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 |
|---|---|---|---|---|---|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
39,089
shares
|
$2.37 Million
0.1% of portfolio
|
Q3 2024
Added 8.12%
|
|
|
Apexium Financial, LP
|
Oct 15, 2024 Q3 2024 |
39,001
shares
|
$2.37 Million
0.17% of portfolio
|
Q3 2024
Added 47.51%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
38,811
shares
|
$2.36 Million
0.09% of portfolio
|
Q3 2024
Added 68.23%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Oct 31, 2024 Q3 2024 |
37,550
shares
|
$2.28 Million
1.9% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
37,478
shares
|
$2.27 Million
0.14% of portfolio
|
Q3 2024
Added 9.32%
|
|
|
Private Client Services, LLC
Louisville, KY |
Oct 03, 2024 Q3 2024 |
37,114
shares
|
$2.25 Million
1.19% of portfolio
|
Q3 2024
Reduced 18.1%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
37,025
shares
|
$2.25 Million
1.47% of portfolio
|
Q2 2024
Reduced 3.26%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
36,969
shares
|
$2.24 Million
0.51% of portfolio
|
Q1 2024
Reduced 20.19%
|
|
|
Worth Asset Management, LLC
|
Oct 09, 2024 Q3 2024 |
36,798
shares
|
$2.23 Million
1.28% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
Apr 24, 2024 Q1 2024 |
36,675
shares
|
$2.23 Million
1.66% of portfolio
|
Q1 2024
Added 5.45%
|
|
|
Round Rock Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
36,627
shares
|
$2.22 Million
0.51% of portfolio
|
Q3 2024
Reduced 5.93%
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
36,544
shares
|
$2.22 Million
1.11% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
36,443
shares
|
$2.21 Million
0.1% of portfolio
|
Q3 2024
Added 9.61%
|
|
|
Guardian Financial Partners, LLC
|
Oct 31, 2024 Q3 2024 |
36,396
shares
|
$2.21 Million
1.69% of portfolio
|
Q3 2024
Added 8.92%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
36,381
shares
|
$2.21 Million
1.03% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Nov 01, 2024 Q3 2024 |
36,090
shares
|
$2.19 Million
0.63% of portfolio
|
Q3 2024
Reduced 24.55%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Nov 12, 2024 Q3 2024 |
35,968
shares
|
$2.18 Million
0.78% of portfolio
|
Q3 2024
Added 24.63%
|
|
|
Kraematon Investment Advisors, Inc
|
Nov 08, 2024 Q3 2024 |
35,490
shares
|
$2.15 Million
2.2% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Monterey Private Wealth, Inc.
|
Oct 03, 2024 Q3 2024 |
35,300
shares
|
$2.14 Million
0.72% of portfolio
|
Q3 2024
Added 16.88%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
35,245
shares
|
$2.14 Million
0.65% of portfolio
|
Q3 2024
Added 2.49%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
34,817
shares
|
$2.11 Million
1.84% of portfolio
|
Q4 2022
Reduced 25.92%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 18, 2024 Q3 2024 |
34,801
shares
|
$2.11 Million
0.8% of portfolio
|
Q3 2024
Reduced 12.91%
|
|
|
Nelson Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
34,620
shares
|
$2.1 Million
0.35% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
34,435
shares
|
$2.09 Million
0.74% of portfolio
|
Q3 2024
Reduced 21.27%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Nov 04, 2024 Q3 2024 |
34,433
shares
|
$2.09 Million
1.04% of portfolio
|
Q3 2024
Added 28.09%
|