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 |
|---|---|---|---|---|---|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2024 Q3 2024 |
30,389
shares
|
$1.84 Million
0.72% of portfolio
|
Q3 2024
Reduced 4.68%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Nov 01, 2024 Q3 2024 |
30,358
shares
|
$1.84 Million
0.17% of portfolio
|
Q3 2024
Added 3.87%
|
|
|
Private Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
30,333
shares
|
$1.84 Million
0.15% of portfolio
|
Q2 2024
Reduced 12.67%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
30,319
shares
|
$1.84 Million
0.02% of portfolio
|
Q3 2024
Reduced 24.46%
|
|
|
Stewardship Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
30,301
shares
|
$1.84 Million
0.53% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Jsf Financial, LLC
|
Nov 12, 2024 Q3 2024 |
30,172
shares
|
$1.83 Million
0.47% of portfolio
|
Q3 2024
Added 4.66%
|
|
|
Sheets Smith Wealth Management
|
Nov 01, 2024 Q3 2024 |
30,164
shares
|
$1.83 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
30,139
shares
|
$1.83 Million
0.29% of portfolio
|
Q3 2024
Added 10.5%
|
|
|
Strong Tower Advisory Services
Minneapolis, MN |
Oct 09, 2024 Q3 2024 |
30,019
shares
|
$1.82 Million
0.52% of portfolio
|
Q3 2024
Added 29.52%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2024 Q3 2024 |
29,912
shares
|
$1.82 Million
0.72% of portfolio
|
Q3 2024
Reduced 4.62%
|
|
|
Elco Management Co., LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
29,800
shares
|
$1.81 Million
0.98% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
29,692
shares
|
$1.8 Million
0.11% of portfolio
|
Q3 2024
Added 14.15%
|
|
|
Cypress Capital Management LLC (Wy)
|
Nov 05, 2024 Q3 2024 |
29,286
shares
|
$1.78 Million
1.9% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Autumn Glory Partners, LLC
|
Oct 24, 2024 Q3 2024 |
29,272
shares
|
$1.78 Million
0.68% of portfolio
|
Q3 2024
Added 45.03%
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
29,218
shares
|
$1.77 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Moseley Investment Management Inc
|
Oct 16, 2024 Q3 2024 |
29,170
shares
|
$1.77 Million
0.71% of portfolio
|
Q3 2024
Added 25.26%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Oct 09, 2024 Q3 2024 |
29,168
shares
|
$1.77 Million
1.85% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
28,956
shares
|
$1.76 Million
0.4% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
28,874
shares
|
$1.75 Million
0.63% of portfolio
|
Q3 2024
Added 416.62%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Nov 06, 2024 Q3 2024 |
28,870
shares
|
$1.75 Million
0.35% of portfolio
|
Q3 2024
Reduced 7.65%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
28,620
shares
|
$1.74 Million
0.14% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
28,383
shares
|
$1.72 Million
0.12% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
28,310
shares
|
$1.72 Million
0.54% of portfolio
|
Q3 2024
Reduced 97.3%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
28,293
shares
|
$1.72 Million
0.28% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
28,194
shares
|
$1.71 Million
0.06% of portfolio
|
Q4 2023
New holding
|