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 $17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 05, 2024 Q3 2024 |
62,636
shares
|
$3.81 Million
0.53% of portfolio
|
Q3 2024
Reduced 6.64%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
62,512
shares
|
$3.8 Million
0.36% of portfolio
|
Q3 2024
Reduced 3.16%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2024 Q3 2024 |
62,310
shares
|
$3.79 Million
0.44% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Nov 01, 2024 Q3 2024 |
62,144
shares
|
$3.78 Million
3.25% of portfolio
|
Q3 2024
Reduced 12.16%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
61,607
shares
|
$3.75 Million
1.05% of portfolio
|
Q3 2024
Added 13.05%
|
|
|
Calton & Associates, Inc.
|
Oct 21, 2024 Q3 2024 |
61,275
shares
|
$3.73 Million
1.46% of portfolio
|
Q3 2024
Added 659.29%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Oct 31, 2024 Q3 2024 |
61,192
shares
|
$3.72 Million
2.01% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2024 Q3 2024 |
61,159
shares
|
$3.72 Million
0.87% of portfolio
|
Q3 2024
Reduced 8.11%
|
|
|
Brown Financial Advisors
Milford, OH |
Nov 15, 2024 Q3 2024 |
61,007
shares
|
$3.71 Million
1.49% of portfolio
|
Q3 2024
Added 5.97%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
60,576
shares
|
$3.68 Million
0.03% of portfolio
|
Q3 2024
Added 4.82%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Oct 24, 2024 Q3 2024 |
59,653
shares
|
$3.63 Million
2.53% of portfolio
|
Q3 2024
Added 45.53%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 07, 2024 Q3 2024 |
59,653
shares
|
$3.63 Million
2.53% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Caerus Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
59,354
shares
|
$3.61 Million
3.37% of portfolio
|
Q3 2024
Reduced 56.77%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Oct 23, 2024 Q3 2024 |
58,541
shares
|
$3.56 Million
1.16% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Newport Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
57,911
shares
|
$3.52 Million
2.54% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
True Wealth Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
57,554
shares
|
$3.5 Million
1.26% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
56,781
shares
|
$3.45 Million
0.32% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
56,610
shares
|
$3.44 Million
0.1% of portfolio
|
Q3 2024
Added 28.56%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
56,518
shares
|
$3.44 Million
0.27% of portfolio
|
Q3 2024
Reduced 8.6%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
56,330
shares
|
$3.43 Million
0.09% of portfolio
|
Q3 2024
Added 19.2%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
56,096
shares
|
$3.41 Million
0.04% of portfolio
|
Q3 2024
Added 45.88%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
55,517
shares
|
$3.38 Million
0.26% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Oct 03, 2024 Q3 2024 |
55,429
shares
|
$3.37 Million
0.76% of portfolio
|
Q3 2024
Reduced 42.1%
|
|
|
Clarity Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
55,287
shares
|
$3.36 Million
0.96% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Vigilare Wealth Management
|
Oct 29, 2024 Q3 2024 |
54,924
shares
|
$3.34 Million
1.35% of portfolio
|
Q3 2024
Added 2.68%
|