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 |
|---|---|---|---|---|---|
|
Chilton Investment CO Inc.
Stamford, CT |
Nov 14, 2024 Q3 2024 |
4,523
shares
|
$272,103
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 15, 2024 Q3 2024 |
4,483
shares
|
$269,697
0.1% of portfolio
|
Q3 2024
Added 12.53%
|
|
|
Sonata Capital Group Inc
|
Oct 31, 2024 Q3 2024 |
4,446
shares
|
$267,471
0.11% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
4,435
shares
|
$266,809
0.04% of portfolio
|
Q3 2024
Reduced 13.78%
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
4,430
shares
|
$266,508
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
4,425
shares
|
$266,208
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
4,405
shares
|
$265,004
0.07% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Encompass More Asset Management
Danville, CA |
Nov 14, 2024 Q3 2024 |
4,393
shares
|
$264,282
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 12, 2024 Q3 2024 |
4,371
shares
|
$262,959
0.12% of portfolio
|
Q3 2024
Added 18.91%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Oct 16, 2024 Q3 2024 |
4,350
shares
|
$261,695
0.1% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
4,350
shares
|
$261,695
0.01% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
4,266
shares
|
$256,642
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 18, 2024 Q3 2024 |
4,262
shares
|
$256,401
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
4,261
shares
|
$256,341
0.04% of portfolio
|
Q2 2024
Added 7.38%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Nov 12, 2024 Q3 2024 |
4,257
shares
|
$256,101
0.02% of portfolio
|
Q3 2024
Added 5.69%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
4,255
shares
|
$255,980
0.09% of portfolio
|
Q3 2024
Reduced 15.93%
|
|
|
Carson Advisory Inc.
|
Nov 01, 2024 Q3 2024 |
4,247
shares
|
$255,499
0.17% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
4,240
shares
|
$255,078
0.02% of portfolio
|
Q3 2024
Reduced 4.5%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
4,173
shares
|
$251,047
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Arbor Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
4,173
shares
|
$251,047
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Sloy Dahl & Holst, LLC
|
Oct 17, 2024 Q3 2024 |
4,150
shares
|
$249,664
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
4,136
shares
|
$248,821
0.09% of portfolio
|
Q1 2024
Added 29.01%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
Nov 12, 2024 Q3 2024 |
4,129
shares
|
$248,400
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
4,109
shares
|
$247,197
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Fortem Financial Group, LLC
|
Nov 18, 2024 Q3 2024 |
4,082
shares
|
$245,573
0.1% of portfolio
|
Q2 2023
Reduced 7.81%
|