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 |
|---|---|---|---|---|---|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 14, 2024 Q3 2024 |
14,297
shares
|
$860,107
0.5% of portfolio
|
Q3 2024
Added 11.18%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Oct 21, 2024 Q3 2024 |
14,027
shares
|
$843,864
0.4% of portfolio
|
Q3 2024
Reduced 5.11%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
13,872
shares
|
$834,539
0.16% of portfolio
|
Q3 2024
Added 46.95%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Oct 29, 2024 Q3 2024 |
13,858
shares
|
$833,697
0.64% of portfolio
|
Q3 2024
Reduced 9.71%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
13,781
shares
|
$829,064
0.25% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
13,739
shares
|
$826,538
0.14% of portfolio
|
Q2 2024
Added 128.98%
|
|
|
West Bancorporation Inc
|
Oct 24, 2024 Q3 2024 |
13,725
shares
|
$825,696
0.56% of portfolio
|
Q3 2024
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
13,715
shares
|
$825,094
0.32% of portfolio
|
Q1 2024
Added 6.07%
|
|
|
Annex Advisory Services, LLC
|
Oct 10, 2024 Q3 2024 |
13,669
shares
|
$822,327
0.03% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
13,616
shares
|
$819,138
0.04% of portfolio
|
Q3 2024
Added 15.62%
|
|
|
Accel Wealth Management
|
Oct 15, 2024 Q3 2024 |
13,594
shares
|
$817,815
0.31% of portfolio
|
Q3 2024
Reduced 3.07%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
13,542
shares
|
$814,686
0.1% of portfolio
|
Q3 2024
Added 26.98%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
13,501
shares
|
$812,220
0.01% of portfolio
|
Q3 2024
Added 44.72%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 06, 2024 Q3 2024 |
13,470
shares
|
$810,355
0.1% of portfolio
|
Q3 2024
Added 9.78%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
13,433
shares
|
$808,129
0.2% of portfolio
|
Q3 2024
Reduced 13.09%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 20, 2024 Q3 2024 |
13,323
shares
|
$801,511
0.18% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
13,314
shares
|
$800,970
0.0% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
13,290
shares
|
$799,526
0.17% of portfolio
|
Q1 2024
Added 14.27%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
13,257
shares
|
$797,541
0.09% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
13,233
shares
|
$796,097
0.07% of portfolio
|
Q3 2024
Added 10.75%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
13,156
shares
|
$791,464
0.04% of portfolio
|
Q3 2024
Reduced 9.41%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
12,800
shares
|
$770,048
0.55% of portfolio
|
Q3 2024
Added 39.89%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
12,789
shares
|
$769,386
0.1% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Oct 03, 2024 Q3 2024 |
12,724
shares
|
$765,475
0.42% of portfolio
|
Q3 2024
Reduced 61.45%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
12,724
shares
|
$765,475
0.15% of portfolio
|
Q3 2024
Added 186.96%
|