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 |
|---|---|---|---|---|---|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
27,936
shares
|
$1.7 Million
0.01% of portfolio
|
Q3 2024
Added 9.98%
|
|
|
3 Edge Asset Management, LP
|
Oct 31, 2024 Q3 2024 |
27,836
shares
|
$1.69 Million
0.14% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Purus Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
27,366
shares
|
$1.66 Million
0.71% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
27,343
shares
|
$1.66 Million
0.39% of portfolio
|
Q3 2024
Added 35.1%
|
|
|
Somerset Trust CO
|
Oct 08, 2024 Q3 2024 |
27,176
shares
|
$1.65 Million
0.62% of portfolio
|
Q3 2024
Added 7.61%
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
26,825
shares
|
$1.63 Million
0.17% of portfolio
|
Q3 2024
Added 5.42%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
26,820
shares
|
$1.63 Million
0.15% of portfolio
|
Q3 2024
Added 14.16%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 14, 2024 Q2 2024 |
26,764
shares
|
$1.62 Million
1.03% of portfolio
|
Q2 2024
Reduced 10.6%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
26,526
shares
|
$1.61 Million
0.15% of portfolio
|
Q3 2024
Added 79.06%
|
|
|
Aurora Private Wealth, Inc.
|
Oct 18, 2024 Q3 2024 |
26,475
shares
|
$1.61 Million
1.24% of portfolio
|
Q3 2024
Reduced 27.37%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
26,000
shares
|
$1.58 Million
0.07% of portfolio
|
Q1 2023
Added 33.33%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
25,919
shares
|
$1.57 Million
0.11% of portfolio
|
Q3 2024
Added 6.81%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
25,788
shares
|
$1.56 Million
0.04% of portfolio
|
Q3 2024
Reduced 18.54%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
25,751
shares
|
$1.56 Million
0.36% of portfolio
|
Q1 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
25,428
shares
|
$1.54 Million
0.16% of portfolio
|
Q3 2024
Reduced 20.32%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 15, 2024 Q3 2024 |
25,189
shares
|
$1.53 Million
0.44% of portfolio
|
Q3 2024
Added 9.17%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Oct 16, 2024 Q3 2024 |
25,128
shares
|
$1.52 Million
1.23% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
25,112
shares
|
$1.52 Million
0.05% of portfolio
|
Q3 2024
Reduced 48.4%
|
|
|
Beck Bode, LLC
|
Nov 08, 2024 Q3 2024 |
25,027
shares
|
$1.52 Million
0.28% of portfolio
|
Q3 2024
Reduced 36.58%
|
|
|
Modus Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
24,987
shares
|
$1.52 Million
0.5% of portfolio
|
Q3 2024
Added 15.73%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
24,799
shares
|
$1.5 Million
0.06% of portfolio
|
Q3 2024
Added 24.45%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
24,691
shares
|
$1.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.65%
|
|
|
Wealth Dimensions Group, Ltd.
|
Nov 12, 2024 Q3 2024 |
24,288
shares
|
$1.47 Million
0.37% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
24,010
shares
|
$1.46 Million
1.16% of portfolio
|
Q2 2024
Added 18.68%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2024 Q3 2024 |
23,960
shares
|
$1.45 Million
0.72% of portfolio
|
Q3 2024
Added 0.69%
|