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 |
|---|---|---|---|---|---|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Oct 22, 2024 Q3 2024 |
3,961
shares
|
$238,293
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Wills Financial Group, Inc.
|
Nov 14, 2024 Q3 2024 |
3,957
shares
|
$238,053
0.11% of portfolio
|
Q2 2024
Added 5.32%
|
|
|
Napa Wealth Management
Napa, CA |
Nov 07, 2024 Q3 2024 |
3,945
shares
|
$237,331
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
3,907
shares
|
$235,045
0.01% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Nov 01, 2024 Q3 2024 |
3,878
shares
|
$233,300
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2024 Q3 2024 |
3,864
shares
|
$232,458
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
3,853
shares
|
$231,796
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 13, 2024 Q3 2024 |
3,851
shares
|
$231,676
0.15% of portfolio
|
Q3 2024
Reduced 16.55%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
3,787
shares
|
$227,825
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Oct 28, 2024 Q3 2024 |
3,756
shares
|
$225,960
0.14% of portfolio
|
Q3 2024
Reduced 5.7%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
3,735
shares
|
$224,697
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
3,725
shares
|
$224,096
0.1% of portfolio
|
Q1 2024
Added 5.67%
|
|
|
Flc Capital Advisors
|
Oct 16, 2024 Q3 2024 |
3,672
shares
|
$220,907
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
3,655
shares
|
$219,884
0.0% of portfolio
|
Q3 2024
Reduced 33.89%
|
|
|
Landmark Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
3,648
shares
|
$219,463
0.09% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Nov 08, 2024 Q3 2024 |
3,638
shares
|
$218,862
0.02% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
3,624
shares
|
$218,019
0.0% of portfolio
|
Q3 2024
Reduced 24.74%
|
|
|
Willner & Heller, LLC
|
Oct 10, 2024 Q3 2024 |
3,604
shares
|
$216,816
0.2% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
3,575
shares
|
$215,072
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Fluent Financial, LLC
|
Oct 04, 2024 Q3 2024 |
3,570
shares
|
$214,771
0.1% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
3,552
shares
|
$213,688
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Nov 06, 2024 Q3 2024 |
3,542
shares
|
$213,086
0.05% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 15, 2024 Q3 2024 |
3,541
shares
|
$213,026
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Patron Partners, LLC
|
Nov 04, 2024 Q3 2024 |
3,494
shares
|
$210,199
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
3,490
shares
|
$209,958
0.0% of portfolio
|
Q3 2024
Reduced 48.3%
|