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 1,168 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 $16.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
76,360
shares
|
$4.63 Million
1.79% of portfolio
|
Q3 2023
Added 40.11%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 28, 2024 Q3 2024 |
76,124
shares
|
$4.62 Million
2.32% of portfolio
|
Q3 2024
Added 16.31%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
75,898
shares
|
$4.61 Million
0.54% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
75,788
shares
|
$4.6 Million
0.06% of portfolio
|
Q3 2024
Reduced 12.08%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
75,653
shares
|
$4.59 Million
0.87% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Nov 05, 2024 Q3 2024 |
75,302
shares
|
$4.57 Million
1.87% of portfolio
|
Q3 2024
Added 26.18%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
75,235
shares
|
$4.57 Million
0.93% of portfolio
|
Q3 2024
Added 8.95%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
75,170
shares
|
$4.56 Million
0.57% of portfolio
|
Q2 2024
Reduced 2.12%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 25, 2024 Q3 2024 |
75,109
shares
|
$4.56 Million
0.35% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
75,089
shares
|
$4.56 Million
1.62% of portfolio
|
Q3 2024
Added 29.72%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 04, 2024 Q3 2024 |
74,304
shares
|
$4.51 Million
0.77% of portfolio
|
Q3 2024
Added 98.15%
|
|
|
Focused Wealth Management, Inc
|
Oct 30, 2024 Q3 2024 |
73,699
shares
|
$4.47 Million
0.59% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
73,652
shares
|
$4.47 Million
0.37% of portfolio
|
Q3 2024
Reduced 18.44%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
73,251
shares
|
$4.44 Million
0.68% of portfolio
|
Q3 2022
Reduced 2.03%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Oct 30, 2024 Q3 2024 |
72,655
shares
|
$4.41 Million
1.43% of portfolio
|
Q3 2024
Added 179.39%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 23, 2024 Q3 2024 |
72,543
shares
|
$4.4 Million
2.32% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 10, 2024 Q3 2024 |
72,515
shares
|
$4.4 Million
1.63% of portfolio
|
Q3 2024
Added 10.24%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
72,505
shares
|
$4.4 Million
1.73% of portfolio
|
Q3 2024
Added 8.62%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
72,470
shares
|
$4.4 Million
0.78% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
72,431
shares
|
$4.4 Million
0.13% of portfolio
|
Q3 2024
Added 27.76%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
72,367
shares
|
$4.39 Million
0.28% of portfolio
|
Q3 2024
Added 31.86%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Oct 25, 2024 Q3 2024 |
71,496
shares
|
$4.34 Million
0.25% of portfolio
|
Q3 2024
Reduced 7.97%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
71,460
shares
|
$4.34 Million
0.84% of portfolio
|
Q3 2024
Added 33.66%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
70,635
shares
|
$4.29 Million
2.47% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Oct 22, 2024 Q3 2024 |
70,165
shares
|
$4.26 Million
3.34% of portfolio
|
Q3 2024
Added 7.84%
|