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 1,169 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 |
|---|---|---|---|---|---|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
1,452,338
shares
|
$88.3 Million
1.31% of portfolio
|
Q2 2023
Added 1.35%
|
|
|
Requisite Capital Management, LLC
|
Oct 10, 2024 Q3 2024 |
1,452,237
shares
|
$88.3 Million
18.94% of portfolio
|
Q3 2024
Reduced 13.07%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
1,444,729
shares
|
$87.9 Million
3.33% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
1,416,257
shares
|
$86.2 Million
6.45% of portfolio
|
Q3 2024
Added 11.79%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
1,407,505
shares
|
$85.6 Million
0.19% of portfolio
|
Q3 2024
Reduced 13.97%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
1,407,488
shares
|
$85.6 Million
7.1% of portfolio
|
Q3 2024
Added 2.95%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
1,370,646
shares
|
$83.4 Million
1.29% of portfolio
|
Q3 2024
Added 11.97%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
1,368,547
shares
|
$83.2 Million
0.22% of portfolio
|
Q3 2024
Reduced 12.26%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
1,147,093
shares
|
$69.8 Million
0.42% of portfolio
|
Q3 2024
Added 7.51%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
1,142,963
shares
|
$69.5 Million
0.77% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
1,115,217
shares
|
$67.8 Million
0.13% of portfolio
|
Q3 2024
Added 22.56%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
1,087,965
shares
|
$66.2 Million
0.37% of portfolio
|
Q3 2024
Added 13.39%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
1,017,028
shares
|
$61.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 39.34%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
945,759
shares
|
$57.5 Million
0.04% of portfolio
|
Q3 2024
Added 8.31%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
862,307
shares
|
$52.5 Million
0.34% of portfolio
|
Q3 2024
Added 6.93%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Nov 22, 2024 Q3 2024 |
860,396
shares
|
$52.3 Million
20.83% of portfolio
|
Q3 2024
Added 35.11%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
846,246
shares
|
$51.5 Million
1.05% of portfolio
|
Q3 2024
Reduced 11.28%
|
|
|
Gradient Investments LLC
|
Oct 15, 2024 Q3 2024 |
842,152
shares
|
$51.2 Million
1.32% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
Capital Advisors Inc
|
Oct 28, 2024 Q3 2024 |
840,260
shares
|
$51.1 Million
1.03% of portfolio
|
Q3 2024
Added 8.94%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
815,304
shares
|
$49.6 Million
5.61% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
756,869
shares
|
$46 Million
0.42% of portfolio
|
Q3 2024
Added 7.18%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
754,765
shares
|
$45.9 Million
0.75% of portfolio
|
Q3 2024
Added 6.34%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
705,874
shares
|
$42.9 Million
0.07% of portfolio
|
Q3 2024
Reduced 14.09%
|
|
|
Rational Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
669,505
shares
|
$40.7 Million
4.24% of portfolio
|
Q3 2024
Reduced 13.62%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
667,073
shares
|
$40.6 Million
1.15% of portfolio
|
Q3 2024
Added 19.81%
|