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 |
|---|---|---|---|---|---|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
1,594
shares
|
$95,895
0.04% of portfolio
|
Q3 2024
Added 23.18%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
1,593
shares
|
$95,834
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
1,593
shares
|
$95,834
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
1,589
shares
|
$95,594
0.0% of portfolio
|
Q3 2024
Reduced 31.66%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,570
shares
|
$94,451
0.02% of portfolio
|
Q1 2024
Added 0.58%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
1,436
shares
|
$86,389
0.01% of portfolio
|
Q3 2024
Reduced 6.69%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 25, 2024 Q3 2024 |
1,338
shares
|
$80,494
0.03% of portfolio
|
Q4 2023
Reduced 17.79%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
1,319
shares
|
$79,351
0.0% of portfolio
|
Q3 2024
Added 60.85%
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
1,276
shares
|
$76,764
0.03% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
1,214
shares
|
$73,034
0.03% of portfolio
|
Q3 2024
Added 21.4%
|
|
|
Close Asset Management LTD
|
Nov 12, 2024 Q3 2024 |
1,145
shares
|
$68,883
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
1,100
shares
|
$66,176
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
1,096
shares
|
$65,935
0.0% of portfolio
|
Q4 2023
Reduced 24.52%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
1,092
shares
|
$65,694
0.0% of portfolio
|
Q3 2024
Reduced 75.28%
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
1,031
shares
|
$62,024
0.0% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
1,021
shares
|
$61,423
0.0% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,000
shares
|
$60,160
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
1,000
shares
|
$60,160
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
960
shares
|
$57,753
0.01% of portfolio
|
Q3 2024
Reduced 79.4%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
950
shares
|
$57,152
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
938
shares
|
$56,430
0.01% of portfolio
|
Q3 2024
Reduced 57.5%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
869
shares
|
$52,279
0.01% of portfolio
|
Q3 2024
Reduced 9.38%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
867
shares
|
$52,158
0.02% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
864
shares
|
$51,978
0.0% of portfolio
|
Q4 2022
Added 59.41%
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
835
shares
|
$50,233
0.02% of portfolio
|
Q3 2024
Added 11.33%
|