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 1,302 institutions that hold shares in the stock, with a total of 301 Million shares, which have been reported (via 13F filing form) to have a value of $17.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Feb 13, 2025 Q4 2024 |
14,150
shares
|
$837,255
0.55% of portfolio
|
Q4 2024
Added 10.55%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Feb 03, 2025 Q4 2024 |
14,128
shares
|
$835,953
0.66% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
13,938
shares
|
$824,711
0.1% of portfolio
|
Q4 2024
Added 42.07%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
13,858
shares
|
$819,977
0.09% of portfolio
|
Q4 2024
Added 2.88%
|
|
|
Grandview Asset Management LLC
|
Jan 13, 2025 Q4 2024 |
13,785
shares
|
$815,658
0.29% of portfolio
|
Q4 2024
Added 69.56%
|
|
|
West Bancorporation Inc
|
Jan 23, 2025 Q4 2024 |
13,725
shares
|
$812,108
0.54% of portfolio
|
Q3 2024
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
13,715
shares
|
$811,516
0.32% of portfolio
|
Q1 2024
Added 6.07%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Feb 12, 2025 Q4 2024 |
13,634
shares
|
$806,723
0.02% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
13,619
shares
|
$805,836
0.3% of portfolio
|
Q4 2024
Reduced 8.68%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Feb 04, 2025 Q4 2024 |
13,615
shares
|
$805,599
0.36% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
Feb 13, 2025 Q4 2024 |
13,614
shares
|
$805,540
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
13,542
shares
|
$801,280
0.1% of portfolio
|
Q3 2024
Added 26.98%
|
|
|
Thompson Davis & Co., Inc.
|
Feb 03, 2025 Q4 2024 |
13,350
shares
|
$789,919
0.5% of portfolio
|
Q4 2024
Added 45.9%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
13,290
shares
|
$786,369
0.12% of portfolio
|
Q1 2024
Added 14.27%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
13,256
shares
|
$784,357
0.01% of portfolio
|
Q4 2024
Reduced 8.97%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jan 22, 2025 Q4 2024 |
13,222
shares
|
$782,345
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Jan 13, 2025 Q4 2024 |
13,158
shares
|
$778,558
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
13,156
shares
|
$778,440
0.03% of portfolio
|
Q3 2024
Reduced 9.41%
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
Jan 27, 2025 Q4 2024 |
13,064
shares
|
$772,996
0.8% of portfolio
|
Q4 2024
New holding
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Feb 13, 2025 Q4 2024 |
13,013
shares
|
$769,979
0.01% of portfolio
|
Q4 2024
Added 54.77%
|
|
|
Souders Financial Advisors
|
Feb 06, 2025 Q4 2024 |
12,895
shares
|
$762,997
0.11% of portfolio
|
Q4 2024
Reduced 19.24%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Feb 12, 2025 Q4 2024 |
12,863
shares
|
$761,103
0.21% of portfolio
|
Q4 2024
Added 13.19%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
12,766
shares
|
$755,364
0.22% of portfolio
|
Q4 2024
Added 17.26%
|
|
|
Coign Capital Advisors LLC
Draper, UT |
Feb 13, 2025 Q4 2024 |
12,749
shares
|
$754,358
0.68% of portfolio
|
Q4 2024
New holding
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jan 22, 2025 Q4 2024 |
12,734
shares
|
$753,470
0.71% of portfolio
|
Q4 2024
Added 37.01%
|