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 1,168 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 |
|---|---|---|---|---|---|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
7,107
shares
|
$431,252
0.19% of portfolio
|
Q3 2024
Reduced 61.64%
|
|
|
Mas Advisors LLC
Miami, FL |
Nov 08, 2024 Q3 2024 |
7,092
shares
|
$430,342
0.9% of portfolio
|
Q1 2023
Reduced 40.48%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
7,043
shares
|
$427,369
0.32% of portfolio
|
Q3 2024
Added 7.64%
|
|
|
Tanglewood Wealth Management, Inc.
|
Oct 25, 2024 Q3 2024 |
7,040
shares
|
$427,187
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
7,040
shares
|
$427,187
0.02% of portfolio
|
Q3 2024
Added 42.08%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
7,020
shares
|
$425,973
0.02% of portfolio
|
Q3 2024
Added 54.12%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Oct 03, 2024 Q3 2024 |
7,006
shares
|
$425,124
0.36% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,979
shares
|
$423,485
0.0% of portfolio
|
Q3 2024
Added 34.13%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Oct 11, 2024 Q3 2024 |
6,969
shares
|
$422,878
0.08% of portfolio
|
Q3 2024
Reduced 45.61%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Oct 07, 2024 Q3 2024 |
6,965
shares
|
$422,636
0.2% of portfolio
|
Q3 2024
Added 18.05%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
6,918
shares
|
$419,784
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
6,739
shares
|
$408,922
0.02% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
6,735
shares
|
$408,679
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
6,713
shares
|
$407,344
0.04% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,700
shares
|
$406,556
0.0% of portfolio
|
Q3 2024
Reduced 79.37%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Nov 22, 2024 Q3 2024 |
6,689
shares
|
$405,888
0.01% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 15, 2024 Q3 2024 |
6,625
shares
|
$402,005
0.32% of portfolio
|
Q3 2024
Added 43.4%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
6,615
shares
|
$401,398
0.08% of portfolio
|
Q4 2022
Reduced 11.92%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
6,615
shares
|
$401,398
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
6,584
shares
|
$399,517
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Columbia Advisory Partners LLC
|
Oct 18, 2024 Q3 2024 |
6,447
shares
|
$391,203
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
Embree Financial Group
Chicago, IL |
Oct 18, 2024 Q3 2024 |
6,384
shares
|
$387,381
0.07% of portfolio
|
Q3 2024
Reduced 25.95%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Nov 12, 2024 Q3 2024 |
6,344
shares
|
$384,953
0.13% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Weatherly Asset Management L. P.
|
Oct 28, 2024 Q3 2024 |
6,330
shares
|
$384,104
0.03% of portfolio
|
Q2 2024
Added 2.01%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 15, 2024 Q3 2024 |
6,290
shares
|
$381,677
0.13% of portfolio
|
Q3 2024
Added 3.35%
|