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 1,319 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 $18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Jan 29, 2025 Q4 2024 |
102,156
shares
|
$6.04 Million
4.39% of portfolio
|
Q4 2024
Added 9.35%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
101,837
shares
|
$6.02 Million
0.43% of portfolio
|
Q4 2024
Added 6.33%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
101,790
shares
|
$6.02 Million
0.29% of portfolio
|
Q4 2024
Reduced 3.69%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
101,656
shares
|
$6.01 Million
0.51% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Montis Financial, LLC
|
Feb 10, 2025 Q4 2024 |
101,284
shares
|
$5.99 Million
1.81% of portfolio
|
Q4 2024
Added 7.9%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jan 22, 2025 Q4 2024 |
101,235
shares
|
$5.99 Million
2.64% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
100,831
shares
|
$5.96 Million
0.36% of portfolio
|
Q4 2024
Added 8.84%
|
|
|
Vienna Asset Management LLC
Cupertino, CA |
Feb 14, 2025 Q4 2024 |
100,376
shares
|
$5.94 Million
4.17% of portfolio
|
Q4 2024
Added 5.44%
|
|
|
Members Advisory Group LLC
Williamsville, NY |
Feb 03, 2025 Q4 2024 |
99,363
shares
|
$5.88 Million
2.58% of portfolio
|
Q4 2024
Added 10.52%
|
|
|
Sterling Investment Advisors, Ltd.
|
Feb 04, 2025 Q4 2024 |
99,191
shares
|
$5.87 Million
1.47% of portfolio
|
Q4 2024
Added 9.08%
|
|
|
Hellman Jordan Management CO Inc
Quincy, MA |
Jan 20, 2023 Q4 2022 |
98,945
shares
|
$5.85 Million
9.16% of portfolio
|
Q4 2022
New holding
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
98,182
shares
|
$5.81 Million
1.02% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Feb 13, 2025 Q4 2024 |
98,063
shares
|
$5.8 Million
0.7% of portfolio
|
Q4 2024
Added 9.98%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
97,957
shares
|
$5.79 Million
0.37% of portfolio
|
Q4 2024
Added 24.04%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
97,664
shares
|
$5.77 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
95,923
shares
|
$5.67 Million
0.57% of portfolio
|
Q4 2024
Added 16.18%
|
|
|
Frg Family Wealth Advisors LLC
|
Feb 13, 2025 Q4 2024 |
95,387
shares
|
$5.64 Million
1.03% of portfolio
|
Q4 2024
Added 9.11%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
94,894
shares
|
$5.61 Million
0.58% of portfolio
|
Q4 2024
Reduced 8.4%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
94,685
shares
|
$5.6 Million
0.76% of portfolio
|
Q4 2024
Added 14.06%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Feb 12, 2025 Q4 2024 |
94,627
shares
|
$5.6 Million
1.58% of portfolio
|
Q4 2024
Reduced 35.26%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Feb 19, 2025 Q4 2024 |
94,191
shares
|
$5.57 Million
4.4% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
94,026
shares
|
$5.56 Million
0.52% of portfolio
|
Q4 2024
Added 10.55%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
94,019
shares
|
$5.56 Million
0.36% of portfolio
|
Q4 2024
Added 141.07%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
92,691
shares
|
$5.48 Million
0.14% of portfolio
|
Q4 2024
Added 27.97%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
92,497
shares
|
$5.47 Million
0.91% of portfolio
|
Q3 2023
Added 3.75%
|