
0.01% of portfolio
|
Q4 2024
Reduced 37.24%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Feb 10, 2025 Q4 2024 |
130,101
shares
|
$7.47 Million
0.68% of portfolio
|
Q4 2024
Added 9.34%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
129,967
shares
|
$7.46 Million
0.24% of portfolio
|
Q4 2024
Added 6.5%
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Jan 31, 2025 Q4 2024 |
127,182
shares
|
$7.3 Million
3.95% of portfolio
|
Q4 2024
Reduced 10.77%
|
|
|
Fairway Wealth LLC
Independence, OH |
Feb 07, 2025 Q4 2024 |
126,290
shares
|
$7.25 Million
3.27% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
125,241
shares
|
$7.19 Million
3.38% of portfolio
|
Q4 2024
Added 5.32%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
125,121
shares
|
$7.18 Million
0.79% of portfolio
|
Q4 2024
Added 18.08%
|