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 1,302 institutions that hold shares in the stock, with a total of 301 Million shares, which have been reported (via 13F filing form) to have a value of $17.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rps Advisory Solutions LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
5,079
shares
|
$300,524
0.18% of portfolio
|
Q4 2024
Added 8.11%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2025 Q4 2024 |
5,071
shares
|
$300,051
0.18% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
Jan 16, 2025 Q4 2024 |
5,016
shares
|
$296,796
0.08% of portfolio
|
Q4 2024
Added 9.14%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Feb 13, 2025 Q4 2024 |
4,982
shares
|
$294,784
0.1% of portfolio
|
Q4 2024
Added 3.53%
|
|
|
Chelsea Counsel CO
|
Nov 21, 2024 Q3 2024 |
4,980
shares
|
$294,666
0.15% of portfolio
|
Q4 2022
New holding
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
4,903
shares
|
$290,110
0.41% of portfolio
|
Q3 2022
Reduced 6.45%
|
|
|
Willner & Heller, LLC
|
Jan 16, 2025 Q4 2024 |
4,860
shares
|
$287,566
0.25% of portfolio
|
Q4 2024
Added 34.85%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
4,811
shares
|
$284,666
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Feb 05, 2025 Q4 2024 |
4,780
shares
|
$282,832
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Koa Wealth Management, LLC
Encinitas, CA |
Jan 23, 2025 Q4 2024 |
4,761
shares
|
$281,708
0.22% of portfolio
|
Q4 2024
Reduced 47.62%
|
|
|
L.M. Kohn & Company
|
Jan 30, 2025 Q4 2024 |
4,750
shares
|
$281,057
0.07% of portfolio
|
Q4 2024
Added 7.83%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Feb 13, 2025 Q4 2024 |
4,750
shares
|
$281,057
0.03% of portfolio
|
Q4 2024
Added 3.26%
|
|
|
Reliant Wealth Planning
|
Jan 28, 2025 Q4 2024 |
4,713
shares
|
$278,868
0.14% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Jan 28, 2025 Q4 2024 |
4,710
shares
|
$278,690
0.09% of portfolio
|
Q4 2024
Added 21.45%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Feb 11, 2025 Q4 2024 |
4,660
shares
|
$275,732
0.14% of portfolio
|
Q3 2024
Added 6.15%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Feb 12, 2025 Q4 2024 |
4,640
shares
|
$274,548
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Hudock, Inc.
|
Jan 29, 2025 Q4 2024 |
4,630
shares
|
$273,957
0.05% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Montz Harcus Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
4,605
shares
|
$272,477
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Rba Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
4,603
shares
|
$272,359
0.1% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Feb 07, 2025 Q4 2024 |
4,602
shares
|
$272,300
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
4,584
shares
|
$271,235
0.14% of portfolio
|
Q2 2023
New holding
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
4,583
shares
|
$271,176
0.11% of portfolio
|
Q4 2024
Reduced 27.14%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Feb 13, 2025 Q4 2024 |
4,550
shares
|
$269,223
0.01% of portfolio
|
Q4 2024
Added 4.6%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Feb 03, 2025 Q4 2024 |
4,545
shares
|
$268,927
0.1% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
4,533
shares
|
$268,217
0.0% of portfolio
|
Q4 2024
New holding
|