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 1,166 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 |
|---|---|---|---|---|---|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
18,200
shares
|
$1.09 Million
0.02% of portfolio
|
Q3 2024
Added 2.58%
|
|
|
Menard Financial Group LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
17,925
shares
|
$1.08 Million
0.73% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
17,835
shares
|
$1.07 Million
0.31% of portfolio
|
Q3 2024
Reduced 35.1%
|
|
|
Smith Anglin Financial, LLC
|
Oct 07, 2024 Q3 2024 |
17,646
shares
|
$1.06 Million
0.1% of portfolio
|
Q3 2024
Reduced 10.35%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 08, 2024 Q3 2024 |
17,639
shares
|
$1.06 Million
0.27% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
17,590
shares
|
$1.06 Million
0.26% of portfolio
|
Q3 2024
Reduced 38.41%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
17,552
shares
|
$1.06 Million
0.08% of portfolio
|
Q3 2024
Reduced 7.57%
|
|
|
Legacy Bridge, LLC
|
Nov 07, 2024 Q3 2024 |
17,493
shares
|
$1.05 Million
0.58% of portfolio
|
Q3 2024
Reduced 37.84%
|
|
|
Brasada Capital Management, LP
Houston, TX |
Nov 14, 2024 Q3 2024 |
17,421
shares
|
$1.05 Million
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
17,361
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2024
Added 21.8%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Oct 29, 2024 Q3 2024 |
17,327
shares
|
$1.04 Million
0.74% of portfolio
|
Q3 2024
Added 8.76%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
17,314
shares
|
$1.04 Million
0.14% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 08, 2024 Q3 2024 |
17,310
shares
|
$1.04 Million
0.6% of portfolio
|
Q3 2024
Added 16.24%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
17,284
shares
|
$1.04 Million
0.18% of portfolio
|
Q3 2024
Added 13.26%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
17,196
shares
|
$1.03 Million
0.05% of portfolio
|
Q3 2024
Reduced 5.67%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
17,150
shares
|
$1.03 Million
0.59% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 22, 2024 Q3 2024 |
17,148
shares
|
$1.03 Million
0.93% of portfolio
|
Q3 2024
Added 26.0%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
17,112
shares
|
$1.03 Million
0.02% of portfolio
|
Q3 2024
Reduced 32.12%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
16,821
shares
|
$1.01 Million
0.1% of portfolio
|
Q3 2024
Added 10.27%
|
|
|
Blue Chip Partners, Inc.
|
Nov 04, 2024 Q3 2024 |
16,739
shares
|
$1.01 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
16,664
shares
|
$1 Million
0.07% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
16,654
shares
|
$1 Million
0.28% of portfolio
|
Q3 2024
Added 20.36%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 15, 2024 Q3 2024 |
16,544
shares
|
$995,287
0.56% of portfolio
|
Q3 2024
Added 264.41%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Oct 18, 2024 Q3 2024 |
16,314
shares
|
$981,450
0.22% of portfolio
|
Q3 2024
Added 10.24%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
16,249
shares
|
$977,539
0.05% of portfolio
|
Q3 2024
Reduced 12.73%
|