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 |
|---|---|---|---|---|---|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
663,624
shares
|
$40.4 Million
1.65% of portfolio
|
Q3 2024
Added 11.23%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
659,861
shares
|
$40.1 Million
11.58% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
654,777
shares
|
$39.8 Million
1.48% of portfolio
|
Q3 2024
Added 9.51%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
652,445
shares
|
$39.7 Million
3.08% of portfolio
|
Q3 2024
Added 12.97%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
627,064
shares
|
$38.1 Million
2.59% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
611,702
shares
|
$37.2 Million
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Lebenthal Global Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
607,552
shares
|
$37 Million
7.39% of portfolio
|
Q3 2024
Reduced 34.21%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
600,218
shares
|
$36.5 Million
3.51% of portfolio
|
Q3 2024
Added 4.13%
|
|
|
Teamwork Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
587,983
shares
|
$35.8 Million
4.86% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Melia Wealth LLC
Tulsa, OK |
Nov 13, 2024 Q3 2024 |
587,059
shares
|
$35.7 Million
18.08% of portfolio
|
Q3 2024
Added 4.36%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
586,946
shares
|
$35.7 Million
0.55% of portfolio
|
Q3 2024
Reduced 5.47%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
580,914
shares
|
$35.3 Million
1.3% of portfolio
|
Q1 2024
Reduced 27.14%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
579,553
shares
|
$35.3 Million
0.4% of portfolio
|
Q3 2024
Added 25.39%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
576,285
shares
|
$35.1 Million
3.53% of portfolio
|
Q3 2024
Added 44.6%
|
|
|
Cfo4 Life Group, LLC
|
Nov 12, 2024 Q3 2024 |
554,282
shares
|
$33.7 Million
5.89% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
544,628
shares
|
$33.1 Million
5.21% of portfolio
|
Q3 2024
Added 23.56%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
524,085
shares
|
$31.9 Million
1.4% of portfolio
|
Q3 2024
Added 8.89%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
523,421
shares
|
$31.8 Million
8.66% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
507,647
shares
|
$30.9 Million
0.45% of portfolio
|
Q3 2024
Added 4.85%
|
|
|
Leverty Financial Group, LLC
|
Oct 16, 2024 Q3 2024 |
504,707
shares
|
$30.7 Million
16.53% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
502,203
shares
|
$30.5 Million
0.43% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Marks Wealth, LLC
|
Oct 18, 2024 Q3 2024 |
492,084
shares
|
$29.9 Million
12.57% of portfolio
|
Q3 2024
New holding
|
|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
Nov 12, 2024 Q3 2024 |
476,863
shares
|
$29 Million
12.94% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 30, 2024 Q3 2024 |
472,201
shares
|
$28.7 Million
4.26% of portfolio
|
Q3 2024
Reduced 6.27%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
454,192
shares
|
$27.6 Million
0.43% of portfolio
|
Q3 2024
Reduced 2.14%
|