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 |
|---|---|---|---|---|---|
|
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
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Oct 31, 2024 Q3 2024 |
4,956
shares
|
$298,152
0.19% of portfolio
|
Q3 2024
Added 4.21%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
4,903
shares
|
$294,964
0.41% of portfolio
|
Q3 2022
Reduced 6.45%
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
4,890
shares
|
$294,182
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Nvest Financial, LLC
|
Oct 09, 2024 Q3 2024 |
4,860
shares
|
$292,377
0.17% of portfolio
|
Q3 2024
Added 33.63%
|
|
|
Hixon Zuercher, LLC
|
Oct 30, 2024 Q3 2024 |
4,856
shares
|
$292,136
0.11% of portfolio
|
Q3 2024
Reduced 9.0%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 16, 2024 Q3 2024 |
4,812
shares
|
$289,489
0.11% of portfolio
|
Q3 2024
Reduced 4.49%
|
|
|
Hilton Capital Management, LLC
|
Nov 08, 2024 Q3 2024 |
4,805
shares
|
$289,068
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Waller Financial Planning Group, Inc
|
Oct 02, 2024 Q3 2024 |
4,771
shares
|
$287,023
0.07% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,765
shares
|
$286,662
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
4,715
shares
|
$283,654
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Reliant Wealth Planning
|
Oct 24, 2024 Q3 2024 |
4,713
shares
|
$283,534
0.12% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Oct 18, 2024 Q3 2024 |
4,698
shares
|
$282,631
0.2% of portfolio
|
Q3 2024
Reduced 4.1%
|
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
4,675
shares
|
$281,248
0.04% of portfolio
|
Q3 2024
Added 3.98%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Nov 06, 2024 Q3 2024 |
4,660
shares
|
$280,345
0.14% of portfolio
|
Q3 2024
Added 6.15%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2024 Q3 2024 |
4,640
shares
|
$279,142
0.1% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Hudock, Inc.
|
Oct 23, 2024 Q3 2024 |
4,608
shares
|
$277,217
0.05% of portfolio
|
Q3 2024
Added 4.51%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Oct 07, 2024 Q3 2024 |
4,600
shares
|
$276,736
0.04% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
Oct 25, 2024 Q3 2024 |
4,596
shares
|
$276,495
0.07% of portfolio
|
Q3 2024
Added 26.82%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
4,589
shares
|
$276,074
0.03% of portfolio
|
Q2 2024
Added 8.38%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
4,584
shares
|
$275,773
0.14% of portfolio
|
Q2 2023
New holding
|
|
|
Rba Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
4,566
shares
|
$274,690
0.1% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
4,556
shares
|
$274,088
0.21% of portfolio
|
Q3 2024
Added 21.69%
|
|
|
Clarus Wealth Advisors
|
Oct 08, 2024 Q3 2024 |
4,537
shares
|
$272,945
0.14% of portfolio
|
Q3 2024
Reduced 1.54%
|