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 |
|---|---|---|---|---|---|
|
Canvas Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
10,932
shares
|
$657,669
0.18% of portfolio
|
Q3 2024
Added 7.21%
|
|
|
Lavaca Capital LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
10,900
shares
|
$655,744
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
10,887
shares
|
$654,961
0.23% of portfolio
|
Q3 2024
Reduced 23.7%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
10,878
shares
|
$654,420
0.03% of portfolio
|
Q3 2022
Added 1.4%
|
|
|
Bank Of New Hampshire
|
Oct 07, 2024 Q3 2024 |
10,775
shares
|
$648,224
0.16% of portfolio
|
Q3 2024
Added 83.4%
|
|
|
Biechele Royce Advisors
|
Oct 29, 2024 Q3 2024 |
10,755
shares
|
$647,020
0.21% of portfolio
|
Q3 2024
Added 4.32%
|
|
|
Fortress Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
10,725
shares
|
$645,216
0.35% of portfolio
|
Q3 2024
Reduced 8.32%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
10,716
shares
|
$644,674
0.46% of portfolio
|
Q3 2024
Added 4.87%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Oct 31, 2024 Q3 2024 |
10,651
shares
|
$640,764
0.35% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
10,642
shares
|
$640,222
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Oct 16, 2024 Q3 2024 |
10,492
shares
|
$631,198
0.36% of portfolio
|
Q2 2024
Added 33.06%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
10,432
shares
|
$627,589
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
10,415
shares
|
$626,566
0.22% of portfolio
|
Q4 2023
Added 10.62%
|
|
|
American Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
10,401
shares
|
$625,724
0.09% of portfolio
|
Q3 2024
Reduced 12.27%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
10,385
shares
|
$624,761
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 17, 2024 Q3 2024 |
10,347
shares
|
$622,475
0.07% of portfolio
|
Q3 2024
Reduced 24.59%
|
|
|
Prentice Wealth Management LLC
|
Oct 07, 2024 Q3 2024 |
10,136
shares
|
$609,781
0.18% of portfolio
|
Q3 2024
Reduced 9.01%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
10,088
shares
|
$606,894
0.35% of portfolio
|
Q3 2024
Reduced 7.7%
|
|
|
Brown Miller Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
10,076
shares
|
$606,172
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2024 Q3 2024 |
10,044
shares
|
$604,247
0.04% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
10,044
shares
|
$604,247
0.09% of portfolio
|
Q3 2024
Added 87.46%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
10,012
shares
|
$602,321
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sage Advisory Services, Ltd.Co.
|
Nov 04, 2024 Q3 2024 |
9,959
shares
|
$599,133
0.16% of portfolio
|
Q2 2024
Reduced 27.47%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
9,946
shares
|
$598,351
0.27% of portfolio
|
Q3 2024
Added 20.78%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Nov 14, 2024 Q3 2024 |
9,921
shares
|
$596,847
0.24% of portfolio
|
Q3 2024
Added 1.1%
|