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 |
|---|---|---|---|---|---|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
6,243
shares
|
$375,578
0.0% of portfolio
|
Q3 2024
Reduced 60.93%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
6,190
shares
|
$372,390
0.02% of portfolio
|
Q3 2024
Added 48.55%
|
|
|
Tag Stone Capital, Inc.
|
Nov 08, 2024 Q3 2024 |
6,188
shares
|
$372,270
0.19% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
6,181
shares
|
$371,848
0.22% of portfolio
|
Q3 2024
Added 63.61%
|
|
|
Bay Rivers Group
|
Oct 25, 2024 Q3 2024 |
6,120
shares
|
$368,179
0.18% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
6,097
shares
|
$366,795
0.09% of portfolio
|
Q3 2024
Added 46.77%
|
|
|
West Wealth Group, LLC
|
Oct 23, 2024 Q3 2024 |
6,013
shares
|
$361,742
0.12% of portfolio
|
Q3 2024
Reduced 3.42%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Oct 22, 2024 Q3 2024 |
5,973
shares
|
$359,335
0.26% of portfolio
|
Q3 2024
Added 16.12%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
5,962
shares
|
$358,673
0.04% of portfolio
|
Q3 2024
Added 16.67%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
5,949
shares
|
$357,891
0.17% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
5,914
shares
|
$355,786
0.17% of portfolio
|
Q2 2023
Added 362.03%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,876
shares
|
$353,500
0.03% of portfolio
|
Q3 2024
Reduced 63.25%
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
5,855
shares
|
$352,236
0.01% of portfolio
|
Q3 2024
Added 13.58%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
5,825
shares
|
$350,432
0.02% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Nov 06, 2024 Q3 2024 |
5,803
shares
|
$349,108
0.25% of portfolio
|
Q3 2024
Reduced 6.33%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
5,801
shares
|
$348,988
0.01% of portfolio
|
Q2 2024
Added 16.02%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
5,800
shares
|
$348,928
0.08% of portfolio
|
Q3 2022
New holding
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
5,750
shares
|
$345,920
0.01% of portfolio
|
Q3 2024
Reduced 58.03%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 23, 2024 Q3 2024 |
5,659
shares
|
$340,445
0.06% of portfolio
|
Q3 2024
Reduced 13.52%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Oct 25, 2024 Q3 2024 |
5,659
shares
|
$340,445
0.08% of portfolio
|
Q3 2024
Reduced 10.5%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
5,572
shares
|
$335,211
0.06% of portfolio
|
Q3 2024
Added 1.83%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
5,565
shares
|
$334,790
0.13% of portfolio
|
Q3 2023
Reduced 48.15%
|
|
|
Roof Eidam & Maycock
|
Oct 21, 2024 Q3 2024 |
5,500
shares
|
$330,880
0.08% of portfolio
|
Q4 2022
Added 22.22%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Oct 29, 2024 Q3 2024 |
5,483
shares
|
$329,857
0.11% of portfolio
|
Q3 2024
Reduced 50.24%
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
5,475
shares
|
$329,376
0.03% of portfolio
|
Q3 2024
Added 15.26%
|