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 |
|---|---|---|---|---|---|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
12,627
shares
|
$759,640
0.03% of portfolio
|
Q3 2024
Reduced 42.05%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
12,598
shares
|
$757,895
0.07% of portfolio
|
Q3 2024
Added 10.17%
|
|
|
Alliance Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
12,465
shares
|
$749,894
0.41% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Oct 03, 2024 Q3 2024 |
12,459
shares
|
$749,533
0.28% of portfolio
|
Q3 2024
Added 20.84%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
12,416
shares
|
$746,946
0.13% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
12,343
shares
|
$742,554
0.07% of portfolio
|
Q3 2024
Added 131.79%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
12,124
shares
|
$729,379
0.01% of portfolio
|
Q3 2024
Added 59.0%
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
12,070
shares
|
$726,131
0.07% of portfolio
|
Q3 2024
Reduced 7.68%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
12,068
shares
|
$726,010
0.02% of portfolio
|
Q3 2024
Added 52.51%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Nov 04, 2024 Q3 2024 |
12,045
shares
|
$724,627
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
11,961
shares
|
$719,573
0.46% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
11,864
shares
|
$713,738
0.05% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
11,836
shares
|
$712,053
0.05% of portfolio
|
Q4 2023
Reduced 0.39%
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 10, 2024 Q3 2024 |
11,787
shares
|
$709,105
0.11% of portfolio
|
Q3 2024
Reduced 10.23%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
11,762
shares
|
$707,601
0.11% of portfolio
|
Q1 2024
Reduced 1.82%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
11,725
shares
|
$705,376
0.0% of portfolio
|
Q3 2024
Added 125.13%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
11,425
shares
|
$687,328
0.01% of portfolio
|
Q3 2024
Added 72.22%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
11,381
shares
|
$684,680
0.02% of portfolio
|
Q3 2024
Added 19.84%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Nov 08, 2024 Q3 2024 |
11,364
shares
|
$683,658
0.21% of portfolio
|
Q3 2024
Added 11.84%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
11,277
shares
|
$678,424
0.02% of portfolio
|
Q3 2024
Added 5.58%
|
|
|
Bts Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
11,237
shares
|
$676,017
0.64% of portfolio
|
Q3 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
11,197
shares
|
$673,611
0.03% of portfolio
|
Q3 2024
Added 25.61%
|
|
|
Columbus Macro, LLC
|
Oct 18, 2024 Q3 2024 |
11,153
shares
|
$670,964
0.24% of portfolio
|
Q3 2024
Added 2.44%
|
|
|
American Money Management, LLC
|
Nov 12, 2024 Q3 2024 |
11,129
shares
|
$669,520
0.13% of portfolio
|
Q3 2024
Reduced 7.47%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Nov 14, 2024 Q3 2024 |
10,954
shares
|
$658,992
0.36% of portfolio
|
Q3 2024
New holding
|