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 |
|---|---|---|---|---|---|
|
Winch Advisory Services, LLC
Appleton, WI |
Oct 21, 2024 Q3 2024 |
5,446
shares
|
$327,631
0.09% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Wealth Management Partners, LLC
|
Oct 21, 2024 Q3 2024 |
5,435
shares
|
$326,969
0.15% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,400
shares
|
$324,864
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Platform Technology Partners
|
Nov 04, 2024 Q3 2024 |
5,359
shares
|
$322,397
0.1% of portfolio
|
Q3 2024
Added 20.97%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
5,332
shares
|
$320,773
0.04% of portfolio
|
Q2 2024
Added 9.22%
|
|
|
Collective Family Office LLC
|
Oct 04, 2024 Q3 2024 |
5,310
shares
|
$319,449
0.09% of portfolio
|
Q3 2024
Reduced 64.47%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 16, 2024 Q3 2024 |
5,299
shares
|
$318,787
0.16% of portfolio
|
Q3 2024
Added 13.96%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Oct 16, 2024 Q3 2024 |
5,299
shares
|
$318,787
0.18% of portfolio
|
Q3 2024
Reduced 83.82%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
5,297
shares
|
$318,667
0.42% of portfolio
|
Q4 2023
Reduced 1.93%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
5,291
shares
|
$318,306
0.03% of portfolio
|
Q3 2024
Added 47.09%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
5,235
shares
|
$314,937
0.01% of portfolio
|
Q3 2024
Reduced 37.75%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Oct 31, 2024 Q3 2024 |
5,235
shares
|
$314,937
0.16% of portfolio
|
Q3 2024
Added 11.12%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
5,197
shares
|
$312,651
0.01% of portfolio
|
Q2 2024
Reduced 7.33%
|
|
|
Costello Asset Management, Inc
|
Nov 01, 2024 Q3 2024 |
5,182
shares
|
$311,749
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Penbrook Management LLC
|
Oct 15, 2024 Q3 2024 |
5,150
shares
|
$309,824
0.21% of portfolio
|
Q1 2024
Added 4.04%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
5,134
shares
|
$308,861
0.01% of portfolio
|
Q2 2024
Added 19.87%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Oct 09, 2024 Q3 2024 |
5,106
shares
|
$307,176
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
5,071
shares
|
$305,071
0.06% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Bell Bank
|
Nov 05, 2024 Q3 2024 |
5,042
shares
|
$303,326
0.04% of portfolio
|
Q3 2024
Added 5.39%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 23, 2024 Q3 2024 |
5,029
shares
|
$302,544
0.03% of portfolio
|
Q3 2024
Reduced 98.28%
|
|
|
Staley Capital Advisers Inc
|
Nov 08, 2024 Q3 2024 |
5,021
shares
|
$302,063
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2024 Q3 2024 |
5,005
shares
|
$301,100
0.0% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Atlas Brown,Inc.
|
Oct 18, 2024 Q3 2024 |
4,988
shares
|
$300,078
0.1% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Nov 06, 2024 Q3 2024 |
4,985
shares
|
$299,897
0.14% of portfolio
|
Q2 2024
Added 7.55%
|
|
|
Chelsea Counsel CO
|
Nov 21, 2024 Q3 2024 |
4,980
shares
|
$299,596
0.15% of portfolio
|
Q4 2022
New holding
|