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 |
|---|---|---|---|---|---|
|
Evolution Wealth Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
54,537
shares
|
$3.32 Million
0.59% of portfolio
|
Q3 2024
Reduced 5.61%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
54,454
shares
|
$3.31 Million
0.3% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Cap Partners, LLC
Franklin, TN |
Nov 07, 2024 Q3 2024 |
54,127
shares
|
$3.29 Million
2.41% of portfolio
|
Q3 2024
Reduced 16.96%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Nov 07, 2024 Q3 2024 |
54,078
shares
|
$3.29 Million
2.25% of portfolio
|
Q3 2024
Added 4.31%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
53,631
shares
|
$3.26 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
53,137
shares
|
$3.23 Million
0.36% of portfolio
|
Q2 2024
Added 3.78%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
53,086
shares
|
$3.23 Million
0.46% of portfolio
|
Q3 2024
Added 16.0%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
53,016
shares
|
$3.22 Million
0.45% of portfolio
|
Q3 2024
Added 358.7%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Nov 13, 2024 Q3 2024 |
52,993
shares
|
$3.22 Million
1.11% of portfolio
|
Q3 2024
Added 6.43%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
52,761
shares
|
$3.21 Million
1.62% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
52,693
shares
|
$3.21 Million
0.28% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 04, 2024 Q3 2024 |
52,682
shares
|
$3.2 Million
1.7% of portfolio
|
Q3 2024
Added 17.12%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
52,102
shares
|
$3.17 Million
0.1% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
51,852
shares
|
$3.15 Million
0.79% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
51,760
shares
|
$3.15 Million
0.69% of portfolio
|
Q3 2024
Added 7.73%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
51,446
shares
|
$3.13 Million
0.33% of portfolio
|
Q3 2024
Reduced 8.34%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 12, 2024 Q3 2024 |
51,408
shares
|
$3.13 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 18, 2024 Q3 2024 |
51,270
shares
|
$3.12 Million
0.64% of portfolio
|
Q3 2024
Added 8.29%
|
|
|
Arcus Capital Partners, LLC
|
Nov 04, 2024 Q3 2024 |
51,260
shares
|
$3.12 Million
1.2% of portfolio
|
Q3 2024
Added 532.68%
|
|
|
Napatree Capital LLC
Westerly, RI |
Nov 12, 2024 Q3 2024 |
51,145
shares
|
$3.11 Million
2.12% of portfolio
|
Q3 2024
Added 5.23%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
51,053
shares
|
$3.11 Million
0.93% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Herbst Group, LLC
Westport, CT |
Oct 07, 2024 Q3 2024 |
50,610
shares
|
$3.08 Million
1.89% of portfolio
|
Q3 2024
Added 20.68%
|
|
|
Walter & Keenan Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
49,697
shares
|
$3.02 Million
0.9% of portfolio
|
Q3 2024
Added 10.59%
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
49,590
shares
|
$3.02 Million
0.31% of portfolio
|
Q3 2024
Reduced 14.91%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Nov 13, 2024 Q3 2024 |
49,366
shares
|
$3 Million
0.78% of portfolio
|
Q3 2024
Added 8.51%
|