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 279 Million shares, which have been reported (via 13F filing form) to have a value of $16.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Corrigan Financial, Inc.
Middletown, RI |
Oct 04, 2024 Q3 2024 |
450,927
shares
|
$26.8 Million
6.15% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
449,845
shares
|
$26.8 Million
7.29% of portfolio
|
Q2 2023
Reduced 2.83%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
449,499
shares
|
$26.7 Million
6.51% of portfolio
|
Q3 2024
Added 17.02%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
440,590
shares
|
$26.2 Million
0.69% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
437,682
shares
|
$26 Million
0.61% of portfolio
|
Q3 2024
Added 3.04%
|
|
|
Financial Services Advisory Inc
|
Oct 31, 2024 Q3 2024 |
417,043
shares
|
$24.8 Million
6.06% of portfolio
|
Q3 2024
Added 103.95%
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
417,037
shares
|
$24.8 Million
1.74% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Bouchey Financial Group LTD
|
Oct 24, 2024 Q3 2024 |
412,280
shares
|
$24.5 Million
2.34% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
410,679
shares
|
$24.4 Million
1.05% of portfolio
|
Q3 2024
Added 3.5%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
390,985
shares
|
$23.3 Million
0.3% of portfolio
|
Q3 2024
Added 4.74%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
382,633
shares
|
$22.8 Million
0.57% of portfolio
|
Q2 2024
Reduced 15.84%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
378,899
shares
|
$22.5 Million
0.43% of portfolio
|
Q3 2024
Added 28.56%
|
|
|
Graypoint LLC
|
Oct 31, 2024 Q3 2024 |
375,839
shares
|
$22.4 Million
1.47% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
369,734
shares
|
$22 Million
0.26% of portfolio
|
Q3 2024
Added 7.77%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
357,853
shares
|
$21.3 Million
1.37% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Cooper Financial Group
|
Nov 14, 2024 Q3 2024 |
354,168
shares
|
$21.1 Million
2.8% of portfolio
|
Q3 2024
Reduced 3.75%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
354,120
shares
|
$21.1 Million
2.98% of portfolio
|
Q2 2023
Added 6.8%
|
|
|
Sterling Investment Counsel, LLC
|
Oct 22, 2024 Q3 2024 |
350,768
shares
|
$20.9 Million
7.45% of portfolio
|
Q3 2024
Added 4.56%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 25, 2024 Q3 2024 |
343,949
shares
|
$20.5 Million
5.59% of portfolio
|
Q3 2024
Added 5.12%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
341,096
shares
|
$20.3 Million
0.08% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
337,719
shares
|
$20.1 Million
0.72% of portfolio
|
Q3 2024
Reduced 20.21%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 07, 2024 Q3 2024 |
335,653
shares
|
$20 Million
1.18% of portfolio
|
Q3 2024
Added 5.11%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
335,113
shares
|
$19.9 Million
0.48% of portfolio
|
Q3 2024
Added 28.64%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Nov 08, 2024 Q3 2024 |
331,562
shares
|
$19.7 Million
1.03% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
331,376
shares
|
$19.7 Million
1.9% of portfolio
|
Q3 2024
Added 0.42%
|