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 |
|---|---|---|---|---|---|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
49,289
shares
|
$2.99 Million
0.76% of portfolio
|
Q3 2024
Added 19.63%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
49,239
shares
|
$2.99 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Oct 29, 2024 Q3 2024 |
49,114
shares
|
$2.98 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
48,898
shares
|
$2.97 Million
0.32% of portfolio
|
Q3 2024
Added 11.07%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
48,896
shares
|
$2.97 Million
1.21% of portfolio
|
Q1 2024
Added 18.58%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
48,835
shares
|
$2.96 Million
0.03% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Nov 13, 2024 Q3 2024 |
48,770
shares
|
$2.96 Million
0.95% of portfolio
|
Q3 2024
Added 5.17%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 31, 2024 Q3 2024 |
48,408
shares
|
$2.94 Million
1.99% of portfolio
|
Q3 2024
Added 5.81%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
48,237
shares
|
$2.93 Million
1.24% of portfolio
|
Q3 2024
Added 25.74%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
48,206
shares
|
$2.93 Million
0.04% of portfolio
|
Q3 2024
Added 14.32%
|
|
|
Cibc World Markets Corp
New York, NY |
Nov 13, 2024 Q3 2024 |
48,162
shares
|
$2.92 Million
0.02% of portfolio
|
Q3 2024
Reduced 24.31%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Oct 08, 2024 Q3 2024 |
48,101
shares
|
$2.92 Million
1.11% of portfolio
|
Q3 2024
Reduced 8.21%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
47,943
shares
|
$2.91 Million
1.46% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
47,931
shares
|
$2.91 Million
0.0% of portfolio
|
Q3 2024
Added 14.49%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
47,281
shares
|
$2.87 Million
1.28% of portfolio
|
Q3 2024
Added 3.69%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
47,029
shares
|
$2.85 Million
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
46,860
shares
|
$2.84 Million
2.19% of portfolio
|
Q3 2024
Reduced 43.59%
|
|
|
Scott Capital Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
46,629
shares
|
$2.83 Million
0.79% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
46,481
shares
|
$2.82 Million
0.18% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Financial Management Network Inc
|
Oct 23, 2024 Q3 2024 |
46,130
shares
|
$2.8 Million
0.65% of portfolio
|
Q3 2024
Added 15.65%
|
|
|
Weil Company, Inc.
|
Nov 04, 2024 Q3 2024 |
46,023
shares
|
$2.79 Million
0.96% of portfolio
|
Q3 2024
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
45,783
shares
|
$2.78 Million
0.06% of portfolio
|
Q3 2024
Added 18.47%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
45,727
shares
|
$2.77 Million
0.32% of portfolio
|
Q3 2024
Reduced 6.29%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
45,603
shares
|
$2.77 Million
0.12% of portfolio
|
Q2 2023
Reduced 1.7%
|
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
44,838
shares
|
$2.72 Million
0.42% of portfolio
|
Q3 2024
Added 22.26%
|